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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
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBH icon
251
Sally Beauty Holdings
SBH
$1.58B
$226K 0.04%
16,325
-400
-2% -$6.1K
COP icon
252
ConocoPhillips
COP
$151B
$225K 0.04%
1,705
+47
+3% +$5.2K
XLK icon
253
State Street Technology Select Sector SPDR ETF
XLK
$122B
$222K 0.04%
1,670
– –
KRO icon
254
KRONOS Worldwide
KRO
$963M
$222K 0.04%
33,750
+1,500
+5% +$8.51K
TWI icon
255
Titan International
TWI
$461M
$221K 0.04%
31,925
-1,300
-4% -$11.7K
QCOM icon
256
Qualcomm
QCOM
$171B
$219K 0.04%
1,704
-195
-10% -$28.5K
LVHD icon
257
Franklin US Low Volatility High Dividend Index ETF
LVHD
$624M
$216K 0.04%
5,075
+131
+3% +$5.58K
VEA icon
258
Vanguard FTSE Developed Markets ETF
VEA
$236B
$215K 0.04%
3,351
– –
ESGU icon
259
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$214K 0.04%
1,511
+93
+7% +$13.8K
BAX icon
260
Baxter International
BAX
$14.3B
$210K 0.04%
12,476
+150
+1% +$2.9K
PYPL icon
261
PayPal
PYPL
$50.5B
$209K 0.04%
4,618
– –
MO icon
262
Altria Group
MO
$109B
$206K 0.04%
3,125
-150
-5% -$9.65K
IYE icon
263
iShares US Energy ETF
IYE
$1.79B
$198K 0.04%
3,050
– –
VDE icon
264
Vanguard Energy ETF
VDE
$10.4B
$197K 0.04%
1,139
– –
BIDU icon
265
Baidu
BIDU
$35.9B
$196K 0.04%
1,760
– –
MCD icon
266
McDonald's
MCD
$194B
$196K 0.04%
629
-484
-43% -$154K
MMI icon
267
Marcus & Millichap
MMI
$1.18B
$193K 0.04%
7,275
– –
THG icon
268
Hanover Insurance
THG
$7.73B
$191K 0.04%
1,100
– –
OVV icon
269
Ovintiv
OVV
$17.6B
$190K 0.04%
3,200
– –
PHG icon
270
Philips
PHG
$26.4B
$190K 0.04%
7,182
– –
TFLO icon
271
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$190K 0.04%
3,744
+111
+3% +$5.61K
OXY icon
272
Occidental Petroleum
OXY
$59B
$189K 0.04%
2,906
– –
MBSD icon
273
FlexShares Disciplined Duration MBS Index Fund
MBSD
$88.7M
$187K 0.04%
9,035
+276
+3% +$5.75K
TDTF icon
274
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$186K 0.04%
7,708
+236
+3% +$5.69K
GNMA icon
275
iShares GNMA Bond ETF
GNMA
$431M
$186K 0.04%
4,190
+126
+3% +$5.63K
9 10
11
12 13

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TCM
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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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Investors Research Corp's Q1 2026 Portfolio in Review

As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.

  • Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
  • Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
  • Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
  • Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
  • Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
  • Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
  • Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.