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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
MRK icon
126
Merck
MRK
$322B
$826K 0.18%
9,205
+150
+2% +$14K
TAP icon
127
Molson Coors Class B
TAP
$7.83B
$811K 0.18%
13,325
– –
TTE icon
128
TotalEnergies
TTE
$195B
$808K 0.18%
12,492
+221
+2% +$13.3K
MPC icon
129
Marathon Petroleum
MPC
$94.5B
$793K 0.17%
5,446
– –
SMG icon
130
ScottsMiracle-Gro
SMG
$3.61B
$788K 0.17%
14,348
+700
+5% +$45.3K
HMC icon
131
Honda
HMC
$41.1B
$774K 0.17%
28,533
+1,200
+4% +$34.2K
ICL icon
132
ICL Group
ICL
$6.89B
$771K 0.17%
137,225
– –
BAC icon
133
Bank of America
BAC
$448B
$762K 0.17%
18,257
-130
-0.7% -$5.79K
SHEL icon
134
Shell
SHEL
$250B
$759K 0.16%
10,357
– –
SPHD icon
135
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$759K 0.16%
15,101
+13
+0.1% +$640
NKE icon
136
Nike
NKE
$61.3B
$754K 0.16%
11,877
– –
KO icon
137
Coca-Cola
KO
$372B
$746K 0.16%
10,419
+1,846
+22% +$123K
ETD icon
138
Ethan Allen Interiors
ETD
$602M
$743K 0.16%
26,825
– –
GSK icon
139
GSK
GSK
$102B
$722K 0.16%
18,628
– –
SPGP icon
140
Invesco S&P 500 GARP ETF
SPGP
$2.31B
$711K 0.15%
7,123
– –
XOM icon
141
ExxonMobil
XOM
$657B
$710K 0.15%
5,966
+1,482
+33% +$164K
EMN icon
142
Eastman Chemical
EMN
$8.55B
$710K 0.15%
8,053
– –
RIO icon
143
Rio Tinto
RIO
$164B
$704K 0.15%
11,715
– –
BCH icon
144
Banco de Chile
BCH
$20.7B
$702K 0.15%
26,513
-18,487
-41% -$473K
SWK icon
145
Stanley Black & Decker
SWK
$15.7B
$696K 0.15%
9,054
+650
+8% +$54.8K
PRU icon
146
Prudential Financial
PRU
$42.2B
$694K 0.15%
6,217
– –
VIV icon
147
Telefônica Brasil
VIV
$18.6B
$691K 0.15%
79,212
-888
-1% -$7.61K
SU icon
148
Suncor Energy
SU
$74B
$687K 0.15%
17,752
– –
FPX icon
149
First Trust US Equity Opportunities ETF
FPX
$1.49B
$682K 0.15%
6,100
– –
HD icon
150
Home Depot
HD
$353B
$678K 0.15%
1,849
+219
+13% +$85.3K
4 5
6
7 8

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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.