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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
HUN icon
201
Huntsman Corp
HUN
$1.83B
$499K 0.11%
27,654
– –
HSBC icon
202
HSBC
HSBC
$355B
$493K 0.11%
9,966
– –
RWX icon
203
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
$485K 0.11%
21,056
-35
-0.2% -$871
VFC icon
204
VF Corp
VFC
$5.81B
$483K 0.11%
22,485
-2,223
-9% -$45.3K
XOM icon
205
ExxonMobil
XOM
$657B
$482K 0.11%
4,484
– –
CC icon
206
Chemours
CC
$2.23B
$481K 0.11%
28,445
-325
-1% -$6.32K
GTLS
207
DELISTED
Chart Industries
GTLS
$463K 0.1%
2,425
-825
-25% -$133K
GIII icon
208
G-III Apparel Group
GIII
$1.44B
$458K 0.1%
14,050
– –
MGK icon
209
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$457K 0.1%
6,655
-155
-2% -$10.4K
NFLX icon
210
Netflix
NFLX
$311B
$455K 0.1%
5,100
– –
WPP icon
211
WPP
WPP
$5.83B
$446K 0.1%
8,672
-275
-3% -$14.5K
CPRI icon
212
Capri Holdings
CPRI
$1.77B
$440K 0.1%
20,869
-1,050
-5% -$28.6K
OI icon
213
O-I Glass
OI
$1.1B
$434K 0.1%
40,020
-300
-0.7% -$3.65K
BG icon
214
Bunge Global
BG
$21.4B
$434K 0.1%
5,575
– –
EZM icon
215
WisdomTree US MidCap Fund
EZM
$951M
$427K 0.09%
6,837
-141
-2% -$9.03K
MO icon
216
Altria Group
MO
$109B
$426K 0.09%
8,144
-225
-3% -$12K
HAS icon
217
Hasbro
HAS
$13.7B
$424K 0.09%
7,581
– –
ABEV icon
218
Ambev
ABEV
$43.9B
$408K 0.09%
220,775
– –
CCU icon
219
Compañía de Cervecerías Unidas
CCU
$2.22B
$404K 0.09%
35,675
-400
-1% -$4.51K
SKM icon
220
SK Telecom
SKM
$12.9B
$401K 0.09%
19,060
-750
-4% -$16.9K
PYPL icon
221
PayPal
PYPL
$50.5B
$398K 0.09%
4,668
-222
-5% -$18.7K
TSN icon
222
Tyson Foods
TSN
$19.9B
$397K 0.09%
6,907
-2,164
-24% -$131K
D icon
223
Dominion Energy
D
$59.9B
$392K 0.09%
7,282
– –
IEFA icon
224
iShares Core MSCI EAFE ETF
IEFA
$195B
$382K 0.08%
5,430
– –
BSAC icon
225
Banco Santander Chile
BSAC
$16.5B
$380K 0.08%
20,150
-225
-1% -$4.4K
7 8
9
10 11

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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
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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.