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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
RR icon
926
Richtech Robotics
RR
$387M
$374 ﹤0.01%
189
– –
BOTZ icon
927
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.59B
$345 ﹤0.01%
+12
New +$387
DOO
928
Bombardier Recreational Products
DOO
$4.67B
$338 ﹤0.01%
10
– –
CMTL icon
929
Comtech Telecommunications
CMTL
$51.5M
$320 ﹤0.01%
200
-200
-50% -$459
RBLX icon
930
Roblox
RBLX
$25.3B
$291 ﹤0.01%
5
– –
CGNX icon
931
Cognex
CGNX
$10.4B
$239 ﹤0.01%
8
– –
MFA
932
MFA Financial
MFA
$928M
$236 ﹤0.01%
23
– –
FXO icon
933
First Trust Financials AlphaDEX Fund
FXO
$1.14B
$212 ﹤0.01%
4
– –
DHR icon
934
Danaher
DHR
$145B
$205 ﹤0.01%
1
– –
NDSN icon
935
Nordson
NDSN
$17.4B
$202 ﹤0.01%
1
– –
CZR icon
936
Caesars Entertainment
CZR
$6.04B
$200 ﹤0.01%
8
– –
TLRY icon
937
Tilray
TLRY
$637M
$184 ﹤0.01%
28
– –
BNED icon
938
Barnes & Noble Education
BNED
$422M
$158 ﹤0.01%
15
– –
BBBY
939
Bed Bath & Beyond
BBBY
$411M
$157 ﹤0.01%
30
– –
INVZ icon
940
Innoviz Technologies
INVZ
$114M
$130 ﹤0.01%
+200
New +$231
ACB
941
Aurora Cannabis
ACB
$231M
$105 ﹤0.01%
24
– –
SPIB icon
942
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$100 ﹤0.01%
3
– –
FLNC icon
943
Fluence Energy
FLNC
$2.44B
$97 ﹤0.01%
+20
New +$191
VLTO icon
944
Veralto
VLTO
$23.6B
$97 ﹤0.01%
1
– –
SKYQ
945
Sky Quarry Inc
SKYQ
$15.6M
$76 ﹤0.01%
17
– –
SNAP icon
946
Snap
SNAP
$8.95B
$70 ﹤0.01%
8
– –
KTB icon
947
Kontoor Brands
KTB
$4.46B
$64 ﹤0.01%
1
– –
PTON icon
948
Peloton Interactive
PTON
$2.38B
$63 ﹤0.01%
10
– –
ONL
949
Orion Office REIT
ONL
$157M
$51 ﹤0.01%
24
– –
BLCN
950
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$38 ﹤0.01%
2
– –
36 37
38
39 40

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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
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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.