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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
+3.94%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$385M
AUM Growth
+$15.4M
Cap. Flow
+$5.44M
Cap. Flow %
1.41%
Top 10 Hldgs %
18.47%
Holding
1,176
New
30
Increased
99
Reduced
209
Closed
47

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$709K
2
USB icon
US Bancorp
USB
+$596K
3
TSN icon
Tyson Foods
TSN
+$535K
4
PNC icon
PNC Financial Services
PNC
+$526K
5
HAS icon
Hasbro
HAS
+$443K

Top Sells

Rank Stock Value
1
DECK icon
Deckers Outdoor
DECK
+$891K
2
CAJ
Canon, Inc.
CAJ
+$750K
3
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$549K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$159K
5
ETN icon
Eaton
ETN
+$150K

Sector Composition

Rank Sector Weight
1 Financials 9.25%
2 Consumer Discretionary 8.58%
3 Technology 6.3%
4 Industrials 5.4%
5 Materials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBAC icon
876
SBA Communications
SBAC
$19.8B
$4.96K ﹤0.01%
19
– –
LYG icon
877
Lloyds Banking Group
LYG
$90B
$4.95K ﹤0.01%
2,135
– –
CLX icon
878
Clorox
CLX
$12.9B
$4.91K ﹤0.01%
31
– –
GOOS
879
Canada Goose Holdings
GOOS
$850M
$4.83K ﹤0.01%
251
– –
CPNG icon
880
Coupang
CPNG
$29.3B
$4.8K ﹤0.01%
300
– –
PANW icon
881
Palo Alto Networks
PANW
$323B
$4.79K ﹤0.01%
48
– –
MKSI icon
882
MKS Inc
MKSI
$20.7B
$4.61K ﹤0.01%
52
– –
ESS icon
883
Essex Property Trust
ESS
$18.5B
$4.6K ﹤0.01%
22
– –
TRVG
884
trivago
TRVG
$365M
$4.53K ﹤0.01%
600
– –
CHPT icon
885
ChargePoint
CHPT
$160M
$4.47K ﹤0.01%
21
– –
XME icon
886
State Street SPDR S&P Metals & Mining ETF
XME
$4.46B
$4.46K ﹤0.01%
84
– –
GIFI
887
DELISTED
Gulf Island Fabrication
GIFI
$4.44K ﹤0.01%
1,200
– –
CFG icon
888
Citizens Financial Group
CFG
$31.2B
$4.4K ﹤0.01%
145
– –
ROK icon
889
Rockwell Automation
ROK
$49.5B
$4.4K ﹤0.01%
15
– –
BX icon
890
Blackstone
BX
$112B
$4.39K ﹤0.01%
50
– –
NEAR icon
891
iShares Short Maturity Bond ETF
NEAR
$4.88B
$4.37K ﹤0.01%
88
– –
EEM icon
892
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$4.34K ﹤0.01%
110
– –
PKG icon
893
Packaging Corp of America
PKG
$22.9B
$4.3K ﹤0.01%
31
– –
PLTR icon
894
Palantir
PLTR
$430B
$4.28K ﹤0.01%
506
– –
WIT icon
895
Wipro
WIT
$19.4B
$4.21K ﹤0.01%
1,874
– –
EWBC icon
896
East-West Bancorp
EWBC
$18.6B
$4.16K ﹤0.01%
75
– –
HAPN
897
Happen Inc
HAPN
$2.27B
$4.15K ﹤0.01%
575
– –
BYND icon
898
Beyond Meat
BYND
$210M
$4.14K ﹤0.01%
255
– –
QQQE icon
899
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.45B
$4.13K ﹤0.01%
57
– –
ASML icon
900
ASML
ASML
$710B
$4.08K ﹤0.01%
6
– –
34 35
36
37 38

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Investors Research Corp's Q1 2023 Portfolio in Review

As of Q1 2023, Investors Research Corp held 1,176 positions worth $385M, up 4.2% from $370M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Investors Research Corp's Q1 2023 filing shows 30 new, 99 increased, 209 reduced and 47 closed positions. Its largest new stake was Tyson Foods: 8,721 shares worth $517K. The largest sale was Deckers Outdoor, an estimated $891K.

By sector, the portfolio is most concentrated in Financials at 9.3% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q1 2023 buy was Tyson Foods: 8,721 shares worth $517K.
  • Investors Research Corp added most to Truist Financial in Q1 2023, an estimated $709K increase.
  • Investors Research Corp's biggest Q1 2023 reduction was Deckers Outdoor, cutting an estimated $891K.
  • Investors Research Corp fully exited Canon, Inc. in Q1 2023, selling an estimated $750K.
  • Investors Research Corp's ten largest holdings make up 18% of its $385M portfolio in Q1 2023.
  • Investors Research Corp opened 30 new positions and closed 47 in Q1 2023.
  • Investors Research Corp's portfolio value rose 4.2% quarter-over-quarter to $385M.

Based on Investors Research Corp's 13F filing for Q1 2023, filed 11 May 2023.