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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
STM icon
201
STMicroelectronics
STM
$49.1B
$447K 0.1%
20,340
+90
+0.4% +$2.21K
STLA icon
202
Stellantis
STLA
$20.5B
$439K 0.1%
39,152
– –
HUN icon
203
Huntsman Corp
HUN
$1.83B
$437K 0.09%
27,654
– –
CCL icon
204
Carnival Corporation Ltd
CCL
$38B
$435K 0.09%
22,287
– –
PEP icon
205
PepsiCo
PEP
$189B
$433K 0.09%
2,891
+1,308
+83% +$195K
TEF
206
DELISTED
Telefonica
TEF
$433K 0.09%
92,986
– –
CPRI icon
207
Capri Holdings
CPRI
$1.77B
$428K 0.09%
21,669
+800
+4% +$17.7K
BAX icon
208
Baxter International
BAX
$14.3B
$427K 0.09%
12,476
– –
BG icon
209
Bunge Global
BG
$21.4B
$426K 0.09%
5,575
– –
BP icon
210
BP
BP
$111B
$418K 0.09%
12,365
-195
-2% -$6.37K
CIVI
211
DELISTED
Civitas Resources
CIVI
$416K 0.09%
11,925
– –
VOO icon
212
Vanguard S&P 500 ETF
VOO
$1.03T
$415K 0.09%
807
+718
+807% +$388K
MGK icon
213
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$411K 0.09%
6,645
-10
-0.2% -$675
AXP icon
214
American Express
AXP
$230B
$410K 0.09%
1,524
-170
-10% -$50.2K
D icon
215
Dominion Energy
D
$59.9B
$408K 0.09%
7,282
– –
SKM icon
216
SK Telecom
SKM
$12.9B
$405K 0.09%
19,060
– –
EZM icon
217
WisdomTree US MidCap Fund
EZM
$951M
$402K 0.09%
6,753
-84
-1% -$5.25K
JNJ icon
218
Johnson & Johnson
JNJ
$626B
$402K 0.09%
2,426
+181
+8% +$28.3K
RCI icon
219
Rogers Communications
RCI
$19.1B
$399K 0.09%
14,925
+2,980
+25% +$84.2K
ANDE icon
220
Andersons Inc
ANDE
$2.18B
$393K 0.09%
9,166
– –
CC icon
221
Chemours
CC
$2.23B
$385K 0.08%
28,445
– –
GIII icon
222
G-III Apparel Group
GIII
$1.44B
$384K 0.08%
14,050
– –
SLB icon
223
SLB Ltd
SLB
$79.7B
$381K 0.08%
9,113
+75
+0.8% +$3.07K
NICE icon
224
Nice
NICE
$5.95B
$368K 0.08%
2,386
+2,380
+39,667% +$381K
TEVA icon
225
Teva Pharmaceuticals
TEVA
$42.5B
$367K 0.08%
23,891
– –
7 8
9
10 11

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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.