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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
RWX icon
326
State Street SPDR Dow Jones International Real Estate ETF
RWX
$265M
$101K 0.02%
3,740
-14,163
-79% -$391K
CLF icon
327
Cleveland-Cliffs
CLF
$6.81B
$101K 0.02%
10,755
– –
DFAC icon
328
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$95.6K 0.02%
2,155
– –
CRBN icon
329
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.12B
$91.6K 0.02%
362
– –
MRNA icon
330
Moderna
MRNA
$21.5B
$91.2K 0.02%
1,302
– –
WWW icon
331
Wolverine World Wide
WWW
$1.54B
$90.9K 0.02%
5,500
– –
GCO icon
332
Genesco
GCO
$396M
$89.5K 0.02%
2,650
– –
WM icon
333
Waste Management
WM
$95.9B
$89.2K 0.02%
400
– –
EVCM icon
334
EverCommerce
EVCM
$2.05B
$88.7K 0.02%
8,822
– –
XRX icon
335
Xerox
XRX
$337M
$87.3K 0.02%
27,898
-575
-2% -$1.44K
EVT icon
336
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.06B
$87.1K 0.02%
3,145
– –
LXFR icon
337
Luxfer Holdings
LXFR
$460M
$86.6K 0.02%
4,800
– –
BND icon
338
Vanguard Total Bond Market
BND
$157B
$86K 0.02%
1,171
– –
TROX icon
339
Tronox
TROX
$995M
$85.7K 0.02%
13,600
-500
-4% -$4.24K
ESML icon
340
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$85.3K 0.02%
1,526
– –
TG icon
341
Tredegar Corp
TG
$268M
$83.6K 0.02%
10,500
– –
RNST icon
342
Renasant Corp
RNST
$4.01B
$83.5K 0.02%
1,964
-600
-23% -$24.3K
PG icon
343
Procter & Gamble
PG
$343B
$82.9K 0.01%
566
– –
VBR icon
344
Vanguard Small-Cap Value ETF
VBR
$37.1B
$82.9K 0.01%
341
– –
VALE icon
345
Vale
VALE
$62.9B
$82.7K 0.01%
5,500
– –
BA icon
346
Boeing
BA
$165B
$82.7K 0.01%
382
+333
+680% +$74.1K
BATRK icon
347
Atlanta Braves Holdings Series B
BATRK
$3.23B
$81.5K 0.01%
1,570
– –
FRDM icon
348
Freedom 100 Emerging Markets ETF
FRDM
$3.23B
$81.4K 0.01%
1,117
– –
EW icon
349
Edwards Lifesciences
EW
$47.6B
$81.2K 0.01%
898
+804
+855% +$67.4K
FDXF
350
FedEx Freight
FDXF
$23.5B
$80.3K 0.01%
+532
New +$87.1K
12 13
14
15 16

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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
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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.