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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
-0.53%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$455M
AUM Growth
-$2.44M
Cap. Flow
+$4.01M
Cap. Flow %
0.88%
Top 10 Hldgs %
28.58%
Holding
997
New
24
Increased
109
Reduced
252
Closed
54

Top Buys

Rank Stock Value
1
HII icon
Huntington Ingalls Industries
HII
+$1.23M
2
CVE icon
Cenovus Energy
CVE
+$1.19M
3
TD icon
Toronto Dominion Bank
TD
+$980K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$827K
5
APA icon
APA Corp
APA
+$800K

Top Sells

Rank Stock Value
1
IP icon
International Paper
IP
+$1.33M
2
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.16M
3
JHG
Janus Henderson
JHG
+$897K
4
UNM icon
Unum
UNM
+$705K
5
TPR icon
Tapestry
TPR
+$584K

Sector Composition

Rank Sector Weight
1 Financials 7.62%
2 Consumer Discretionary 6.43%
3 Technology 4.03%
4 Industrials 3.49%
5 Materials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPG icon
101
Simon Property Group
SPG
$71.7B
$980K 0.22%
5,688
-643
-10% -$113K
SPXN icon
102
ProShares S&P 500 ex-Financials ETF
SPXN
$80.4M
$973K 0.21%
15,454
+748
+5% +$47.3K
JPM icon
103
JPMorgan Chase
JPM
$960B
$972K 0.21%
4,053
-250
-6% -$58.2K
CWI icon
104
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.85B
$968K 0.21%
34,645
-324
-0.9% -$9.47K
FDIS icon
105
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.73B
$942K 0.21%
9,669
+496
+5% +$46.5K
VLY icon
106
Valley National Bancorp
VLY
$8.13B
$941K 0.21%
103,900
– –
IUSG icon
107
iShares Core S&P US Growth ETF
IUSG
$33.7B
$923K 0.2%
6,627
+336
+5% +$46.1K
KHC icon
108
Kraft Heinz
KHC
$29.3B
$922K 0.2%
30,017
-900
-3% -$29.5K
CMA
109
DELISTED
Comerica
CMA
$917K 0.2%
14,825
-75
-0.5% -$4.88K
DIS icon
110
Walt Disney
DIS
$179B
$914K 0.2%
8,212
-447
-5% -$47K
TU icon
111
Telus
TU
$15.2B
$913K 0.2%
67,306
– –
SMG icon
112
ScottsMiracle-Gro
SMG
$3.59B
$905K 0.2%
13,648
-700
-5% -$55.3K
CVS icon
113
CVS Health
CVS
$120B
$903K 0.2%
20,112
-1,595
-7% -$89.5K
MRK icon
114
Merck
MRK
$321B
$901K 0.2%
9,055
-121
-1% -$12.5K
NKE icon
115
Nike
NKE
$60.9B
$899K 0.2%
11,877
-175
-1% -$13.7K
BTI icon
116
British American Tobacco
BTI
$122B
$879K 0.19%
24,198
-500
-2% -$18.1K
VLO icon
117
Valero Energy
VLO
$93.1B
$867K 0.19%
7,076
-75
-1% -$10K
GM icon
118
General Motors
GM
$78.3B
$855K 0.19%
16,057
-9,500
-37% -$498K
WMT icon
119
Walmart Inc
WMT
$896B
$843K 0.19%
9,325
-24
-0.3% -$2.08K
APA icon
120
APA Corp
APA
$14.4B
$841K 0.18%
36,436
+34,204
+1,532% +$800K
UGI icon
121
UGI
UGI
$7.33B
$836K 0.18%
29,625
-175
-0.6% -$4.54K
EPD icon
122
Enterprise Products Partners
EPD
$82B
$826K 0.18%
26,350
-850
-3% -$26.1K
WHR icon
123
Whirlpool
WHR
$2.85B
$819K 0.18%
7,150
-25
-0.3% -$2.76K
PFE icon
124
Pfizer
PFE
$152B
$818K 0.18%
30,823
-11,382
-27% -$309K
HBAN icon
125
Huntington Bancshares
HBAN
$35.6B
$810K 0.18%
49,803
-1,225
-2% -$20.1K
3 4
5
6 7

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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
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

Investors Research Corp's Q4 2024 Portfolio in Review

As of Q4 2024, Investors Research Corp held 997 positions worth $455M, down 0.53% from $458M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp's Q4 2024 filing shows 24 new, 109 increased, 252 reduced and 54 closed positions. Its largest new stake was Huntington Ingalls Industries: 5,675 shares worth $1.07M. The largest sale was International Paper, an estimated $1.33M.

By sector, the portfolio is most concentrated in Financials at 7.6% of assets, down from 7.9% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2024 buy was Huntington Ingalls Industries: 5,675 shares worth $1.07M.
  • Investors Research Corp added most to Toronto Dominion Bank in Q4 2024, an estimated $980K increase.
  • Investors Research Corp's biggest Q4 2024 reduction was International Paper, cutting an estimated $1.33M.
  • Investors Research Corp fully exited Canadian Imperial Bank of Commerce in Q4 2024, selling an estimated $1.16M.
  • Investors Research Corp's ten largest holdings make up 29% of its $455M portfolio in Q4 2024.
  • Investors Research Corp opened 24 new positions and closed 54 in Q4 2024.
  • Investors Research Corp's portfolio value fell 0.53% quarter-over-quarter to $455M.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.