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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
PHIN icon
601
Phinia Inc
PHIN
$2.7B
$18.2K ﹤0.01%
430
-3,807
-90% -$182K
MAGN
602
Magnera Corp
MAGN
$433M
$18K ﹤0.01%
991
– –
DDS icon
603
Dillards
DDS
$9.59B
$17.9K ﹤0.01%
50
-25
-33% -$10.8K
USIG icon
604
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$17.8K ﹤0.01%
349
– –
HSY icon
605
Hershey
HSY
$37.4B
$17.8K ﹤0.01%
104
– –
CWH icon
606
Camping World
CWH
$675M
$17.8K ﹤0.01%
1,100
– –
CHTR icon
607
Charter Communications
CHTR
$18.7B
$17.7K ﹤0.01%
48
– –
CATO icon
608
Cato Corp
CATO
$66.7M
$17.6K ﹤0.01%
5,300
– –
CRWD icon
609
CrowdStrike
CRWD
$230B
$17.6K ﹤0.01%
200
– –
WBA
610
DELISTED
Walgreens Boots Alliance
WBA
$17.6K ﹤0.01%
1,575
-16,532
-91% -$179K
XAR icon
611
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
$17.5K ﹤0.01%
109
– –
DIN icon
612
Dine Brands
DIN
$440M
$17.5K ﹤0.01%
750
– –
GEM icon
613
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.74B
$17.4K ﹤0.01%
523
– –
IYW icon
614
iShares US Technology ETF
IYW
$25.7B
$17.3K ﹤0.01%
123
– –
VIGI icon
615
Vanguard International Dividend Appreciation ETF
VIGI
$9.32B
$17.2K ﹤0.01%
207
– –
JHG
616
DELISTED
Janus Henderson
JHG
$17K ﹤0.01%
471
-17,262
-97% -$711K
VTV icon
617
Vanguard Morningstar Value ETF
VTV
$194B
$16.8K ﹤0.01%
97
+87
+870% +$15.2K
HTZWW
618
Hertz Global Holdings Warrants
HTZWW
$101M
$16.7K ﹤0.01%
7,403
– –
HFXI icon
619
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$2.12B
$16.6K ﹤0.01%
605
– –
LPL icon
620
LG Display
LPL
$3.37B
$16.5K ﹤0.01%
5,300
– –
TRS icon
621
TriMas Corp
TRS
$1.39B
$16.4K ﹤0.01%
700
– –
ROK icon
622
Rockwell Automation
ROK
$49.5B
$16.3K ﹤0.01%
63
+44
+232% +$12.2K
TSM icon
623
TSMC
TSM
$2.23T
$16.3K ﹤0.01%
98
+30
+44% +$5.83K
VB icon
624
Vanguard Morningstar Small-Cap ETF
VB
$83.4B
$16.2K ﹤0.01%
73
– –
PBR icon
625
Petrobras
PBR
$115B
$15.9K ﹤0.01%
1,109
– –
23 24
25
26 27

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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.