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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
LEG icon
276
Leggett & Platt
LEG
$1.31B
$253K 0.05%
28,322
– –
GTLS
277
DELISTED
Chart Industries
GTLS
$243K 0.05%
1,475
– –
B
278
Barrick Mining
B
$67.5B
$241K 0.05%
11,578
+55
+0.5% +$1.07K
KEY icon
279
KeyCorp
KEY
$24.4B
$241K 0.05%
13,832
– –
KN icon
280
Knowles
KN
$3.29B
$239K 0.05%
13,575
– –
DINO icon
281
HF Sinclair
DINO
$15.3B
$238K 0.05%
5,800
– –
FLG
282
Flagstar Bank National Association
FLG
$5.9B
$233K 0.05%
21,967
-900
-4% -$10.3K
BMO icon
283
Bank of Montreal
BMO
$127B
$233K 0.05%
2,102
– –
BIIB icon
284
Biogen
BIIB
$30.4B
$232K 0.05%
+1,850
New +$231K
VCSH icon
285
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$229K 0.04%
2,880
– –
QDEF icon
286
FlexShares Quality Dividend Defensive Index Fund
QDEF
$561M
$228K 0.04%
3,076
+109
+4% +$7.64K
BRFS
287
DELISTED
BRF SA
BRFS
$228K 0.04%
62,377
– –
XLK icon
288
State Street Technology Select Sector SPDR ETF
XLK
$122B
$224K 0.04%
1,770
– –
MMI icon
289
Marcus & Millichap
MMI
$1.17B
$223K 0.04%
7,275
– –
NVRI icon
290
Enviri
NVRI
$575M
$221K 0.04%
25,475
– –
QDF icon
291
FlexShares Quality Dividend Index Fund
QDF
$2.27B
$219K 0.04%
2,994
+114
+4% +$7.8K
BLD
292
DELISTED
TopBuild
BLD
$219K 0.04%
675
– –
M icon
293
Macy's
M
$6.46B
$216K 0.04%
18,541
– –
TRV icon
294
Travelers Companies
TRV
$78.5B
$212K 0.04%
791
-200
-20% -$52.7K
WKC icon
295
World Kinect Corp
WKC
$1.89B
$210K 0.04%
7,400
– –
KRO icon
296
KRONOS Worldwide
KRO
$968M
$209K 0.04%
33,750
– –
RF icon
297
Regions Financial
RF
$26.9B
$209K 0.04%
8,877
– –
PBF icon
298
PBF Energy
PBF
$8.2B
$208K 0.04%
9,600
– –
BCS icon
299
Barclays
BCS
$94B
$207K 0.04%
11,112
-4,611
-29% -$76.3K
MT icon
300
ArcelorMittal
MT
$55.5B
$202K 0.04%
6,399
– –
10 11
12
13 14

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CFP
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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 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.