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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
DVN icon
701
Devon Energy
DVN
$48.8B
$8.23K ﹤0.01%
220
+20
+10% +$710
ESGE icon
702
iShares ESG Aware MSCI EM ETF
ESGE
$6.86B
$8.21K ﹤0.01%
235
– –
XSOE icon
703
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
$8.03K ﹤0.01%
260
– –
NTRS icon
704
Northern Trust
NTRS
$34.8B
$7.99K ﹤0.01%
81
– –
CMG icon
705
Chipotle Mexican Grill
CMG
$41.3B
$7.78K ﹤0.01%
155
– –
GIFI
706
DELISTED
Gulf Island Fabrication
GIFI
$7.75K ﹤0.01%
1,200
– –
GSLC icon
707
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16.1B
$7.6K ﹤0.01%
69
– –
PDP icon
708
Invesco Dorsey Wright Momentum ETF
PDP
$1.53B
$7.5K ﹤0.01%
75
– –
ABT icon
709
Abbott
ABT
$193B
$7.43K ﹤0.01%
56
-134
-71% -$17.1K
UBER icon
710
Uber
UBER
$155B
$7.29K ﹤0.01%
100
– –
KVUE icon
711
Kenvue
KVUE
$36.9B
$7.24K ﹤0.01%
+302
New +$6.69K
JBLU icon
712
JetBlue
JBLU
$2.19B
$7.23K ﹤0.01%
1,500
– –
DIA icon
713
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$7.14K ﹤0.01%
17
+5
+42% +$2.16K
IEX icon
714
IDEX
IEX
$17.6B
$7.06K ﹤0.01%
39
– –
JNK icon
715
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.33B
$7.05K ﹤0.01%
74
– –
AGZD icon
716
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$136M
$6.93K ﹤0.01%
310
– –
EOG icon
717
EOG Resources
EOG
$74.2B
$6.92K ﹤0.01%
54
– –
DTE icon
718
DTE Energy
DTE
$29B
$6.91K ﹤0.01%
50
– –
SPR
719
DELISTED
Spirit AeroSystems
SPR
$6.89K ﹤0.01%
200
– –
SMCI icon
720
Super Micro Computer
SMCI
$25.3B
$6.85K ﹤0.01%
+200
New +$7.59K
EFV icon
721
iShares MSCI EAFE Value ETF
EFV
$30.1B
$6.84K ﹤0.01%
+116
New +$6.56K
EW icon
722
Edwards Lifesciences
EW
$53.4B
$6.81K ﹤0.01%
94
– –
ESS icon
723
Essex Property Trust
ESS
$18.5B
$6.75K ﹤0.01%
22
– –
EWBC icon
724
East-West Bancorp
EWBC
$18.6B
$6.73K ﹤0.01%
75
– –
HUM icon
725
Humana
HUM
$46.2B
$6.62K ﹤0.01%
25
– –
27 28
29
30 31

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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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TCP
ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 1-Year Est. Return

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.