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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
EZM icon
301
WisdomTree US MidCap Fund
EZM
$937M
$136K 0.02%
1,799
– –
MAR icon
302
Marriott International
MAR
$98.7B
$134K 0.02%
362
– –
IEMG icon
303
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$133K 0.02%
1,604
+89
+6% +$7.09K
VCIT icon
304
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$132K 0.02%
1,597
– –
MAT icon
305
Mattel
MAT
$4.17B
$132K 0.02%
9,500
-500
-5% -$7.31K
UNP icon
306
Union Pacific
UNP
$183B
$131K 0.02%
480
-83
-15% -$21.8K
AEO icon
307
American Eagle Outfitters
AEO
$2.85B
$130K 0.02%
7,550
-239
-3% -$4.14K
WPP icon
308
WPP
WPP
$4.04B
$129K 0.02%
8,360
-175
-2% -$3.12K
ABR icon
309
Arbor Realty Trust
ABR
$960M
$128K 0.02%
23,664
– –
AZN icon
310
AstraZeneca
AZN
$263B
$122K 0.02%
+642
New +$121K
STT icon
311
State Street
STT
$50.9B
$119K 0.02%
700
-100
-13% -$15.4K
SCHB icon
312
Schwab US Broad Market ETF
SCHB
$42.8B
$116K 0.02%
4,018
-675
-14% -$18.9K
XLV icon
313
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$115K 0.02%
727
– –
GEN icon
314
Gen Digital
GEN
$15.6B
$114K 0.02%
4,600
– –
MUR icon
315
Murphy Oil
MUR
$5.58B
$114K 0.02%
3,514
– –
PTEN icon
316
Patterson-UTI
PTEN
$3.87B
$112K 0.02%
12,180
-170
-1% -$1.9K
TGT icon
317
Target
TGT
$62.1B
$109K 0.02%
837
– –
ELV icon
318
Elevance Health
ELV
$81.9B
$109K 0.02%
282
– –
ACCO icon
319
Acco Brands
ACCO
$369M
$107K 0.02%
25,615
– –
IEFA icon
320
iShares Core MSCI EAFE ETF
IEFA
$186B
$106K 0.02%
1,098
-160
-13% -$15.4K
DRI icon
321
Darden Restaurants
DRI
$22.5B
$105K 0.02%
508
– –
GD icon
322
General Dynamics
GD
$105B
$104K 0.02%
294
-32
-10% -$11K
DBI icon
323
Designer Brands
DBI
$277M
$102K 0.02%
17,517
– –
XLC icon
324
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$102K 0.02%
951
– –
PIPR icon
325
Piper Sandler
PIPR
$5.14B
$101K 0.02%
1,400
– –
11 12
13
14 15

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SHIM
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TCM
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QL
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NCA
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HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
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.