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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
Cap. Flow
+$20.8M
Cap. Flow %
4.08%
Top 10 Hldgs %
30.55%
Holding
984
New
22
Increased
123
Reduced
96
Closed
59

Top Buys

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$1.4M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.21M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.16M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.13M

Top Sells

Rank Stock Value
1
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.23M
2
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.03M
3
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$992K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$780K
5
VIV icon
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
ASML icon
251
ASML
ASML
$685B
$321K 0.06%
+400
New +$287K
GIII icon
252
G-III Apparel Group
GIII
$1.46B
$315K 0.06%
14,050
– –
NGG icon
253
National Grid
NGG
$80.7B
$315K 0.06%
4,288
-125
-3% -$8.59K
MU icon
254
Micron Technology
MU
$967B
$311K 0.06%
2,520
-10
-0.4% -$934
WPP icon
255
WPP
WPP
$5.8B
$309K 0.06%
8,835
– –
EQNR icon
256
Equinor
EQNR
$97.3B
$304K 0.06%
12,108
– –
NDAQ icon
257
Nasdaq
NDAQ
$53.4B
$303K 0.06%
3,392
– –
QCOM icon
258
Qualcomm
QCOM
$170B
$302K 0.06%
1,899
– –
META icon
259
Meta Platforms (Facebook)
META
$1.54T
$295K 0.06%
399
+99
+33% +$61.2K
SIG icon
260
Signet Jewelers
SIG
$3.67B
$294K 0.06%
3,700
– –
IWF icon
261
iShares Russell 1000 Growth ETF
IWF
$127B
$293K 0.06%
2,760
+200
+8% +$19.1K
ABR icon
262
Arbor Realty Trust
ABR
$994M
$288K 0.06%
26,885
– –
CVX icon
263
Chevron
CVX
$385B
$277K 0.05%
1,936
– –
BRK.B icon
264
Berkshire Hathaway Class B
BRK.B
$1.11T
$276K 0.05%
569
– –
VOD icon
265
Vodafone
VOD
$36.7B
$273K 0.05%
25,606
– –
PAG icon
266
Penske Automotive Group
PAG
$14.3B
$271K 0.05%
1,575
– –
CNC icon
267
Centene
CNC
$32.4B
$270K 0.05%
4,975
– –
CWI icon
268
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.84B
$266K 0.05%
8,148
-25,379
-76% -$780K
VFC icon
269
VF Corp
VFC
$5.83B
$264K 0.05%
22,485
– –
DON icon
270
WisdomTree US MidCap Dividend Fund
DON
$4.1B
$262K 0.05%
5,231
-119
-2% -$5.75K
AAP icon
271
Advance Auto Parts
AAP
$3.25B
$262K 0.05%
5,625
– –
UTG icon
272
Reaves Utility Income Fund
UTG
$3.63B
$256K 0.05%
7,077
– –
SPSB icon
273
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$255K 0.05%
8,458
+260
+3% +$7.8K
FITB
274
Fifth Third Bancorp
FITB
$52.3B
$254K 0.05%
6,174
– –
SAM icon
275
Boston Beer
SAM
$1.83B
$253K 0.05%
1,325
– –
9 10
11
12 13

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TCM
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QL
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NCA
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MCM
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FGAM
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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.