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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
-0.53%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$455M
AUM Growth
-$2.44M
Cap. Flow
+$4.01M
Cap. Flow %
0.88%
Top 10 Hldgs %
28.58%
Holding
997
New
24
Increased
109
Reduced
252
Closed
54

Top Buys

Rank Stock Value
1
HII icon
Huntington Ingalls Industries
HII
+$1.23M
2
CVE icon
Cenovus Energy
CVE
+$1.19M
3
TD icon
Toronto Dominion Bank
TD
+$980K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$827K
5
APA icon
APA Corp
APA
+$800K

Top Sells

Rank Stock Value
1
IP icon
International Paper
IP
+$1.33M
2
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.16M
3
JHG
Janus Henderson
JHG
+$897K
4
UNM icon
Unum
UNM
+$705K
5
TPR icon
Tapestry
TPR
+$584K

Sector Composition

Rank Sector Weight
1 Financials 7.62%
2 Consumer Discretionary 6.43%
3 Technology 4.03%
4 Industrials 3.49%
5 Materials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOG icon
451
Harley-Davidson
HOG
$2.7B
$61.2K 0.01%
2,030
– –
MLKN icon
452
MillerKnoll
MLKN
$1.59B
$60.7K 0.01%
2,688
– –
HAL icon
453
Halliburton
HAL
$28B
$60.4K 0.01%
2,222
– –
EMHY icon
454
iShares JPMorgan EM High Yield Bond ETF
EMHY
$637M
$60.4K 0.01%
1,589
– –
BATRK icon
455
Atlanta Braves Holdings Series B
BATRK
$3.34B
$60.1K 0.01%
1,570
– –
VYX icon
456
NCR Voyix
VYX
$1.09B
$59.5K 0.01%
4,300
– –
MX icon
457
Magnachip Semiconductor
MX
$142M
$59.5K 0.01%
14,800
-3,800
-20% -$16.2K
VIRT icon
458
Virtu Financial
VIRT
$4.98B
$58.9K 0.01%
1,650
– –
SCHM icon
459
Schwab US Mid-Cap ETF
SCHM
$15.1B
$58.4K 0.01%
2,109
– –
QYLD icon
460
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$58.4K 0.01%
3,204
– –
HOUS
461
DELISTED
Anywhere Real Estate
HOUS
$58K 0.01%
17,567
+300
+2% +$1.29K
KLG
462
DELISTED
WK Kellogg Co
KLG
$57K 0.01%
3,171
-62
-2% -$1.13K
VXUS icon
463
Vanguard Total International Stock ETF
VXUS
$163B
$56.8K 0.01%
963
– –
MORT icon
464
VanEck Mortgage REIT Income ETF
MORT
$374M
$55.8K 0.01%
5,258
– –
HIG icon
465
Hartford Financial Services
HIG
$37.9B
$54.7K 0.01%
500
– –
PG icon
466
Procter & Gamble
PG
$335B
$53.5K 0.01%
319
+2
+0.6% +$341
FELG icon
467
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.75B
$53.3K 0.01%
1,508
-745
-33% -$25.8K
VNQI icon
468
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$50.8K 0.01%
1,285
– –
REZI icon
469
Resideo Technologies
REZI
$3.54B
$50.7K 0.01%
2,200
– –
PNR icon
470
Pentair
PNR
$10.6B
$50.3K 0.01%
500
-500
-50% -$51.3K
VHT icon
471
Vanguard Health Care ETF
VHT
$19B
$49.2K 0.01%
194
-39
-17% -$10.5K
VALE icon
472
Vale
VALE
$61.7B
$48.8K 0.01%
5,500
– –
VOO icon
473
Vanguard S&P 500 ETF
VOO
$1.03T
$48K 0.01%
89
– –
GSBD icon
474
Goldman Sachs BDC
GSBD
$1.08B
$48K 0.01%
3,963
– –
SCHP icon
475
Schwab US TIPS ETF
SCHP
$16.2B
$47.7K 0.01%
1,846
– –
17 18
19
20 21

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DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

Investors Research Corp's Q4 2024 Portfolio in Review

As of Q4 2024, Investors Research Corp held 997 positions worth $455M, down 0.53% from $458M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp's Q4 2024 filing shows 24 new, 109 increased, 252 reduced and 54 closed positions. Its largest new stake was Huntington Ingalls Industries: 5,675 shares worth $1.07M. The largest sale was International Paper, an estimated $1.33M.

By sector, the portfolio is most concentrated in Financials at 7.6% of assets, down from 7.9% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2024 buy was Huntington Ingalls Industries: 5,675 shares worth $1.07M.
  • Investors Research Corp added most to Toronto Dominion Bank in Q4 2024, an estimated $980K increase.
  • Investors Research Corp's biggest Q4 2024 reduction was International Paper, cutting an estimated $1.33M.
  • Investors Research Corp fully exited Canadian Imperial Bank of Commerce in Q4 2024, selling an estimated $1.16M.
  • Investors Research Corp's ten largest holdings make up 29% of its $455M portfolio in Q4 2024.
  • Investors Research Corp opened 24 new positions and closed 54 in Q4 2024.
  • Investors Research Corp's portfolio value fell 0.53% quarter-over-quarter to $455M.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.