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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
+6.69%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$510M
AUM Growth
+$48.3M
(+10%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
4.08%
Top 10 Holdings %
Top 10 Hldgs %
30.55%
Holding
984
New
22
Increased
123
Reduced
96
Closed
59
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microchip Technology
MCHP
|
+$1.4M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.21M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.16M |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
+$1.14M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree International SmallCap Dividend Fund
DLS
|
+$1.23M |
| 2 |
Invesco S&P 500 Pure Growth ETF
RPG
|
+$1.03M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$992K |
| 4 |
State Street SPDR MSCI ACWI ex-US ETF
CWI
|
+$780K |
| 5 |
Telefônica Brasil
VIV
|
+$735K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 6.05% |
| 2 | Consumer Discretionary | 5.14% |
| 3 | Technology | 4.53% |
| 4 | Materials | 3.03% |
| 5 | Energy | 2.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Capri Holdings
CPRI
$1.76B
| $384K | 0.08% |
21,669
| – | – |
|
227
Ericsson
ERIC
$33B
| $379K | 0.07% |
44,683
| – | – |
|
228
The Mosaic Company
MOS
$7.44B
| $378K | 0.07% |
10,375
-300
| -3% | -$9.61K |
|
229
Baxter International
BAX
$14.3B
| $378K | 0.07% |
12,476
| – | – |
|
230
UBS Group
UBS
$176B
| $376K | 0.07% |
11,118
| – | – |
|
231
UnitedHealth
UNH
$367B
| $373K | 0.07% |
1,195
+1,150
| +2,556% | +$440K |
|
232
SPDR Gold Trust
GLD
$143B
| $371K | 0.07% |
1,216
+323
| +36% | +$97.8K |
|
233
Johnson & Johnson
JNJ
$625B
| $371K | 0.07% |
2,426
| – | – |
|
234
BP
BP
$111B
| $370K | 0.07% |
12,365
| – | – |
|
235
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
| $369K | 0.07% |
7,087
+2,507
| +55% | +$119K |
|
236
VanEck Retail ETF
RTH
$262M
| $368K | 0.07% |
1,542
-701
| -31% | -$161K |
|
237
ENI
E
$80B
| $368K | 0.07% |
11,350
| – | – |
|
|
238
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
| $357K | 0.07% |
4,756
-17,579
| -79% | -$1.23M |
|
239
Kennametal
KMT
$2.35B
| $356K | 0.07% |
15,525
| – | – |
|
240
PayPal
PYPL
$50.4B
| $354K | 0.07% |
4,768
| – | – |
|
241
Lincoln National
LNC
$8.58B
| $353K | 0.07% |
10,207
| – | – |
|
242
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
| $352K | 0.07% |
2,734
+978
| +56% | +$117K |
|
243
iShares Russell Top 200 ETF
IWL
$2.27B
| $351K | 0.07% |
2,291
+810
| +55% | +$114K |
|
244
Titan International
TWI
$460M
| $345K | 0.07% |
33,625
| – | – |
|
245
IQVIA
IQV
$40.2B
| $344K | 0.07% |
2,186
+2,175
| +19,773% | +$327K |
|
246
Andersons Inc
ANDE
$2.2B
| $337K | 0.07% |
9,166
| – | – |
|
247
Ford
F
$56B
| $335K | 0.07% |
30,906
+800
| +3% | +$8.15K |
|
|
CIVI
248
DELISTED
Civitas Resources
CIVI
| $328K | 0.06% |
11,925
| – | – |
|
249
Chemours
CC
$2.27B
| $326K | 0.06% |
28,445
| – | – |
|
250
McDonald's
MCD
$193B
| $324K | 0.06% |
1,109
-23
| -2% | -$7.09K |
|
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Investors Research Corp's Q2 2025 Portfolio in Review
As of Q2 2025, Investors Research Corp held 984 positions worth $510M, up 10% from $462M the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Investors Research Corp deployed $20.8M of net new capital in Q2 2025, opening 22 new positions and adding to 123 existing holdings. Its largest new stake was Microchip Technology: 25,552 shares worth $1.8M.
By sector, the portfolio is most concentrated in Financials at 6.1% of assets, down from 6.5% a quarter earlier, followed by Consumer Discretionary and Technology.
On the sell side, the largest reduction was WisdomTree International SmallCap Dividend Fund, an estimated $1.23M trimmed.
- Investors Research Corp's largest Q2 2025 buy was Microchip Technology: 25,552 shares worth $1.8M.
- Investors Research Corp added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025, an estimated $1.21M increase.
- Investors Research Corp's biggest Q2 2025 reduction was WisdomTree International SmallCap Dividend Fund, cutting an estimated $1.23M.
- Investors Research Corp fully exited Patterson Companies, Inc. in Q2 2025, selling an estimated $516K.
- Investors Research Corp's ten largest holdings make up 31% of its $510M portfolio in Q2 2025.
- Investors Research Corp opened 22 new positions and closed 59 in Q2 2025.
- Investors Research Corp's portfolio value rose 10% quarter-over-quarter to $510M.
Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.