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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
COP icon
326
ConocoPhillips
COP
$150B
$157K 0.03%
1,658
– –
DFAX icon
327
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.5B
$154K 0.03%
4,911
– –
ENB icon
328
Enbridge
ENB
$112B
$154K 0.03%
3,051
– –
WWW icon
329
Wolverine World Wide
WWW
$1.63B
$151K 0.03%
5,500
– –
BKR icon
330
Baker Hughes
BKR
$63B
$150K 0.03%
3,075
– –
IIPR icon
331
Innovative Industrial Properties
IIPR
$1.67B
$147K 0.03%
2,740
– –
IYE icon
332
iShares US Energy ETF
IYE
$1.8B
$145K 0.03%
3,050
– –
RQI icon
333
Cohen & Steers Quality Income Realty Fund
RQI
$1.69B
$145K 0.03%
11,615
– –
VDE icon
334
Vanguard Energy ETF
VDE
$10.4B
$143K 0.03%
1,139
– –
OXY icon
335
Occidental Petroleum
OXY
$57.7B
$137K 0.03%
2,906
– –
DLS icon
336
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
$136K 0.03%
1,707
-3,049
-64% -$237K
CLF icon
337
Cleveland-Cliffs
CLF
$6.93B
$135K 0.03%
11,055
– –
VCIT icon
338
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$134K 0.02%
1,597
– –
OVV icon
339
Ovintiv
OVV
$17.2B
$132K 0.02%
3,280
– –
GEN icon
340
Gen Digital
GEN
$17.7B
$131K 0.02%
4,600
– –
DFAT icon
341
Dimensional US Targeted Value ETF
DFAT
$14.8B
$130K 0.02%
2,238
– –
AA icon
342
Alcoa
AA
$13.1B
$130K 0.02%
3,938
– –
UNP icon
343
Union Pacific
UNP
$177B
$129K 0.02%
546
– –
V icon
344
Visa
V
$682B
$126K 0.02%
369
+40
+12% +$13.8K
ADP icon
345
Automatic Data Processing
ADP
$110B
$124K 0.02%
421
– –
GE icon
346
GE Aerospace
GE
$374B
$123K 0.02%
409
– –
WBD icon
347
Warner Bros
WBD
$69.6B
$122K 0.02%
6,268
-3,196
-34% -$43.5K
RNST icon
348
Renasant Corp
RNST
$4B
$122K 0.02%
3,314
– –
XLV icon
349
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$121K 0.02%
873
– –
IBM icon
350
IBM
IBM
$223B
$121K 0.02%
429
+3
+0.7% +$785
12 13
14
15 16

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CAM
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MCM
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FGAM
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AAS
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KF
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TCP
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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.