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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
GS icon
251
Goldman Sachs
GS
$301B
$299K 0.06%
375
-663
-64% -$491K
VOD icon
252
Vodafone
VOD
$36.7B
$297K 0.06%
25,606
– –
GTLS
253
DELISTED
Chart Industries
GTLS
$295K 0.05%
1,475
– –
EQNR icon
254
Equinor
EQNR
$97.2B
$295K 0.05%
12,108
– –
GT icon
255
Goodyear
GT
$1.75B
$294K 0.05%
39,350
– –
META icon
256
Meta Platforms (Facebook)
META
$1.53T
$293K 0.05%
399
– –
NDAQ icon
257
Nasdaq
NDAQ
$53.1B
$292K 0.05%
3,300
-92
-3% -$8.52K
CBRL icon
258
Cracker Barrel
CBRL
$1.25B
$292K 0.05%
6,620
– –
E icon
259
ENI
E
$80.3B
$290K 0.05%
8,300
-3,050
-27% -$105K
BRK.B icon
260
Berkshire Hathaway Class B
BRK.B
$1.11T
$286K 0.05%
569
– –
BAX icon
261
Baxter International
BAX
$14.3B
$284K 0.05%
12,476
– –
PBF icon
262
PBF Energy
PBF
$8.22B
$281K 0.05%
9,300
-300
-3% -$7.84K
UTG icon
263
Reaves Utility Income Fund
UTG
$3.63B
$280K 0.05%
7,077
– –
SAM icon
264
Boston Beer
SAM
$1.85B
$280K 0.05%
1,325
– –
FITB
265
Fifth Third Bancorp
FITB
$52.2B
$275K 0.05%
6,174
– –
PAG icon
266
Penske Automotive Group
PAG
$14.2B
$274K 0.05%
1,575
– –
SBH icon
267
Sally Beauty Holdings
SBH
$1.58B
$272K 0.05%
16,725
– –
DON icon
268
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$267K 0.05%
5,112
-119
-2% -$6.16K
BLD
269
DELISTED
TopBuild
BLD
$264K 0.05%
675
– –
SPSB icon
270
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$260K 0.05%
8,594
+136
+2% +$4.1K
BIIB icon
271
Biogen
BIIB
$30.1B
$259K 0.05%
1,850
– –
KEY icon
272
KeyCorp
KEY
$24.3B
$259K 0.05%
13,832
– –
TWI icon
273
Titan International
TWI
$461M
$254K 0.05%
33,625
– –
FLG
274
Flagstar Bank National Association
FLG
$5.89B
$254K 0.05%
21,967
– –
QDEF icon
275
FlexShares Quality Dividend Defensive Index Fund
QDEF
$560M
$253K 0.05%
3,165
+89
+3% +$6.87K
9 10
11
12 13

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DIM
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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
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FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

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.