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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
+1.98%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$546M
AUM Growth
+$5.61M
Cap. Flow
-$2.17M
Cap. Flow %
-0.4%
Top 10 Hldgs %
33.42%
Holding
908
New
39
Increased
94
Reduced
257
Closed
62

Top Buys

Rank Stock Value
1
DVN icon
Devon Energy
DVN
+$963K
2
OMC icon
Omnicom Group
OMC
+$950K
3
CNH
CNH Industrial
CNH
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

Top Sells

Rank Stock Value
1
IPG
Interpublic Group of Companies
IPG
+$1.04M
2
HII icon
Huntington Ingalls Industries
HII
+$985K
3
FHN icon
First Horizon
FHN
+$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

Sector Composition

Rank Sector Weight
1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VALE icon
401
Vale
VALE
$60.9B
$71.7K 0.01%
5,500
– –
DUK icon
402
Duke Energy
DUK
$96.1B
$70.3K 0.01%
600
-300
-33% -$36.6K
ESML icon
403
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$70.2K 0.01%
1,526
– –
BTI icon
404
British American Tobacco
BTI
$122B
$69.4K 0.01%
1,225
– –
CEE
405
Central and Eastern Europe Fund
CEE
$139M
$69.3K 0.01%
+3,915
New +$63.2K
HIG icon
406
Hartford Financial Services
HIG
$38.1B
$68.9K 0.01%
500
– –
SHLD icon
407
Global X Defense Tech ETF
SHLD
$7.67B
$67.2K 0.01%
1,037
+354
+52% +$23.3K
RRC icon
408
Range Resources
RRC
$9.5B
$67K 0.01%
1,900
– –
XLF icon
409
State Street Financial Select Sector SPDR ETF
XLF
$59B
$65.2K 0.01%
1,190
– –
IUSB icon
410
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$64.7K 0.01%
1,391
– –
EMHY icon
411
iShares JPMorgan EM High Yield Bond ETF
EMHY
$636M
$64.1K 0.01%
1,589
– –
XRX icon
412
Xerox
XRX
$423M
$64.1K 0.01%
27,031
-2,430
-8% -$7.19K
VCLT icon
413
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
$63.9K 0.01%
843
– –
SCHM icon
414
Schwab US Mid-Cap ETF
SCHM
$15.1B
$63.4K 0.01%
2,109
– –
HAL icon
415
Halliburton
HAL
$28.2B
$62.8K 0.01%
2,222
– –
BATRK icon
416
Atlanta Braves Holdings Series B
BATRK
$3.27B
$61.9K 0.01%
1,570
– –
VWO icon
417
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$60.9K 0.01%
1,133
+33
+3% +$1.79K
BWA icon
418
BorgWarner
BWA
$14.2B
$60.8K 0.01%
1,350
– –
TROX icon
419
Tronox
TROX
$1.02B
$60.5K 0.01%
14,500
-1,800
-11% -$6.86K
PM icon
420
Philip Morris
PM
$290B
$59.9K 0.01%
373
– –
GDX icon
421
VanEck Gold Miners ETF
GDX
$27.5B
$59.4K 0.01%
692
– –
SAN icon
422
Banco Santander
SAN
$210B
$59.3K 0.01%
5,054
– –
NULV icon
423
Nuveen ESG Large-Cap Value ETF
NULV
$2.29B
$59.2K 0.01%
1,314
-577
-31% -$25.8K
NATL icon
424
NCR Atleos
NATL
$3.46B
$59.1K 0.01%
1,550
-450
-23% -$16.9K
SPYX icon
425
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.86B
$59.1K 0.01%
1,051
-78
-7% -$4.34K
15 16
17
18 19

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TCM
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QL
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NCA
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MCM
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FGAM
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Investors Research Corp's Q4 2025 Portfolio in Review

As of Q4 2025, Investors Research Corp held 908 positions worth $546M, up 1% from $540M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Investors Research Corp's Q4 2025 filing shows 39 new, 94 increased, 257 reduced and 62 closed positions. Its largest new stake was Omnicom Group: 12,438 shares worth $1M. The largest sale was Interpublic Group of Companies, an estimated $1.04M.

By sector, the portfolio is most concentrated in Financials at 5.2% of assets, down from 5.6% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2025 buy was Omnicom Group: 12,438 shares worth $1M.
  • Investors Research Corp added most to Devon Energy in Q4 2025, an estimated $963K increase.
  • Investors Research Corp's biggest Q4 2025 reduction was Huntington Ingalls Industries, cutting an estimated $985K.
  • Investors Research Corp fully exited Interpublic Group of Companies in Q4 2025, selling an estimated $1.04M.
  • Investors Research Corp's ten largest holdings make up 33% of its $546M portfolio in Q4 2025.
  • Investors Research Corp opened 39 new positions and closed 62 in Q4 2025.
  • Investors Research Corp's portfolio value rose 1% quarter-over-quarter to $546M.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.