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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
SHLD icon
376
Global X Defense Tech ETF
SHLD
$7.07B
$61.9K 0.01%
1,037
– –
IGM icon
377
iShares Expanded Tech Sector ETF
IGM
$9.94B
$60.9K 0.01%
372
– –
ESGD icon
378
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$60.6K 0.01%
589
– –
TD icon
379
Toronto Dominion Bank
TD
$198B
$60.5K 0.01%
498
-5,589
-92% -$612K
QYLD icon
380
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.97B
$59K 0.01%
3,204
– –
SMP icon
381
Standard Motor Products
SMP
$861M
$58.5K 0.01%
1,500
– –
MLKN icon
382
MillerKnoll
MLKN
$1.5B
$55K 0.01%
2,688
– –
DNP icon
383
DNP Select Income Fund
DNP
$4.18B
$54.9K 0.01%
5,092
– –
MORT icon
384
VanEck Mortgage REIT Income ETF
MORT
$370M
$54.5K 0.01%
5,258
– –
PDS
385
Precision Drilling
PDS
$1.09B
$54K 0.01%
705
– –
NOBL icon
386
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$52.7K 0.01%
938
– –
DFUV icon
387
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$52.5K 0.01%
954
– –
GE icon
388
GE Aerospace
GE
$367B
$52.3K 0.01%
140
-292
-68% -$91.4K
GDX icon
389
VanEck Gold Miners ETF
GDX
$23B
$52.2K 0.01%
692
– –
SKM icon
390
SK Telecom
SKM
$13.7B
$52.2K 0.01%
1,623
-577
-26% -$21.4K
A icon
391
Agilent Technologies
A
$39.1B
$50.7K 0.01%
+382
New +$46.5K
XLF icon
392
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$50.6K 0.01%
944
– –
HOG icon
393
Harley-Davidson
HOG
$2.68B
$49.7K 0.01%
2,030
– –
CLW icon
394
Clearwater Paper
CLW
$271M
$49.4K 0.01%
3,150
– –
VRT icon
395
Vertiv
VRT
$112B
$48.5K 0.01%
145
– –
XLY icon
396
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$48.3K 0.01%
412
– –
SCHP icon
397
Schwab US TIPS ETF
SCHP
$16.3B
$48.1K 0.01%
1,816
– –
ST icon
398
Sensata Technologies
ST
$6.65B
$47.7K 0.01%
1,000
– –
IGV icon
399
iShares Expanded Tech-Software Sector ETF
IGV
$13B
$47.6K 0.01%
525
– –
BEN icon
400
Franklin Resources
BEN
$16.9B
$46.6K 0.01%
1,400
– –
14 15
16
17 18

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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.