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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
-1.79%
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
VWO icon
526
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$30.4K 0.01%
672
-172
-20% -$7.74K
IUSB icon
527
iShares Core Universal USD Bond ETF
IUSB
$43.3B
$30.3K 0.01%
657
+447
+213% +$20.4K
CYH icon
528
Community Health Systems
CYH
$419M
$29.8K 0.01%
11,021
– –
HTRB icon
529
Hartford Total Return Bond ETF
HTRB
$2.23B
$29.7K 0.01%
+876
New +$29.5K
FMDE icon
530
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.23B
$29.1K 0.01%
928
– –
AFL icon
531
Aflac
AFL
$60.7B
$28.8K 0.01%
259
+27
+12% +$2.86K
WU icon
532
Western Union
WU
$2.34B
$28.6K 0.01%
2,700
– –
FEZ icon
533
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.56B
$28.4K 0.01%
522
– –
FBND icon
534
Fidelity Total Bond ETF
FBND
$27.4B
$28.3K 0.01%
620
-380
-38% -$17.2K
TCPC icon
535
BlackRock TCP Capital
TCPC
$353M
$27.8K 0.01%
3,471
– –
DMC
536
Del Monte Corp
DMC
$1.44B
$27.7K 0.01%
900
– –
RIG icon
537
Transocean
RIG
$6.39B
$27.5K 0.01%
8,690
-57
-0.7% -$200
BEN icon
538
Franklin Resources
BEN
$17.2B
$26.9K 0.01%
1,400
– –
EWJ icon
539
iShares MSCI Japan ETF
EWJ
$23.2B
$26.9K 0.01%
393
-39
-9% -$2.68K
NBR icon
540
Nabors Industries
NBR
$1.35B
$26.8K 0.01%
642
– –
HYG icon
541
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$26.7K 0.01%
339
– –
PGZ
542
Principal Real Estate Income Fund
PGZ
$68.3M
$26.3K 0.01%
2,500
– –
ADSK icon
543
Autodesk
ADSK
$54.5B
$26.2K 0.01%
100
– –
OZK icon
544
Bank OZK
OZK
$5.7B
$26.1K 0.01%
600
– –
LQD icon
545
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$25.9K 0.01%
238
– –
TGI
546
DELISTED
Triumph Group
TGI
$25.3K 0.01%
1,000
-29,385
-97% -$680K
PLD icon
547
Prologis
PLD
$134B
$25.2K 0.01%
225
+67
+42% +$7.75K
MINT icon
548
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$25.1K 0.01%
249
– –
SO icon
549
Southern Company
SO
$107B
$24.8K 0.01%
270
+216
+400% +$18.7K
YPF icon
550
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.4B
$24.5K 0.01%
700
-1,100
-61% -$42.1K
20 21
22
23 24

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MCM
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FGAM
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AAS
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KF
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TCP
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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.