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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
BYND icon
901
Beyond Meat
BYND
$217M
$778 ﹤0.01%
255
– –
ENR icon
902
Energizer
ENR
$1.53B
$778 ﹤0.01%
26
– –
BBD icon
903
Banco Bradesco
BBD
$35B
$745 ﹤0.01%
334
– –
VTS icon
904
Vitesse Energy
VTS
$678M
$713 ﹤0.01%
29
– –
SMR icon
905
NuScale Power
SMR
$3.88B
$708 ﹤0.01%
+50
New +$1.01K
PLUG icon
906
Plug Power
PLUG
$3.12B
$687 ﹤0.01%
509
– –
AUR icon
907
Aurora
AUR
$13.2B
$673 ﹤0.01%
+100
New +$716
NVT icon
908
nVent Electric
NVT
$27.8B
$629 ﹤0.01%
+12
New +$759
WTI icon
909
W&T Offshore
WTI
$560M
$620 ﹤0.01%
400
– –
NIO icon
910
NIO
NIO
$11.5B
$610 ﹤0.01%
160
– –
AISP
911
Airship AI Holdings
AISP
$70.9M
$579 ﹤0.01%
+150
New +$697
UCB
912
United Community Banks
UCB
$4.36B
$563 ﹤0.01%
20
– –
AMRN
913
Amarin Corp
AMRN
$295M
$549 ﹤0.01%
61
– –
IEZ icon
914
iShares US Oil Equipment & Services ETF
IEZ
$388M
$546 ﹤0.01%
28
– –
FMS icon
915
Fresenius Medical Care
FMS
$12.6B
$523 ﹤0.01%
21
– –
DPZ icon
916
Domino's
DPZ
$11.7B
$501 ﹤0.01%
+1
New +$452
TMO icon
917
Thermo Fisher Scientific
TMO
$222B
$498 ﹤0.01%
1
– –
BLV icon
918
Vanguard Long-Term Bond ETF
BLV
$5.72B
$493 ﹤0.01%
7
– –
W icon
919
Wayfair
W
$14.2B
$480 ﹤0.01%
15
– –
KTOS icon
920
Kratos Defense & Security Solutions
KTOS
$11.8B
$445 ﹤0.01%
15
-185
-93% -$5.62K
EFA icon
921
iShares MSCI EAFE ETF
EFA
$80.3B
$409 ﹤0.01%
5
– –
UP icon
922
Wheels Up
UP
$194M
$409 ﹤0.01%
20
– –
ATNM icon
923
Actinium Pharmaceuticals
ATNM
$24.9M
$403 ﹤0.01%
+250
New +$317
CRDO icon
924
Credo Technology Group
CRDO
$48.2B
$402 ﹤0.01%
+10
New +$622
HAUZ icon
925
Xtrackers International Real Estate ETF
HAUZ
$1.07B
$386 ﹤0.01%
19
-5
-21% -$101
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
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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TC
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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.