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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
APD icon
101
Air Products & Chemicals
APD
$68.9B
$1.05M 0.19%
4,247
– –
SPG icon
102
Simon Property Group
SPG
$71.2B
$1.03M 0.19%
5,579
+39
+0.7% +$7.08K
T icon
103
AT&T
T
$168B
$1.03M 0.19%
41,529
-1,061
-2% -$26.9K
PFE icon
104
Pfizer
PFE
$152B
$1.02M 0.19%
40,879
+201
+0.5% +$5.07K
DVN icon
105
Devon Energy
DVN
$49.9B
$1.02M 0.19%
27,775
+27,575
+13,788% +$963K
OMC icon
106
Omnicom Group
OMC
$23.6B
$1M 0.18%
+12,438
New +$950K
UPS icon
107
United Parcel Service
UPS
$88.8B
$995K 0.18%
10,031
-1,222
-11% -$114K
HII icon
108
Huntington Ingalls Industries
HII
$12.9B
$986K 0.18%
2,900
-3,175
-52% -$985K
MRK icon
109
Merck
MRK
$322B
$982K 0.18%
9,325
– –
DIS icon
110
Walt Disney
DIS
$179B
$968K 0.18%
8,512
-75
-0.9% -$8.26K
SMFG icon
111
Sumitomo Mitsui Financial
SMFG
$160B
$943K 0.17%
48,775
-7,779
-14% -$135K
GLPI icon
112
Gaming and Leisure Properties
GLPI
$12.4B
$940K 0.17%
21,025
-225
-1% -$9.98K
RIO icon
113
Rio Tinto
RIO
$164B
$938K 0.17%
11,715
– –
POR icon
114
Portland General Electric
POR
$5.69B
$918K 0.17%
19,125
-575
-3% -$27.2K
RYN icon
115
Rayonier
RYN
$6.45B
$914K 0.17%
42,237
-480
-1% -$10.9K
SWK icon
116
Stanley Black & Decker
SWK
$15.7B
$914K 0.17%
12,304
-1,650
-12% -$116K
SDOG icon
117
ALPS Sector Dividend Dogs ETF
SDOG
$1.44B
$895K 0.16%
14,802
-465
-3% -$27.9K
GOOG icon
118
Alphabet (Google) Class C
GOOG
$4.19T
$894K 0.16%
2,850
-88
-3% -$25.2K
MPC icon
119
Marathon Petroleum
MPC
$94.5B
$886K 0.16%
5,446
– –
GSK icon
120
GSK
GSK
$102B
$883K 0.16%
18,008
-620
-3% -$28.9K
JPM icon
121
JPMorgan Chase
JPM
$962B
$877K 0.16%
2,722
– –
GPN icon
122
Global Payments
GPN
$22.7B
$871K 0.16%
11,256
+427
+4% +$34.4K
FPX icon
123
First Trust US Equity Opportunities ETF
FPX
$1.49B
$863K 0.16%
5,274
-626
-11% -$103K
AVGO icon
124
Broadcom
AVGO
$1.98T
$839K 0.15%
2,423
+3
+0.1% +$1.07K
TTE icon
125
TotalEnergies
TTE
$195B
$830K 0.15%
12,692
– –
3 4
5
6 7

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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
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 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.