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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
BINC icon
676
BlackRock Flexible Income ETF
BINC
$16.3B
$10.1K ﹤0.01%
193
– –
XEL icon
677
Xcel Energy
XEL
$49.3B
$10.1K ﹤0.01%
+142
New +$9.67K
LFUS icon
678
Littelfuse
LFUS
$11.4B
$9.84K ﹤0.01%
50
– –
TOL icon
679
Toll Brothers
TOL
$14B
$9.82K ﹤0.01%
93
– –
XLRE icon
680
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.68B
$9.71K ﹤0.01%
232
– –
AMCX icon
681
AMC Global Media
AMCX
$496M
$9.63K ﹤0.01%
1,400
– –
IEF icon
682
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$9.63K ﹤0.01%
101
– –
IEUR icon
683
iShares Core MSCI Europe ETF
IEUR
$9.15B
$9.5K ﹤0.01%
158
– –
INVH icon
684
Invitation Homes
INVH
$18B
$9.44K ﹤0.01%
271
– –
AAL icon
685
American Airlines Group
AAL
$9.97B
$9.4K ﹤0.01%
891
-2,760
-76% -$41.6K
ECVT icon
686
Ecovyst
ECVT
$1.1B
$9.3K ﹤0.01%
1,500
– –
SOUN icon
687
SoundHound AI
SOUN
$3.32B
$9.11K ﹤0.01%
1,122
– –
CUBE icon
688
CubeSmart
CUBE
$9.4B
$9.1K ﹤0.01%
+213
New +$8.9K
MATW icon
689
Matthews International
MATW
$722M
$8.9K ﹤0.01%
400
– –
BRSL
690
Brightstar Lottery PLC
BRSL
$2.15B
$8.85K ﹤0.01%
544
– –
FTHI icon
691
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.48B
$8.7K ﹤0.01%
398
– –
TRP icon
692
TC Energy
TRP
$65.8B
$8.64K ﹤0.01%
+183
New +$8.53K
EQC
693
DELISTED
Equity Commonwealth
EQC
$8.61K ﹤0.01%
5,350
– –
RYN icon
694
Rayonier
RYN
$6.54B
$8.48K ﹤0.01%
319
+15
+5% +$380
MG icon
695
Mistras Group
MG
$584M
$8.46K ﹤0.01%
800
– –
IWO icon
696
iShares Russell 2000 Growth ETF
IWO
$15.1B
$8.43K ﹤0.01%
33
– –
BHC icon
697
Bausch Health
BHC
$2.37B
$8.41K ﹤0.01%
1,300
– –
LCUT icon
698
Lifetime Brands
LCUT
$220M
$8.38K ﹤0.01%
1,700
– –
FERG icon
699
Ferguson
FERG
$48B
$8.33K ﹤0.01%
+52
New +$9.02K
MASI
700
DELISTED
Masimo
MASI
$8.33K ﹤0.01%
50
– –
26 27
28
29 30

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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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TCP
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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.