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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
INVZ icon
826
Innoviz Technologies
INVZ
$115M
$171 ﹤0.01%
200
– –
BBBY
827
Bed Bath & Beyond
BBBY
$407M
$147 ﹤0.01%
27
-3
-10% -$22
BNED icon
828
Barnes & Noble Education
BNED
$435M
$138 ﹤0.01%
15
– –
AMIX
829
Autonomix Medical
AMIX
$4.95M
$121 ﹤0.01%
10
– –
ACB
830
Aurora Cannabis
ACB
$216M
$101 ﹤0.01%
24
– –
SPIB icon
831
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$101 ﹤0.01%
3
– –
VLTO icon
832
Veralto
VLTO
$23.9B
$100 ﹤0.01%
1
– –
RUN icon
833
Sunrun
RUN
$2.42B
$92 ﹤0.01%
5
– –
SNAP icon
834
Snap
SNAP
$9.32B
$65 ﹤0.01%
8
– –
PTON icon
835
Peloton Interactive
PTON
$2.46B
$62 ﹤0.01%
10
– –
KTB icon
836
Kontoor Brands
KTB
$4.14B
$61 ﹤0.01%
1
– –
ONL
837
Orion Office REIT
ONL
$158M
$54 ﹤0.01%
24
– –
HTZWW
838
Hertz Global Holdings Warrants
HTZWW
$102M
$51 ﹤0.01%
19
– –
BYND icon
839
Beyond Meat
BYND
$215M
$41 ﹤0.01%
50
– –
CGC
840
Canopy Growth
CGC
$422M
$34 ﹤0.01%
30
– –
DTIL icon
841
Precision BioSciences
DTIL
$207M
$33 ﹤0.01%
8
– –
SKYQ
842
Sky Quarry Inc
SKYQ
$16.9M
$30 ﹤0.01%
17
– –
WKHS icon
843
Workhorse Group
WKHS
$34.1M
$5 ﹤0.01%
+1
New +$10
BBBY.WS
844
Bed Bath & Beyond Warrants
BBBY.WS
$1 ﹤0.01%
+2
New +$2
ADAP
845
DELISTED
Adaptimmune Therapeutics
ADAP
– –
-100
Closed -$13
ALUR.WS
846
DELISTED
Allurion Technologies Warrants
ALUR.WS
$0 ﹤0.01%
6
– –
AMRN
847
Amarin Corp
AMRN
$296M
– –
-61
Closed -$999
BCH icon
848
Banco de Chile
BCH
$20.7B
– –
-1,575
Closed -$47.7K
BHF icon
849
Brighthouse Financial
BHF
$3.38B
– –
-320
Closed -$17K
BST icon
850
BlackRock Science and Technology Trust
BST
$1.71B
– –
-250
Closed -$10.3K
32 33
34
35 36

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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
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 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

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.