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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
+3.94%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$385M
AUM Growth
+$15.4M
Cap. Flow
+$5.44M
Cap. Flow %
1.41%
Top 10 Hldgs %
18.47%
Holding
1,176
New
30
Increased
99
Reduced
209
Closed
47

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$709K
2
USB icon
US Bancorp
USB
+$596K
3
TSN icon
Tyson Foods
TSN
+$535K
4
PNC icon
PNC Financial Services
PNC
+$526K
5
HAS icon
Hasbro
HAS
+$443K

Top Sells

Rank Stock Value
1
DECK icon
Deckers Outdoor
DECK
+$891K
2
CAJ
Canon, Inc.
CAJ
+$750K
3
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$549K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$159K
5
ETN icon
Eaton
ETN
+$150K

Sector Composition

Rank Sector Weight
1 Financials 9.25%
2 Consumer Discretionary 8.58%
3 Technology 6.3%
4 Industrials 5.4%
5 Materials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARNC
451
DELISTED
Arconic Corporation
ARNC
$81.4K 0.02%
3,105
– –
APA icon
452
APA Corp
APA
$14B
$80.5K 0.02%
2,232
-300
-12% -$12K
VTRS icon
453
Viatris
VTRS
$18.4B
$80.4K 0.02%
8,358
– –
AAL icon
454
American Airlines Group
AAL
$9.97B
$79K 0.02%
5,356
– –
GEN icon
455
Gen Digital
GEN
$17.7B
$78.9K 0.02%
4,600
– –
DECK icon
456
Deckers Outdoor
DECK
$12.7B
$78.7K 0.02%
1,050
-12,750
-92% -$891K
VPL icon
457
Vanguard FTSE Pacific ETF
VPL
$8.65B
$77.9K 0.02%
1,149
-57
-5% -$3.83K
SUP
458
DELISTED
Superior Industries International
SUP
$77.7K 0.02%
15,700
– –
VWO icon
459
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$77.7K 0.02%
1,923
+1
+0.1% +$41
MAGN
460
Magnera Corp
MAGN
$433M
$77.2K 0.02%
1,862
– –
HOG icon
461
Harley-Davidson
HOG
$2.9B
$77.1K 0.02%
2,030
– –
CTG
462
DELISTED
Computer Task Group, Inc.
CTG
$76.7K 0.02%
10,575
-800
-7% -$5.91K
COKE icon
463
Coca-Cola Consolidated
COKE
$12.7B
$74.9K 0.02%
1,400
– –
OHI icon
464
Omega Healthcare
OHI
$13.9B
$74.8K 0.02%
2,730
– –
MDLZ icon
465
Mondelez International
MDLZ
$81.1B
$74.7K 0.02%
1,072
– –
GBX icon
466
The Greenbrier Companies
GBX
$1.42B
$74K 0.02%
2,300
– –
HAL icon
467
Halliburton
HAL
$27.4B
$70.3K 0.02%
2,222
– –
ACTG icon
468
Acacia Research
ACTG
$449M
$69.9K 0.02%
18,100
– –
KT icon
469
KT
KT
$9.03B
$69.7K 0.02%
6,150
– –
TILE icon
470
Interface
TILE
$2.24B
$68.2K 0.02%
8,400
– –
SCHP icon
471
Schwab US TIPS ETF
SCHP
$16.2B
$68K 0.02%
2,538
+30
+1% +$789
FISV
472
Fiserv Inc
FISV
$29.5B
$67.6K 0.02%
598
– –
LUV icon
473
Southwest Airlines
LUV
$22B
$67.5K 0.02%
2,073
– –
VCLT icon
474
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.8B
$67.2K 0.02%
843
– –
LOW icon
475
Lowe's Companies
LOW
$122B
$66.4K 0.02%
332
– –
17 18
19
20 21

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Investors Research Corp's Q1 2023 Portfolio in Review

As of Q1 2023, Investors Research Corp held 1,176 positions worth $385M, up 4.2% from $370M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Investors Research Corp's Q1 2023 filing shows 30 new, 99 increased, 209 reduced and 47 closed positions. Its largest new stake was Tyson Foods: 8,721 shares worth $517K. The largest sale was Deckers Outdoor, an estimated $891K.

By sector, the portfolio is most concentrated in Financials at 9.3% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q1 2023 buy was Tyson Foods: 8,721 shares worth $517K.
  • Investors Research Corp added most to Truist Financial in Q1 2023, an estimated $709K increase.
  • Investors Research Corp's biggest Q1 2023 reduction was Deckers Outdoor, cutting an estimated $891K.
  • Investors Research Corp fully exited Canon, Inc. in Q1 2023, selling an estimated $750K.
  • Investors Research Corp's ten largest holdings make up 18% of its $385M portfolio in Q1 2023.
  • Investors Research Corp opened 30 new positions and closed 47 in Q1 2023.
  • Investors Research Corp's portfolio value rose 4.2% quarter-over-quarter to $385M.

Based on Investors Research Corp's 13F filing for Q1 2023, filed 11 May 2023.