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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
PPL
176
PPL Corp
PPL
$26.5B
$590K 0.13%
18,163
-150
-0.8% -$4.94K
TAK icon
177
Takeda Pharmaceutical
TAK
$55.8B
$572K 0.13%
43,194
-2,600
-6% -$35.7K
TGI
178
DELISTED
Triumph Group
TGI
$567K 0.12%
30,385
– –
RTX icon
179
RTX Corp
RTX
$302B
$566K 0.12%
4,889
-200
-4% -$24.2K
ALB icon
180
Albemarle
ALB
$15.3B
$563K 0.12%
6,540
– –
MAT icon
181
Mattel
MAT
$4.29B
$559K 0.12%
31,502
-300
-0.9% -$5.67K
CCL icon
182
Carnival Corporation Ltd
CCL
$38B
$555K 0.12%
22,287
-100
-0.4% -$2.34K
CNQ icon
183
Canadian Natural Resources
CNQ
$98.1B
$554K 0.12%
17,950
– –
CIVI
184
DELISTED
Civitas Resources
CIVI
$547K 0.12%
+11,925
New +$594K
PSX icon
185
Phillips 66
PSX
$89.5B
$544K 0.12%
4,776
– –
TPR icon
186
Tapestry
TPR
$32.4B
$541K 0.12%
8,275
-10,700
-56% -$584K
KO icon
187
Coca-Cola
KO
$372B
$534K 0.12%
8,573
– –
AVT icon
188
Avnet
AVT
$7.87B
$528K 0.12%
10,100
– –
TEVA icon
189
Teva Pharmaceuticals
TEVA
$42.5B
$527K 0.12%
23,891
-300
-1% -$5.46K
JWN
190
DELISTED
Nordstrom
JWN
$522K 0.11%
21,613
-2,262
-9% -$52.2K
BMY icon
191
Bristol-Myers Squibb
BMY
$130B
$519K 0.11%
9,169
– –
IVZ icon
192
Invesco
IVZ
$13.8B
$518K 0.11%
29,650
-2,075
-7% -$37K
SNN icon
193
Smith & Nephew
SNN
$12.6B
$516K 0.11%
21,009
– –
STLA icon
194
Stellantis
STLA
$20.5B
$511K 0.11%
39,152
-1,100
-3% -$14.6K
PDCO
195
DELISTED
Patterson Companies, Inc.
PDCO
$510K 0.11%
16,525
+2,525
+18% +$58.7K
EXC icon
196
Exelon
EXC
$46.2B
$508K 0.11%
13,484
– –
STM icon
197
STMicroelectronics
STM
$49.1B
$506K 0.11%
20,250
-475
-2% -$12.6K
SRET icon
198
Global X SuperDividend REIT ETF
SRET
$228M
$505K 0.11%
25,260
-132
-0.5% -$2.8K
AXP icon
199
American Express
AXP
$230B
$503K 0.11%
1,694
+19
+1% +$5.46K
GE icon
200
GE Aerospace
GE
$382B
$502K 0.11%
3,008
– –
6 7
8
9 10

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DIM
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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.