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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
IGV icon
451
iShares Expanded Tech-Software Sector ETF
IGV
$15.2B
$55.6K 0.01%
625
– –
SCHM icon
452
Schwab US Mid-Cap ETF
SCHM
$15.3B
$55.3K 0.01%
2,109
– –
VALE icon
453
Vale
VALE
$58.7B
$54.9K 0.01%
5,500
– –
ITUB icon
454
Itaú Unibanco
ITUB
$80.9B
$53.9K 0.01%
10,094
-2
-0% -$10
QYLD icon
455
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.29B
$53.3K 0.01%
3,204
– –
NATL icon
456
NCR Atleos
NATL
$3.47B
$52.8K 0.01%
2,000
– –
MTB icon
457
M&T Bank
MTB
$36.6B
$52.7K 0.01%
295
+70
+31% +$13.3K
VNQI icon
458
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$51.8K 0.01%
1,280
-5
-0.4% -$201
MLKN icon
459
MillerKnoll
MLKN
$1.62B
$51.4K 0.01%
2,688
– –
VHT icon
460
Vanguard Health Care ETF
VHT
$19B
$51.4K 0.01%
194
– –
HOG icon
461
Harley-Davidson
HOG
$2.9B
$51.3K 0.01%
2,030
– –
MX icon
462
Magnachip Semiconductor
MX
$137M
$50.8K 0.01%
14,800
– –
DNP icon
463
DNP Select Income Fund
DNP
$4.11B
$50.4K 0.01%
5,092
– –
WMB icon
464
Williams Companies
WMB
$89.3B
$49.3K 0.01%
825
+68
+9% +$3.89K
SCHP icon
465
Schwab US TIPS ETF
SCHP
$16.2B
$48.8K 0.01%
1,816
-30
-2% -$789
RNP icon
466
Cohen & Steers REIT and Preferred and Income Fund
RNP
$984M
$48.6K 0.01%
2,200
– –
CNDT icon
467
Conduent
CNDT
$252M
$48.4K 0.01%
17,911
+280
+2% +$1.02K
NOBL icon
468
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
$47.9K 0.01%
938
– –
LYG icon
469
Lloyds Banking Group
LYG
$90B
$47.8K 0.01%
12,500
-14,635
-54% -$48.4K
FELG icon
470
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.81B
$47.5K 0.01%
1,508
– –
KD icon
471
Kyndryl
KD
$3.04B
$47.5K 0.01%
1,512
+593
+65% +$22.2K
CARS icon
472
Cars.com
CARS
$672M
$47.1K 0.01%
4,176
– –
ACTG icon
473
Acacia Research
ACTG
$449M
$46.7K 0.01%
14,609
– –
GILD icon
474
Gilead Sciences
GILD
$171B
$46.5K 0.01%
415
-11,121
-96% -$1.15M
GSBD icon
475
Goldman Sachs BDC
GSBD
$1.12B
$46.1K 0.01%
3,963
– –
17 18
19
20 21

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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
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
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
TCP
ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 1-Year Est. Return

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.