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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
UCB
626
United Community Banks
UCB
$4.39B
$9.59K ﹤0.01%
307
+287
+1,435% +$8.86K
VNQI icon
627
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$9.58K ﹤0.01%
209
– –
XLRE icon
628
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
$9.36K ﹤0.01%
232
– –
BHC icon
629
Bausch Health
BHC
$2.32B
$9.04K ﹤0.01%
1,300
– –
FPXI icon
630
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$300M
$8.87K ﹤0.01%
150
– –
THRO
631
iShares U.S. Thematic Rotation Active ETF
THRO
$6.75B
$8.79K ﹤0.01%
228
– –
JPST icon
632
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$8.7K ﹤0.01%
+172
New +$8.71K
IVE icon
633
iShares S&P 500 Value ETF
IVE
$50B
$8.7K ﹤0.01%
41
-40
-49% -$8.38K
SNCR
634
DELISTED
Synchronoss Technologies
SNCR
$8.59K ﹤0.01%
1,004
– –
TEF
635
DELISTED
Telefonica
TEF
$8.57K ﹤0.01%
2,115
– –
EPC icon
636
Edgewell Personal Care
EPC
$1.32B
$8.53K ﹤0.01%
500
– –
BMO icon
637
Bank of Montreal
BMO
$129B
$8.44K ﹤0.01%
65
– –
BRSL
638
Brightstar Lottery PLC
BRSL
$2.08B
$8.42K ﹤0.01%
544
– –
MRSH
639
Marsh
MRSH
$90.1B
$8.35K ﹤0.01%
45
– –
UBER icon
640
Uber
UBER
$154B
$8.17K ﹤0.01%
100
– –
EW icon
641
Edwards Lifesciences
EW
$53.6B
$8.01K ﹤0.01%
94
– –
PSKY
642
Paramount Skydance Corp
PSKY
$10.7B
$7.95K ﹤0.01%
+593
New +$9.26K
JEPI icon
643
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$7.67K ﹤0.01%
+134
New +$7.65K
INVH icon
644
Invitation Homes
INVH
$17.7B
$7.53K ﹤0.01%
271
– –
OGN icon
645
Organon & Co
OGN
$3.59B
$7.47K ﹤0.01%
1,042
-20
-2% -$158
COIN icon
646
Coinbase
COIN
$39.3B
$7.46K ﹤0.01%
33
– –
LPL icon
647
LG Display
LPL
$3.46B
$7.16K ﹤0.01%
1,700
-3,600
-68% -$16.8K
RR icon
648
Richtech Robotics
RR
$391M
$7.07K ﹤0.01%
2,189
– –
ABT icon
649
Abbott
ABT
$192B
$7.02K ﹤0.01%
56
– –
IEX icon
650
IDEX
IEX
$17.7B
$6.94K ﹤0.01%
39
– –
24 25
26
27 28

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DIM
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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
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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.