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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
-0.53%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$455M
AUM Growth
-$2.44M
Cap. Flow
+$4.01M
Cap. Flow %
0.88%
Top 10 Hldgs %
28.58%
Holding
997
New
24
Increased
109
Reduced
252
Closed
54

Top Buys

Rank Stock Value
1
HII icon
Huntington Ingalls Industries
HII
+$1.23M
2
CVE icon
Cenovus Energy
CVE
+$1.19M
3
TD icon
Toronto Dominion Bank
TD
+$980K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$827K
5
APA icon
APA Corp
APA
+$800K

Top Sells

Rank Stock Value
1
IP icon
International Paper
IP
+$1.33M
2
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.16M
3
JHG
Janus Henderson
JHG
+$897K
4
UNM icon
Unum
UNM
+$705K
5
TPR icon
Tapestry
TPR
+$584K

Sector Composition

Rank Sector Weight
1 Financials 7.62%
2 Consumer Discretionary 6.43%
3 Technology 4.03%
4 Industrials 3.49%
5 Materials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTW icon
901
Manitowoc
MTW
$702M
$593 ﹤0.01%
65
– –
IEZ icon
902
iShares US Oil Equipment & Services ETF
IEZ
$387M
$555 ﹤0.01%
28
– –
TMO icon
903
Thermo Fisher Scientific
TMO
$224B
$520 ﹤0.01%
1
-100
-99% -$55K
RR icon
904
Richtech Robotics
RR
$389M
$510 ﹤0.01%
+189
New +$170
DOO
905
Bombardier Recreational Products
DOO
$4.79B
$509 ﹤0.01%
10
– –
BLV icon
906
Vanguard Long-Term Bond ETF
BLV
$5.7B
$479 ﹤0.01%
7
– –
FMS icon
907
Fresenius Medical Care
FMS
$12.7B
$475 ﹤0.01%
21
– –
HAUZ icon
908
Xtrackers International Real Estate ETF
HAUZ
$1.06B
$475 ﹤0.01%
24
– –
EFA icon
909
iShares MSCI EAFE ETF
EFA
$79.9B
$378 ﹤0.01%
5
-105
-95% -$8.32K
TLRY icon
910
Tilray
TLRY
$651M
$372 ﹤0.01%
28
– –
RBLX icon
911
Roblox
RBLX
$25.9B
$289 ﹤0.01%
5
– –
CGNX icon
912
Cognex
CGNX
$10.6B
$287 ﹤0.01%
8
– –
CZR icon
913
Caesars Entertainment
CZR
$6.06B
$267 ﹤0.01%
8
– –
MFA
914
MFA Financial
MFA
$928M
$234 ﹤0.01%
23
– –
DHR icon
915
Danaher
DHR
$146B
$230 ﹤0.01%
+1
New +$246
FXO icon
916
First Trust Financials AlphaDEX Fund
FXO
$1.13B
$217 ﹤0.01%
4
– –
NDSN icon
917
Nordson
NDSN
$17.3B
$209 ﹤0.01%
1
– –
CHKP icon
918
Check Point Software Technologies
CHKP
$13.2B
$187 ﹤0.01%
+1
New +$188
SKYQ
919
Sky Quarry Inc
SKYQ
$16.9M
$154 ﹤0.01%
+17
New +$243
BNED icon
920
Barnes & Noble Education
BNED
$435M
$151 ﹤0.01%
15
– –
BBBY
921
Bed Bath & Beyond
BBBY
$407M
$133 ﹤0.01%
30
– –
ACB
922
Aurora Cannabis
ACB
$216M
$102 ﹤0.01%
24
– –
VLTO icon
923
Veralto
VLTO
$23.9B
$102 ﹤0.01%
+1
New +$107
SPIB icon
924
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$98 ﹤0.01%
3
– –
ONL
925
Orion Office REIT
ONL
$158M
$89 ﹤0.01%
24
– –
35 36
37
38 39

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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
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 2024 Portfolio in Review

As of Q4 2024, Investors Research Corp held 997 positions worth $455M, down 0.53% from $458M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp's Q4 2024 filing shows 24 new, 109 increased, 252 reduced and 54 closed positions. Its largest new stake was Huntington Ingalls Industries: 5,675 shares worth $1.07M. The largest sale was International Paper, an estimated $1.33M.

By sector, the portfolio is most concentrated in Financials at 7.6% of assets, down from 7.9% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2024 buy was Huntington Ingalls Industries: 5,675 shares worth $1.07M.
  • Investors Research Corp added most to Toronto Dominion Bank in Q4 2024, an estimated $980K increase.
  • Investors Research Corp's biggest Q4 2024 reduction was International Paper, cutting an estimated $1.33M.
  • Investors Research Corp fully exited Canadian Imperial Bank of Commerce in Q4 2024, selling an estimated $1.16M.
  • Investors Research Corp's ten largest holdings make up 29% of its $455M portfolio in Q4 2024.
  • Investors Research Corp opened 24 new positions and closed 54 in Q4 2024.
  • Investors Research Corp's portfolio value fell 0.53% quarter-over-quarter to $455M.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.