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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
TDTF icon
276
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$192K 0.03%
8,069
+361
+5% +$8.69K
BRK.B icon
277
Berkshire Hathaway Class B
BRK.B
$1.07T
$189K 0.03%
377
– –
SDOG icon
278
ALPS Sector Dividend Dogs ETF
SDOG
$1.41B
$185K 0.03%
2,714
-1,472
-35% -$98.7K
SOLV icon
279
Solventum
SOLV
$13.5B
$182K 0.03%
2,358
-57
-2% -$4.16K
DFAX icon
280
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$181K 0.03%
4,911
– –
IYE icon
281
iShares US Energy ETF
IYE
$1.74B
$173K 0.03%
3,050
– –
VDE icon
282
Vanguard Energy ETF
VDE
$10.1B
$171K 0.03%
1,139
– –
FMC icon
283
FMC
FMC
$1.42B
$169K 0.03%
14,733
-183
-1% -$2.55K
OVV icon
284
Ovintiv
OVV
$17.5B
$168K 0.03%
3,200
– –
COP icon
285
ConocoPhillips
COP
$147B
$168K 0.03%
1,619
-86
-5% -$10.2K
IIPR icon
286
Innovative Industrial Properties
IIPR
$1.78B
$167K 0.03%
2,700
– –
TSLA icon
287
Tesla
TSLA
$1.24T
$165K 0.03%
393
– –
NULG icon
288
Nuveen ESG Large-Cap Growth ETF
NULG
$2.67B
$165K 0.03%
1,412
+77
+6% +$8.27K
SCHZ icon
289
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$164K 0.03%
7,094
– –
DFAT icon
290
Dimensional US Targeted Value ETF
DFAT
$14.5B
$156K 0.03%
2,238
– –
ESGV icon
291
Vanguard ESG US Stock ETF
ESGV
$12.9B
$151K 0.03%
1,143
+66
+6% +$8.41K
EL icon
292
Estee Lauder
EL
$29B
$148K 0.03%
1,874
-75
-4% -$6.06K
HPQ icon
293
HP
HPQ
$23.5B
$145K 0.03%
6,631
– –
SUSA icon
294
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
$145K 0.03%
940
+22
+2% +$3.25K
GS icon
295
Goldman Sachs
GS
$313B
$144K 0.03%
142
-8
-5% -$7.8K
MU icon
296
Micron Technology
MU
$1.04T
$143K 0.03%
124
-646
-84% -$484K
RQI icon
297
Cohen & Steers Quality Income Realty Fund
RQI
$1.71B
$143K 0.03%
11,615
– –
OXY icon
298
Occidental Petroleum
OXY
$57B
$141K 0.03%
2,906
– –
VWO icon
299
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$140K 0.03%
2,344
+1,805
+335% +$106K
MATV icon
300
Mativ Holdings
MATV
$448M
$138K 0.02%
18,279
-275
-1% -$2.37K
10 11
12
13 14

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TCM
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QL
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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.