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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
IP icon
76
International Paper
IP
$22.1B
$1.32M 0.24%
33,437
– –
SLYG icon
77
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$1.31M 0.24%
13,895
-36
-0.3% -$3.4K
FDIS icon
78
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.73B
$1.29M 0.24%
12,646
-13
-0.1% -$1.32K
CCI icon
79
Crown Castle
CCI
$31.5B
$1.29M 0.24%
14,533
-300
-2% -$27.6K
PEP icon
80
PepsiCo
PEP
$188B
$1.27M 0.23%
8,816
-75
-0.8% -$11K
VWOB icon
81
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
$1.26M 0.23%
18,683
-461
-2% -$31.1K
LMT icon
82
Lockheed Martin
LMT
$138B
$1.26M 0.23%
2,601
– –
SW
83
Smurfit Westrock
SW
$25.9B
$1.23M 0.23%
31,820
-11,956
-27% -$456K
R icon
84
Ryder
R
$9.99B
$1.22M 0.22%
6,375
– –
CWB icon
85
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
$1.21M 0.22%
13,614
-484
-3% -$44K
VLY icon
86
Valley National Bancorp
VLY
$8.18B
$1.2M 0.22%
102,575
-1,325
-1% -$14.7K
CAG icon
87
Conagra Brands
CAG
$7.14B
$1.19M 0.22%
69,025
-800
-1% -$14.2K
VLO icon
88
Valero Energy
VLO
$93B
$1.16M 0.21%
7,154
– –
O icon
89
Realty Income
O
$58.6B
$1.15M 0.21%
20,330
-289
-1% -$16.7K
APA icon
90
APA Corp
APA
$14.3B
$1.14M 0.21%
46,707
-650
-1% -$15.7K
ING icon
91
ING
ING
$101B
$1.13M 0.21%
40,315
– –
MET icon
92
MetLife
MET
$61.8B
$1.13M 0.21%
14,273
– –
SLB icon
93
SLB Ltd
SLB
$79.5B
$1.12M 0.2%
29,153
-698
-2% -$25.3K
HST icon
94
Host Hotels & Resorts
HST
$15.4B
$1.11M 0.2%
62,783
-1,925
-3% -$33.2K
UGI icon
95
UGI
UGI
$7.48B
$1.1M 0.2%
29,275
-300
-1% -$10.6K
CDL icon
96
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$404M
$1.1M 0.2%
15,906
-1,179
-7% -$81.2K
PNC icon
97
PNC Financial Services
PNC
$101B
$1.09M 0.2%
5,199
– –
AEO icon
98
American Eagle Outfitters
AEO
$2.95B
$1.08M 0.2%
40,889
-19,225
-32% -$380K
FDX icon
99
FedEx
FDX
$76B
$1.07M 0.2%
3,716
– –
SSB icon
100
SouthState Bank Corp
SSB
$10.7B
$1.07M 0.2%
11,347
-737
-6% -$68.3K
2 3
4
5 6

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TCM
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QL
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NCA
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MCM
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FGAM
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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.