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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
SEE
51
DELISTED
Sealed Air
SEE
$1.6M 0.29%
38,675
-825
-2% -$31.9K
CVS icon
52
CVS Health
CVS
$119B
$1.6M 0.29%
20,143
-394
-2% -$31.1K
SDY icon
53
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$1.59M 0.29%
11,425
-105
-0.9% -$14.6K
MCHP icon
54
Microchip Technology
MCHP
$44.1B
$1.59M 0.29%
24,932
-623
-2% -$38.4K
PWB icon
55
Invesco Large Cap Growth ETF
PWB
$2.4B
$1.58M 0.29%
12,422
-153
-1% -$19.4K
VZ icon
56
Verizon
VZ
$196B
$1.5M 0.28%
36,882
-1,031
-3% -$41.8K
BLK icon
57
Blackrock
BLK
$177B
$1.49M 0.27%
1,396
-45
-3% -$49.2K
AES icon
58
AES
AES
$10.5B
$1.49M 0.27%
103,725
-2,250
-2% -$31.7K
CNQ icon
59
Canadian Natural Resources
CNQ
$98.2B
$1.48M 0.27%
43,725
-825
-2% -$26.8K
INTC icon
60
Intel
INTC
$491B
$1.48M 0.27%
39,997
-600
-1% -$22.7K
MLPX icon
61
Global X MLP & Energy Infrastructure ETF
MLPX
$3.54B
$1.46M 0.27%
24,176
-304
-1% -$18.2K
SPXN icon
62
ProShares S&P 500 ex-Financials ETF
SPXN
$80.4M
$1.46M 0.27%
19,704
-111
-0.6% -$8.15K
LGOV icon
63
First Trust Long Duration Opportunities ETF
LGOV
$621M
$1.42M 0.26%
65,213
-1,548
-2% -$34K
MS icon
64
Morgan Stanley
MS
$338B
$1.42M 0.26%
8,008
-1,450
-15% -$242K
IUSG icon
65
iShares Core S&P US Growth ETF
IUSG
$33.6B
$1.42M 0.26%
8,447
-84
-1% -$14K
QUAL icon
66
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$1.42M 0.26%
7,135
-21
-0.3% -$4.13K
SPHQ icon
67
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$1.4M 0.26%
18,630
-48
-0.3% -$3.56K
SMG icon
68
ScottsMiracle-Gro
SMG
$3.62B
$1.36M 0.25%
23,331
-322
-1% -$18.1K
WMT icon
69
Walmart Inc
WMT
$900B
$1.36M 0.25%
12,198
-70
-0.6% -$7.52K
PFFD icon
70
Global X US Preferred ETF
PFFD
$2.16B
$1.36M 0.25%
71,863
-796
-1% -$15.2K
NVDA icon
71
NVIDIA
NVDA
$5.26T
$1.36M 0.25%
7,284
+174
+2% +$32.4K
FTSL icon
72
First Trust Senior Loan Fund ETF
FTSL
$2.33B
$1.36M 0.25%
29,539
-372
-1% -$17.1K
CVE icon
73
Cenovus Energy
CVE
$55.1B
$1.34M 0.25%
79,125
-1,625
-2% -$28.2K
WTRG icon
74
Essential Utilities
WTRG
$11.4B
$1.33M 0.24%
34,650
-700
-2% -$27.5K
MDT icon
75
Medtronic
MDT
$116B
$1.32M 0.24%
13,721
– –
1 2
3
4 5

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CFP
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TCM
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QL
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NCA
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CAM
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MCM
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FGAM
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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.