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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
JVA icon
976
Coffee Holding Co
JVA
$19.9M
– –
-2,000
Closed -$6.84K
K
977
DELISTED
Kellanova
K
– –
-12,741
Closed -$1.03M
LITE icon
978
Lumentum
LITE
$63.8B
– –
-8
Closed -$672
MIDD icon
979
Middleby
MIDD
$5.43B
– –
-70
Closed -$9.48K
MJ icon
980
Amplify Alternative Harvest ETF
MJ
$109M
– –
0
– -$2
MTW icon
981
Manitowoc
MTW
$702M
– –
-65
Closed -$593
MUB icon
982
iShares National Muni Bond ETF
MUB
$45.8B
– –
-63
Closed -$6.71K
OXY.WS icon
983
Occidental Petroleum Corp Warrants
OXY.WS
$34.8B
– –
-354
Closed -$9.75K
PBI icon
984
Pitney Bowes
PBI
$2.27B
– –
-22,557
Closed -$163K
ECHO
985
EchoStar
ECHO
$25.6B
– –
-280
Closed -$6.41K
SKYT
986
DELISTED
SkyWater Technology
SKYT
– –
-11,200
Closed -$155K
SONY icon
987
Sony
SONY
$138B
– –
-6,820
Closed -$144K
TEAM icon
988
Atlassian
TEAM
$39.1B
– –
-6
Closed -$1.46K
TPR icon
989
Tapestry
TPR
$32.4B
– –
-8,275
Closed -$541K
TRI icon
990
Thomson Reuters
TRI
$45.4B
– –
-8
Closed -$1.28K
TRVG
991
trivago
TRVG
$370M
– –
-600
Closed -$1.31K
TTSH
992
DELISTED
Tile Shop Holdings
TTSH
– –
-5,400
Closed -$37.4K
VIRT icon
993
Virtu Financial
VIRT
$4.86B
– –
-1,650
Closed -$58.9K
WAL icon
994
Western Alliance Bancorporation
WAL
$8.89B
– –
-199
Closed -$16.6K
EXE
995
Expand Energy Corp
EXE
$22.7B
– –
-284
Closed -$28.3K
ASBPW
996
Aspire Biopharma Warrant
ASBPW
$483K
– –
-10
Closed –
ALTM
997
DELISTED
Arcadium Lithium plc
ALTM
– –
-1,573
Closed -$8.07K
BMTX
998
DELISTED
BM Technologies, Inc.
BMTX
– –
-138
Closed -$675
B
999
DELISTED
Barnes Group Inc.
B
– –
-700
Closed -$33.1K
GOEV
1000
DELISTED
Canoo Inc. Class A Common Stock
GOEV
$0 ﹤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
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 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
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MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

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.