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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
CNI icon
751
Canadian National Railway
CNI
$77.2B
$5.55K ﹤0.01%
57
– –
FTGC icon
752
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.07B
$5.51K ﹤0.01%
216
– –
EPP icon
753
iShares MSCI Pacific ex Japan ETF
EPP
$2.24B
$5.47K ﹤0.01%
124
– –
AWK icon
754
American Water Works
AWK
$27.1B
$5.31K ﹤0.01%
36
– –
BTX
755
BlackRock Technology and Private Equity Term Trust
BTX
$1.06B
$5.31K ﹤0.01%
848
– –
FUMB icon
756
First Trust Ultra Short Duration Municipal ETF
FUMB
$248M
$5.26K ﹤0.01%
262
– –
WEC icon
757
WEC Energy
WEC
$35.9B
$5.12K ﹤0.01%
+47
New +$4.8K
LRGF icon
758
iShares US Equity Factor ETF
LRGF
$3.74B
$4.98K ﹤0.01%
86
– –
QQQE icon
759
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.45B
$4.97K ﹤0.01%
57
– –
SCHR
760
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$4.92K ﹤0.01%
198
-36
-15% -$881
RJF icon
761
Raymond James Financial
RJF
$34.8B
$4.86K ﹤0.01%
+35
New +$5.43K
REZ icon
762
iShares Residential and Multisector Real Estate ETF
REZ
$861M
$4.84K ﹤0.01%
56
– –
FREL icon
763
Fidelity MSCI Real Estate Index ETF
FREL
$1.49B
$4.83K ﹤0.01%
176
– –
EEM icon
764
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$4.81K ﹤0.01%
110
– –
EA
765
DELISTED
Electronic Arts
EA
$4.77K ﹤0.01%
33
– –
MKTX icon
766
MarketAxess Holdings
MKTX
$5.72B
$4.76K ﹤0.01%
22
– –
SAMT icon
767
Strategas Macro Thematic Opportunities ETF
SAMT
$879M
$4.76K ﹤0.01%
163
– –
REET icon
768
iShares Global REIT ETF
REET
$5.08B
$4.75K ﹤0.01%
196
– –
NNBR icon
769
NN Inc
NNBR
$298M
$4.75K ﹤0.01%
2,100
– –
XME icon
770
State Street SPDR S&P Metals & Mining ETF
XME
$4.46B
$4.7K ﹤0.01%
84
– –
OIS icon
771
Oil States International
OIS
$526M
$4.63K ﹤0.01%
900
– –
USDU icon
772
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$458M
$4.63K ﹤0.01%
170
– –
SLQD icon
773
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$4.63K ﹤0.01%
92
– –
BKNG icon
774
Booking.com
BKNG
$160B
$4.61K ﹤0.01%
25
– –
BBRE icon
775
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.27B
$4.61K ﹤0.01%
49
– –
29 30
31
32 33

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CAM
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MCM
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FGAM
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AAS
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KF
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TCP
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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.