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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
+3.94%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$385M
AUM Growth
+$15.4M
Cap. Flow
+$5.44M
Cap. Flow %
1.41%
Top 10 Hldgs %
18.47%
Holding
1,176
New
30
Increased
99
Reduced
209
Closed
47

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$709K
2
USB icon
US Bancorp
USB
+$596K
3
TSN icon
Tyson Foods
TSN
+$535K
4
PNC icon
PNC Financial Services
PNC
+$526K
5
HAS icon
Hasbro
HAS
+$443K

Top Sells

Rank Stock Value
1
DECK icon
Deckers Outdoor
DECK
+$891K
2
CAJ
Canon, Inc.
CAJ
+$750K
3
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$549K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$159K
5
ETN icon
Eaton
ETN
+$150K

Sector Composition

Rank Sector Weight
1 Financials 9.25%
2 Consumer Discretionary 8.58%
3 Technology 6.3%
4 Industrials 5.4%
5 Materials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NKE icon
551
Nike
NKE
$61.2B
$41.6K 0.01%
339
– –
ADNT icon
552
Adient
ADNT
$1.54B
$40.8K 0.01%
997
– –
IGV icon
553
iShares Expanded Tech-Software Sector ETF
IGV
$15.2B
$40.8K 0.01%
670
– –
ESGD icon
554
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$40.4K 0.01%
562
-57
-9% -$4K
ANET icon
555
Arista Networks
ANET
$257B
$40.3K 0.01%
960
-1,708
-64% -$58.7K
REZI icon
556
Resideo Technologies
REZI
$3.1B
$40.2K 0.01%
2,200
– –
WDC icon
557
Western Digital
WDC
$168B
$39.9K 0.01%
1,401
– –
ESGU icon
558
iShares ESG Aware MSCI USA ETF
ESGU
$18.5B
$39.1K 0.01%
432
-18
-4% -$1.59K
LPL icon
559
LG Display
LPL
$3.37B
$38.9K 0.01%
6,100
– –
MA icon
560
Mastercard
MA
$497B
$38.9K 0.01%
107
– –
VRN
561
DELISTED
Veren
VRN
$38.8K 0.01%
5,500
– –
CECO icon
562
Ceco Environmental
CECO
$4.5B
$38.6K 0.01%
2,762
– –
GFF icon
563
Griffon
GFF
$4.8B
$38.4K 0.01%
1,200
– –
SPYX icon
564
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.89B
$37.9K 0.01%
1,140
– –
SUSA icon
565
iShares ESG Optimized MSCI USA ETF
SUSA
$4.21B
$37.8K 0.01%
431
– –
SLQD icon
566
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$37.8K 0.01%
780
– –
ESML icon
567
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.96B
$37.8K 0.01%
1,112
-121
-10% -$4.22K
CRBN icon
568
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.19B
$37.7K 0.01%
255
– –
VGSH icon
569
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$37.4K 0.01%
639
– –
UNVR
570
DELISTED
Univar Solutions Inc.
UNVR
$37.4K 0.01%
1,067
– –
PFGC icon
571
Performance Food Group
PFGC
$16.4B
$37.2K 0.01%
616
– –
WY icon
572
Weyerhaeuser
WY
$17.9B
$36.5K 0.01%
1,213
– –
TLT icon
573
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
$36.5K 0.01%
343
-20
-6% -$2.09K
PDS
574
Precision Drilling
PDS
$1.06B
$36.3K 0.01%
705
– –
O icon
575
Realty Income
O
$59.6B
$36.1K 0.01%
570
– –
21 22
23
24 25

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TCP
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Investors Research Corp's Q1 2023 Portfolio in Review

As of Q1 2023, Investors Research Corp held 1,176 positions worth $385M, up 4.2% from $370M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Investors Research Corp's Q1 2023 filing shows 30 new, 99 increased, 209 reduced and 47 closed positions. Its largest new stake was Tyson Foods: 8,721 shares worth $517K. The largest sale was Deckers Outdoor, an estimated $891K.

By sector, the portfolio is most concentrated in Financials at 9.3% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q1 2023 buy was Tyson Foods: 8,721 shares worth $517K.
  • Investors Research Corp added most to Truist Financial in Q1 2023, an estimated $709K increase.
  • Investors Research Corp's biggest Q1 2023 reduction was Deckers Outdoor, cutting an estimated $891K.
  • Investors Research Corp fully exited Canon, Inc. in Q1 2023, selling an estimated $750K.
  • Investors Research Corp's ten largest holdings make up 18% of its $385M portfolio in Q1 2023.
  • Investors Research Corp opened 30 new positions and closed 47 in Q1 2023.
  • Investors Research Corp's portfolio value rose 4.2% quarter-over-quarter to $385M.

Based on Investors Research Corp's 13F filing for Q1 2023, filed 11 May 2023.