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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
TSLA icon
301
Tesla
TSLA
$1.31T
$202K 0.04%
635
+125
+25% +$37.7K
SOLV icon
302
Solventum
SOLV
$14.4B
$200K 0.04%
2,642
– –
TXN icon
303
Texas Instruments
TXN
$256B
$200K 0.04%
965
– –
PIPR icon
304
Piper Sandler
PIPR
$5.34B
$195K 0.04%
2,800
– –
LVHD icon
305
Franklin US Low Volatility High Dividend Index ETF
LVHD
$624M
$188K 0.04%
4,712
+198
+4% +$7.83K
IEI icon
306
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$187K 0.04%
1,574
+64
+4% +$7.55K
THG icon
307
Hanover Insurance
THG
$7.78B
$187K 0.04%
1,100
– –
DAVA icon
308
Endava
DAVA
$159M
$183K 0.04%
11,950
+825
+7% +$13.9K
SHV icon
309
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$183K 0.04%
1,653
+68
+4% +$7.5K
NWL icon
310
Newell Brands
NWL
$2.6B
$182K 0.04%
33,747
– –
DGX icon
311
Quest Diagnostics
DGX
$26.3B
$181K 0.04%
1,009
– –
GES
312
DELISTED
Guess Inc
GES
$177K 0.03%
14,650
– –
BNS icon
313
Scotiabank
BNS
$109B
$177K 0.03%
3,200
– –
NOW icon
314
ServiceNow
NOW
$132B
$176K 0.03%
855
– –
VEA icon
315
Vanguard FTSE Developed Markets ETF
VEA
$236B
$175K 0.03%
3,070
-1,893
-38% -$101K
SPTN
316
DELISTED
SpartanNash
SPTN
$174K 0.03%
6,585
-35,870
-84% -$718K
ESGU icon
317
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$173K 0.03%
1,281
+144
+13% +$18K
BNY
318
Bank of New York Mellon
BNY
$109B
$173K 0.03%
1,894
– –
DD icon
319
DuPont de Nemours
DD
$19.5B
$172K 0.03%
1,995
– –
TFLO icon
320
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$171K 0.03%
3,372
+153
+5% +$7.74K
TDTF icon
321
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$170K 0.03%
7,044
+332
+5% +$7.92K
KSS icon
322
Kohl's
KSS
$2.11B
$170K 0.03%
19,992
– –
GNMA icon
323
iShares GNMA Bond ETF
GNMA
$431M
$169K 0.03%
3,835
+180
+5% +$7.81K
MBSD icon
324
FlexShares Disciplined Duration MBS Index Fund
MBSD
$88.8M
$168K 0.03%
8,114
+385
+5% +$7.89K
GBIL icon
325
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$166K 0.03%
1,661
+76
+5% +$7.6K
11 12
13
14 15

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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.