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
UNFI icon
526
United Natural Foods
UNFI
$2.9B
$23.6K ﹤0.01%
700
– –
GOVT icon
527
iShares US Treasury Bond ETF
GOVT
$43.7B
$22.9K ﹤0.01%
996
-41
-4% -$949
CEG icon
528
Constellation Energy
CEG
$98.7B
$22.6K ﹤0.01%
64
– –
NEE icon
529
NextEra Energy
NEE
$179B
$22.6K ﹤0.01%
281
– –
MTBA icon
530
Simplify MBS ETF
MTBA
$1.49B
$22.5K ﹤0.01%
446
– –
KVUE icon
531
Kenvue
KVUE
$36.5B
$22.5K ﹤0.01%
1,302
+1,000
+331% +$16.3K
JHG
532
DELISTED
Janus Henderson
JHG
$22.4K ﹤0.01%
471
– –
NOV icon
533
NOV
NOV
$7.45B
$21.9K ﹤0.01%
1,400
– –
B
534
Barrick Mining
B
$67.9B
$21.8K ﹤0.01%
500
-600
-55% -$22.5K
SWKS icon
535
Skyworks Solutions
SWKS
$10.5B
$21.6K ﹤0.01%
340
– –
SPTS icon
536
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$21.5K ﹤0.01%
735
– –
VRT icon
537
Vertiv
VRT
$111B
$21.1K ﹤0.01%
130
– –
PAAS icon
538
Pan American Silver
PAAS
$22.1B
$20.7K ﹤0.01%
399
– –
AGG icon
539
iShares Core US Aggregate Bond ETF
AGG
$138B
$20.3K ﹤0.01%
203
– –
SIRI icon
540
SiriusXM
SIRI
$9.59B
$20.2K ﹤0.01%
1,008
– –
MHK icon
541
Mohawk Industries
MHK
$9.27B
$19.8K ﹤0.01%
181
– –
IDV icon
542
iShares International Select Dividend ETF
IDV
$8.51B
$19.8K ﹤0.01%
501
– –
SHYG icon
543
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$19.5K ﹤0.01%
455
– –
SPGI icon
544
S&P Global
SPGI
$121B
$19.3K ﹤0.01%
37
– –
XAR icon
545
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.64B
$19.3K ﹤0.01%
80
– –
HSY icon
546
Hershey
HSY
$37B
$18.9K ﹤0.01%
104
– –
TLT icon
547
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$18.9K ﹤0.01%
217
– –
USRT icon
548
iShares Core US REIT ETF
USRT
$4.58B
$18.9K ﹤0.01%
331
– –
CME icon
549
CME Group
CME
$94.3B
$18.8K ﹤0.01%
69
– –
HTGC icon
550
Hercules Capital
HTGC
$3.11B
$18.8K ﹤0.01%
+1,000
New +$18K
20 21
22
23 24

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.