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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
ARM icon
726
Arm
ARM
$287B
$3.28K ﹤0.01%
30
– –
GOOS
727
Canada Goose Holdings
GOOS
$845M
$3.25K ﹤0.01%
251
– –
MTUS icon
728
Metallus
MTUS
$891M
$3.21K ﹤0.01%
187
– –
JEPQ icon
729
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.6B
$3.14K ﹤0.01%
+54
New +$3.14K
VNQ icon
730
Vanguard Real Estate ETF
VNQ
$38.6B
$3.1K ﹤0.01%
35
– –
FTV icon
731
Fortive
FTV
$18.5B
$3.09K ﹤0.01%
56
– –
TIP icon
732
iShares TIPS Bond ETF
TIP
$14.7B
$3.08K ﹤0.01%
28
– –
EBND icon
733
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$2.97K ﹤0.01%
139
– –
EUAD
734
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.26B
$2.96K ﹤0.01%
+70
New +$3.02K
ENTG icon
735
Entegris
ENTG
$24.4B
$2.95K ﹤0.01%
35
– –
AIV
736
Aimco
AIV
$381M
$2.94K ﹤0.01%
495
– –
LYFT icon
737
Lyft
LYFT
$6.26B
$2.91K ﹤0.01%
150
– –
PPG icon
738
PPG Industries
PPG
$25.6B
$2.87K ﹤0.01%
28
– –
TTD icon
739
Trade Desk
TTD
$6.28B
$2.85K ﹤0.01%
75
– –
KWEB icon
740
KraneShares CSI China Internet ETF
KWEB
$5.43B
$2.72K ﹤0.01%
80
– –
ALGN icon
741
Align Technology
ALGN
$12.2B
$2.65K ﹤0.01%
17
– –
PINS icon
742
Pinterest
PINS
$13B
$2.59K ﹤0.01%
100
– –
XBI icon
743
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$2.56K ﹤0.01%
21
-200
-90% -$22.9K
MRVL icon
744
Marvell Technology
MRVL
$198B
$2.55K ﹤0.01%
30
– –
EXR icon
745
Extra Space Storage
EXR
$31.1B
$2.47K ﹤0.01%
19
– –
DJT icon
746
Trump Media & Technology Group
DJT
$2.32B
$2.44K ﹤0.01%
+184
New +$2.51K
CPT icon
747
Camden Property Trust
CPT
$10.9B
$2.42K ﹤0.01%
22
– –
VICI icon
748
VICI Properties
VICI
$28.6B
$2.36K ﹤0.01%
84
– –
VGIT icon
749
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$2.22K ﹤0.01%
37
– –
EMB icon
750
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$2.21K ﹤0.01%
23
-73
-76% -$7.01K
28 29
30
31 32

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
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

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.