Investors Research Corp Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ethan Allen Interiors
ETD
|
+$793K |
| 2 |
Dominion Energy
D
|
+$597K |
| 3 |
NCOM
National Commerce Corporation
NCOM
|
+$560K |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$276K |
| 5 |
Lockheed Martin
LMT
|
+$253K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TotalEnergies
TTE
|
+$14.6M |
| 2 |
AES
AES
|
+$1,000K |
| 3 |
ESND
Essendant Inc.
ESND
|
+$878K |
| 4 |
SCG
Scana
SCG
|
+$570K |
| 5 |
TriMas Corp
TRS
|
+$483K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 15.09% |
| 2 | Industrials | 14.45% |
| 3 | Technology | 12.25% |
| 4 | Materials | 10.06% |
| 5 | Financials | 8.76% |
Similar funds
Investors Research Corp's Q1 2019 Portfolio in Review
As of Q1 2019, Investors Research Corp held 1,052 positions worth $188M, up 31% from $143M the previous quarter. Its ten largest holdings account for 8.6% of the portfolio.
Investors Research Corp deployed $15.7M of net new capital in Q1 2019, opening 734 new positions and adding to 28 existing holdings. Its largest new stake was Ethan Allen Interiors: 41,500 shares worth $794K.
By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, down from 15% a quarter earlier, followed by Industrials and Technology.
On the sell side, the largest reduction was TotalEnergies, an estimated $14.6M trimmed.
- Investors Research Corp's largest Q1 2019 buy was Ethan Allen Interiors: 41,500 shares worth $794K.
- Investors Research Corp added most to National Commerce Corporation in Q1 2019, an estimated $560K increase.
- Investors Research Corp's biggest Q1 2019 reduction was TotalEnergies, cutting an estimated $14.6M.
- Investors Research Corp fully exited Essendant Inc. in Q1 2019, selling an estimated $878K.
- Investors Research Corp's ten largest holdings make up 8.6% of its $188M portfolio in Q1 2019.
- Investors Research Corp opened 734 new positions and closed 4 in Q1 2019.
- Investors Research Corp's portfolio value rose 31% quarter-over-quarter to $188M.
Based on Investors Research Corp's 13F filing for Q1 2019, filed 23 Apr 2019.