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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
THG icon
251
Hanover Insurance
THG
$7.63B
$236K 0.04%
1,100
– –
META icon
252
Meta Platforms (Facebook)
META
$1.51T
$235K 0.04%
417
– –
WKC icon
253
World Kinect Corp
WKC
$1.96B
$234K 0.04%
7,100
– –
LVHD icon
254
Franklin US Low Volatility High Dividend Index ETF
LVHD
$635M
$232K 0.04%
5,271
+196
+4% +$8.42K
TXN icon
255
Texas Instruments
TXN
$255B
$229K 0.04%
769
-63
-8% -$17.5K
MMI icon
256
Marcus & Millichap
MMI
$1.15B
$227K 0.04%
7,275
– –
SBH icon
257
Sally Beauty Holdings
SBH
$1.4B
$224K 0.04%
15,825
-500
-3% -$6.74K
MOS icon
258
The Mosaic Company
MOS
$7.09B
$215K 0.04%
10,125
-250
-2% -$5.78K
MO icon
259
Altria Group
MO
$122B
$214K 0.04%
2,975
-150
-5% -$10.5K
RF icon
260
Regions Financial
RF
$26.3B
$214K 0.04%
7,081
– –
KRO icon
261
KRONOS Worldwide
KRO
$761M
$214K 0.04%
33,750
– –
NICE icon
262
Nice
NICE
$5.29B
$206K 0.04%
2,263
-168
-7% -$16.3K
DB icon
263
Deutsche Bank
DB
$66.3B
$202K 0.04%
5,992
– –
NWL icon
264
Newell Brands
NWL
$2.16B
$201K 0.04%
32,722
-200
-0.6% -$846
TRV icon
265
Travelers Companies
TRV
$80.8B
$198K 0.04%
600
– –
TFLO icon
266
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$198K 0.04%
3,912
+168
+4% +$8.49K
BIDU icon
267
Baidu
BIDU
$35.8B
$195K 0.04%
1,710
-50
-3% -$6.19K
PHG icon
268
Philips
PHG
$25.4B
$195K 0.03%
7,182
– –
MBSD icon
269
FlexShares Disciplined Duration MBS Index Fund
MBSD
$88.7M
$195K 0.03%
9,454
+419
+5% +$8.65K
PYPL icon
270
PayPal
PYPL
$49.5B
$195K 0.03%
4,510
-108
-2% -$4.91K
GNMA icon
271
iShares GNMA Bond ETF
GNMA
$422M
$194K 0.03%
4,383
+193
+5% +$8.54K
GBIL icon
272
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
$193K 0.03%
1,931
+85
+5% +$8.5K
SAM icon
273
Boston Beer
SAM
$1.88B
$193K 0.03%
1,092
-33
-3% -$6.69K
SHV icon
274
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$193K 0.03%
1,750
+77
+5% +$8.49K
IEI icon
275
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$192K 0.03%
1,636
+70
+4% +$8.24K
9 10
11
12 13

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CFP
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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
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
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.