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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
+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
ARCC icon
351
Ares Capital
ARCC
$13.5B
$79.6K 0.01%
4,296
– –
WFC icon
352
Wells Fargo
WFC
$261B
$79.6K 0.01%
963
– –
MCD icon
353
McDonald's
MCD
$188B
$77.6K 0.01%
287
-342
-54% -$98.1K
ACI icon
354
Albertsons Companies
ACI
$5.4B
$76.6K 0.01%
5,665
-558
-9% -$8.93K
COKE icon
355
Coca-Cola Consolidated
COKE
$12.3B
$76.4K 0.01%
400
– –
DUK icon
356
Duke Energy
DUK
$102B
$75.9K 0.01%
600
– –
IWD icon
357
iShares Russell 1000 Value ETF
IWD
$82B
$75.9K 0.01%
313
-65
-17% -$15.1K
AIG icon
358
American International
AIG
$41.9B
$74.5K 0.01%
1,000
– –
LRGE icon
359
ClearBridge Large Cap Growth Select ETF
LRGE
$401M
$73.7K 0.01%
860
– –
WDAY icon
360
Workday
WDAY
$33.4B
$72.7K 0.01%
594
– –
USHY icon
361
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.9B
$71.3K 0.01%
1,925
– –
BGS icon
362
B&G Foods
BGS
$285M
$70.6K 0.01%
17,750
-200
-1% -$927
GPC icon
363
Genuine Parts
GPC
$17.1B
$70.3K 0.01%
596
+200
+51% +$20.9K
IBM icon
364
IBM
IBM
$202B
$69.5K 0.01%
247
-23
-9% -$5.79K
ABBV icon
365
AbbVie
ABBV
$458B
$69.2K 0.01%
275
– –
USXF icon
366
iShares ESG Advanced MSCI USA ETF
USXF
$1.42B
$69.1K 0.01%
995
+156
+19% +$10.1K
BXSL icon
367
Blackstone Secured Lending
BXSL
$5.41B
$68.2K 0.01%
2,875
– –
ACTG icon
368
Acacia Research
ACTG
$450M
$68.1K 0.01%
14,609
– –
HIG icon
369
Hartford Financial Services
HIG
$38.5B
$66.3K 0.01%
500
– –
TBI
370
Trueblue
TBI
$234M
$65.2K 0.01%
9,350
-500
-5% -$2.79K
IWB icon
371
iShares Russell 1000 ETF
IWB
$47.7B
$65.1K 0.01%
159
-132
-45% -$52.3K
EMHY icon
372
iShares JPMorgan EM High Yield Bond ETF
EMHY
$618M
$64.6K 0.01%
1,589
– –
SPYX icon
373
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.71B
$64.2K 0.01%
1,051
– –
VCLT icon
374
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.83B
$63.4K 0.01%
843
– –
XPER icon
375
Xperi
XPER
$365M
$63K 0.01%
7,659
-244
-3% -$1.77K
13 14
15
16 17

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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.