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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
SPIP icon
851
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.22K ﹤0.01%
84
– –
VGIT icon
852
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$2.2K ﹤0.01%
37
– –
FNDA icon
853
Schwab Fundamental US Small Company Index ETF
FNDA
$9.33B
$2.19K ﹤0.01%
80
– –
CSTE icon
854
Caesarstone
CSTE
$103M
$2.19K ﹤0.01%
900
– –
IPO icon
855
Renaissance IPO ETF
IPO
$163M
$2.18K ﹤0.01%
58
– –
AIA icon
856
iShares Asia 50 ETF
AIA
$5.03B
$2.17K ﹤0.01%
30
– –
VRT icon
857
Vertiv
VRT
$113B
$2.17K ﹤0.01%
30
– –
MBB icon
858
iShares MBS ETF
MBB
$39.1B
$2.16K ﹤0.01%
23
– –
IAGG icon
859
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$2.15K ﹤0.01%
+43
New +$2.15K
SPAB icon
860
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.93B
$2.15K ﹤0.01%
84
– –
GOOS
861
Canada Goose Holdings
GOOS
$846M
$2K ﹤0.01%
251
– –
IQV icon
862
IQVIA
IQV
$39.7B
$1.94K ﹤0.01%
11
– –
ANET icon
863
Arista Networks
ANET
$261B
$1.94K ﹤0.01%
+25
New +$2.54K
BF.B icon
864
Brown-Forman Class B
BF.B
$12.7B
$1.94K ﹤0.01%
57
– –
CP icon
865
Canadian Pacific Kansas City
CP
$81.1B
$1.82K ﹤0.01%
26
– –
LYFT icon
866
Lyft
LYFT
$6.31B
$1.78K ﹤0.01%
150
– –
PEGA icon
867
Pegasystems
PEGA
$5.18B
$1.74K ﹤0.01%
+50
New +$2.21K
IFN
868
Aberdeen India Fund
IFN
$508M
$1.74K ﹤0.01%
110
– –
BA icon
869
Boeing
BA
$182B
$1.71K ﹤0.01%
10
– –
XBI icon
870
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$1.7K ﹤0.01%
21
– –
HR icon
871
Healthcare Realty
HR
$6.6B
$1.64K ﹤0.01%
97
– –
XITK icon
872
State Street SPDR FactSet Innovative Technology ETF
XITK
$71.8M
$1.6K ﹤0.01%
10
– –
EWL icon
873
iShares MSCI Switzerland ETF
EWL
$2.22B
$1.55K ﹤0.01%
30
– –
SYY icon
874
Sysco
SYY
$40B
$1.5K ﹤0.01%
20
– –
FG icon
875
F&G Annuities & Life
FG
$3.51B
$1.33K ﹤0.01%
37
– –
33 34
35
36 37

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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
QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
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.