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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
XLC icon
376
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$103K 0.02%
951
– –
ESGD icon
377
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$101K 0.02%
1,137
– –
TGT icon
378
Target
TGT
$69.2B
$101K 0.02%
1,020
– –
WWW icon
379
Wolverine World Wide
WWW
$1.49B
$99.4K 0.02%
5,500
– –
MAR icon
380
Marriott International
MAR
$91.1B
$98.9K 0.02%
362
– –
FFBC icon
381
First Financial Bancorp
FFBC
$3.57B
$97K 0.02%
4,000
– –
JCI icon
382
Johnson Controls International
JCI
$93.7B
$97K 0.02%
918
-3,433
-79% -$316K
HON icon
383
Honeywell
HON
$72.9B
$96.9K 0.02%
441
– –
TG icon
384
Tredegar Corp
TG
$275M
$96.8K 0.02%
11,000
– –
PG icon
385
Procter & Gamble
PG
$338B
$96.6K 0.02%
607
+1
+0.2% +$163
CHRW icon
386
C.H. Robinson
CHRW
$17B
$96K 0.02%
1,000
– –
EVCM icon
387
EverCommerce
EVCM
$1.75B
$92.6K 0.02%
8,822
– –
NULG icon
388
Nuveen ESG Large-Cap Growth ETF
NULG
$2.76B
$92.1K 0.02%
980
+219
+29% +$18.5K
GD icon
389
General Dynamics
GD
$106B
$91.9K 0.02%
315
– –
ACCO icon
390
Acco Brands
ACCO
$396M
$91.7K 0.02%
25,615
– –
WM icon
391
Waste Management
WM
$90.7B
$91.5K 0.02%
400
– –
SPHR icon
392
Sphere Entertainment
SPHR
$5.83B
$89.9K 0.02%
2,150
– –
BND icon
393
Vanguard Total Bond Market
BND
$161B
$89K 0.02%
1,209
+137
+13% +$9.96K
IWD icon
394
iShares Russell 1000 Value ETF
IWD
$84B
$89K 0.02%
458
– –
ESGV icon
395
Vanguard ESG US Stock ETF
ESGV
$13.6B
$86.2K 0.02%
786
+179
+29% +$18K
CB icon
396
Chubb
CB
$134B
$86K 0.02%
297
– –
NXST icon
397
Nexstar Media Group
NXST
$5.69B
$86K 0.02%
497
– –
CLW icon
398
Clearwater Paper
CLW
$366M
$85.8K 0.02%
3,150
– –
AIG icon
399
American International
AIG
$40.4B
$85.6K 0.02%
1,000
– –
STT icon
400
State Street
STT
$51.4B
$85.1K 0.02%
800
– –
14 15
16
17 18

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TCM
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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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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.