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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
CNI icon
676
Canadian National Railway
CNI
$77.2B
$5.63K ﹤0.01%
57
– –
KGC icon
677
Kinross Gold
KGC
$31.7B
$5.63K ﹤0.01%
200
– –
UAL icon
678
United Airlines
UAL
$41.2B
$5.59K ﹤0.01%
50
– –
BTX
679
BlackRock Technology and Private Equity Term Trust
BTX
$1.06B
$5.59K ﹤0.01%
848
– –
SSP icon
680
E.W. Scripps
SSP
$315M
$5.57K ﹤0.01%
1,397
– –
KMI icon
681
Kinder Morgan
KMI
$71.7B
$5.55K ﹤0.01%
202
– –
SOLS
682
Solstice Advanced Materials
SOLS
$9.96B
$5.54K ﹤0.01%
+114
New +$5.37K
SON icon
683
Sonoco
SON
$5.76B
$5.41K ﹤0.01%
124
– –
LUNR icon
684
Intuitive Machines
LUNR
$2.78B
$5.28K ﹤0.01%
325
– –
VEON icon
685
VEON
VEON
$3.95B
$5.26K ﹤0.01%
100
– –
TDAY
686
USA Today Co
TDAY
$1B
$5.25K ﹤0.01%
1,019
– –
ELF icon
687
e.l.f. Beauty
ELF
$5.49B
$5.17K ﹤0.01%
68
– –
UHS icon
688
Universal Health Services
UHS
$10.2B
$5.01K ﹤0.01%
23
– –
USAR
689
USA Rare Earth Inc
USAR
$4.61B
$4.94K ﹤0.01%
+415
New +$7.91K
HBB icon
690
Hamilton Beach Brands
HBB
$450M
$4.93K ﹤0.01%
300
– –
REET icon
691
iShares Global REIT ETF
REET
$5.08B
$4.92K ﹤0.01%
197
– –
BINC icon
692
BlackRock Flexible Income ETF
BINC
$16.3B
$4.91K ﹤0.01%
93
– –
MGA icon
693
Magna International
MGA
$18.7B
$4.9K ﹤0.01%
92
– –
ERIC icon
694
Ericsson
ERIC
$33.6B
$4.83K ﹤0.01%
500
-44,183
-99% -$418K
UDR icon
695
UDR
UDR
$12.1B
$4.77K ﹤0.01%
130
– –
FREL icon
696
Fidelity MSCI Real Estate Index ETF
FREL
$1.49B
$4.76K ﹤0.01%
177
– –
REZ icon
697
iShares Residential and Multisector Real Estate ETF
REZ
$861M
$4.71K ﹤0.01%
57
– –
AWK icon
698
American Water Works
AWK
$27.1B
$4.7K ﹤0.01%
36
– –
SLQD icon
699
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$4.66K ﹤0.01%
92
– –
BBRE icon
700
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.27B
$4.63K ﹤0.01%
50
– –
26 27
28
29 30

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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.