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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
MDLZ icon
451
Mondelez International
MDLZ
$78.9B
$78.2K 0.02%
1,072
– –
TG icon
452
Tredegar Corp
TG
$275M
$77.4K 0.02%
11,600
– –
GOOG icon
453
Alphabet (Google) Class C
GOOG
$4.19T
$77.2K 0.02%
638
– –
APA icon
454
APA Corp
APA
$14.2B
$76.3K 0.02%
2,232
– –
ACTG icon
455
Acacia Research
ACTG
$451M
$75.3K 0.02%
18,100
– –
LUV icon
456
Southwest Airlines
LUV
$22.3B
$75.1K 0.02%
2,073
– –
LOW icon
457
Lowe's Companies
LOW
$124B
$74.9K 0.02%
332
– –
TILE icon
458
Interface
TILE
$2.24B
$73.8K 0.02%
8,400
– –
VALE icon
459
Vale
VALE
$60.9B
$73.8K 0.02%
5,500
– –
HAL icon
460
Halliburton
HAL
$28.2B
$73.3K 0.02%
2,222
– –
MAGN
461
Magnera Corp
MAGN
$444M
$73.1K 0.02%
1,862
– –
MSGE icon
462
Madison Square Garden
MSGE
$3.75B
$72.3K 0.02%
+2,150
New +$73.8K
HOG icon
463
Harley-Davidson
HOG
$2.78B
$71.5K 0.02%
2,030
– –
CTSH icon
464
Cognizant
CTSH
$26.4B
$69.7K 0.02%
1,067
– –
KT icon
465
KT
KT
$8.83B
$69.5K 0.02%
6,150
– –
UNFI icon
466
United Natural Foods
UNFI
$2.86B
$69.4K 0.02%
3,550
– –
RIG icon
467
Transocean
RIG
$6.49B
$69.4K 0.02%
9,897
– –
HON icon
468
Honeywell
HON
$72.9B
$69.1K 0.02%
353
– –
PAAS icon
469
Pan American Silver
PAAS
$21.8B
$67.9K 0.02%
+4,660
New +$77K
COST icon
470
Costco
COST
$419B
$67.8K 0.02%
126
– –
XLF icon
471
State Street Financial Select Sector SPDR ETF
XLF
$59B
$67.1K 0.02%
1,990
– –
V icon
472
Visa
V
$677B
$66.8K 0.02%
281
– –
SCHP icon
473
Schwab US TIPS ETF
SCHP
$16.2B
$66.5K 0.02%
2,538
– –
GCO icon
474
Genesco
GCO
$409M
$66.4K 0.02%
2,650
– –
VCLT icon
475
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
$66.2K 0.02%
843
– –
17 18
19
20 21

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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
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.