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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
CUBE icon
851
CubeSmart
CUBE
$9.2B
– –
-213
Closed -$8.66K
DDS icon
852
Dillards
DDS
$10.1B
– –
-25
Closed -$15.4K
DGRW icon
853
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
– –
-73
Closed -$6.49K
DIN icon
854
Dine Brands
DIN
$454M
– –
-750
Closed -$18.5K
DOC icon
855
Healthpeak Properties
DOC
$14.1B
– –
-287
Closed -$5.5K
EA
856
DELISTED
Electronic Arts
EA
– –
-33
Closed -$6.66K
EFG icon
857
iShares MSCI EAFE Growth ETF
EFG
$17.3B
– –
-74
Closed -$8.43K
EFV icon
858
iShares MSCI EAFE Value ETF
EFV
$30B
– –
-318
Closed -$21.6K
ETR icon
859
Entergy
ETR
$49.7B
– –
-72
Closed -$6.71K
EWBC icon
860
East-West Bancorp
EWBC
$18.2B
– –
-75
Closed -$7.98K
FBK icon
861
FB Financial Corp
FBK
$3.07B
– –
-468
Closed -$26.1K
FELG icon
862
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.7B
– –
-608
Closed -$25K
FELV icon
863
Fidelity Enhanced Large Cap Value ETF
FELV
$3.43B
– –
-744
Closed -$24.9K
FTGC icon
864
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.09B
– –
-216
Closed -$5.59K
GIFI
865
DELISTED
Gulf Island Fabrication
GIFI
– –
-1,200
Closed -$8.42K
GSLC icon
866
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.9B
– –
-69
Closed -$8.99K
HOFT icon
867
Hooker Furnishings Corp
HOFT
$163M
– –
-2,200
Closed -$22.3K
IAU icon
868
iShares Gold Trust
IAU
$64.8B
– –
-68
Closed -$4.95K
ICLN icon
869
iShares Global Clean Energy ETF
ICLN
$2.09B
– –
-2
Closed -$31
IGSB icon
870
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
-12
Closed -$636
IPG
871
DELISTED
Interpublic Group of Companies
IPG
– –
-37,118
Closed -$1.04M
ISCG icon
872
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.01B
– –
-72
Closed -$3.91K
KN icon
873
Knowles
KN
$3.29B
– –
-13,575
Closed -$316K
LRGF icon
874
iShares US Equity Factor ETF
LRGF
$3.7B
– –
-86
Closed -$5.94K
LUV icon
875
Southwest Airlines
LUV
$22.3B
– –
-68
Closed -$2.17K
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
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 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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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.