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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
VGLT icon
801
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
$3.8K ﹤0.01%
66
– –
NLY icon
802
Annaly Capital Management
NLY
$17.6B
$3.8K ﹤0.01%
187
– –
AGQI icon
803
First Trust Active Global Quality Income ETF
AGQI
$56.1M
$3.8K ﹤0.01%
272
– –
JPEM icon
804
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$390M
$3.8K ﹤0.01%
72
– –
BTO
805
John Hancock Financial Opportunities Fund
BTO
$819M
$3.75K ﹤0.01%
110
– –
QQQ icon
806
Invesco QQQ Trust
QQQ
$487B
$3.75K ﹤0.01%
8
– –
EIPI
807
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.1B
$3.65K ﹤0.01%
180
– –
JPME icon
808
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$479M
$3.62K ﹤0.01%
36
– –
LPG icon
809
Dorian LPG
LPG
$1.95B
$3.57K ﹤0.01%
160
– –
CHX
810
DELISTED
ChampionX
CHX
$3.46K ﹤0.01%
116
– –
DWAS icon
811
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$449M
$3.43K ﹤0.01%
44
– –
FNDC icon
812
Schwab Fundamental International Small Company Index ETF
FNDC
$3.17B
$3.33K ﹤0.01%
92
-21
-19% -$748
DKNG icon
813
DraftKings
DKNG
$12.6B
$3.32K ﹤0.01%
100
– –
HST icon
814
Host Hotels & Resorts
HST
$15.6B
$3.31K ﹤0.01%
233
– –
IIM icon
815
Invesco Value Municipal Income Trust
IIM
$603M
$3.28K ﹤0.01%
274
– –
CHWY icon
816
Chewy
CHWY
$9.2B
$3.25K ﹤0.01%
100
– –
ISCG icon
817
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.03B
$3.24K ﹤0.01%
72
– –
ARM icon
818
Arm
ARM
$298B
$3.2K ﹤0.01%
30
– –
RWJ icon
819
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.11B
$3.17K ﹤0.01%
78
– –
MGA icon
820
Magna International
MGA
$18.7B
$3.13K ﹤0.01%
92
– –
TIP icon
821
iShares TIPS Bond ETF
TIP
$14.7B
$3.11K ﹤0.01%
28
– –
PINS icon
822
Pinterest
PINS
$13.2B
$3.1K ﹤0.01%
100
– –
CM icon
823
Canadian Imperial Bank of Commerce
CM
$112B
$3.1K ﹤0.01%
+55
New +$3.32K
VNQ icon
824
Vanguard Real Estate ETF
VNQ
$39.1B
$3.08K ﹤0.01%
34
– –
ENTG icon
825
Entegris
ENTG
$25B
$3.06K ﹤0.01%
35
– –
31 32
33
34 35

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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.