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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
+3.4%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$396M
AUM Growth
+$11.2M
Cap. Flow
+$1.45M
Cap. Flow %
0.37%
Top 10 Hldgs %
20.02%
Holding
1,142
New
15
Increased
99
Reduced
119
Closed
54

Top Buys

Rank Stock Value
1
LEG icon
Leggett & Platt
LEG
+$938K
2
CVS icon
CVS Health
CVS
+$921K
3
AAP icon
Advance Auto Parts
AAP
+$646K
4
WRK
WestRock Company
WRK
+$637K
5
HNI icon
HNI Corp
HNI
+$589K

Top Sells

Rank Stock Value
1
KBR icon
KBR
KBR
+$1.23M
2
TECK icon
Teck Resources
TECK
+$876K
3
SNY icon
Sanofi
SNY
+$746K
4
ABB
ABB Ltd
ABB
+$708K
5
FLEX icon
Flex
FLEX
+$684K

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Consumer Discretionary 8.81%
3 Technology 6.36%
4 Industrials 5.07%
5 Materials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFAS icon
776
Global X MSCI SuperDividend EAFE ETF
EFAS
$53.8M
$8.63K ﹤0.01%
642
– –
EQIX icon
777
Equinix
EQIX
$102B
$8.62K ﹤0.01%
11
– –
LQDH icon
778
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$540M
$8.55K ﹤0.01%
92
– –
IEX icon
779
IDEX
IEX
$17.5B
$8.39K ﹤0.01%
39
– –
IGIB icon
780
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$8.39K ﹤0.01%
166
– –
CSTE icon
781
Caesarstone
CSTE
$104M
$8.38K ﹤0.01%
1,600
– –
DCH
782
Dauch Corp
DCH
$1.64B
$8.27K ﹤0.01%
1,000
– –
VTV icon
783
Vanguard Morningstar Value ETF
VTV
$192B
$8.24K ﹤0.01%
58
– –
MASI
784
DELISTED
Masimo
MASI
$8.23K ﹤0.01%
50
– –
PDBC icon
785
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.66B
$8.22K ﹤0.01%
604
– –
SCHC icon
786
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
$8.17K ﹤0.01%
242
– –
SB icon
787
Safe Bulkers
SB
$746M
$8.15K ﹤0.01%
2,500
– –
RYAM icon
788
Rayonier Advanced Materials
RYAM
$590M
$8.13K ﹤0.01%
1,900
– –
NAT icon
789
Nordic American Tanker
NAT
$1.31B
$8.07K ﹤0.01%
2,200
– –
ESHY
790
DELISTED
Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF
ESHY
$8.04K ﹤0.01%
444
– –
UBER icon
791
Uber
UBER
$160B
$8.03K ﹤0.01%
186
– –
IWO icon
792
iShares Russell 2000 Growth ETF
IWO
$14.9B
$8.01K ﹤0.01%
33
– –
ALLE icon
793
Allegion
ALLE
$14.3B
$7.92K ﹤0.01%
66
– –
VRSK icon
794
Verisk Analytics
VRSK
$23.6B
$7.91K ﹤0.01%
35
– –
VOO icon
795
Vanguard S&P 500 ETF
VOO
$1.03T
$7.89K ﹤0.01%
19
+1
+6% +$386
KEYS icon
796
Keysight
KEYS
$58.7B
$7.87K ﹤0.01%
47
– –
LHX icon
797
L3Harris
LHX
$53.3B
$7.83K ﹤0.01%
40
– –
VEON icon
798
VEON
VEON
$3.92B
$7.77K ﹤0.01%
380
– –
PLTR icon
799
Palantir
PLTR
$420B
$7.76K ﹤0.01%
506
– –
MCO icon
800
Moody's
MCO
$82.5B
$7.65K ﹤0.01%
22
– –
30 31
32
33 34

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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 Q2 2023 Portfolio in Review

As of Q2 2023, Investors Research Corp held 1,142 positions worth $396M, up 2.9% from $385M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Investors Research Corp's Q2 2023 filing shows 15 new, 99 increased, 119 reduced and 54 closed positions. Its largest new stake was Leggett & Platt: 29,809 shares worth $883K. The largest sale was KBR, an estimated $1.23M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, down from 9.3% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q2 2023 buy was Leggett & Platt: 29,809 shares worth $883K.
  • Investors Research Corp added most to CVS Health in Q2 2023, an estimated $921K increase.
  • Investors Research Corp's biggest Q2 2023 reduction was KBR, cutting an estimated $1.23M.
  • Investors Research Corp fully exited ABB Ltd in Q2 2023, selling an estimated $708K.
  • Investors Research Corp's ten largest holdings make up 20% of its $396M portfolio in Q2 2023.
  • Investors Research Corp opened 15 new positions and closed 54 in Q2 2023.
  • Investors Research Corp's portfolio value rose 2.9% quarter-over-quarter to $396M.

Based on Investors Research Corp's 13F filing for Q2 2023, filed 14 Aug 2023.