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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
LXU icon
876
LSB Industries
LXU
$719M
– –
-9,198
Closed -$72.5K
LYG icon
877
Lloyds Banking Group
LYG
$88.5B
– –
-5,000
Closed -$22.7K
MDU icon
878
MDU Resources
MDU
$4.31B
– –
-2,200
Closed -$39.2K
MKSI icon
879
MKS Inc
MKSI
$19.9B
– –
-52
Closed -$6.44K
MPT
880
Medical Properties Trust
MPT
$2.4B
– –
-200
Closed -$1.01K
MRC
881
DELISTED
MRC Global
MRC
– –
-1,200
Closed -$17.3K
MTB icon
882
M&T Bank
MTB
$36.4B
– –
-70
Closed -$13.8K
NSC icon
883
Norfolk Southern
NSC
$75.2B
– –
-200
Closed -$60.1K
ODP
884
DELISTED
ODP
ODP
– –
-200
Closed -$5.57K
OHI icon
885
Omega Healthcare
OHI
$13.8B
– –
-510
Closed -$21.5K
PLD icon
886
Prologis
PLD
$133B
– –
-225
Closed -$25.8K
PUK icon
887
Prudential
PUK
$34B
– –
-44
Closed -$1.23K
PZZA icon
888
Papa John's
PZZA
$801M
– –
-1,000
Closed -$48.1K
QS icon
889
QuantumScape Corp
QS
$3.9B
– –
-676
Closed -$8.33K
RIG icon
890
Transocean
RIG
$6.49B
– –
-8,690
Closed -$27.1K
RJF icon
891
Raymond James Financial
RJF
$34.6B
– –
-35
Closed -$6.04K
SCHI icon
892
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
– –
-36
Closed -$831
SCHK icon
893
Schwab 1000 Index ETF
SCHK
$5.92B
– –
-1
Closed -$28
SCS
894
DELISTED
Steelcase
SCS
– –
-2,000
Closed -$34.4K
SPEM icon
895
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
– –
-280
Closed -$13.1K
SPR
896
DELISTED
Spirit AeroSystems
SPR
– –
-200
Closed -$7.72K
SUI icon
897
Sun Communities
SUI
$14.5B
– –
-22
Closed -$2.84K
TEL icon
898
TE Connectivity
TEL
$63.3B
– –
-65
Closed -$14.3K
TFPM icon
899
Triple Flag Precious Metals
TFPM
$6.59B
– –
-10
Closed -$293
TK icon
900
Teekay
TK
$983M
– –
-2,400
Closed -$19.6K
33 34 35
36
37

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
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
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

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.