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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
NOK icon
476
Nokia
NOK
$59B
$45.3K 0.01%
8,600
– –
UAL icon
477
United Airlines
UAL
$41B
$44.9K 0.01%
650
-1,600
-71% -$151K
MTBA icon
478
Simplify MBS ETF
MTBA
$1.5B
$44.4K 0.01%
886
– –
SCHW
479
Charles Schwab
SCHW
$190B
$43.8K 0.01%
559
+240
+75% +$18.8K
PNR icon
480
Pentair
PNR
$10.7B
$43.7K 0.01%
500
– –
DAL icon
481
Delta Air Lines
DAL
$60B
$43.6K 0.01%
1,000
-3,575
-78% -$212K
CGDV icon
482
Capital Group Dividend Value ETF
CGDV
$39.1B
$42.1K 0.01%
1,182
– –
VYX icon
483
NCR Voyix
VYX
$1.17B
$41.9K 0.01%
4,300
– –
JPST icon
484
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$41.9K 0.01%
828
– –
IWS icon
485
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
$40.9K 0.01%
325
+66
+25% +$8.59K
LGF.A
486
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$40K 0.01%
4,525
+250
+6% +$2.25K
SAN icon
487
Banco Santander
SAN
$211B
$40K 0.01%
5,970
-143,596
-96% -$841K
XLY icon
488
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$39.9K 0.01%
404
– –
DFUV icon
489
Dimensional US Marketwide Value ETF
DFUV
$16B
$39.3K 0.01%
954
– –
APUE icon
490
ActivePassive US Equity ETF
APUE
$2.52B
$39.1K 0.01%
1,152
– –
DPG
491
Duff & Phelps Utility and Infrastructure Fund
DPG
$531M
$39.1K 0.01%
3,200
– –
REZI icon
492
Resideo Technologies
REZI
$3.1B
$38.9K 0.01%
2,200
– –
UFOX
493
Defiance Space and Connective Tech ETF
UFOX
$922M
$38.3K 0.01%
900
– –
CTRA
494
DELISTED
Coterra Energy
CTRA
$37.9K 0.01%
1,311
+408
+45% +$11.4K
KRE icon
495
State Street SPDR S&P Regional Banking ETF
KRE
$4.67B
$37.9K 0.01%
666
– –
FVD icon
496
First Trust Value Line Dividend Fund
FVD
$8.4B
$37.5K 0.01%
842
– –
SMP icon
497
Standard Motor Products
SMP
$870M
$37.4K 0.01%
1,500
– –
MDU icon
498
MDU Resources
MDU
$4.27B
$37.2K 0.01%
2,200
-8,100
-79% -$140K
VRN
499
DELISTED
Veren
VRN
$36.4K 0.01%
5,500
– –
IDEV icon
500
iShares Core MSCI International Developed Markets ETF
IDEV
$32.7B
$36.3K 0.01%
527
+404
+328% +$27.6K
18 19
20
21 22

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CAM
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MCM
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FGAM
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AAS
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KF
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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.