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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
PPG icon
826
PPG Industries
PPG
$25.6B
$3.06K ﹤0.01%
28
– –
UEIC icon
827
Universal Electronics
UEIC
$74.5M
$3.06K ﹤0.01%
500
– –
BRW
828
Saba Capital Income & Opportunities Fund
BRW
$335M
$3K ﹤0.01%
387
– –
NGVT icon
829
Ingevity
NGVT
$2.64B
$2.97K ﹤0.01%
75
– –
SCHV
830
Schwab US Large-Cap Value ETF
SCHV
$16.2B
$2.95K ﹤0.01%
111
– –
ELPC icon
831
Copel
ELPC
$7.91B
$2.94K ﹤0.01%
437
– –
TDAY
832
USA Today Co
TDAY
$1.01B
$2.94K ﹤0.01%
1,019
– –
ROBT icon
833
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$780M
$2.89K ﹤0.01%
71
– –
SPGM icon
834
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.76B
$2.87K ﹤0.01%
46
– –
ODP
835
DELISTED
ODP
ODP
$2.87K ﹤0.01%
200
-950
-83% -$18.2K
SUI icon
836
Sun Communities
SUI
$14.5B
$2.83K ﹤0.01%
22
– –
EXR icon
837
Extra Space Storage
EXR
$31.1B
$2.82K ﹤0.01%
19
– –
QS icon
838
QuantumScape Corp
QS
$3.89B
$2.81K ﹤0.01%
676
– –
XP icon
839
XP
XP
$7.99B
$2.81K ﹤0.01%
204
– –
KWEB icon
840
KraneShares CSI China Internet ETF
KWEB
$5.43B
$2.79K ﹤0.01%
80
– –
EBND icon
841
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$2.79K ﹤0.01%
139
-23
-14% -$460
VICI icon
842
VICI Properties
VICI
$28.7B
$2.74K ﹤0.01%
84
– –
ALGN icon
843
Align Technology
ALGN
$12.2B
$2.7K ﹤0.01%
17
– –
CPT icon
844
Camden Property Trust
CPT
$10.9B
$2.69K ﹤0.01%
22
– –
COLD icon
845
Americold
COLD
$4.18B
$2.68K ﹤0.01%
125
– –
VO icon
846
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$2.59K ﹤0.01%
40
– –
EWX icon
847
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$702M
$2.55K ﹤0.01%
45
– –
MTUS icon
848
Metallus
MTUS
$891M
$2.5K ﹤0.01%
187
– –
VSTS icon
849
Vestis
VSTS
$1.98B
$2.48K ﹤0.01%
250
– –
LUV icon
850
Southwest Airlines
LUV
$22B
$2.45K ﹤0.01%
73
– –
32 33
34
35 36

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CFP
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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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AAS
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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.