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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
SDY icon
51
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$1.64M 0.36%
12,087
-3
-0% -$403
MLPX icon
52
Global X MLP & Energy Infrastructure ETF
MLPX
$3.54B
$1.62M 0.35%
25,466
-96
-0.4% -$6.05K
CCI icon
53
Crown Castle
CCI
$31.3B
$1.55M 0.33%
14,833
+14,410
+3,407% +$1.35M
IWR icon
54
iShares Russell Mid-Cap ETF
IWR
$57.7B
$1.55M 0.33%
18,173
+180
+1% +$16.1K
DSI icon
55
iShares MSCI KLD 400 Social ETF
DSI
$5.51B
$1.54M 0.33%
15,059
+78
+0.5% +$8.51K
USB icon
56
US Bancorp
USB
$100B
$1.48M 0.32%
35,051
+283
+0.8% +$13.1K
DLS icon
57
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
$1.47M 0.32%
22,335
-444
-2% -$28.9K
LGOV icon
58
First Trust Long Duration Opportunities ETF
LGOV
$621M
$1.44M 0.31%
66,954
+30
+0% +$634
PFFD icon
59
Global X US Preferred ETF
PFFD
$2.16B
$1.43M 0.31%
75,310
-96
-0.1% -$1.89K
WTRG icon
60
Essential Utilities
WTRG
$11.4B
$1.4M 0.3%
+35,350
New +$1.3M
CVS icon
61
CVS Health
CVS
$120B
$1.39M 0.3%
20,537
+425
+2% +$25.4K
FTSL icon
62
First Trust Senior Loan Fund ETF
FTSL
$2.33B
$1.38M 0.3%
30,286
-108
-0.4% -$4.98K
CNQ icon
63
Canadian Natural Resources
CNQ
$98.1B
$1.37M 0.3%
44,550
+26,600
+148% +$806K
BLK icon
64
Blackrock
BLK
$178B
$1.35M 0.29%
1,428
+15
+1% +$14.7K
CDL icon
65
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$404M
$1.33M 0.29%
19,455
-150
-0.8% -$10.1K
SCHG icon
66
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$1.33M 0.29%
53,193
+3,129
+6% +$85.7K
NTR icon
67
Nutrien
NTR
$32.1B
$1.31M 0.28%
26,288
-219
-0.8% -$11.2K
TD icon
68
Toronto Dominion Bank
TD
$201B
$1.26M 0.27%
21,042
– –
AES icon
69
AES
AES
$10.5B
$1.26M 0.27%
+101,100
New +$1.17M
APD icon
70
Air Products & Chemicals
APD
$68.9B
$1.25M 0.27%
4,247
– –
HII icon
71
Huntington Ingalls Industries
HII
$12.9B
$1.24M 0.27%
6,075
+400
+7% +$75.9K
VWOB icon
72
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
$1.23M 0.27%
19,178
– –
UPS icon
73
United Parcel Service
UPS
$88.8B
$1.23M 0.27%
11,175
+336
+3% +$40.2K
MMM icon
74
3M
MMM
$94.4B
$1.22M 0.27%
8,338
-1,852
-18% -$272K
MDT icon
75
Medtronic
MDT
$116B
$1.22M 0.27%
13,626
+700
+5% +$62.6K
1 2
3
4 5

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
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

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.