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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
AAPL icon
26
Apple
AAPL
$4.5T
$4.92M 0.9%
18,087
-109
-0.6% -$29.3K
IGLB icon
27
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.78B
$4.85M 0.89%
96,181
+6,659
+7% +$341K
PFXF icon
28
VanEck Preferred Securities ex Financials ETF
PFXF
$2.45B
$4.81M 0.88%
272,102
+20,649
+8% +$366K
PGF icon
29
Invesco Financial Preferred ETF
PGF
$667M
$4.56M 0.84%
322,794
+25,710
+9% +$369K
IVV icon
30
iShares Core S&P 500 ETF
IVV
$904B
$4.44M 0.81%
6,479
+11
+0.2% +$7.47K
VYMI icon
31
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$3.78M 0.69%
42,041
+4,009
+11% +$348K
DEM icon
32
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$3.42M 0.63%
73,266
+7,765
+12% +$359K
IEO icon
33
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$2.95M 0.54%
33,004
+3,872
+13% +$353K
PSK icon
34
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$2.88M 0.53%
90,729
-1,862
-2% -$60.2K
SCHA icon
35
Schwab U.S Small- Cap ETF
SCHA
$23B
$2.67M 0.49%
93,859
-250
-0.3% -$7.06K
MDYG icon
36
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.93B
$2.63M 0.48%
28,452
-371
-1% -$34.1K
TFC icon
37
Truist Financial
TFC
$63.4B
$2.15M 0.39%
43,678
– –
CF icon
38
CF Industries
CF
$18.4B
$2.06M 0.38%
26,690
-300
-1% -$24.7K
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.37T
$2.06M 0.38%
6,593
– –
AMZN icon
40
Amazon
AMZN
$3T
$2.01M 0.37%
8,723
-40
-0.5% -$9.15K
DSI icon
41
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$1.96M 0.36%
15,178
+43
+0.3% +$5.49K
SPLV icon
42
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$1.95M 0.36%
27,328
-1,284
-4% -$92.3K
SCHG icon
43
Schwab US Large-Cap Growth ETF
SCHG
$63B
$1.95M 0.36%
59,784
-483
-0.8% -$15.7K
UNM icon
44
Unum
UNM
$14.5B
$1.84M 0.34%
23,701
-675
-3% -$51.6K
USB icon
45
US Bancorp
USB
$100B
$1.8M 0.33%
33,782
-1,054
-3% -$51.8K
SRLN icon
46
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
$1.71M 0.31%
41,453
-712
-2% -$29.4K
IWR icon
47
iShares Russell Mid-Cap ETF
IWR
$57.5B
$1.7M 0.31%
17,704
– –
FTEC icon
48
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
$1.62M 0.3%
7,228
-122
-2% -$27.6K
CSB icon
49
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$265M
$1.62M 0.3%
27,581
-1,104
-4% -$64.5K
NTR icon
50
Nutrien
NTR
$31.6B
$1.62M 0.3%
26,168
-120
-0.5% -$7.06K
1
2
3 4 5

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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
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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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.