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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
BG icon
201
Bunge Global
BG
$21.4B
$497K 0.09%
5,575
– –
WHR icon
202
Whirlpool
WHR
$2.84B
$489K 0.09%
6,775
-375
-5% -$27.7K
ANDE icon
203
Andersons Inc
ANDE
$2.18B
$487K 0.09%
9,166
– –
AVT icon
204
Avnet
AVT
$7.87B
$486K 0.09%
10,100
– –
GLD icon
205
SPDR Gold Trust
GLD
$143B
$482K 0.09%
1,216
– –
IQV icon
206
IQVIA
IQV
$40.1B
$481K 0.09%
2,136
-50
-2% -$10.9K
JNJ icon
207
Johnson & Johnson
JNJ
$626B
$480K 0.09%
2,317
-147
-6% -$29.1K
ZTS icon
208
Zoetis
ZTS
$31.1B
$479K 0.09%
3,809
+3,729
+4,661% +$486K
MU icon
209
Micron Technology
MU
$981B
$477K 0.09%
1,670
-850
-34% -$195K
TSN icon
210
Tyson Foods
TSN
$19.9B
$473K 0.09%
8,066
– –
BMY icon
211
Bristol-Myers Squibb
BMY
$130B
$472K 0.09%
8,756
– –
BABA icon
212
Alibaba
BABA
$306B
$470K 0.09%
3,209
-500
-13% -$81.4K
NFLX icon
213
Netflix
NFLX
$311B
$469K 0.09%
5,000
– –
VOO icon
214
Vanguard S&P 500 ETF
VOO
$1.03T
$463K 0.08%
739
+105
+17% +$65.3K
LNC icon
215
Lincoln National
LNC
$8.51B
$455K 0.08%
10,207
– –
CCU icon
216
Compañía de Cervecerías Unidas
CCU
$2.22B
$448K 0.08%
35,075
-1,200
-3% -$15.2K
KMT icon
217
Kennametal
KMT
$2.3B
$433K 0.08%
15,225
-300
-2% -$7.66K
EZM icon
218
WisdomTree US MidCap Fund
EZM
$951M
$432K 0.08%
6,470
-74
-1% -$4.89K
DEO icon
219
Diageo
DEO
$52.8B
$432K 0.08%
5,002
+4,939
+7,840% +$455K
ASML icon
220
ASML
ASML
$691B
$428K 0.08%
400
– –
STLA icon
221
Stellantis
STLA
$20.5B
$426K 0.08%
39,152
– –
D icon
222
Dominion Energy
D
$59.9B
$422K 0.08%
7,200
-66
-0.9% -$3.98K
TEVA icon
223
Teva Pharmaceuticals
TEVA
$42.5B
$414K 0.08%
13,274
-10,617
-44% -$262K
BP icon
224
BP
BP
$111B
$413K 0.08%
11,890
-475
-4% -$16.7K
GIII icon
225
G-III Apparel Group
GIII
$1.44B
$407K 0.07%
14,050
– –
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
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 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.