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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
+3.94%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$385M
AUM Growth
+$15.4M
Cap. Flow
+$5.44M
Cap. Flow %
1.41%
Top 10 Hldgs %
18.47%
Holding
1,176
New
30
Increased
99
Reduced
209
Closed
47

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$709K
2
USB icon
US Bancorp
USB
+$596K
3
TSN icon
Tyson Foods
TSN
+$535K
4
PNC icon
PNC Financial Services
PNC
+$526K
5
HAS icon
Hasbro
HAS
+$443K

Top Sells

Rank Stock Value
1
DECK icon
Deckers Outdoor
DECK
+$891K
2
CAJ
Canon, Inc.
CAJ
+$750K
3
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$549K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$159K
5
ETN icon
Eaton
ETN
+$150K

Sector Composition

Rank Sector Weight
1 Financials 9.25%
2 Consumer Discretionary 8.58%
3 Technology 6.3%
4 Industrials 5.4%
5 Materials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXAS
826
DELISTED
Exact Sciences
EXAS
$7.05K ﹤0.01%
104
– –
ALLE icon
827
Allegion
ALLE
$14.2B
$7.04K ﹤0.01%
66
– –
GDO
828
Western Asset Global Corporate Defined Opportunity Fund
GDO
$77.4M
$7.04K ﹤0.01%
554
– –
SEIC icon
829
SEI Investments
SEIC
$12.8B
$6.96K ﹤0.01%
121
– –
VOO icon
830
Vanguard S&P 500 ETF
VOO
$1.04T
$6.91K ﹤0.01%
18
– –
SPR
831
DELISTED
Spirit AeroSystems
SPR
$6.91K ﹤0.01%
200
– –
TER icon
832
Teradyne
TER
$64.2B
$6.88K ﹤0.01%
64
– –
JNK icon
833
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.33B
$6.87K ﹤0.01%
74
– –
RMD icon
834
ResMed
RMD
$32.9B
$6.79K ﹤0.01%
31
– –
IR icon
835
Ingersoll Rand
IR
$32.7B
$6.75K ﹤0.01%
116
– –
AGZD icon
836
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$136M
$6.75K ﹤0.01%
310
– –
VEON icon
837
VEON
VEON
$3.93B
$6.73K ﹤0.01%
380
– –
MCO icon
838
Moody's
MCO
$84.6B
$6.73K ﹤0.01%
22
– –
CNI icon
839
Canadian National Railway
CNI
$77.2B
$6.72K ﹤0.01%
57
– –
VRSK icon
840
Verisk Analytics
VRSK
$24.2B
$6.71K ﹤0.01%
35
– –
SCHK icon
841
Schwab 1000 Index ETF
SCHK
$5.98B
$6.7K ﹤0.01%
338
– –
FAST icon
842
Fastenal
FAST
$58.9B
$6.69K ﹤0.01%
248
– –
LQD icon
843
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$6.69K ﹤0.01%
61
– –
CSTE icon
844
Caesarstone
CSTE
$105M
$6.61K ﹤0.01%
1,600
– –
CHD icon
845
Church & Dwight Co
CHD
$24B
$6.54K ﹤0.01%
74
– –
GNE icon
846
Genie Energy
GNE
$386M
$6.44K ﹤0.01%
466
– –
XOP icon
847
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.69B
$6.38K ﹤0.01%
50
– –
DOC icon
848
Healthpeak Properties
DOC
$14.3B
$6.3K ﹤0.01%
287
– –
GFI icon
849
Gold Fields
GFI
$35.4B
$6.27K ﹤0.01%
471
– –
GWW icon
850
W.W. Grainger
GWW
$62.2B
$6.2K ﹤0.01%
9
– –
32 33
34
35 36

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AAS
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TCP
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Investors Research Corp's Q1 2023 Portfolio in Review

As of Q1 2023, Investors Research Corp held 1,176 positions worth $385M, up 4.2% from $370M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Investors Research Corp's Q1 2023 filing shows 30 new, 99 increased, 209 reduced and 47 closed positions. Its largest new stake was Tyson Foods: 8,721 shares worth $517K. The largest sale was Deckers Outdoor, an estimated $891K.

By sector, the portfolio is most concentrated in Financials at 9.3% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q1 2023 buy was Tyson Foods: 8,721 shares worth $517K.
  • Investors Research Corp added most to Truist Financial in Q1 2023, an estimated $709K increase.
  • Investors Research Corp's biggest Q1 2023 reduction was Deckers Outdoor, cutting an estimated $891K.
  • Investors Research Corp fully exited Canon, Inc. in Q1 2023, selling an estimated $750K.
  • Investors Research Corp's ten largest holdings make up 18% of its $385M portfolio in Q1 2023.
  • Investors Research Corp opened 30 new positions and closed 47 in Q1 2023.
  • Investors Research Corp's portfolio value rose 4.2% quarter-over-quarter to $385M.

Based on Investors Research Corp's 13F filing for Q1 2023, filed 11 May 2023.