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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
KT icon
351
KT
KT
$8.83B
$128K 0.03%
6,150
– –
MATV icon
352
Mativ Holdings
MATV
$706M
$127K 0.02%
18,554
– –
SCHB icon
353
Schwab US Broad Market ETF
SCHB
$44.7B
$127K 0.02%
5,310
– –
IBM icon
354
IBM
IBM
$225B
$126K 0.02%
426
-387
-48% -$99.7K
UNP icon
355
Union Pacific
UNP
$174B
$126K 0.02%
546
– –
OVV icon
356
Ovintiv
OVV
$17.6B
$125K 0.02%
3,280
– –
OXY icon
357
Occidental Petroleum
OXY
$59B
$122K 0.02%
2,906
+354
+14% +$14.8K
DFAT icon
358
Dimensional US Targeted Value ETF
DFAT
$14.7B
$121K 0.02%
2,238
– –
RNST icon
359
Renasant Corp
RNST
$3.92B
$119K 0.02%
3,314
– –
BKR icon
360
Baker Hughes
BKR
$64.3B
$118K 0.02%
3,075
– –
DUK icon
361
Duke Energy
DUK
$96.1B
$118K 0.02%
999
– –
XLV icon
362
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$118K 0.02%
873
– –
V icon
363
Visa
V
$677B
$117K 0.02%
329
– –
HBI
364
DELISTED
Hanesbrands
HBI
$117K 0.02%
25,500
– –
AA icon
365
Alcoa
AA
$14.3B
$116K 0.02%
3,938
– –
NSC icon
366
Norfolk Southern
NSC
$75.2B
$114K 0.02%
446
– –
DFAC icon
367
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$112K 0.02%
3,135
– –
IEFA icon
368
iShares Core MSCI EAFE ETF
IEFA
$195B
$112K 0.02%
1,336
-2,942
-69% -$233K
ELV icon
369
Elevance Health
ELV
$84.7B
$110K 0.02%
282
– –
IEMG icon
370
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$109K 0.02%
1,822
-18
-1% -$1K
XLF icon
371
State Street Financial Select Sector SPDR ETF
XLF
$59B
$109K 0.02%
2,086
– –
DRI icon
372
Darden Restaurants
DRI
$25B
$109K 0.02%
500
– –
WBD icon
373
Warner Bros
WBD
$67.9B
$108K 0.02%
9,464
– –
VBR icon
374
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$106K 0.02%
546
– –
GE icon
375
GE Aerospace
GE
$382B
$105K 0.02%
409
-62
-13% -$13.6K
13 14
15
16 17

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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 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.