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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
+1.98%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$546M
AUM Growth
+$5.61M
Cap. Flow
-$2.17M
Cap. Flow %
-0.4%
Top 10 Hldgs %
33.42%
Holding
908
New
39
Increased
94
Reduced
257
Closed
62

Top Buys

Rank Stock Value
1
DVN icon
Devon Energy
DVN
+$963K
2
OMC icon
Omnicom Group
OMC
+$950K
3
CNH
CNH Industrial
CNH
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

Top Sells

Rank Stock Value
1
IPG
Interpublic Group of Companies
IPG
+$1.04M
2
HII icon
Huntington Ingalls Industries
HII
+$985K
3
FHN icon
First Horizon
FHN
+$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

Sector Composition

Rank Sector Weight
1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
URTH icon
451
iShares MSCI World ETF
URTH
$8.35B
$46.6K 0.01%
251
– –
MRNA icon
452
Moderna
MRNA
$25.4B
$45.8K 0.01%
1,552
-925
-37% -$25.1K
BUD icon
453
AB InBev
BUD
$156B
$45.6K 0.01%
712
– –
DFUV icon
454
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$44.4K 0.01%
954
– –
FPE icon
455
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$44.3K 0.01%
2,431
– –
BNDX icon
456
Vanguard Total International Bond ETF
BNDX
$82.9B
$43.9K 0.01%
909
+36
+4% +$1.78K
RNP icon
457
Cohen & Steers REIT and Preferred and Income Fund
RNP
$974M
$43.7K 0.01%
2,200
– –
AMX icon
458
America Movil
AMX
$69.4B
$43.4K 0.01%
2,100
-23,601
-92% -$519K
XPER icon
459
Xperi
XPER
$320M
$42.2K 0.01%
7,205
-788
-10% -$4.94K
HOG icon
460
Harley-Davidson
HOG
$2.7B
$41.6K 0.01%
2,030
– –
STXS icon
461
Stereotaxis
STXS
$135M
$41.3K 0.01%
17,950
– –
VMBS icon
462
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$40.2K 0.01%
853
+140
+20% +$6.59K
PLTR icon
463
Palantir
PLTR
$411B
$40K 0.01%
225
+75
+50% +$13.6K
DNOW icon
464
DNOW Inc
DNOW
$3.02B
$39.8K 0.01%
3,001
+1,138
+61% +$16K
COST icon
465
Costco
COST
$421B
$39.7K 0.01%
46
+37
+411% +$33.5K
KD icon
466
Kyndryl
KD
$2.8B
$39.3K 0.01%
1,480
– –
UTF icon
467
Cohen & Steers Infrastructure Fund
UTF
$3.02B
$38.8K 0.01%
1,608
– –
XLP icon
468
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$38.6K 0.01%
497
+381
+328% +$29.7K
NVRI icon
469
Enviri
NVRI
$556M
$37.6K 0.01%
2,100
-23,375
-92% -$348K
GILD icon
470
Gilead Sciences
GILD
$170B
$36.8K 0.01%
300
– –
IWS icon
471
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$36.5K 0.01%
259
– –
MLKN icon
472
MillerKnoll
MLKN
$1.61B
$36.3K 0.01%
1,984
-704
-26% -$11.5K
SCHF icon
473
Schwab International Equity ETF
SCHF
$69B
$35K 0.01%
1,458
-600
-29% -$14.3K
BX icon
474
Blackstone
BX
$109B
$34.7K 0.01%
225
– –
VYX icon
475
NCR Voyix
VYX
$1.1B
$34.7K 0.01%
3,400
– –
17 18
19
20 21

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CFP
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QL
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NCA
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CAM
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MCM
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FGAM
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AAS
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Investors Research Corp's Q4 2025 Portfolio in Review

As of Q4 2025, Investors Research Corp held 908 positions worth $546M, up 1% from $540M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Investors Research Corp's Q4 2025 filing shows 39 new, 94 increased, 257 reduced and 62 closed positions. Its largest new stake was Omnicom Group: 12,438 shares worth $1M. The largest sale was Interpublic Group of Companies, an estimated $1.04M.

By sector, the portfolio is most concentrated in Financials at 5.2% of assets, down from 5.6% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2025 buy was Omnicom Group: 12,438 shares worth $1M.
  • Investors Research Corp added most to Devon Energy in Q4 2025, an estimated $963K increase.
  • Investors Research Corp's biggest Q4 2025 reduction was Huntington Ingalls Industries, cutting an estimated $985K.
  • Investors Research Corp fully exited Interpublic Group of Companies in Q4 2025, selling an estimated $1.04M.
  • Investors Research Corp's ten largest holdings make up 33% of its $546M portfolio in Q4 2025.
  • Investors Research Corp opened 39 new positions and closed 62 in Q4 2025.
  • Investors Research Corp's portfolio value rose 1% quarter-over-quarter to $546M.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.