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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
KR icon
876
Kroger
KR
$34.3B
$1.33K ﹤0.01%
+20
New +$1.27K
LUNR icon
877
Intuitive Machines
LUNR
$2.74B
$1.3K ﹤0.01%
+175
New +$2.75K
ALLY icon
878
Ally Financial
ALLY
$13.3B
$1.28K ﹤0.01%
35
– –
HYLB icon
879
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.48B
$1.26K ﹤0.01%
35
-55
-61% -$2K
MPT
880
Medical Properties Trust
MPT
$2.41B
$1.21K ﹤0.01%
200
– –
VEEV icon
881
Veeva Systems
VEEV
$38.1B
$1.16K ﹤0.01%
5
– –
ACHR icon
882
Archer Aviation
ACHR
$4.84B
$1.13K ﹤0.01%
159
+60
+61% +$532
APTV icon
883
Aptiv
APTV
$10.3B
$1.07K ﹤0.01%
18
– –
MPLX icon
884
MPLX
MPLX
$60.7B
$1.07K ﹤0.01%
+20
New +$1.05K
TENB icon
885
Tenable Holdings
TENB
$4.03B
$1.05K ﹤0.01%
30
– –
CL icon
886
Colgate-Palmolive
CL
$73.8B
$1.04K ﹤0.01%
+11
New +$985
CEG icon
887
Constellation Energy
CEG
$100B
$1.01K ﹤0.01%
5
– –
CAT icon
888
Caterpillar
CAT
$396B
$989 ﹤0.01%
3
– –
BWXT icon
889
BWX Technologies
BWXT
$15.5B
$987 ﹤0.01%
+10
New +$1.08K
PUK icon
890
Prudential
PUK
$34.3B
$946 ﹤0.01%
44
– –
NXTG icon
891
First Trust Indxx NextG ETF
NXTG
$572M
$933 ﹤0.01%
11
– –
SCHC icon
892
Schwab International Small-Cap Equity ETF
SCHC
$5.67B
$933 ﹤0.01%
26
-15
-37% -$536
OUST icon
893
Ouster
OUST
$3.26B
$898 ﹤0.01%
100
– –
BIP icon
894
Brookfield Infrastructure Partners
BIP
$18.4B
$894 ﹤0.01%
30
– –
IJK icon
895
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$833 ﹤0.01%
10
– –
SKYY icon
896
First Trust Cloud Computing ETF
SKYY
$3.23B
$818 ﹤0.01%
8
– –
SCHI icon
897
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$809 ﹤0.01%
36
– –
SYM icon
898
Symbotic
SYM
$5.38B
$808 ﹤0.01%
+40
New +$1.02K
HDB icon
899
HDFC Bank
HDB
$119B
$797 ﹤0.01%
24
– –
LEA icon
900
Lear
LEA
$8.05B
$794 ﹤0.01%
9
– –
34 35
36
37 38

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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
Cander Asset Management New York $557M AUM
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.