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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
+3.4%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$396M
AUM Growth
+$11.2M
Cap. Flow
+$1.45M
Cap. Flow %
0.37%
Top 10 Hldgs %
20.02%
Holding
1,142
New
15
Increased
99
Reduced
119
Closed
54

Top Buys

Rank Stock Value
1
LEG icon
Leggett & Platt
LEG
+$938K
2
CVS icon
CVS Health
CVS
+$921K
3
AAP icon
Advance Auto Parts
AAP
+$646K
4
WRK
WestRock Company
WRK
+$637K
5
HNI icon
HNI Corp
HNI
+$589K

Top Sells

Rank Stock Value
1
KBR icon
KBR
KBR
+$1.23M
2
TECK icon
Teck Resources
TECK
+$876K
3
SNY icon
Sanofi
SNY
+$746K
4
ABB
ABB Ltd
ABB
+$708K
5
FLEX icon
Flex
FLEX
+$684K

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Consumer Discretionary 8.81%
3 Technology 6.36%
4 Industrials 5.07%
5 Materials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOW icon
976
ServiceNow
NOW
$132B
$1.69K ﹤0.01%
15
– –
BBUS icon
977
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.19B
$1.67K ﹤0.01%
21
– –
EDIT icon
978
Editas Medicine
EDIT
$453M
$1.65K ﹤0.01%
200
+75
+60% +$653
TU icon
979
Telus
TU
$15.2B
$1.58K ﹤0.01%
81
– –
WTI icon
980
W&T Offshore
WTI
$575M
$1.55K ﹤0.01%
400
– –
LULU icon
981
lululemon athletica
LULU
$14.3B
$1.51K ﹤0.01%
4
– –
MCY icon
982
Mercury Insurance
MCY
$5.86B
$1.51K ﹤0.01%
50
– –
VOYA icon
983
Voya Financial
VOYA
$8.9B
$1.51K ﹤0.01%
21
– –
ZBRA icon
984
Zebra Technologies
ZBRA
$18.1B
$1.48K ﹤0.01%
5
– –
AMRN
985
Amarin Corp
AMRN
$296M
$1.46K ﹤0.01%
61
– –
LYFT icon
986
Lyft
LYFT
$6.64B
$1.44K ﹤0.01%
150
– –
EWL icon
987
iShares MSCI Switzerland ETF
EWL
$2.23B
$1.39K ﹤0.01%
30
– –
ROST icon
988
Ross Stores
ROST
$80.8B
$1.35K ﹤0.01%
12
– –
CRH icon
989
CRH
CRH
$67.4B
$1.34K ﹤0.01%
24
– –
APTV icon
990
Aptiv
APTV
$10.3B
$1.33K ﹤0.01%
13
– –
TENB icon
991
Tenable Holdings
TENB
$4.17B
$1.31K ﹤0.01%
30
– –
LEA icon
992
Lear
LEA
$8.12B
$1.29K ﹤0.01%
9
– –
SHOP icon
993
Shopify
SHOP
$196B
$1.29K ﹤0.01%
20
– –
IEO icon
994
iShares US Oil & Gas Exploration & Production ETF
IEO
$585M
$1.27K ﹤0.01%
15
– –
TOL icon
995
Toll Brothers
TOL
$14.3B
$1.26K ﹤0.01%
16
– –
PUK icon
996
Prudential
PUK
$34B
$1.25K ﹤0.01%
44
– –
DTM icon
997
DT Midstream
DTM
$13.7B
$1.24K ﹤0.01%
25
– –
NICE icon
998
Nice
NICE
$5.95B
$1.24K ﹤0.01%
6
– –
MTW icon
999
Manitowoc
MTW
$702M
$1.22K ﹤0.01%
65
– –
MKC icon
1000
McCormick & Company Non-Voting
MKC
$14.2B
$1.22K ﹤0.01%
14
– –
38 39
40
41 42

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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 Q2 2023 Portfolio in Review

As of Q2 2023, Investors Research Corp held 1,142 positions worth $396M, up 2.9% from $385M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Investors Research Corp's Q2 2023 filing shows 15 new, 99 increased, 119 reduced and 54 closed positions. Its largest new stake was Leggett & Platt: 29,809 shares worth $883K. The largest sale was KBR, an estimated $1.23M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, down from 9.3% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q2 2023 buy was Leggett & Platt: 29,809 shares worth $883K.
  • Investors Research Corp added most to CVS Health in Q2 2023, an estimated $921K increase.
  • Investors Research Corp's biggest Q2 2023 reduction was KBR, cutting an estimated $1.23M.
  • Investors Research Corp fully exited ABB Ltd in Q2 2023, selling an estimated $708K.
  • Investors Research Corp's ten largest holdings make up 20% of its $396M portfolio in Q2 2023.
  • Investors Research Corp opened 15 new positions and closed 54 in Q2 2023.
  • Investors Research Corp's portfolio value rose 2.9% quarter-over-quarter to $396M.

Based on Investors Research Corp's 13F filing for Q2 2023, filed 14 Aug 2023.