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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
CTRA
476
DELISTED
Coterra Energy
CTRA
$34.5K 0.01%
1,311
– –
MX icon
477
Magnachip Semiconductor
MX
$142M
$34.4K 0.01%
13,500
-1,300
-9% -$3.62K
CYH icon
478
Community Health Systems
CYH
$410M
$34.3K 0.01%
11,001
-20
-0.2% -$67
SNV
479
DELISTED
Synovus
SNV
$34.3K 0.01%
685
– –
XLU icon
480
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$34.2K 0.01%
800
+190
+31% +$8.41K
NBR icon
481
Nabors Industries
NBR
$1.31B
$33.8K 0.01%
622
-20
-3% -$975
FMDE icon
482
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.17B
$33.8K 0.01%
928
– –
BSV icon
483
Vanguard Short-Term Bond ETF
BSV
$45.6B
$33.6K 0.01%
426
– –
BEN icon
484
Franklin Resources
BEN
$17.1B
$33.4K 0.01%
1,400
– –
ST icon
485
Sensata Technologies
ST
$6.72B
$33.3K 0.01%
1,000
– –
TOTL icon
486
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
$33.1K 0.01%
822
– –
KMB icon
487
Kimberly-Clark
KMB
$36.3B
$32.8K 0.01%
+325
New +$35.5K
VTEB icon
488
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$32.2K 0.01%
640
– –
DMC
489
Del Monte Corp
DMC
$1.43B
$32.1K 0.01%
900
– –
ORCL icon
490
Oracle
ORCL
$439B
$32K 0.01%
164
+135
+466% +$32.1K
USXF icon
491
iShares ESG Advanced MSCI USA ETF
USXF
$1.52B
$31.6K 0.01%
549
+248
+82% +$14.3K
PAYX icon
492
Paychex
PAYX
$42.6B
$31.4K 0.01%
280
-120
-30% -$14K
IJH icon
493
iShares Core S&P Mid-Cap ETF
IJH
$128B
$31.3K 0.01%
475
+70
+17% +$4.58K
JCI icon
494
Johnson Controls International
JCI
$93.2B
$30.5K 0.01%
255
– –
PRGO icon
495
Perrigo
PRGO
$1.75B
$30.2K 0.01%
2,172
-300
-12% -$5K
MAIN icon
496
Main Street Capital
MAIN
$5.46B
$30.2K 0.01%
+500
New +$29.5K
VTI icon
497
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$30.2K 0.01%
90
– –
HTRB icon
498
Hartford Total Return Bond ETF
HTRB
$2.22B
$29.9K 0.01%
876
– –
CNDT icon
499
Conduent
CNDT
$241M
$29.4K 0.01%
15,313
-2,598
-15% -$5.69K
COWZ icon
500
Pacer US Cash Cows 100 ETF
COWZ
$19.5B
$28.6K 0.01%
475
-838
-64% -$49.3K
18 19
20
21 22

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DIM
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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

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.