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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
SCHR
701
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$4.51K ﹤0.01%
180
-18
-9% -$453
IYR icon
702
iShares US Real Estate ETF
IYR
$4.52B
$4.51K ﹤0.01%
48
– –
FE icon
703
FirstEnergy
FE
$27.1B
$4.48K ﹤0.01%
100
– –
NGVT icon
704
Ingevity
NGVT
$2.64B
$4.44K ﹤0.01%
75
– –
RWR icon
705
State Street SPDR Dow Jones REIT ETF
RWR
$1.87B
$4.42K ﹤0.01%
45
– –
ICF icon
706
iShares Select U.S. REIT ETF
ICF
$2.09B
$4.36K ﹤0.01%
73
– –
BAH icon
707
Booz Allen Hamilton
BAH
$9.32B
$4.3K ﹤0.01%
51
-55
-52% -$4.92K
SRVR icon
708
Pacer Data & Infrastructure Real Estate ETF
SRVR
$386M
$4.3K ﹤0.01%
150
– –
DWAS icon
709
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$451M
$4.26K ﹤0.01%
44
– –
PCEF icon
710
Invesco CEF Income Composite ETF
PCEF
$819M
$4.23K ﹤0.01%
213
– –
NLY icon
711
Annaly Capital Management
NLY
$17.5B
$4.18K ﹤0.01%
187
– –
SPSM icon
712
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$4.08K ﹤0.01%
87
– –
MKTX icon
713
MarketAxess Holdings
MKTX
$5.72B
$3.99K ﹤0.01%
22
– –
REM icon
714
iShares Mortgage Real Estate ETF
REM
$546M
$3.95K ﹤0.01%
178
– –
LPG icon
715
Dorian LPG
LPG
$1.9B
$3.89K ﹤0.01%
160
– –
CLX icon
716
Clorox
CLX
$12.9B
$3.87K ﹤0.01%
38
– –
AMT icon
717
American Tower
AMT
$80B
$3.86K ﹤0.01%
22
-87
-80% -$15.8K
STRZ
718
Starz Entertainment Corp
STRZ
$425M
$3.69K ﹤0.01%
315
-216
-41% -$2.48K
VGLT icon
719
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$3.68K ﹤0.01%
66
– –
SBAC icon
720
SBA Communications
SBAC
$19.4B
$3.67K ﹤0.01%
19
– –
BBAI icon
721
BigBear.ai
BBAI
$1.56B
$3.66K ﹤0.01%
678
– –
AMCR icon
722
Amcor
AMCR
$21.7B
$3.65K ﹤0.01%
87
– –
MTH icon
723
Meritage Homes
MTH
$4.78B
$3.55K ﹤0.01%
54
– –
IIM icon
724
Invesco Value Municipal Income Trust
IIM
$599M
$3.38K ﹤0.01%
274
– –
CHWY icon
725
Chewy
CHWY
$9.1B
$3.31K ﹤0.01%
100
– –
27 28
29
30 31

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CFP
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
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MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
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AAS
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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.