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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
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUK icon
351
Duke Energy
DUK
$96.1B
$78.6K 0.02%
600
– –
LION icon
352
Lionsgate Studios
LION
$3.59B
$77.6K 0.01%
8,093
– –
ARCC icon
353
Ares Capital
ARCC
$14.2B
$77.4K 0.01%
4,296
+1,850
+76% +$35.8K
EVT icon
354
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.18B
$77.2K 0.01%
3,145
– –
WDAY icon
355
Workday
WDAY
$43.1B
$77.2K 0.01%
594
– –
ACCO icon
356
Acco Brands
ACCO
$391M
$76.8K 0.01%
25,615
+3,400
+15% +$12.8K
GCO icon
357
Genesco
GCO
$400M
$76.8K 0.01%
2,650
+700
+36% +$20.1K
COKE icon
358
Coca-Cola Consolidated
COKE
$12.2B
$76.7K 0.01%
400
-250
-38% -$43.8K
WFC icon
359
Wells Fargo
WFC
$267B
$76.7K 0.01%
963
+84
+10% +$7.21K
AIG icon
360
American International
AIG
$40.2B
$75.3K 0.01%
1,000
– –
VBR icon
361
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$74.1K 0.01%
341
-66
-16% -$14.8K
SHLD icon
362
Global X Defense Tech ETF
SHLD
$7.69B
$73.5K 0.01%
1,037
– –
ESML icon
363
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.93B
$71.8K 0.01%
1,526
– –
USHY icon
364
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$70.9K 0.01%
1,925
– –
ACTG icon
365
Acacia Research
ACTG
$449M
$70.3K 0.01%
14,609
+600
+4% +$2.53K
PDS
366
Precision Drilling
PDS
$1.07B
$69.4K 0.01%
705
– –
BXSL icon
367
Blackstone Secured Lending
BXSL
$5.66B
$68.1K 0.01%
+2,875
New +$71.6K
HIG icon
368
Hartford Financial Services
HIG
$38.1B
$67.6K 0.01%
500
– –
BATRK icon
369
Atlanta Braves Holdings Series B
BATRK
$3.34B
$67K 0.01%
1,570
– –
MRNA icon
370
Moderna
MRNA
$24.7B
$66.1K 0.01%
1,302
-250
-16% -$11.7K
IBM icon
371
IBM
IBM
$220B
$65.4K 0.01%
270
+15
+6% +$4.06K
CTSH icon
372
Cognizant
CTSH
$25.8B
$64.8K 0.01%
1,056
– –
LRGE icon
373
ClearBridge Large Cap Growth Select ETF
LRGE
$384M
$64.7K 0.01%
860
-128
-13% -$10.2K
SKM icon
374
SK Telecom
SKM
$13.4B
$64.4K 0.01%
2,200
-16,678
-88% -$460K
IUSB icon
375
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$64.3K 0.01%
1,391
– –
13 14
15
16 17

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QL
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NCA
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MCM
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FGAM
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AAS
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Investors Research Corp's Q1 2026 Portfolio in Review

As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.

  • Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
  • Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
  • Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
  • Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
  • Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
  • Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
  • Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.