We are live on ! Find out more
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
DEO icon
726
Diageo
DEO
$52.8B
$6.6K ﹤0.01%
63
+56
+800% +$6.33K
CPNG icon
727
Coupang
CPNG
$29.3B
$6.58K ﹤0.01%
300
– –
EMB icon
728
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$6.52K ﹤0.01%
72
– –
BIV icon
729
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$6.43K ﹤0.01%
84
– –
XLP icon
730
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$6.37K ﹤0.01%
78
– –
FSIG icon
731
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.52B
$6.36K ﹤0.01%
336
– –
IGIB icon
732
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$6.3K ﹤0.01%
120
– –
EFG icon
733
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$6.3K ﹤0.01%
+63
New +$6.42K
HOV icon
734
Hovnanian Enterprises
HOV
$799M
$6.28K ﹤0.01%
60
– –
HEFA icon
735
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.81B
$6.17K ﹤0.01%
170
– –
ETR icon
736
Entergy
ETR
$49.9B
$6.16K ﹤0.01%
+72
New +$5.93K
AEP icon
737
American Electric Power
AEP
$68.3B
$6.12K ﹤0.01%
+56
New +$5.67K
CFG icon
738
Citizens Financial Group
CFG
$31.2B
$5.94K ﹤0.01%
145
– –
WMG icon
739
Warner Music
WMG
$13.3B
$5.92K ﹤0.01%
189
– –
GNTX icon
740
Gentex
GNTX
$4.99B
$5.89K ﹤0.01%
253
– –
UDR icon
741
UDR
UDR
$12.2B
$5.87K ﹤0.01%
130
– –
SON icon
742
Sonoco
SON
$5.77B
$5.86K ﹤0.01%
124
– –
DGRW icon
743
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.4B
$5.83K ﹤0.01%
73
– –
HBB icon
744
Hamilton Beach Brands
HBB
$447M
$5.83K ﹤0.01%
300
– –
DOC icon
745
Healthpeak Properties
DOC
$14.3B
$5.8K ﹤0.01%
287
– –
KMI icon
746
Kinder Morgan
KMI
$71.4B
$5.76K ﹤0.01%
202
-1,458
-88% -$40.4K
ARE icon
747
Alexandria Real Estate Equities
ARE
$8.33B
$5.74K ﹤0.01%
+62
New +$6.07K
COIN icon
748
Coinbase
COIN
$40.6B
$5.68K ﹤0.01%
33
– –
GSIE icon
749
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
$5.67K ﹤0.01%
159
– –
CLX icon
750
Clorox
CLX
$12.9B
$5.64K ﹤0.01%
38
+7
+23% +$1.07K
28 29
30
31 32

Similar funds

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
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
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.