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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
JBLU icon
651
JetBlue
JBLU
$2.2B
$6.83K ﹤0.01%
1,500
– –
MP icon
652
MP Materials
MP
$9.91B
$6.82K ﹤0.01%
135
+105
+350% +$6.66K
LCUT icon
653
Lifetime Brands
LCUT
$220M
$6.71K ﹤0.01%
1,700
– –
BIV icon
654
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$6.54K ﹤0.01%
84
– –
MTUM icon
655
iShares MSCI USA Momentum Factor ETF
MTUM
$26.1B
$6.51K ﹤0.01%
26
– –
MASI
656
DELISTED
Masimo
MASI
$6.5K ﹤0.01%
50
– –
AAAU icon
657
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.64B
$6.47K ﹤0.01%
152
– –
IGIB icon
658
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$6.47K ﹤0.01%
120
– –
AEP icon
659
American Electric Power
AEP
$68.3B
$6.46K ﹤0.01%
56
– –
DCH
660
Dauch Corp
DCH
$1.61B
$6.41K ﹤0.01%
1,000
– –
HUM icon
661
Humana
HUM
$46.2B
$6.4K ﹤0.01%
25
– –
SAMT icon
662
Strategas Macro Thematic Opportunities ETF
SAMT
$879M
$6.28K ﹤0.01%
163
– –
BME icon
663
BlackRock Health Sciences Trust
BME
$576M
$6.17K ﹤0.01%
150
– –
OIS icon
664
Oil States International
OIS
$526M
$6.09K ﹤0.01%
900
– –
GNTX icon
665
Gentex
GNTX
$4.99B
$5.89K ﹤0.01%
253
– –
SMCI icon
666
Super Micro Computer
SMCI
$25.3B
$5.85K ﹤0.01%
200
– –
HOV icon
667
Hovnanian Enterprises
HOV
$799M
$5.85K ﹤0.01%
60
– –
SPMD icon
668
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19.1B
$5.85K ﹤0.01%
101
– –
QQQE icon
669
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.45B
$5.83K ﹤0.01%
57
– –
WMG icon
670
Warner Music
WMG
$13.2B
$5.8K ﹤0.01%
189
– –
ESS icon
671
Essex Property Trust
ESS
$18.5B
$5.76K ﹤0.01%
22
– –
CMG icon
672
Chipotle Mexican Grill
CMG
$41.3B
$5.74K ﹤0.01%
155
– –
CAT icon
673
Caterpillar
CAT
$393B
$5.73K ﹤0.01%
+10
New +$5.56K
VOE icon
674
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$5.68K ﹤0.01%
32
– –
EOG icon
675
EOG Resources
EOG
$74.2B
$5.67K ﹤0.01%
54
– –
25 26
27
28 29

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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 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.