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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
BTI icon
101
British American Tobacco
BTI
$122B
$1.01M 0.22%
24,373
+175
+0.7% +$6.88K
IPG
102
DELISTED
Interpublic Group of Companies
IPG
$1.01M 0.22%
37,118
+31,075
+514% +$852K
APA icon
103
APA Corp
APA
$14.2B
$995K 0.22%
47,357
+10,921
+30% +$240K
SPXN icon
104
ProShares S&P 500 ex-Financials ETF
SPXN
$80.1M
$994K 0.22%
16,777
+1,323
+9% +$83.1K
CWI icon
105
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.85B
$992K 0.21%
33,527
-1,118
-3% -$32.8K
EMLP icon
106
First Trust North American Energy Infrastructure Fund
EMLP
$4.12B
$989K 0.21%
26,383
-1,348
-5% -$49.9K
ING icon
107
ING
ING
$101B
$985K 0.21%
50,265
– –
UGI icon
108
UGI
UGI
$7.54B
$978K 0.21%
29,575
-50
-0.2% -$1.58K
KHC icon
109
Kraft Heinz
KHC
$29.2B
$963K 0.21%
31,642
+1,625
+5% +$48.6K
R icon
110
Ryder
R
$9.92B
$946K 0.2%
6,575
– –
VLO icon
111
Valero Energy
VLO
$93.3B
$945K 0.2%
7,154
+78
+1% +$10.3K
VLY icon
112
Valley National Bancorp
VLY
$8.16B
$924K 0.2%
103,900
– –
SPG icon
113
Simon Property Group
SPG
$71.2B
$920K 0.2%
5,540
-148
-3% -$25.9K
IUSG icon
114
iShares Core S&P US Growth ETF
IUSG
$33.6B
$917K 0.2%
7,214
+587
+9% +$81.2K
INTC icon
115
Intel
INTC
$493B
$915K 0.2%
40,297
+4,222
+12% +$92.4K
PNC icon
116
PNC Financial Services
PNC
$101B
$914K 0.2%
5,199
+49
+1% +$9.25K
FDX icon
117
FedEx
FDX
$76.3B
$906K 0.2%
3,716
– –
SBUX icon
118
Starbucks
SBUX
$122B
$905K 0.2%
9,225
-5,913
-39% -$611K
EPD icon
119
Enterprise Products Partners
EPD
$81.8B
$900K 0.19%
26,350
– –
FDIS icon
120
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.73B
$893K 0.19%
10,569
+900
+9% +$84.6K
SMFG icon
121
Sumitomo Mitsui Financial
SMFG
$160B
$891K 0.19%
57,654
-11,225
-16% -$171K
CMA
122
DELISTED
Comerica
CMA
$876K 0.19%
14,825
– –
SPTN
123
DELISTED
SpartanNash
SPTN
$860K 0.19%
42,455
– –
DIS icon
124
Walt Disney
DIS
$179B
$848K 0.18%
8,587
+375
+5% +$40.3K
CMCSA icon
125
Comcast
CMCSA
$91B
$845K 0.18%
22,900
+1,750
+8% +$63.1K
3 4
5
6 7

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TCM
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QL
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NCA
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CAM
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MCM
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FGAM
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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.