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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
+7.16%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$540M
AUM Growth
+$30.4M
Cap. Flow
-$2.35M
Cap. Flow %
-0.43%
Top 10 Hldgs %
32.16%
Holding
953
New
28
Increased
124
Reduced
124
Closed
83

Top Buys

Rank Stock Value
1
CAG icon
Conagra Brands
CAG
+$1.32M
2
RYN icon
Rayonier
RYN
+$1.02M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$756K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$736K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$734K

Top Sells

Rank Stock Value
1
IWB icon
iShares Russell 1000 ETF
IWB
+$1.81M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.23M
3
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.18M
4
BTI icon
British American Tobacco
BTI
+$999K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$950K

Sector Composition

Rank Sector Weight
1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.56%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
226
Vanguard S&P 500 ETF
VOO
$1.03T
$388K 0.07%
634
-173
-21% -$102K
CIVI
227
DELISTED
Civitas Resources
CIVI
$388K 0.07%
11,925
– –
ASML icon
228
ASML
ASML
$701B
$387K 0.07%
400
– –
GIII icon
229
G-III Apparel Group
GIII
$1.42B
$374K 0.07%
14,050
– –
IWB icon
230
iShares Russell 1000 ETF
IWB
$50.2B
$370K 0.07%
1,013
-5,140
-84% -$1.81M
F icon
231
Ford
F
$55.5B
$370K 0.07%
30,906
– –
ERIC icon
232
Ericsson
ERIC
$33.7B
$370K 0.07%
44,683
– –
STLA icon
233
Stellantis
STLA
$20.3B
$366K 0.07%
39,152
– –
ANDE icon
234
Andersons Inc
ANDE
$2.22B
$365K 0.07%
9,166
– –
NICE icon
235
Nice
NICE
$5.78B
$360K 0.07%
2,486
– –
MOS icon
236
The Mosaic Company
MOS
$7.12B
$360K 0.07%
10,375
– –
SIG icon
237
Signet Jewelers
SIG
$3.54B
$355K 0.07%
3,700
– –
AAP icon
238
Advance Auto Parts
AAP
$3.15B
$345K 0.06%
5,625
– –
MCD icon
239
McDonald's
MCD
$192B
$338K 0.06%
1,111
+2
+0.2% +$609
M icon
240
Macy's
M
$6.29B
$332K 0.06%
18,541
– –
ABR icon
241
Arbor Realty Trust
ABR
$991M
$328K 0.06%
26,885
– –
KMT icon
242
Kennametal
KMT
$2.31B
$325K 0.06%
15,525
– –
VFC icon
243
VF Corp
VFC
$5.73B
$324K 0.06%
22,485
– –
NVRI icon
244
Enviri
NVRI
$565M
$323K 0.06%
25,475
– –
PYPL icon
245
PayPal
PYPL
$50B
$320K 0.06%
4,768
– –
KN icon
246
Knowles
KN
$3.35B
$316K 0.06%
13,575
– –
QCOM icon
247
Qualcomm
QCOM
$172B
$316K 0.06%
1,899
– –
KSS icon
248
Kohl's
KSS
$2.13B
$307K 0.06%
19,992
– –
NGG icon
249
National Grid
NGG
$81.7B
$307K 0.06%
4,288
– –
CVX icon
250
Chevron
CVX
$386B
$301K 0.06%
1,936
– –
8 9
10
11 12

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CFP
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QL
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NCA
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CAM
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MCM
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FGAM
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TC
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Investors Research Corp's Q3 2025 Portfolio in Review

As of Q3 2025, Investors Research Corp held 953 positions worth $540M, up 6% from $510M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Investors Research Corp's Q3 2025 filing shows 28 new, 124 increased, 124 reduced and 83 closed positions. Its largest new stake was Wendy's: 3,000 shares worth $27.5K. The largest sale was iShares Russell 1000 ETF, an estimated $1.81M.

By sector, the portfolio is most concentrated in Financials at 5.6% of assets, down from 6.1% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q3 2025 buy was Wendy's: 3,000 shares worth $27.5K.
  • Investors Research Corp added most to Conagra Brands in Q3 2025, an estimated $1.32M increase.
  • Investors Research Corp's biggest Q3 2025 reduction was iShares Russell 1000 ETF, cutting an estimated $1.81M.
  • Investors Research Corp fully exited Smith & Nephew in Q3 2025, selling an estimated $644K.
  • Investors Research Corp's ten largest holdings make up 32% of its $540M portfolio in Q3 2025.
  • Investors Research Corp opened 28 new positions and closed 83 in Q3 2025.
  • Investors Research Corp's portfolio value rose 6% quarter-over-quarter to $540M.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.