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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
+3.4%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$396M
AUM Growth
+$11.2M
Cap. Flow
+$1.45M
Cap. Flow %
0.37%
Top 10 Hldgs %
20.02%
Holding
1,142
New
15
Increased
99
Reduced
119
Closed
54

Top Buys

Rank Stock Value
1
LEG icon
Leggett & Platt
LEG
+$938K
2
CVS icon
CVS Health
CVS
+$921K
3
AAP icon
Advance Auto Parts
AAP
+$646K
4
WRK
WestRock Company
WRK
+$637K
5
HNI icon
HNI Corp
HNI
+$589K

Top Sells

Rank Stock Value
1
KBR icon
KBR
KBR
+$1.23M
2
TECK icon
Teck Resources
TECK
+$876K
3
SNY icon
Sanofi
SNY
+$746K
4
ABB
ABB Ltd
ABB
+$708K
5
FLEX icon
Flex
FLEX
+$684K

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Consumer Discretionary 8.81%
3 Technology 6.36%
4 Industrials 5.07%
5 Materials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BHF icon
701
Brighthouse Financial
BHF
$3.38B
$15.2K ﹤0.01%
320
– –
DNOW icon
702
DNOW Inc
DNOW
$3.01B
$15.1K ﹤0.01%
1,462
– –
ELP
703
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$15.1K ﹤0.01%
2,188
– –
USRT icon
704
iShares Core US REIT ETF
USRT
$4.53B
$15K ﹤0.01%
292
– –
FNDC icon
705
Schwab Fundamental International Small Company Index ETF
FNDC
$3.15B
$14.8K ﹤0.01%
447
– –
LFUS icon
706
Littelfuse
LFUS
$11.5B
$14.6K ﹤0.01%
50
– –
HFXI icon
707
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$2.09B
$14.5K ﹤0.01%
605
– –
TAN icon
708
Invesco Solar ETF
TAN
$1.38B
$14.3K ﹤0.01%
200
– –
MFIN icon
709
Medallion Financial
MFIN
$253M
$14.2K ﹤0.01%
1,800
– –
ES icon
710
Eversource Energy
ES
$26.8B
$14.1K ﹤0.01%
199
– –
SWKS icon
711
Skyworks Solutions
SWKS
$10.3B
$14.1K ﹤0.01%
127
– –
EPR icon
712
EPR Properties
EPR
$4.58B
$14K ﹤0.01%
300
– –
ONB icon
713
Old National Bancorp
ONB
$10.3B
$13.9K ﹤0.01%
1,000
– –
CL icon
714
Colgate-Palmolive
CL
$73.6B
$13.7K ﹤0.01%
178
– –
KD icon
715
Kyndryl
KD
$2.91B
$13.7K ﹤0.01%
1,031
– –
JBLU icon
716
JetBlue
JBLU
$2.19B
$13.3K ﹤0.01%
1,500
– –
GHM icon
717
Graham Corp
GHM
$1.28B
$13.3K ﹤0.01%
1,000
– –
IVOL icon
718
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$270M
$13.2K ﹤0.01%
642
– –
OXY.WS icon
719
Occidental Petroleum Corp Warrants
OXY.WS
$34.8B
$13.2K ﹤0.01%
354
– –
FANG icon
720
Diamondback Energy
FANG
$56.5B
$13.1K ﹤0.01%
100
– –
ITB icon
721
iShares US Home Construction ETF
ITB
$2.4B
$12.8K ﹤0.01%
150
– –
CHKP icon
722
Check Point Software Technologies
CHKP
$13.2B
$12.7K ﹤0.01%
101
– –
FVD icon
723
First Trust Value Line Dividend Fund
FVD
$8.36B
$12.7K ﹤0.01%
316
– –
MPWR icon
724
Monolithic Power Systems
MPWR
$68.9B
$12.4K ﹤0.01%
23
– –
SLCA
725
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
$12.1K ﹤0.01%
1,000
– –
27 28
29
30 31

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QL
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NCA
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MCM
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FGAM
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Investors Research Corp's Q2 2023 Portfolio in Review

As of Q2 2023, Investors Research Corp held 1,142 positions worth $396M, up 2.9% from $385M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Investors Research Corp's Q2 2023 filing shows 15 new, 99 increased, 119 reduced and 54 closed positions. Its largest new stake was Leggett & Platt: 29,809 shares worth $883K. The largest sale was KBR, an estimated $1.23M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, down from 9.3% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q2 2023 buy was Leggett & Platt: 29,809 shares worth $883K.
  • Investors Research Corp added most to CVS Health in Q2 2023, an estimated $921K increase.
  • Investors Research Corp's biggest Q2 2023 reduction was KBR, cutting an estimated $1.23M.
  • Investors Research Corp fully exited ABB Ltd in Q2 2023, selling an estimated $708K.
  • Investors Research Corp's ten largest holdings make up 20% of its $396M portfolio in Q2 2023.
  • Investors Research Corp opened 15 new positions and closed 54 in Q2 2023.
  • Investors Research Corp's portfolio value rose 2.9% quarter-over-quarter to $396M.

Based on Investors Research Corp's 13F filing for Q2 2023, filed 14 Aug 2023.