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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
-1.79%
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
GEF icon
176
Greif
GEF
$4.98B
$560K 0.12%
10,175
– –
ADBE icon
177
Adobe
ADBE
$105B
$558K 0.12%
1,454
– –
HSBC icon
178
HSBC
HSBC
$355B
$555K 0.12%
9,666
-300
-3% -$16.4K
CCU icon
179
Compañía de Cervecerías Unidas
CCU
$2.22B
$551K 0.12%
36,275
+600
+2% +$7.92K
BMY icon
180
Bristol-Myers Squibb
BMY
$130B
$534K 0.12%
8,756
-413
-5% -$24.1K
EMR icon
181
Emerson Electric
EMR
$91.7B
$526K 0.11%
4,800
– –
AEO icon
182
American Eagle Outfitters
AEO
$2.91B
$523K 0.11%
44,989
– –
PDCO
183
DELISTED
Patterson Companies, Inc.
PDCO
$516K 0.11%
16,525
– –
RWX icon
184
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
$515K 0.11%
21,056
– –
CRM icon
185
Salesforce
CRM
$162B
$515K 0.11%
1,919
-229
-11% -$71.2K
TSN icon
186
Tyson Foods
TSN
$19.9B
$515K 0.11%
8,066
+1,159
+17% +$68.1K
ABEV icon
187
Ambev
ABEV
$43.8B
$514K 0.11%
220,775
– –
PII icon
188
Polaris
PII
$3.99B
$509K 0.11%
12,437
– –
RTH icon
189
VanEck Retail ETF
RTH
$262M
$506K 0.11%
2,243
-1,120
-33% -$259K
MO icon
190
Altria Group
MO
$109B
$504K 0.11%
8,397
+253
+3% +$13.8K
SRET icon
191
Global X SuperDividend REIT ETF
SRET
$228M
$503K 0.11%
23,703
-1,557
-6% -$32.3K
BABA icon
192
Alibaba
BABA
$306B
$490K 0.11%
3,709
-237
-6% -$27.3K
AVT icon
193
Avnet
AVT
$7.87B
$486K 0.11%
10,100
– –
AVGO icon
194
Broadcom
AVGO
$1.98T
$486K 0.11%
2,900
-350
-11% -$74.1K
IVZ icon
195
Invesco
IVZ
$13.8B
$475K 0.1%
31,312
+1,662
+6% +$28.4K
ALB icon
196
Albemarle
ALB
$15.3B
$471K 0.1%
6,540
– –
NFLX icon
197
Netflix
NFLX
$311B
$466K 0.1%
5,000
-100
-2% -$9.51K
HAS icon
198
Hasbro
HAS
$13.7B
$466K 0.1%
7,581
– –
OI icon
199
O-I Glass
OI
$1.1B
$456K 0.1%
39,760
-260
-0.6% -$2.96K
GOOG icon
200
Alphabet (Google) Class C
GOOG
$4.19T
$447K 0.1%
2,863
+2,050
+252% +$375K
6 7
8
9 10

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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 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.