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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
FPE icon
426
First Trust Preferred Securities and Income ETF
FPE
$6.34B
$65.6K 0.01%
3,731
– –
WYNN icon
427
Wynn Resorts
WYNN
$10.5B
$65.5K 0.01%
785
– –
NULV icon
428
Nuveen ESG Large-Cap Value ETF
NULV
$2.29B
$64.8K 0.01%
1,600
+497
+45% +$20.2K
VCLT icon
429
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.8B
$64K 0.01%
843
– –
KLG
430
DELISTED
WK Kellogg Co
KLG
$63.2K 0.01%
3,171
– –
WFC icon
431
Wells Fargo
WFC
$266B
$63.1K 0.01%
879
-8,607
-91% -$646K
BATRK icon
432
Atlanta Braves Holdings Series B
BATRK
$3.41B
$62.8K 0.01%
1,570
– –
XPER icon
433
Xperi
XPER
$320M
$62.5K 0.01%
8,093
+64
+0.8% +$560
HIG icon
434
Hartford Financial Services
HIG
$37.8B
$61.9K 0.01%
500
– –
PAYX icon
435
Paychex
PAYX
$44.6B
$61.7K 0.01%
400
+149
+59% +$21.9K
EMHY icon
436
iShares JPMorgan EM High Yield Bond ETF
EMHY
$639M
$60.7K 0.01%
1,589
– –
LXU icon
437
LSB Industries
LXU
$711M
$60.6K 0.01%
9,198
– –
TBI
438
Trueblue
TBI
$309M
$60.5K 0.01%
11,400
+500
+5% +$3.42K
LRGE icon
439
ClearBridge Large Cap Growth Select ETF
LRGE
$389M
$60.1K 0.01%
862
+266
+45% +$19.9K
VIG icon
440
Vanguard Dividend Appreciation ETF
VIG
$115B
$59.9K 0.01%
309
-32
-9% -$6.36K
VXUS icon
441
Vanguard Total International Stock ETF
VXUS
$164B
$59.8K 0.01%
963
– –
NULG icon
442
Nuveen ESG Large-Cap Growth ETF
NULG
$2.81B
$59.6K 0.01%
761
+239
+46% +$20.3K
ESGV icon
443
Vanguard ESG US Stock ETF
ESGV
$13.7B
$59.5K 0.01%
607
+188
+45% +$19.7K
FIW icon
444
First Trust Water ETF
FIW
$1.92B
$59.2K 0.01%
588
+189
+47% +$19.5K
MORT icon
445
VanEck Mortgage REIT Income ETF
MORT
$376M
$58.7K 0.01%
5,258
– –
ESML icon
446
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.96B
$58.6K 0.01%
1,526
– –
HOUS
447
DELISTED
Anywhere Real Estate
HOUS
$58.5K 0.01%
17,567
– –
VTRS icon
448
Viatris
VTRS
$18.4B
$57.7K 0.01%
6,629
-188
-3% -$1.97K
HAL icon
449
Halliburton
HAL
$27.4B
$56.4K 0.01%
2,222
– –
GCO icon
450
Genesco
GCO
$394M
$56.3K 0.01%
2,650
– –
16 17
18
19 20

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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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TCP
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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.