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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
+1.98%
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
CWI icon
551
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.87B
$18.8K ﹤0.01%
523
-340
-39% -$12K
IPI icon
552
Intrepid Potash
IPI
$490M
$18.6K ﹤0.01%
670
– –
MFIN icon
553
Medallion Financial
MFIN
$257M
$18.5K ﹤0.01%
1,800
– –
HNI icon
554
HNI Corp
HNI
$3.55B
$18.4K ﹤0.01%
+438
New +$18.5K
SOUN icon
555
SoundHound AI
SOUN
$3.29B
$18.2K ﹤0.01%
1,822
– –
LQD icon
556
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$18K ﹤0.01%
163
-75
-32% -$8.34K
ADNT icon
557
Adient
ADNT
$1.44B
$17.8K ﹤0.01%
931
-66
-7% -$1.39K
CE icon
558
Celanese
CE
$4.75B
$17.8K ﹤0.01%
420
– –
NEXA icon
559
Nexa Resources
NEXA
$1.93B
$17.7K ﹤0.01%
2,000
– –
USIG icon
560
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$17.5K ﹤0.01%
338
– –
LIN icon
561
Linde
LIN
$221B
$17.5K ﹤0.01%
41
– –
IYW icon
562
iShares US Technology ETF
IYW
$25.4B
$17.2K ﹤0.01%
86
– –
STZ icon
563
Constellation Brands
STZ
$22.9B
$17.1K ﹤0.01%
124
– –
DXC icon
564
DXC Technology
DXC
$1.71B
$17K ﹤0.01%
1,160
– –
PHIN icon
565
Phinia Inc
PHIN
$2.71B
$16.9K ﹤0.01%
270
– –
IDEV icon
566
iShares Core MSCI International Developed Markets ETF
IDEV
$32.7B
$16.5K ﹤0.01%
200
– –
DG icon
567
Dollar General
DG
$26.4B
$16.5K ﹤0.01%
124
– –
CATO icon
568
Cato Corp
CATO
$65.7M
$16.4K ﹤0.01%
5,300
– –
RHI icon
569
Robert Half
RHI
$4.25B
$16.3K ﹤0.01%
600
– –
CNMD icon
570
CONMED
CNMD
$1.48B
$16.2K ﹤0.01%
+400
New +$17.4K
JHMM icon
571
John Hancock Multifactor Mid Cap ETF
JHMM
$6.16B
$16K ﹤0.01%
245
-125
-34% -$8.12K
MAGS icon
572
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.15B
$15.8K ﹤0.01%
240
– –
DYNF icon
573
BlackRock US Equity Factor Rotation ETF
DYNF
$40.3B
$15.5K ﹤0.01%
255
-83
-25% -$4.99K
PFG icon
574
Principal Financial Group
PFG
$24.4B
$15.3K ﹤0.01%
173
– –
SCHH icon
575
Schwab US REIT ETF
SCHH
$11.3B
$15K ﹤0.01%
720
– –
21 22
23
24 25

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NCA
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CAM
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MCM
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FGAM
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AAS
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KF
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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.