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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
-0.53%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$455M
AUM Growth
-$2.44M
Cap. Flow
+$4.01M
Cap. Flow %
0.88%
Top 10 Hldgs %
28.58%
Holding
997
New
24
Increased
109
Reduced
252
Closed
54

Top Buys

Rank Stock Value
1
HII icon
Huntington Ingalls Industries
HII
+$1.23M
2
CVE icon
Cenovus Energy
CVE
+$1.19M
3
TD icon
Toronto Dominion Bank
TD
+$980K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$827K
5
APA icon
APA Corp
APA
+$800K

Top Sells

Rank Stock Value
1
IP icon
International Paper
IP
+$1.33M
2
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.16M
3
JHG
Janus Henderson
JHG
+$897K
4
UNM icon
Unum
UNM
+$705K
5
TPR icon
Tapestry
TPR
+$584K

Sector Composition

Rank Sector Weight
1 Financials 7.62%
2 Consumer Discretionary 6.43%
3 Technology 4.03%
4 Industrials 3.49%
5 Materials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSV icon
526
Vanguard Short-Term Bond ETF
BSV
$45.6B
$32.8K 0.01%
424
– –
TV icon
527
Televisa
TV
$1.5B
$32.5K 0.01%
19,364
-2,800
-13% -$6.07K
DDS icon
528
Dillards
DDS
$10B
$32.4K 0.01%
75
– –
TOTL icon
529
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
$32.4K 0.01%
822
– –
JHMM icon
530
John Hancock Multifactor Mid Cap ETF
JHMM
$6.17B
$32K 0.01%
536
-253
-32% -$15.6K
KD icon
531
Kyndryl
KD
$2.84B
$31.8K 0.01%
919
-32
-3% -$931
SJM icon
532
J.M. Smucker
SJM
$12.7B
$31.1K 0.01%
282
– –
HOFT icon
533
Hooker Furnishings Corp
HOFT
$161M
$30.8K 0.01%
2,200
– –
SUP
534
DELISTED
Superior Industries International
SUP
$30.6K 0.01%
15,000
– –
FMDE icon
535
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.18B
$30.5K 0.01%
928
– –
TCPC icon
536
BlackRock TCP Capital
TCPC
$333M
$30.2K 0.01%
3,471
– –
SWKS icon
537
Skyworks Solutions
SWKS
$10.5B
$30.2K 0.01%
340
– –
DMC
538
Del Monte Corp
DMC
$1.43B
$29.9K 0.01%
900
– –
ADSK icon
539
Autodesk
ADSK
$52.4B
$29.6K 0.01%
100
-1,339
-93% -$396K
CE icon
540
Celanese
CE
$4.8B
$29.1K 0.01%
420
– –
EWJ icon
541
iShares MSCI Japan ETF
EWJ
$23B
$29K 0.01%
432
– –
OII icon
542
Oceaneering
OII
$5.07B
$28.7K 0.01%
1,100
– –
WU icon
543
Western Union
WU
$2.22B
$28.6K 0.01%
2,700
– –
BEN icon
544
Franklin Resources
BEN
$17.1B
$28.4K 0.01%
1,400
– –
EXE
545
Expand Energy Corp
EXE
$22.3B
$28.3K 0.01%
+284
New +$26.2K
VRN
546
DELISTED
Veren
VRN
$28.3K 0.01%
5,500
– –
TBRG
547
DELISTED
TruBridge
TBRG
$27.6K 0.01%
1,400
– –
STZ icon
548
Constellation Brands
STZ
$22.9B
$27.4K 0.01%
124
– –
ADEA icon
549
Adeia
ADEA
$3.13B
$27.1K 0.01%
1,941
-17,933
-90% -$227K
OZK icon
550
Bank OZK
OZK
$5.69B
$26.7K 0.01%
600
– –
20 21
22
23 24

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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 2024 Portfolio in Review

As of Q4 2024, Investors Research Corp held 997 positions worth $455M, down 0.53% from $458M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp's Q4 2024 filing shows 24 new, 109 increased, 252 reduced and 54 closed positions. Its largest new stake was Huntington Ingalls Industries: 5,675 shares worth $1.07M. The largest sale was International Paper, an estimated $1.33M.

By sector, the portfolio is most concentrated in Financials at 7.6% of assets, down from 7.9% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2024 buy was Huntington Ingalls Industries: 5,675 shares worth $1.07M.
  • Investors Research Corp added most to Toronto Dominion Bank in Q4 2024, an estimated $980K increase.
  • Investors Research Corp's biggest Q4 2024 reduction was International Paper, cutting an estimated $1.33M.
  • Investors Research Corp fully exited Canadian Imperial Bank of Commerce in Q4 2024, selling an estimated $1.16M.
  • Investors Research Corp's ten largest holdings make up 29% of its $455M portfolio in Q4 2024.
  • Investors Research Corp opened 24 new positions and closed 54 in Q4 2024.
  • Investors Research Corp's portfolio value fell 0.53% quarter-over-quarter to $455M.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.