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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
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
301
Union Pacific
UNP
$174B
$137K 0.03%
563
+17
+3% +$4.16K
IIPR icon
302
Innovative Industrial Properties
IIPR
$1.67B
$135K 0.03%
2,700
– –
PTEN icon
303
Patterson-UTI
PTEN
$4.22B
$134K 0.03%
12,350
-300
-2% -$2.57K
BKR icon
304
Baker Hughes
BKR
$64.3B
$133K 0.03%
2,175
-900
-29% -$52K
WPP icon
305
WPP
WPP
$5.83B
$133K 0.03%
8,535
+663
+8% +$12.5K
VCIT icon
306
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$132K 0.03%
1,597
– –
AEO icon
307
American Eagle Outfitters
AEO
$2.91B
$130K 0.02%
7,789
-33,100
-81% -$743K
HPQ icon
308
HP
HPQ
$26.6B
$127K 0.02%
6,631
– –
GS icon
309
Goldman Sachs
GS
$301B
$127K 0.02%
150
+8
+6% +$7.14K
GE icon
310
GE Aerospace
GE
$382B
$123K 0.02%
432
+23
+6% +$7.23K
NULG icon
311
Nuveen ESG Large-Cap Growth ETF
NULG
$2.76B
$121K 0.02%
1,335
+151
+13% +$14.5K
SUSA icon
312
iShares ESG Optimized MSCI USA ETF
SUSA
$4.16B
$121K 0.02%
918
+101
+12% +$14K
EZM icon
313
WisdomTree US MidCap Fund
EZM
$951M
$121K 0.02%
1,799
-4,671
-72% -$323K
ESGV icon
314
Vanguard ESG US Stock ETF
ESGV
$13.6B
$121K 0.02%
1,077
+122
+13% +$14.5K
V icon
315
Visa
V
$677B
$120K 0.02%
397
+2
+0.5% +$643
MAR icon
316
Marriott International
MAR
$91.1B
$118K 0.02%
362
– –
SCHB icon
317
Schwab US Broad Market ETF
SCHB
$44.7B
$118K 0.02%
4,693
-500
-10% -$13.1K
IEFA icon
318
iShares Core MSCI EAFE ETF
IEFA
$195B
$114K 0.02%
1,258
– –
DLS icon
319
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
$114K 0.02%
1,395
-312
-18% -$26.4K
NWL icon
320
Newell Brands
NWL
$2.62B
$113K 0.02%
32,922
+725
+2% +$3.04K
GD icon
321
General Dynamics
GD
$106B
$112K 0.02%
326
+11
+3% +$3.9K
FFBC icon
322
First Financial Bancorp
FFBC
$3.57B
$112K 0.02%
4,000
– –
PIPR icon
323
Piper Sandler
PIPR
$5.35B
$107K 0.02%
1,400
-1,400
-50% -$115K
XLV icon
324
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$107K 0.02%
727
-165
-18% -$25.5K
ACI icon
325
Albertsons Companies
ACI
$5.95B
$106K 0.02%
6,223
– –
11 12
13
14 15

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TCM
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QL
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NCA
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MCM
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FGAM
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Investors Research Corp's Q1 2026 Portfolio in Review

As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.

  • Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
  • Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
  • Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
  • Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
  • Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
  • Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
  • Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.