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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
STT icon
376
State Street
STT
$52.2B
$92.8K 0.02%
800
– –
TGT icon
377
Target
TGT
$69.9B
$91.5K 0.02%
1,020
– –
ELV icon
378
Elevance Health
ELV
$86.6B
$91.1K 0.02%
282
– –
BND icon
379
Vanguard Total Bond Market
BND
$161B
$89.9K 0.02%
1,209
– –
WM icon
380
Waste Management
WM
$90.5B
$88.3K 0.02%
400
– –
TG icon
381
Tredegar Corp
TG
$281M
$88.3K 0.02%
11,000
– –
LRGE icon
382
ClearBridge Large Cap Growth Select ETF
LRGE
$384M
$85.4K 0.02%
1,024
-6
-0.6% -$483
VBR icon
383
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$84.9K 0.02%
407
-139
-25% -$28.4K
LXFR icon
384
Luxfer Holdings
LXFR
$457M
$84.8K 0.02%
6,100
– –
LOW icon
385
Lowe's Companies
LOW
$121B
$83.9K 0.02%
334
– –
CB icon
386
Chubb
CB
$132B
$83.8K 0.02%
297
– –
NULV icon
387
Nuveen ESG Large-Cap Value ETF
NULV
$2.28B
$82.9K 0.02%
1,891
-11
-0.6% -$469
BGS icon
388
B&G Foods
BGS
$291M
$82.8K 0.02%
18,700
– –
CRBN icon
389
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$82.1K 0.02%
362
– –
FIW icon
390
First Trust Water ETF
FIW
$1.92B
$78.8K 0.01%
701
-4
-0.6% -$445
NATL icon
391
NCR Atleos
NATL
$3.47B
$78.6K 0.01%
2,000
– –
AIG icon
392
American International
AIG
$39.8B
$78.5K 0.01%
1,000
– –
HBAN icon
393
Huntington Bancshares
HBAN
$36.1B
$78K 0.01%
4,515
– –
IWD icon
394
iShares Russell 1000 Value ETF
IWD
$84B
$77K 0.01%
378
-80
-17% -$15.9K
EVT icon
395
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.18B
$76.9K 0.01%
3,145
– –
GCO icon
396
Genesco
GCO
$391M
$76.8K 0.01%
2,650
– –
COKE icon
397
Coca-Cola Consolidated
COKE
$12.6B
$76.2K 0.01%
650
– –
COWZ icon
398
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
$75.5K 0.01%
1,313
– –
WFC icon
399
Wells Fargo
WFC
$269B
$73.7K 0.01%
879
– –
LXU icon
400
LSB Industries
LXU
$711M
$72.5K 0.01%
9,198
– –
14 15
16
17 18

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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.