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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
+3.4%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$396M
AUM Growth
+$11.2M
Cap. Flow
+$1.45M
Cap. Flow %
0.37%
Top 10 Hldgs %
20.02%
Holding
1,142
New
15
Increased
99
Reduced
119
Closed
54

Top Buys

Rank Stock Value
1
LEG icon
Leggett & Platt
LEG
+$938K
2
CVS icon
CVS Health
CVS
+$921K
3
AAP icon
Advance Auto Parts
AAP
+$646K
4
WRK
WestRock Company
WRK
+$637K
5
HNI icon
HNI Corp
HNI
+$589K

Top Sells

Rank Stock Value
1
KBR icon
KBR
KBR
+$1.23M
2
TECK icon
Teck Resources
TECK
+$876K
3
SNY icon
Sanofi
SNY
+$746K
4
ABB
ABB Ltd
ABB
+$708K
5
FLEX icon
Flex
FLEX
+$684K

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Consumer Discretionary 8.81%
3 Technology 6.36%
4 Industrials 5.07%
5 Materials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CARS icon
426
Cars.com
CARS
$635M
$92.1K 0.02%
4,648
– –
GEHC icon
427
GE HealthCare
GEHC
$32.9B
$91.9K 0.02%
1,131
– –
ARNC
428
DELISTED
Arconic Corporation
ARNC
$91.8K 0.02%
3,105
– –
SCHB icon
429
Schwab US Broad Market ETF
SCHB
$44.7B
$91.5K 0.02%
5,310
-4,689
-47% -$76.4K
TRMK icon
430
Trustmark
TRMK
$2.78B
$90.8K 0.02%
4,300
– –
PIPR icon
431
Piper Sandler
PIPR
$5.35B
$90.5K 0.02%
2,800
– –
CTVA icon
432
Corteva
CTVA
$50.9B
$90.4K 0.02%
1,578
– –
COKE icon
433
Coca-Cola Consolidated
COKE
$12.1B
$89K 0.02%
1,400
– –
ADP icon
434
Automatic Data Processing
ADP
$108B
$86.4K 0.02%
393
– –
SCHV
435
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$85.5K 0.02%
3,825
– –
GEN icon
436
Gen Digital
GEN
$17.4B
$85.3K 0.02%
4,600
– –
OKE icon
437
Oneok
OKE
$57.7B
$85.1K 0.02%
1,379
– –
VBR icon
438
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$85K 0.02%
514
– –
PBI icon
439
Pitney Bowes
PBI
$2.27B
$84.3K 0.02%
23,807
– –
PRGO icon
440
Perrigo
PRGO
$1.78B
$83.9K 0.02%
2,472
– –
OHI icon
441
Omega Healthcare
OHI
$13.8B
$83.8K 0.02%
2,730
– –
FMC icon
442
FMC
FMC
$1.3B
$83.5K 0.02%
800
– –
VTRS icon
443
Viatris
VTRS
$18.7B
$83.4K 0.02%
8,358
– –
WYNN icon
444
Wynn Resorts
WYNN
$10.8B
$82.9K 0.02%
785
– –
NXST icon
445
Nexstar Media Group
NXST
$5.69B
$82.8K 0.02%
497
– –
FFBC icon
446
First Financial Bancorp
FFBC
$3.57B
$81.8K 0.02%
4,000
– –
WWW icon
447
Wolverine World Wide
WWW
$1.49B
$80.8K 0.02%
5,500
– –
CTG
448
DELISTED
Computer Task Group, Inc.
CTG
$80.5K 0.02%
10,575
– –
VPL icon
449
Vanguard FTSE Pacific ETF
VPL
$8.42B
$80.1K 0.02%
1,149
– –
VWO icon
450
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$78.2K 0.02%
1,923
– –
16 17
18
19 20

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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
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NCA
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CAM
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MCM
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FGAM
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Investors Research Corp's Q2 2023 Portfolio in Review

As of Q2 2023, Investors Research Corp held 1,142 positions worth $396M, up 2.9% from $385M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Investors Research Corp's Q2 2023 filing shows 15 new, 99 increased, 119 reduced and 54 closed positions. Its largest new stake was Leggett & Platt: 29,809 shares worth $883K. The largest sale was KBR, an estimated $1.23M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, down from 9.3% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q2 2023 buy was Leggett & Platt: 29,809 shares worth $883K.
  • Investors Research Corp added most to CVS Health in Q2 2023, an estimated $921K increase.
  • Investors Research Corp's biggest Q2 2023 reduction was KBR, cutting an estimated $1.23M.
  • Investors Research Corp fully exited ABB Ltd in Q2 2023, selling an estimated $708K.
  • Investors Research Corp's ten largest holdings make up 20% of its $396M portfolio in Q2 2023.
  • Investors Research Corp opened 15 new positions and closed 54 in Q2 2023.
  • Investors Research Corp's portfolio value rose 2.9% quarter-over-quarter to $396M.

Based on Investors Research Corp's 13F filing for Q2 2023, filed 14 Aug 2023.