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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
+3.4%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$396M
AUM Growth
+$11.2M
Cap. Flow
+$1.45M
Cap. Flow %
0.37%
Top 10 Hldgs %
20.02%
Holding
1,142
New
15
Increased
99
Reduced
119
Closed
54

Top Buys

Rank Stock Value
1
LEG icon
Leggett & Platt
LEG
+$938K
2
CVS icon
CVS Health
CVS
+$921K
3
AAP icon
Advance Auto Parts
AAP
+$646K
4
WRK
WestRock Company
WRK
+$637K
5
HNI icon
HNI Corp
HNI
+$589K

Top Sells

Rank Stock Value
1
KBR icon
KBR
KBR
+$1.23M
2
TECK icon
Teck Resources
TECK
+$876K
3
SNY icon
Sanofi
SNY
+$746K
4
ABB
ABB Ltd
ABB
+$708K
5
FLEX icon
Flex
FLEX
+$684K

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Consumer Discretionary 8.81%
3 Technology 6.36%
4 Industrials 5.07%
5 Materials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RRC icon
501
Range Resources
RRC
$9.5B
$55.9K 0.01%
1,900
– –
EMHY icon
502
iShares JPMorgan EM High Yield Bond ETF
EMHY
$636M
$55.8K 0.01%
1,589
– –
UL icon
503
Unilever
UL
$134B
$55.4K 0.01%
944
– –
CYH icon
504
Community Health Systems
CYH
$400M
$54.4K 0.01%
12,371
– –
DE icon
505
Deere & Co
DE
$167B
$54.3K 0.01%
134
– –
VECO icon
506
Veeco
VECO
$3.07B
$53.9K 0.01%
2,100
– –
DNP icon
507
DNP Select Income Fund
DNP
$4.1B
$53.4K 0.01%
5,092
– –
VTEB icon
508
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$52.7K 0.01%
1,050
– –
ITUB icon
509
Itaú Unibanco
ITUB
$82.7B
$52.6K 0.01%
10,096
– –
VNQI icon
510
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
$51.6K 0.01%
1,285
– –
CAT icon
511
Caterpillar
CAT
$388B
$51.4K 0.01%
209
– –
BMY icon
512
Bristol-Myers Squibb
BMY
$130B
$50.3K 0.01%
787
– –
NUS icon
513
Nu Skin
NUS
$237M
$50.3K 0.01%
1,515
– –
TMO icon
514
Thermo Fisher Scientific
TMO
$224B
$49.6K 0.01%
95
– –
IGM icon
515
iShares Expanded Tech Sector ETF
IGM
$10.7B
$48.7K 0.01%
744
– –
CE icon
516
Celanese
CE
$4.92B
$48.6K 0.01%
420
– –
CRUS icon
517
Cirrus Logic
CRUS
$6.11B
$48.6K 0.01%
600
– –
GFF icon
518
Griffon
GFF
$4.84B
$48.4K 0.01%
1,200
– –
CB icon
519
Chubb
CB
$134B
$47.6K 0.01%
247
– –
CCD
520
Calamos Dynamic Convertible & Income Fund
CCD
$745M
$46.5K 0.01%
2,138
– –
IGV icon
521
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$46.4K 0.01%
670
– –
BEN icon
522
Franklin Resources
BEN
$16.9B
$45.4K 0.01%
1,700
– –
NTCO
523
DELISTED
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
$45.3K 0.01%
6,502
– –
RHI icon
524
Robert Half
RHI
$4.31B
$45.1K 0.01%
600
– –
ST icon
525
Sensata Technologies
ST
$6.73B
$45K 0.01%
1,000
– –
19 20
21
22 23

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TCM
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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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Investors Research Corp's Q2 2023 Portfolio in Review

As of Q2 2023, Investors Research Corp held 1,142 positions worth $396M, up 2.9% from $385M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Investors Research Corp's Q2 2023 filing shows 15 new, 99 increased, 119 reduced and 54 closed positions. Its largest new stake was Leggett & Platt: 29,809 shares worth $883K. The largest sale was KBR, an estimated $1.23M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, down from 9.3% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q2 2023 buy was Leggett & Platt: 29,809 shares worth $883K.
  • Investors Research Corp added most to CVS Health in Q2 2023, an estimated $921K increase.
  • Investors Research Corp's biggest Q2 2023 reduction was KBR, cutting an estimated $1.23M.
  • Investors Research Corp fully exited ABB Ltd in Q2 2023, selling an estimated $708K.
  • Investors Research Corp's ten largest holdings make up 20% of its $396M portfolio in Q2 2023.
  • Investors Research Corp opened 15 new positions and closed 54 in Q2 2023.
  • Investors Research Corp's portfolio value rose 2.9% quarter-over-quarter to $396M.

Based on Investors Research Corp's 13F filing for Q2 2023, filed 14 Aug 2023.