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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
DFAC icon
351
Dimensional US Core Equity 2 ETF
DFAC
$49.9B
$121K 0.02%
3,135
– –
ACI icon
352
Albertsons Companies
ACI
$6.03B
$117K 0.02%
6,701
– –
XLC icon
353
State Street Communication Services Select Sector SPDR ETF
XLC
$22.7B
$113K 0.02%
951
– –
DUK icon
354
Duke Energy
DUK
$96.8B
$111K 0.02%
900
-99
-10% -$12K
XRX icon
355
Xerox
XRX
$415M
$111K 0.02%
29,461
– –
IEFA icon
356
iShares Core MSCI EAFE ETF
IEFA
$196B
$110K 0.02%
1,258
-78
-6% -$6.63K
DAVA icon
357
Endava
DAVA
$165M
$109K 0.02%
11,950
– –
GD icon
358
General Dynamics
GD
$106B
$107K 0.02%
315
– –
MUR icon
359
Murphy Oil
MUR
$4.99B
$107K 0.02%
3,764
– –
NULG icon
360
Nuveen ESG Large-Cap Growth ETF
NULG
$2.82B
$107K 0.02%
1,073
+93
+9% +$9.04K
SCHB icon
361
Schwab US Broad Market ETF
SCHB
$45.2B
$107K 0.02%
4,148
-1,162
-22% -$28.8K
CSCO icon
362
Cisco
CSCO
$444B
$106K 0.02%
1,554
-784
-34% -$53.4K
ESGD icon
363
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$106K 0.02%
1,137
– –
ESGV icon
364
Vanguard ESG US Stock ETF
ESGV
$13.8B
$102K 0.02%
865
+79
+10% +$8.99K
ACCO icon
365
Acco Brands
ACCO
$401M
$102K 0.02%
25,615
– –
FFBC icon
366
First Financial Bancorp
FFBC
$3.6B
$101K 0.02%
4,000
– –
PG icon
367
Procter & Gamble
PG
$336B
$101K 0.02%
657
+50
+8% +$7.81K
HON icon
368
Honeywell
HON
$74.4B
$100K 0.02%
505
+64
+15% +$13.4K
NXST icon
369
Nexstar Media Group
NXST
$5.79B
$98.3K 0.02%
497
– –
EVCM icon
370
EverCommerce
EVCM
$1.78B
$98.2K 0.02%
8,822
– –
SUSA icon
371
iShares ESG Optimized MSCI USA ETF
SUSA
$4.21B
$97.4K 0.02%
718
+73
+11% +$9.53K
IEMG icon
372
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$97K 0.02%
1,472
-350
-19% -$21.8K
DRI icon
373
Darden Restaurants
DRI
$25.3B
$95.2K 0.02%
500
– –
RTH icon
374
VanEck Retail ETF
RTH
$259M
$94.6K 0.02%
377
-1,165
-76% -$286K
MAR icon
375
Marriott International
MAR
$91.8B
$94.3K 0.02%
362
– –
13 14
15
16 17

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QL
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NCA
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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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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.