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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
DTIL icon
951
Precision BioSciences
DTIL
$207M
$38 ﹤0.01%
8
– –
QVCGA
952
DELISTED
QVC Group Inc Series A
QVCGA
$37 ﹤0.01%
4
– –
AMIX
953
Autonomix Medical
AMIX
$4.32M
$35 ﹤0.01%
1
– –
RUN icon
954
Sunrun
RUN
$2.36B
$29 ﹤0.01%
5
– –
CGC
955
Canopy Growth
CGC
$431M
$27 ﹤0.01%
30
– –
ICLN icon
956
iShares Global Clean Energy ETF
ICLN
$2.12B
$23 ﹤0.01%
2
– –
SCHK icon
957
Schwab 1000 Index ETF
SCHK
$5.93B
$23 ﹤0.01%
1
– –
ADAP
958
DELISTED
Adaptimmune Therapeutics
ADAP
$20 ﹤0.01%
100
– –
WKHS icon
959
Workhorse Group
WKHS
$34.2M
– –
0
– –
LDTCW
960
DELISTED
LeddarTech Holdings Inc. Warrants
LDTCW
$1 ﹤0.01%
22
– –
ADEA icon
961
Adeia
ADEA
$3.11B
– –
-1,941
Closed -$27.1K
AEE icon
962
Ameren
AEE
$30B
– –
-136
Closed -$12.1K
ALUR.WS
963
DELISTED
Allurion Technologies Warrants
ALUR.WS
$0 ﹤0.01%
6
– –
BDJ icon
964
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.75B
– –
-343
Closed -$2.84K
CHKP icon
965
Check Point Software Technologies
CHKP
$13.1B
– –
-1
Closed -$187
CII icon
966
BlackRock Enhanced Captial and Income Fund
CII
$1.01B
– –
-306
Closed -$6.15K
CMI icon
967
Cummins
CMI
$88.3B
– –
-200
Closed -$69.7K
DCTH icon
968
Delcath Systems
DCTH
$580M
– –
-500
Closed -$6.02K
DOV icon
969
Dover
DOV
$28B
– –
-233
Closed -$43.7K
EQT icon
970
EQT Corp
EQT
$33.8B
– –
-140
Closed -$6.46K
EWC icon
971
iShares MSCI Canada ETF
EWC
$6.5B
– –
-63
Closed -$2.54K
EWT icon
972
iShares MSCI Taiwan ETF
EWT
$11.4B
– –
-65
Closed -$3.36K
GBX icon
973
The Greenbrier Companies
GBX
$1.42B
– –
-1,800
Closed -$110K
GFI icon
974
Gold Fields
GFI
$36.6B
– –
-471
Closed -$6.22K
JHEM icon
975
John Hancock Multifactor Emerging Markets ETF
JHEM
$1.02B
– –
-235
Closed -$6.08K
36 37 38
39
40

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
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
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

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.