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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
DFP
551
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$428M
$24.3K 0.01%
1,200
– –
ST icon
552
Sensata Technologies
ST
$6.61B
$24.3K 0.01%
1,000
+600
+150% +$16.6K
XLU icon
553
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
$24K 0.01%
610
– –
OII icon
554
Oceaneering
OII
$5.11B
$24K 0.01%
1,100
– –
LGF.B
555
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$24K 0.01%
3,025
+250
+9% +$2K
VTIP icon
556
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$23.9K 0.01%
479
-57
-11% -$2.8K
CE icon
557
Celanese
CE
$4.86B
$23.8K 0.01%
420
– –
GOVT icon
558
iShares US Treasury Bond ETF
GOVT
$43.8B
$23.8K 0.01%
1,037
– –
AMT icon
559
American Tower
AMT
$81.2B
$23.7K 0.01%
109
– –
IJH icon
560
iShares Core S&P Mid-Cap ETF
IJH
$128B
$23.6K 0.01%
405
– –
UNH icon
561
UnitedHealth
UNH
$358B
$23.6K 0.01%
45
+38
+543% +$19.4K
ANGL icon
562
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$23.3K 0.01%
809
– –
WTW icon
563
Willis Towers Watson
WTW
$31B
$23.3K 0.01%
+69
New +$22.5K
FELV icon
564
Fidelity Enhanced Large Cap Value ETF
FELV
$3.44B
$22.9K 0.01%
744
– –
STZ icon
565
Constellation Brands
STZ
$23.3B
$22.8K ﹤0.01%
124
– –
SIRI icon
566
SiriusXM
SIRI
$9.43B
$22.7K ﹤0.01%
1,008
– –
IWN icon
567
iShares Russell 2000 Value ETF
IWN
$14.7B
$22.6K ﹤0.01%
150
– –
VXF icon
568
Vanguard Extended Market ETF
VXF
$32.3B
$22.4K ﹤0.01%
130
– –
ARCC icon
569
Ares Capital
ARCC
$14.5B
$22.2K ﹤0.01%
1,000
– –
HOFT icon
570
Hooker Furnishings Corp
HOFT
$158M
$22.1K ﹤0.01%
2,200
– –
SWKS icon
571
Skyworks Solutions
SWKS
$10.5B
$22K ﹤0.01%
340
– –
MD icon
572
Pediatrix Medical
MD
$2.14B
$21.7K ﹤0.01%
1,500
– –
SPTS icon
573
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.12B
$21.5K ﹤0.01%
735
– –
IJR icon
574
iShares Core S&P Small-Cap ETF
IJR
$113B
$21.3K ﹤0.01%
204
– –
NOV icon
575
NOV
NOV
$7.36B
$21.3K ﹤0.01%
1,400
– –
21 22
23
24 25

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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.