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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
SPEM icon
576
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$21.1K ﹤0.01%
535
– –
SSBK
577
DELISTED
Southern States Bancshares
SSBK
$20.9K ﹤0.01%
585
– –
MHK icon
578
Mohawk Industries
MHK
$9.42B
$20.7K ﹤0.01%
181
– –
ECG
579
Everus Construction Group
ECG
$7.02B
$20.4K ﹤0.01%
550
-2,025
-79% -$109K
AGG icon
580
iShares Core US Aggregate Bond ETF
AGG
$138B
$20.1K ﹤0.01%
203
+88
+77% +$8.6K
IWP icon
581
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$20K ﹤0.01%
170
+72
+73% +$9.26K
NEE icon
582
NextEra Energy
NEE
$179B
$19.9K ﹤0.01%
281
– –
HUBB icon
583
Hubbell
HUBB
$26.8B
$19.9K ﹤0.01%
+60
New +$23.2K
DXC icon
584
DXC Technology
DXC
$1.79B
$19.8K ﹤0.01%
1,160
– –
TLT icon
585
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
$19.8K ﹤0.01%
217
– –
IAU icon
586
iShares Gold Trust
IAU
$64.5B
$19.8K ﹤0.01%
335
– –
IPI icon
587
Intrepid Potash
IPI
$484M
$19.7K ﹤0.01%
670
– –
CX icon
588
Cemex
CX
$16B
$19.7K ﹤0.01%
3,508
– –
HTZ icon
589
Hertz
HTZ
$838M
$19.7K ﹤0.01%
4,990
– –
OHI icon
590
Omega Healthcare
OHI
$13.9B
$19.4K ﹤0.01%
510
– –
SHYG icon
591
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$19.3K ﹤0.01%
455
– –
UNFI icon
592
United Natural Foods
UNFI
$2.94B
$19.2K ﹤0.01%
700
-2,850
-80% -$82.6K
LIN icon
593
Linde
LIN
$220B
$19.1K ﹤0.01%
41
+26
+173% +$11.7K
ACN icon
594
Accenture
ACN
$109B
$19K ﹤0.01%
61
+7
+13% +$2.47K
USRT icon
595
iShares Core US REIT ETF
USRT
$4.63B
$19K ﹤0.01%
330
– –
FNB icon
596
FNB Corp
FNB
$6.88B
$18.8K ﹤0.01%
1,400
– –
SPGI icon
597
S&P Global
SPGI
$125B
$18.8K ﹤0.01%
+37
New +$18.9K
BHF icon
598
Brighthouse Financial
BHF
$3.42B
$18.6K ﹤0.01%
320
– –
CME icon
599
CME Group
CME
$96.1B
$18.3K ﹤0.01%
69
– –
RBRK icon
600
Rubrik
RBRK
$21.6B
$18.3K ﹤0.01%
+300
New +$20.5K
22 23
24
25 26

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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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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.