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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
LEG icon
276
Leggett & Platt
LEG
$1.29B
$251K 0.05%
28,322
– –
IWF icon
277
iShares Russell 1000 Growth ETF
IWF
$128B
$250K 0.05%
2,132
-628
-23% -$69.9K
XLK icon
278
State Street Technology Select Sector SPDR ETF
XLK
$124B
$249K 0.05%
1,770
– –
GES
279
DELISTED
Guess Inc
GES
$245K 0.05%
14,650
– –
QDF icon
280
FlexShares Quality Dividend Index Fund
QDF
$2.28B
$245K 0.05%
3,083
+89
+3% +$6.81K
PIPR icon
281
Piper Sandler
PIPR
$5.35B
$243K 0.04%
2,800
– –
VCSH icon
282
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$237K 0.04%
2,967
+87
+3% +$6.92K
RF icon
283
Regions Financial
RF
$26.9B
$234K 0.04%
8,877
– –
BIDU icon
284
Baidu
BIDU
$35.3B
$232K 0.04%
1,760
– –
MT icon
285
ArcelorMittal
MT
$55.7B
$231K 0.04%
6,399
– –
DINO icon
286
HF Sinclair
DINO
$15.5B
$230K 0.04%
4,400
-1,400
-24% -$66.4K
BCS icon
287
Barclays
BCS
$94.5B
$230K 0.04%
11,112
– –
TRV icon
288
Travelers Companies
TRV
$78B
$221K 0.04%
791
– –
WPP icon
289
WPP
WPP
$5.79B
$219K 0.04%
8,760
-75
-0.8% -$2.05K
MO icon
290
Altria Group
MO
$108B
$216K 0.04%
3,275
-5,122
-61% -$325K
ABBV icon
291
AbbVie
ABBV
$439B
$214K 0.04%
926
+80
+9% +$16.3K
VEA icon
292
Vanguard FTSE Developed Markets ETF
VEA
$238B
$214K 0.04%
3,576
+506
+16% +$29.5K
MMI icon
293
Marcus & Millichap
MMI
$1.17B
$214K 0.04%
7,275
– –
DB icon
294
Deutsche Bank
DB
$72.2B
$212K 0.04%
5,992
-8,254
-58% -$281K
MATV icon
295
Mativ Holdings
MATV
$703M
$210K 0.04%
18,554
– –
BNY
296
Bank of New York Mellon
BNY
$111B
$206K 0.04%
1,894
– –
LVHD icon
297
Franklin US Low Volatility High Dividend Index ETF
LVHD
$624M
$202K 0.04%
4,885
+173
+4% +$7.05K
DGX icon
298
Quest Diagnostics
DGX
$26.3B
$201K 0.04%
1,054
+45
+4% +$7.99K
THG icon
299
Hanover Insurance
THG
$7.8B
$200K 0.04%
1,100
– –
ESGU icon
300
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$196K 0.04%
1,343
+62
+5% +$8.68K
10 11
12
13 14

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CFP
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

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.