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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
INTC icon
151
Intel
INTC
$490B
$723K 0.16%
36,075
-3,521
-9% -$79.4K
TROW icon
152
T. Rowe Price
TROW
$24.4B
$723K 0.16%
6,392
-150
-2% -$17.4K
CRM icon
153
Salesforce
CRM
$161B
$718K 0.16%
2,148
-169
-7% -$53.9K
PII icon
154
Polaris
PII
$4B
$717K 0.16%
12,437
– –
CSCO icon
155
Cisco
CSCO
$475B
$693K 0.15%
11,708
+122
+1% +$6.97K
RIO icon
156
Rio Tinto
RIO
$164B
$689K 0.15%
11,715
– –
SAN icon
157
Banco Santander
SAN
$210B
$682K 0.15%
149,566
-1,142
-0.8% -$5.49K
ICL icon
158
ICL Group
ICL
$6.89B
$680K 0.15%
137,225
-3,800
-3% -$17K
SWK icon
159
Stanley Black & Decker
SWK
$15.7B
$675K 0.15%
8,404
-650
-7% -$60.3K
TTE icon
160
TotalEnergies
TTE
$196B
$669K 0.15%
12,271
– –
WFC icon
161
Wells Fargo
WFC
$265B
$666K 0.15%
9,486
-3,975
-30% -$271K
DRI icon
162
Darden Restaurants
DRI
$24.9B
$658K 0.14%
3,525
-1,525
-30% -$256K
SHEL icon
163
Shell
SHEL
$250B
$649K 0.14%
10,357
– –
ADBE icon
164
Adobe
ADBE
$105B
$647K 0.14%
1,454
– –
XSHD icon
165
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$72.7M
$647K 0.14%
44,437
-6
-0% -$91
HD icon
166
Home Depot
HD
$354B
$634K 0.14%
1,630
-469
-22% -$192K
SU icon
167
Suncor Energy
SU
$74.1B
$633K 0.14%
17,752
– –
FMC icon
168
FMC
FMC
$1.31B
$631K 0.14%
12,991
-2,450
-16% -$143K
GSK icon
169
GSK
GSK
$102B
$630K 0.14%
18,628
-432
-2% -$15.6K
DVY icon
170
iShares Select Dividend ETF
DVY
$23.7B
$623K 0.14%
4,749
-136
-3% -$18.5K
GEF icon
171
Greif
GEF
$5.01B
$622K 0.14%
10,175
-250
-2% -$16.3K
ICE icon
172
Intercontinental Exchange
ICE
$84.6B
$611K 0.13%
4,100
-150
-4% -$23.8K
VIV icon
173
Telefônica Brasil
VIV
$18.6B
$605K 0.13%
80,100
-1,225
-2% -$10.9K
EMR icon
174
Emerson Electric
EMR
$91B
$595K 0.13%
4,800
– –
SPY icon
175
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$593K 0.13%
1,011
– –
5 6
7
8 9

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 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.