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
-1.79%
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
IWM icon
151
iShares Russell 2000 ETF
IWM
$81.8B
$674K 0.15%
3,378
+58
+2% +$12.6K
FIS icon
152
Fidelity National Information Services
FIS
$22.1B
$671K 0.15%
8,991
– –
BWA icon
153
BorgWarner
BWA
$14.2B
$670K 0.15%
23,380
– –
ICE icon
154
Intercontinental Exchange
ICE
$84.9B
$668K 0.14%
3,875
-225
-5% -$36.9K
TAK icon
155
Takeda Pharmaceutical
TAK
$55.8B
$668K 0.14%
44,919
+1,725
+4% +$24.2K
JPM icon
156
JPMorgan Chase
JPM
$962B
$668K 0.14%
2,722
-1,331
-33% -$339K
GM icon
157
General Motors
GM
$78.4B
$667K 0.14%
14,182
-1,875
-12% -$92.4K
PPL
158
PPL Corp
PPL
$26.5B
$662K 0.14%
18,344
+181
+1% +$6.14K
C icon
159
Citigroup
C
$228B
$661K 0.14%
9,311
-1,245
-12% -$94.9K
RTX icon
160
RTX Corp
RTX
$302B
$657K 0.14%
4,959
+70
+1% +$8.88K
MGM icon
161
MGM Resorts International
MGM
$11.1B
$648K 0.14%
21,850
– –
WHR icon
162
Whirlpool
WHR
$2.84B
$644K 0.14%
7,150
– –
FMC icon
163
FMC
FMC
$1.3B
$642K 0.14%
15,216
+2,225
+17% +$98.8K
DVY icon
164
iShares Select Dividend ETF
DVY
$23.7B
$638K 0.14%
4,749
– –
JSMD icon
165
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.09B
$628K 0.14%
8,979
-1,110
-11% -$82.5K
EXC icon
166
Exelon
EXC
$46.2B
$621K 0.13%
13,484
– –
XSHD icon
167
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$72.6M
$616K 0.13%
44,408
-29
-0.1% -$416
PK icon
168
Park Hotels & Resorts
PK
$2.89B
$612K 0.13%
57,348
– –
MAT icon
169
Mattel
MAT
$4.29B
$607K 0.13%
31,242
-260
-0.8% -$5.16K
SNN icon
170
Smith & Nephew
SNN
$12.6B
$596K 0.13%
21,009
– –
PSX icon
171
Phillips 66
PSX
$89.5B
$590K 0.13%
4,776
– –
TROW icon
172
T. Rowe Price
TROW
$24.3B
$587K 0.13%
6,392
– –
LVS icon
173
Las Vegas Sands
LVS
$29.6B
$567K 0.12%
14,687
– –
GS icon
174
Goldman Sachs
GS
$301B
$567K 0.12%
1,038
-957
-48% -$576K
SPY icon
175
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$566K 0.12%
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 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.