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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
MAT icon
176
Mattel
MAT
$4.29B
$607K 0.11%
30,592
-650
-2% -$12.6K
ETD icon
177
Ethan Allen Interiors
ETD
$602M
$597K 0.11%
26,125
-700
-3% -$17.5K
NKE icon
178
Nike
NKE
$61.3B
$594K 0.11%
9,327
-2,550
-21% -$166K
KRC icon
179
Kilroy Realty
KRC
$4.24B
$586K 0.11%
15,686
-470
-3% -$19.2K
TD icon
180
Toronto Dominion Bank
TD
$201B
$581K 0.11%
6,172
-5,530
-47% -$467K
OI icon
181
O-I Glass
OI
$1.1B
$581K 0.11%
39,360
-400
-1% -$5.29K
IVW icon
182
iShares S&P 500 Growth ETF
IVW
$76.9B
$578K 0.11%
4,688
+378
+9% +$46.3K
EXC icon
183
Exelon
EXC
$46.2B
$577K 0.11%
13,234
-250
-2% -$11.4K
FIS icon
184
Fidelity National Information Services
FIS
$22.1B
$566K 0.1%
8,521
– –
AXP icon
185
American Express
AXP
$230B
$564K 0.1%
1,524
-50
-3% -$17.9K
XSHD icon
186
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$72.6M
$561K 0.1%
43,776
-363
-0.8% -$4.69K
PK icon
187
Park Hotels & Resorts
PK
$2.89B
$555K 0.1%
53,077
-4,271
-7% -$45.7K
XLG icon
188
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$551K 0.1%
9,300
+818
+10% +$48.1K
ABEV icon
189
Ambev
ABEV
$43.9B
$545K 0.1%
220,775
– –
EMR icon
190
Emerson Electric
EMR
$91.7B
$542K 0.1%
4,087
– –
RWX icon
191
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
$533K 0.1%
19,037
-204
-1% -$5.67K
CPRI icon
192
Capri Holdings
CPRI
$1.77B
$523K 0.1%
21,419
-250
-1% -$5.78K
ARE icon
193
Alexandria Real Estate Equities
ARE
$8.28B
$519K 0.1%
10,605
-360
-3% -$21.2K
IWL icon
194
iShares Russell Top 200 ETF
IWL
$2.27B
$518K 0.09%
3,036
+286
+10% +$48.3K
RCI icon
195
Rogers Communications
RCI
$19.1B
$514K 0.09%
13,625
-1,300
-9% -$48.7K
EMN icon
196
Eastman Chemical
EMN
$8.55B
$514K 0.09%
8,053
– –
SRET icon
197
Global X SuperDividend REIT ETF
SRET
$228M
$509K 0.09%
23,370
-221
-0.9% -$4.8K
CRM icon
198
Salesforce
CRM
$162B
$509K 0.09%
1,920
– –
XMMO icon
199
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
$505K 0.09%
3,649
+349
+11% +$47.7K
SO icon
200
Southern Company
SO
$106B
$500K 0.09%
5,730
-1,500
-21% -$137K
6 7
8
9 10

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TCM
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QL
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NCA
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MCM
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FGAM
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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.