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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
PHG icon
326
Philips
PHG
$26.4B
$166K 0.03%
7,182
– –
SCHZ icon
327
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$165K 0.03%
7,094
– –
CSCO icon
328
Cisco
CSCO
$475B
$162K 0.03%
2,338
+1
+0% +$61
HPQ icon
329
HP
HPQ
$26.6B
$162K 0.03%
6,631
– –
GVA icon
330
Granite Construction
GVA
$5.49B
$162K 0.03%
1,728
– –
AZN icon
331
AstraZeneca
AZN
$246B
$158K 0.03%
1,130
– –
EL icon
332
Estee Lauder
EL
$31.8B
$157K 0.03%
1,949
– –
ABBV icon
333
AbbVie
ABBV
$442B
$157K 0.03%
846
– –
SCS
334
DELISTED
Steelcase
SCS
$156K 0.03%
15,000
– –
XRX icon
335
Xerox
XRX
$423M
$155K 0.03%
29,461
– –
SBH icon
336
Sally Beauty Holdings
SBH
$1.58B
$155K 0.03%
16,725
– –
IIPR icon
337
Innovative Industrial Properties
IIPR
$1.67B
$151K 0.03%
2,740
– –
BIDU icon
338
Baidu
BIDU
$35.9B
$151K 0.03%
1,760
– –
COP icon
339
ConocoPhillips
COP
$151B
$149K 0.03%
1,658
– –
NMR icon
340
Nomura Holdings
NMR
$28.6B
$145K 0.03%
22,000
– –
RQI icon
341
Cohen & Steers Quality Income Realty Fund
RQI
$1.66B
$145K 0.03%
11,615
+700
+6% +$8.51K
DFAX icon
342
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$144K 0.03%
4,911
– –
ACI icon
343
Albertsons Companies
ACI
$5.95B
$144K 0.03%
6,701
– –
ENB icon
344
Enbridge
ENB
$113B
$138K 0.03%
3,051
– –
IYE icon
345
iShares US Energy ETF
IYE
$1.79B
$138K 0.03%
3,050
– –
VDE icon
346
Vanguard Energy ETF
VDE
$10.4B
$136K 0.03%
1,139
– –
DAN icon
347
Dana Inc
DAN
$3.27B
$135K 0.03%
7,900
-6,175
-44% -$92.2K
GEN icon
348
Gen Digital
GEN
$17.4B
$135K 0.03%
4,600
– –
VCIT icon
349
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$132K 0.03%
1,597
– –
ADP icon
350
Automatic Data Processing
ADP
$108B
$130K 0.03%
421
– –
12 13
14
15 16

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NCA
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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.