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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
+10.63%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$559M
AUM Growth
+$35.5M
Cap. Flow
-$6.02M
Cap. Flow %
-1.08%
Top 10 Hldgs %
35.61%
Holding
903
New
55
Increased
85
Reduced
239
Closed
98

Top Buys

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.25M
3
MKC icon
McCormick & Company Non-Voting
MKC
+$1.12M
4
AMCR icon
Amcor
AMCR
+$1.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.07M

Top Sells

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$8.45M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.94M
3
SEE
Sealed Air
SEE
+$1.63M
4
SLB icon
SLB Ltd
SLB
+$1.47M
5
VLY icon
Valley National Bancorp
VLY
+$1.24M

Sector Composition

Rank Sector Weight
1 Technology 4%
2 Financials 4%
3 Consumer Discretionary 3.31%
4 Consumer Staples 2.47%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEHC icon
226
GE HealthCare
GEHC
$27.6B
$288K 0.05%
+4,500
New +$296K
CRM icon
227
Salesforce
CRM
$134B
$287K 0.05%
1,835
-85
-4% -$14.9K
GTLS
228
DELISTED
Chart Industries
GTLS
$285K 0.05%
1,366
-109
-7% -$22.6K
CNC icon
229
Centene
CNC
$31.3B
$284K 0.05%
4,424
– –
PBF icon
230
PBF Energy
PBF
$7.29B
$282K 0.05%
6,200
– –
PAG icon
231
Penske Automotive Group
PAG
$14.3B
$282K 0.05%
1,575
– –
SPSB icon
232
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$281K 0.05%
9,368
+285
+3% +$8.55K
INTU icon
233
Intuit
INTU
$81.1B
$281K 0.05%
1,077
+100
+10% +$34.8K
KEY icon
234
KeyCorp
KEY
$24.3B
$277K 0.05%
12,000
– –
BNY
235
Bank of New York Mellon
BNY
$108B
$274K 0.05%
1,894
-32
-2% -$4.38K
BAX icon
236
Baxter International
BAX
$11.6B
$272K 0.05%
12,777
+301
+2% +$5.61K
CBRL icon
237
Cracker Barrel
CBRL
$1.2B
$268K 0.05%
5,020
– –
DON icon
238
WisdomTree US MidCap Dividend Fund
DON
$4.03B
$267K 0.05%
4,727
– –
WHR icon
239
Whirlpool
WHR
$2.42B
$265K 0.05%
6,733
-217
-3% -$10.2K
ZTS icon
240
Zoetis
ZTS
$31.6B
$265K 0.05%
3,684
-146
-4% -$13.7K
NDAQ icon
241
Nasdaq
NDAQ
$51.5B
$260K 0.05%
3,300
– –
ESGU icon
242
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$256K 0.05%
1,565
+54
+4% +$8.54K
VCSH icon
243
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$251K 0.04%
3,174
+107
+3% +$8.46K
ZS icon
244
Zscaler
ZS
$23B
$251K 0.04%
+1,775
New +$247K
CVX icon
245
Chevron
CVX
$388B
$250K 0.04%
1,506
-84
-5% -$15.6K
VEA icon
246
Vanguard FTSE Developed Markets ETF
VEA
$226B
$246K 0.04%
3,455
+104
+3% +$7.24K
TWI icon
247
Titan International
TWI
$516M
$246K 0.04%
31,925
– –
MGK icon
248
Vanguard Mega Cap Growth ETF
MGK
$31.9B
$245K 0.04%
2,792
+432
+18% +$36.9K
GT icon
249
Goodyear
GT
$2.07B
$245K 0.04%
37,125
-1,625
-4% -$10.5K
MCK icon
250
McKesson
MCK
$98.5B
$243K 0.04%
+321
New +$255K
8 9
10
11 12

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SHIM
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TCM
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QL
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NCA
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HA
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OPWM
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Investors Research Corp's Q2 2026 Portfolio in Review

As of Q2 2026, Investors Research Corp held 903 positions worth $559M, up 6.8% from $523M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Investors Research Corp's Q2 2026 filing shows 55 new, 85 increased, 239 reduced and 98 closed positions. Its largest new stake was First Trust Capital Strength ETF: 174,122 shares worth $16.4M. The largest sale was First Trust Morningstar Dividend Leaders Index Fund, an estimated $8.45M.

By sector, the portfolio is most concentrated in Technology at 4% of assets, down from 4.1% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Investors Research Corp's largest Q2 2026 buy was First Trust Capital Strength ETF: 174,122 shares worth $16.4M.
  • Investors Research Corp added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $1.25M increase.
  • Investors Research Corp's biggest Q2 2026 reduction was First Trust Morningstar Dividend Leaders Index Fund, cutting an estimated $8.45M.
  • Investors Research Corp fully exited Sealed Air in Q2 2026, selling an estimated $1.63M.
  • Investors Research Corp's ten largest holdings make up 36% of its $559M portfolio in Q2 2026.
  • Investors Research Corp opened 55 new positions and closed 98 in Q2 2026.
  • Investors Research Corp's portfolio value rose 6.8% quarter-over-quarter to $559M.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.