We are live on ! Find out more
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
AFL icon
501
Aflac
AFL
$60.7B
$28.6K 0.01%
259
– –
FBND icon
502
Fidelity Total Bond ETF
FBND
$27.4B
$28.5K 0.01%
620
– –
VHT icon
503
Vanguard Health Care ETF
VHT
$19B
$28.5K 0.01%
99
-95
-49% -$26.5K
VTIP icon
504
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$28K 0.01%
567
+132
+30% +$6.6K
OZK icon
505
Bank OZK
OZK
$5.7B
$27.6K 0.01%
600
– –
SJM icon
506
J.M. Smucker
SJM
$12.9B
$27.6K 0.01%
282
– –
MA icon
507
Mastercard
MA
$497B
$27.4K 0.01%
48
– –
IWN icon
508
iShares Russell 2000 Value ETF
IWN
$14.7B
$27.2K 0.01%
150
– –
MD icon
509
Pediatrix Medical
MD
$2.14B
$26.7K ﹤0.01%
1,250
-250
-17% -$5.12K
HUBB icon
510
Hubbell
HUBB
$26.8B
$26.6K ﹤0.01%
60
– –
OII icon
511
Oceaneering
OII
$5.12B
$26.4K ﹤0.01%
1,100
– –
BDX icon
512
Becton Dickinson
BDX
$49.7B
$26.2K ﹤0.01%
135
– –
USMV icon
513
iShares MSCI USA Min Vol Factor ETF
USMV
$24.6B
$25.5K ﹤0.01%
+271
New +$25.5K
YPF icon
514
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.4B
$25.3K ﹤0.01%
700
– –
WU icon
515
Western Union
WU
$2.33B
$25.1K ﹤0.01%
2,700
– –
PGZ
516
Principal Real Estate Income Fund
PGZ
$68.3M
$25K ﹤0.01%
2,500
– –
WEN icon
517
Wendy's
WEN
$1.66B
$25K ﹤0.01%
3,000
– –
ACWV icon
518
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.39B
$24.8K ﹤0.01%
209
– –
VTV icon
519
Vanguard Morningstar Value ETF
VTV
$194B
$24.4K ﹤0.01%
128
– –
VGT icon
520
Vanguard Information Technology ETF
VGT
$151B
$24.1K ﹤0.01%
256
+176
+220% +$16.7K
WYNN icon
521
Wynn Resorts
WYNN
$10.5B
$24.1K ﹤0.01%
200
– –
FNB icon
522
FNB Corp
FNB
$6.9B
$23.9K ﹤0.01%
1,400
– –
CMP icon
523
Compass Minerals
CMP
$1.11B
$23.8K ﹤0.01%
1,214
– –
ANGL icon
524
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$23.8K ﹤0.01%
809
– –
PPL
525
PPL Corp
PPL
$26.8B
$23.6K ﹤0.01%
675
– –
19 20
21
22 23

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
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.