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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
FPE icon
401
First Trust Preferred Securities and Income ETF
FPE
$6.3B
$46K 0.01%
2,574
+143
+6% +$2.58K
CEE
402
Central and Eastern Europe Fund
CEE
$135M
$45.8K 0.01%
2,229
– –
SCHW
403
Charles Schwab
SCHW
$177B
$44.9K 0.01%
487
-96
-16% -$8.76K
RNP icon
404
Cohen & Steers REIT and Preferred and Income Fund
RNP
$991M
$44.7K 0.01%
2,200
– –
UTF icon
405
Cohen & Steers Infrastructure Fund
UTF
$3.14B
$44.4K 0.01%
1,608
– –
BNDX icon
406
Vanguard Total International Bond ETF
BNDX
$82B
$44K 0.01%
909
– –
CARS icon
407
Cars.com
CARS
$641M
$43.9K 0.01%
4,010
– –
COST icon
408
Costco
COST
$415B
$43K 0.01%
46
– –
CTSH icon
409
Cognizant
CTSH
$21.5B
$40.9K 0.01%
1,056
– –
SCHF icon
410
Schwab International Equity ETF
SCHF
$65.6B
$40.4K 0.01%
1,458
– –
DNOW icon
411
DNOW Inc
DNOW
$2.63B
$40.4K 0.01%
3,111
+110
+4% +$1.43K
PM icon
412
Philip Morris
PM
$301B
$40.3K 0.01%
223
– –
QQQM icon
413
Invesco NASDAQ 100 ETF
QQQM
$95.1B
$38.5K 0.01%
+127
New +$36K
FBCG icon
414
Fidelity Blue Chip Growth ETF
FBCG
$6.76B
$38.4K 0.01%
+619
New +$36.8K
IXN icon
415
iShares Global Tech ETF
IXN
$8.7B
$38.3K 0.01%
+265
New +$34.2K
ONEQ icon
416
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$38.2K 0.01%
+370
New +$36.8K
MMM icon
417
3M
MMM
$89B
$37.2K 0.01%
230
-50
-18% -$7.58K
NULV icon
418
Nuveen ESG Large-Cap Value ETF
NULV
$2.16B
$36.8K 0.01%
737
-551
-43% -$27.2K
COTY icon
419
Coty
COTY
$2.33B
$35.9K 0.01%
16,600
– –
AGG icon
420
iShares Core US Aggregate Bond ETF
AGG
$138B
$34.8K 0.01%
352
+149
+73% +$14.7K
CYH icon
421
Community Health Systems
CYH
$385M
$34.7K 0.01%
10,401
-300
-3% -$883
VTI icon
422
Vanguard Total Stock Market ETF
VTI
$654B
$33.3K 0.01%
90
– –
MDLZ icon
423
Mondelez International
MDLZ
$77.7B
$33.3K 0.01%
575
-55
-9% -$3.31K
IJR icon
424
iShares Core S&P Small-Cap ETF
IJR
$109B
$33.2K 0.01%
+224
New +$30.7K
BSV icon
425
Vanguard Short-Term Bond ETF
BSV
$44.6B
$33K 0.01%
424
– –
15 16
17
18 19

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DIM
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CFP
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SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
OPWM
Oakwell Private Wealth Management Austin, Texas $560M AUM 20.18% 1-Year Est. Return

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.