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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
VGSH icon
576
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$15K ﹤0.01%
255
– –
EPR icon
577
EPR Properties
EPR
$4.7B
$15K ﹤0.01%
300
– –
MUB icon
578
iShares National Muni Bond ETF
MUB
$45.9B
$14.9K ﹤0.01%
139
– –
AMP icon
579
Ameriprise Financial
AMP
$49.9B
$14.7K ﹤0.01%
30
– –
ECVT icon
580
Ecovyst
ECVT
$1.09B
$14.6K ﹤0.01%
1,500
– –
NUS icon
581
Nu Skin
NUS
$236M
$14.6K ﹤0.01%
1,515
– –
ITB icon
582
iShares US Home Construction ETF
ITB
$2.34B
$14.4K ﹤0.01%
150
– –
ADI icon
583
Analog Devices
ADI
$187B
$14.4K ﹤0.01%
53
– –
NOC icon
584
Northrop Grumman
NOC
$82B
$14.3K ﹤0.01%
25
– –
IWO icon
585
iShares Russell 2000 Growth ETF
IWO
$15B
$13.9K ﹤0.01%
43
-30
-41% -$9.76K
MAGN
586
Magnera Corp
MAGN
$443M
$13.7K ﹤0.01%
907
-61
-6% -$707
TSM icon
587
TSMC
TSM
$2.23T
$13.7K ﹤0.01%
45
– –
AAL icon
588
American Airlines Group
AAL
$9.88B
$13.7K ﹤0.01%
891
– –
FV icon
589
First Trust Dorsey Wright Focus 5 ETF
FV
$3.8B
$13.7K ﹤0.01%
217
– –
JMTG
590
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.81B
$13.6K ﹤0.01%
+267
New +$13.7K
HYG icon
591
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$13.6K ﹤0.01%
169
– –
ES icon
592
Eversource Energy
ES
$26.9B
$13.4K ﹤0.01%
199
– –
SAP icon
593
SAP
SAP
$236B
$13.4K ﹤0.01%
55
– –
AMCX icon
594
AMC Global Media
AMCX
$485M
$13.3K ﹤0.01%
1,400
– –
CRWV
595
CoreWeave
CRWV
$58.8B
$13.2K ﹤0.01%
+185
New +$18.8K
BCE icon
596
BCE
BCE
$21.6B
$13.2K ﹤0.01%
553
– –
IAGG icon
597
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$13.1K ﹤0.01%
262
+131
+100% +$6.74K
SNY icon
598
Sanofi
SNY
$105B
$13K ﹤0.01%
268
– –
EG icon
599
Everest Group
EG
$13.9B
$12.9K ﹤0.01%
38
– –
AMGN icon
600
Amgen
AMGN
$225B
$12.8K ﹤0.01%
39
– –
22 23
24
25 26

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QL
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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
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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.