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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
-0.53%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$455M
AUM Growth
-$2.44M
Cap. Flow
+$4.01M
Cap. Flow %
0.88%
Top 10 Hldgs %
28.58%
Holding
997
New
24
Increased
109
Reduced
252
Closed
54

Top Buys

Rank Stock Value
1
HII icon
Huntington Ingalls Industries
HII
+$1.23M
2
CVE icon
Cenovus Energy
CVE
+$1.19M
3
TD icon
Toronto Dominion Bank
TD
+$980K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$827K
5
APA icon
APA Corp
APA
+$800K

Top Sells

Rank Stock Value
1
IP icon
International Paper
IP
+$1.33M
2
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.16M
3
JHG
Janus Henderson
JHG
+$897K
4
UNM icon
Unum
UNM
+$705K
5
TPR icon
Tapestry
TPR
+$584K

Sector Composition

Rank Sector Weight
1 Financials 7.62%
2 Consumer Discretionary 6.43%
3 Technology 4.03%
4 Industrials 3.49%
5 Materials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHH icon
601
Schwab US REIT ETF
SCHH
$11.3B
$18.7K ﹤0.01%
887
+14
+2% +$313
HTZ icon
602
Hertz
HTZ
$998M
$18.3K ﹤0.01%
4,990
-1,300
-21% -$4.7K
XAR icon
603
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.64B
$18.1K ﹤0.01%
109
– –
MAGN
604
Magnera Corp
MAGN
$443M
$18K ﹤0.01%
991
-613
-38% -$12.5K
HSY icon
605
Hershey
HSY
$37B
$17.6K ﹤0.01%
104
– –
NEXA icon
606
Nexa Resources
NEXA
$1.93B
$17.6K ﹤0.01%
2,000
– –
USIG icon
607
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$17.5K ﹤0.01%
349
+11
+3% +$563
VB icon
608
Vanguard Morningstar Small-Cap ETF
VB
$83B
$17.5K ﹤0.01%
73
– –
TRS icon
609
TriMas Corp
TRS
$1.41B
$17.2K ﹤0.01%
700
– –
ADNT icon
610
Adient
ADNT
$1.44B
$17.2K ﹤0.01%
997
– –
CRWD icon
611
CrowdStrike
CRWD
$226B
$17.1K ﹤0.01%
200
– –
AMD icon
612
Advanced Micro Devices
AMD
$788B
$16.9K ﹤0.01%
140
+40
+40% +$5.75K
MFIN icon
613
Medallion Financial
MFIN
$257M
$16.9K ﹤0.01%
1,800
– –
EPC icon
614
Edgewell Personal Care
EPC
$1.32B
$16.8K ﹤0.01%
500
– –
PLD icon
615
Prologis
PLD
$134B
$16.7K ﹤0.01%
158
– –
GEM icon
616
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.74B
$16.7K ﹤0.01%
523
– –
TK icon
617
Teekay
TK
$1.03B
$16.6K ﹤0.01%
2,400
– –
WAL icon
618
Western Alliance Bancorporation
WAL
$9.01B
$16.6K ﹤0.01%
199
– –
IAU icon
619
iShares Gold Trust
IAU
$65.4B
$16.6K ﹤0.01%
335
– –
VIGI icon
620
Vanguard International Dividend Appreciation ETF
VIGI
$9.28B
$16.6K ﹤0.01%
207
– –
CHTR icon
621
Charter Communications
CHTR
$17.9B
$16.5K ﹤0.01%
48
– –
SHLD icon
622
Global X Defense Tech ETF
SHLD
$7.74B
$16.4K ﹤0.01%
438
+324
+284% +$12.5K
LPL icon
623
LG Display
LPL
$3.46B
$16.3K ﹤0.01%
5,300
-800
-13% -$2.82K
CME icon
624
CME Group
CME
$94.3B
$16K ﹤0.01%
69
-16
-19% -$3.68K
HTZWW
625
Hertz Global Holdings Warrants
HTZWW
$112M
$15.9K ﹤0.01%
7,403
– –
23 24
25
26 27

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QL
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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 2024 Portfolio in Review

As of Q4 2024, Investors Research Corp held 997 positions worth $455M, down 0.53% from $458M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp's Q4 2024 filing shows 24 new, 109 increased, 252 reduced and 54 closed positions. Its largest new stake was Huntington Ingalls Industries: 5,675 shares worth $1.07M. The largest sale was International Paper, an estimated $1.33M.

By sector, the portfolio is most concentrated in Financials at 7.6% of assets, down from 7.9% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2024 buy was Huntington Ingalls Industries: 5,675 shares worth $1.07M.
  • Investors Research Corp added most to Toronto Dominion Bank in Q4 2024, an estimated $980K increase.
  • Investors Research Corp's biggest Q4 2024 reduction was International Paper, cutting an estimated $1.33M.
  • Investors Research Corp fully exited Canadian Imperial Bank of Commerce in Q4 2024, selling an estimated $1.16M.
  • Investors Research Corp's ten largest holdings make up 29% of its $455M portfolio in Q4 2024.
  • Investors Research Corp opened 24 new positions and closed 54 in Q4 2024.
  • Investors Research Corp's portfolio value fell 0.53% quarter-over-quarter to $455M.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.