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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
DD icon
301
DuPont de Nemours
DD
$19.4B
$195K 0.04%
1,995
– –
MGK icon
302
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$195K 0.04%
2,420
-4,195
-63% -$322K
KRO icon
303
KRONOS Worldwide
KRO
$902M
$194K 0.04%
33,750
– –
SOLV icon
304
Solventum
SOLV
$14.4B
$193K 0.04%
2,642
– –
TSLA icon
305
Tesla
TSLA
$1.29T
$192K 0.04%
432
-203
-32% -$70.4K
WKC icon
306
World Kinect Corp
WKC
$1.9B
$192K 0.04%
7,400
– –
AZN icon
307
AstraZeneca
AZN
$245B
$190K 0.04%
1,240
+110
+10% +$16.6K
IEI icon
308
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$190K 0.04%
1,592
+18
+1% +$2.14K
PHG icon
309
Philips
PHG
$26.1B
$189K 0.03%
7,182
– –
HOUS
310
DELISTED
Anywhere Real Estate
HOUS
$186K 0.03%
17,567
– –
HPQ icon
311
HP
HPQ
$26.3B
$181K 0.03%
6,631
– –
TDTF icon
312
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$178K 0.03%
7,341
+297
+4% +$7.18K
TFLO icon
313
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$178K 0.03%
3,512
+140
+4% +$7.08K
CNC icon
314
Centene
CNC
$33.1B
$178K 0.03%
4,975
– –
TXN icon
315
Texas Instruments
TXN
$254B
$177K 0.03%
965
– –
GNMA icon
316
iShares GNMA Bond ETF
GNMA
$431M
$177K 0.03%
3,997
+162
+4% +$7.12K
NWL icon
317
Newell Brands
NWL
$2.62B
$177K 0.03%
33,747
– –
MBSD icon
318
FlexShares Disciplined Duration MBS Index Fund
MBSD
$88.9M
$176K 0.03%
8,461
+347
+4% +$7.18K
GBIL icon
319
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$173K 0.03%
1,729
+68
+4% +$6.8K
SHV icon
320
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$173K 0.03%
1,567
-86
-5% -$9.48K
EL icon
321
Estee Lauder
EL
$32B
$172K 0.03%
1,949
– –
SCHZ icon
322
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$166K 0.03%
7,094
– –
DAN icon
323
Dana Inc
DAN
$3.2B
$158K 0.03%
7,900
– –
NOW icon
324
ServiceNow
NOW
$128B
$157K 0.03%
855
– –
GVA icon
325
Granite Construction
GVA
$5.52B
$157K 0.03%
1,431
-297
-17% -$30.5K
11 12
13
14 15

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CFP
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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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AAS
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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.