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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
PRU icon
151
Prudential Financial
PRU
$42.2B
$709K 0.13%
6,277
+60
+1% +$6.43K
CPB icon
152
Campbell Soup
CPB
$6.78B
$702K 0.13%
25,200
-700
-3% -$21.1K
CMCSA icon
153
Comcast
CMCSA
$91.1B
$697K 0.13%
23,325
+425
+2% +$12.1K
TAK icon
154
Takeda Pharmaceutical
TAK
$55.9B
$694K 0.13%
44,519
– –
GEF icon
155
Greif
GEF
$4.98B
$689K 0.13%
10,175
– –
VAC icon
156
Marriott Vacations Worldwide
VAC
$3.95B
$685K 0.13%
11,875
-5,075
-30% -$300K
KHC icon
157
Kraft Heinz
KHC
$29.2B
$681K 0.12%
28,067
-3,575
-11% -$88.9K
DOW icon
158
Dow Inc
DOW
$22.6B
$680K 0.12%
29,105
-1,017
-3% -$23.4K
CCL icon
159
Carnival Corporation Ltd
CCL
$38B
$663K 0.12%
21,715
-572
-3% -$15.9K
CMA
160
DELISTED
Comerica
CMA
$663K 0.12%
7,625
-7,200
-49% -$580K
TROW icon
161
T. Rowe Price
TROW
$24.3B
$654K 0.12%
6,392
– –
JSMD icon
162
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.09B
$652K 0.12%
7,991
-988
-11% -$81.9K
CNH
163
CNH Industrial
CNH
$17.1B
$652K 0.12%
+70,675
New +$706K
TX icon
164
Ternium
TX
$10.7B
$647K 0.12%
16,950
-350
-2% -$12.9K
HD icon
165
Home Depot
HD
$353B
$646K 0.12%
1,877
+9
+0.5% +$3.3K
HUN icon
166
Huntsman Corp
HUN
$1.83B
$640K 0.12%
63,979
-2,625
-4% -$24K
TU icon
167
Telus
TU
$15.2B
$638K 0.12%
48,481
-33,375
-41% -$470K
LVS icon
168
Las Vegas Sands
LVS
$29.6B
$637K 0.12%
9,787
-4,900
-33% -$300K
SPGP icon
169
Invesco S&P 500 GARP ETF
SPGP
$2.31B
$636K 0.12%
5,586
-1,144
-17% -$129K
ICE icon
170
Intercontinental Exchange
ICE
$84.9B
$628K 0.11%
3,875
– –
TAP icon
171
Molson Coors Class B
TAP
$7.83B
$622K 0.11%
13,325
– –
HAS icon
172
Hasbro
HAS
$13.7B
$622K 0.11%
7,581
– –
PSX icon
173
Phillips 66
PSX
$89.5B
$616K 0.11%
4,776
– –
GM icon
174
General Motors
GM
$78.4B
$616K 0.11%
7,575
-6,607
-47% -$466K
DVY icon
175
iShares Select Dividend ETF
DVY
$23.7B
$612K 0.11%
4,334
-75
-2% -$10.6K
5 6
7
8 9

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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.