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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
-1.79%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$462M
AUM Growth
+$6.56M
Cap. Flow
+$18.5M
Cap. Flow %
4%
Top 10 Hldgs %
28.91%
Holding
1,000
New
57
Increased
203
Reduced
138
Closed
37

Top Buys

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$1.35M
2
WTRG icon
Essential Utilities
WTRG
+$1.3M
3
SEE
Sealed Air
SEE
+$1.24M
4
AES icon
AES
AES
+$1.17M
5
LW icon
Lamb Weston
LW
+$1.12M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$1.15M
2
K
Kellanova
K
+$1.03M
3
SAN icon
Banco Santander
SAN
+$841K
4
HBAN icon
Huntington Bancshares
HBAN
+$730K
5
JHG
Janus Henderson
JHG
+$711K

Sector Composition

Rank Sector Weight
1 Financials 6.5%
2 Consumer Discretionary 5.41%
3 Technology 3.67%
4 Energy 3.01%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
URTH icon
401
iShares MSCI World ETF
URTH
$8.4B
$83.6K 0.02%
546
– –
VUG icon
402
Vanguard Morningstar Growth ETF
VUG
$231B
$82K 0.02%
1,326
+102
+8% +$6.88K
CTSH icon
403
Cognizant
CTSH
$26.7B
$80.8K 0.02%
1,056
-11
-1% -$896
CLW icon
404
Clearwater Paper
CLW
$354M
$79.9K 0.02%
3,150
– –
BND icon
405
Vanguard Total Bond Market
BND
$162B
$78.7K 0.02%
1,072
– –
LOW icon
406
Lowe's Companies
LOW
$122B
$77.9K 0.02%
334
– –
WWW icon
407
Wolverine World Wide
WWW
$1.63B
$76.5K 0.02%
5,500
– –
RRC icon
408
Range Resources
RRC
$9.33B
$75.9K 0.02%
1,900
– –
MDLZ icon
409
Mondelez International
MDLZ
$81.1B
$73.8K 0.02%
1,087
– –
EVT icon
410
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.21B
$73.2K 0.02%
3,145
– –
IDV icon
411
iShares International Select Dividend ETF
IDV
$8.53B
$73.1K 0.02%
2,358
– –
PM icon
412
Philip Morris
PM
$294B
$72.7K 0.02%
458
+126
+38% +$17.8K
LXFR icon
413
Luxfer Holdings
LXFR
$457M
$72.3K 0.02%
6,100
– –
COWZ icon
414
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
$71.9K 0.02%
1,313
– –
MRNA icon
415
Moderna
MRNA
$25.4B
$71.6K 0.02%
2,527
– –
STT icon
416
State Street
STT
$52.2B
$71.6K 0.02%
800
– –
SPYX icon
417
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.89B
$71.2K 0.02%
1,557
– –
USHY icon
418
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$70.6K 0.02%
1,918
+176
+10% +$6.53K
SPHR icon
419
Sphere Entertainment
SPHR
$6.33B
$70.3K 0.02%
2,150
– –
PRGO icon
420
Perrigo
PRGO
$1.78B
$69.3K 0.02%
2,472
– –
CRBN icon
421
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.19B
$69.2K 0.02%
362
– –
SUSA icon
422
iShares ESG Optimized MSCI USA ETF
SUSA
$4.21B
$68.1K 0.01%
593
– –
HBAN icon
423
Huntington Bancshares
HBAN
$35.9B
$67.8K 0.01%
4,515
-45,288
-91% -$730K
DBI icon
424
Designer Brands
DBI
$312M
$66.7K 0.01%
18,267
+833
+5% +$3.92K
XLI icon
425
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$66.1K 0.01%
504
– –
15 16
17
18 19

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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
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MCM
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FGAM
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AAS
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KF
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Investors Research Corp's Q1 2025 Portfolio in Review

As of Q1 2025, Investors Research Corp held 1,000 positions worth $462M, up 1.4% from $455M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp deployed $18.5M of net new capital in Q1 2025, opening 57 new positions and adding to 203 existing holdings. Its largest new stake was Essential Utilities: 35,350 shares worth $1.4M.

By sector, the portfolio is most concentrated in Financials at 6.5% of assets, down from 7.6% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Gilead Sciences, an estimated $1.15M trimmed.

  • Investors Research Corp's largest Q1 2025 buy was Essential Utilities: 35,350 shares worth $1.4M.
  • Investors Research Corp added most to Crown Castle in Q1 2025, an estimated $1.35M increase.
  • Investors Research Corp's biggest Q1 2025 reduction was Gilead Sciences, cutting an estimated $1.15M.
  • Investors Research Corp fully exited Kellanova in Q1 2025, selling an estimated $1.03M.
  • Investors Research Corp's ten largest holdings make up 29% of its $462M portfolio in Q1 2025.
  • Investors Research Corp opened 57 new positions and closed 37 in Q1 2025.
  • Investors Research Corp's portfolio value rose 1.4% quarter-over-quarter to $462M.

Based on Investors Research Corp's 13F filing for Q1 2025, filed 8 Apr 2025.