We are live on ! Find out more
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
RPG icon
126
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$829K 0.15%
17,766
-75
-0.4% -$3.51K
HMC icon
127
Honda
HMC
$41.1B
$825K 0.15%
27,983
-550
-2% -$16.7K
MGM icon
128
MGM Resorts International
MGM
$11.1B
$797K 0.15%
21,850
– –
LW icon
129
Lamb Weston
LW
$7.23B
$797K 0.15%
19,025
-725
-4% -$42.7K
ICL icon
130
ICL Group
ICL
$6.89B
$789K 0.14%
137,225
– –
RWK icon
131
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
$779K 0.14%
6,158
-37
-0.6% -$4.64K
FHN icon
132
First Horizon
FHN
$12B
$778K 0.14%
32,555
-27,520
-46% -$613K
EPD icon
133
Enterprise Products Partners
EPD
$81.8B
$769K 0.14%
23,971
-2,379
-9% -$75.2K
SBUX icon
134
Starbucks
SBUX
$122B
$766K 0.14%
9,100
-125
-1% -$10.5K
IWM icon
135
iShares Russell 2000 ETF
IWM
$81.8B
$765K 0.14%
3,108
– –
RZG icon
136
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$138M
$763K 0.14%
14,039
-362
-3% -$19.7K
PII icon
137
Polaris
PII
$3.99B
$763K 0.14%
12,062
-375
-3% -$24.7K
AMD icon
138
Advanced Micro Devices
AMD
$774B
$754K 0.14%
3,520
-2,250
-39% -$505K
SU icon
139
Suncor Energy
SU
$74B
$750K 0.14%
16,902
-850
-5% -$35.9K
SHEL icon
140
Shell
SHEL
$250B
$743K 0.14%
10,107
-250
-2% -$18.4K
C icon
141
Citigroup
C
$228B
$740K 0.14%
6,342
-2,969
-32% -$308K
SPHD icon
142
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$734K 0.13%
15,294
+6
+0% +$289
XOM icon
143
ExxonMobil
XOM
$657B
$723K 0.13%
6,004
+12
+0.2% +$1.39K
ALB icon
144
Albemarle
ALB
$15.3B
$720K 0.13%
5,090
-1,450
-22% -$165K
BAC icon
145
Bank of America
BAC
$448B
$720K 0.13%
13,088
-500
-4% -$26.4K
KO icon
146
Coca-Cola
KO
$372B
$720K 0.13%
10,292
+37
+0.4% +$2.58K
LYB icon
147
LyondellBasell Industries
LYB
$20.7B
$719K 0.13%
16,606
-2,100
-11% -$95.1K
SPY icon
148
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$711K 0.13%
1,043
+26
+3% +$17.6K
EMLP icon
149
First Trust North American Energy Infrastructure Fund
EMLP
$4.12B
$710K 0.13%
18,757
-835
-4% -$31.8K
ADBE icon
150
Adobe
ADBE
$105B
$710K 0.13%
2,029
-25
-1% -$8.5K
4 5
6
7 8

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
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 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.