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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
ACWV icon
501
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
$36K 0.01%
309
– –
WY icon
502
Weyerhaeuser
WY
$17.9B
$35.5K 0.01%
1,213
– –
BNDX icon
503
Vanguard Total International Bond ETF
BNDX
$83B
$35.3K 0.01%
724
– –
GPC icon
504
Genuine Parts
GPC
$18.7B
$34.7K 0.01%
291
+125
+75% +$15K
VPL icon
505
Vanguard FTSE Pacific ETF
VPL
$8.65B
$34.5K 0.01%
476
– –
TV icon
506
Televisa
TV
$1.51B
$33.9K 0.01%
19,364
– –
IGM icon
507
iShares Expanded Tech Sector ETF
IGM
$10.9B
$33.7K 0.01%
372
– –
SJM icon
508
J.M. Smucker
SJM
$12.9B
$33.4K 0.01%
282
– –
BSV icon
509
Vanguard Short-Term Bond ETF
BSV
$45.7B
$33.2K 0.01%
424
– –
TOTL icon
510
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.01B
$33.1K 0.01%
822
– –
VMBS icon
511
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
$33K 0.01%
713
-31
-4% -$1.42K
PDS
512
Precision Drilling
PDS
$1.06B
$32.9K 0.01%
705
– –
RHI icon
513
Robert Half
RHI
$4.48B
$32.7K 0.01%
600
– –
UHAL icon
514
U-Haul Holding Co
UHAL
$14.4B
$32.7K 0.01%
500
– –
SNV
515
DELISTED
Synovus
SNV
$32K 0.01%
685
– –
SUP
516
DELISTED
Superior Industries International
SUP
$31.9K 0.01%
15,000
– –
DNOW icon
517
DNOW Inc
DNOW
$2.95B
$31.8K 0.01%
1,863
– –
VTEB icon
518
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46.1B
$31.8K 0.01%
640
-109
-15% -$5.45K
GDX icon
519
VanEck Gold Miners ETF
GDX
$26.9B
$31.7K 0.01%
689
+251
+57% +$10.1K
SHLD icon
520
Global X Defense Tech ETF
SHLD
$7.76B
$31.7K 0.01%
680
+242
+55% +$10.3K
STXS icon
521
Stereotaxis
STXS
$137M
$31.6K 0.01%
17,950
– –
AMD icon
522
Advanced Micro Devices
AMD
$789B
$31.3K 0.01%
305
+165
+118% +$18.3K
BDX icon
523
Becton Dickinson
BDX
$49.6B
$30.9K 0.01%
135
+23
+21% +$5.34K
JHMM icon
524
John Hancock Multifactor Mid Cap ETF
JHMM
$6.18B
$30.7K 0.01%
536
– –
NXT icon
525
Nextpower Inc
NXT
$15.9B
$30.7K 0.01%
728
– –
19 20
21
22 23

Similar funds

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
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.