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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
MBB icon
751
iShares MBS ETF
MBB
$39.1B
$2.19K ﹤0.01%
23
-59
-72% -$5.63K
SPIP icon
752
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.18K ﹤0.01%
84
– –
ECHO
753
EchoStar
ECHO
$26.3B
$2.17K ﹤0.01%
20
– –
OUST icon
754
Ouster
OUST
$3.27B
$2.16K ﹤0.01%
100
– –
SPAB icon
755
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.94B
$2.16K ﹤0.01%
84
– –
AU icon
756
AngloGold Ashanti
AU
$49.7B
$2.13K ﹤0.01%
25
– –
RSPU icon
757
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$535M
$1.92K ﹤0.01%
+26
New +$2K
CP icon
758
Canadian Pacific Kansas City
CP
$81B
$1.91K ﹤0.01%
26
– –
SABR icon
759
Sabre
SABR
$791M
$1.9K ﹤0.01%
1,400
– –
UEIC icon
760
Universal Electronics
UEIC
$74.6M
$1.8K ﹤0.01%
500
– –
SYM icon
761
Symbotic
SYM
$5.35B
$1.78K ﹤0.01%
30
– –
XITK icon
762
State Street SPDR FactSet Innovative Technology ETF
XITK
$71.8M
$1.78K ﹤0.01%
10
– –
WY icon
763
Weyerhaeuser
WY
$17.7B
$1.78K ﹤0.01%
75
-1,138
-94% -$26.3K
BWXT icon
764
BWX Technologies
BWXT
$15.5B
$1.73K ﹤0.01%
10
– –
CSTE icon
765
Caesarstone
CSTE
$103M
$1.67K ﹤0.01%
900
– –
VSTS icon
766
Vestis
VSTS
$1.93B
$1.67K ﹤0.01%
250
– –
HR icon
767
Healthcare Realty
HR
$6.61B
$1.64K ﹤0.01%
97
– –
COLD icon
768
Americold
COLD
$4.13B
$1.61K ﹤0.01%
125
– –
IYK icon
769
iShares US Consumer Staples ETF
IYK
$1.42B
$1.51K ﹤0.01%
+23
New +$1.56K
IFN
770
Aberdeen India Fund
IFN
$508M
$1.51K ﹤0.01%
110
– –
W icon
771
Wayfair
W
$14.2B
$1.51K ﹤0.01%
15
– –
BF.B icon
772
Brown-Forman Class B
BF.B
$12.7B
$1.49K ﹤0.01%
57
– –
SYY icon
773
Sysco
SYY
$40B
$1.47K ﹤0.01%
20
– –
QQLV
774
Invesco QQQ Low Volatility ETF
QQLV
$2.3M
$1.47K ﹤0.01%
+61
New +$1.49K
IEV icon
775
iShares Europe ETF
IEV
$1.7B
$1.41K ﹤0.01%
+21
New +$1.4K
29 30
31
32 33

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DIM
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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.