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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
MUR icon
401
Murphy Oil
MUR
$5.12B
$84.7K 0.02%
3,764
– –
CLF icon
402
Cleveland-Cliffs
CLF
$7.08B
$84K 0.02%
11,055
– –
PM icon
403
Philip Morris
PM
$290B
$83.5K 0.02%
458
– –
TROX icon
404
Tronox
TROX
$1.02B
$82.6K 0.02%
16,300
– –
CTSH icon
405
Cognizant
CTSH
$26.4B
$82.4K 0.02%
1,056
– –
SUSA icon
406
iShares ESG Optimized MSCI USA ETF
SUSA
$4.16B
$81.8K 0.02%
645
+52
+9% +$6.13K
LRGE icon
407
ClearBridge Large Cap Growth Select ETF
LRGE
$382M
$81.7K 0.02%
1,030
+168
+19% +$12.2K
COTY icon
408
Coty
COTY
$2.48B
$80K 0.02%
17,200
– –
SCHF icon
409
Schwab International Equity ETF
SCHF
$68.5B
$79.7K 0.02%
3,608
-2,376
-40% -$49.5K
NULV icon
410
Nuveen ESG Large-Cap Value ETF
NULV
$2.29B
$79.7K 0.02%
1,902
+302
+19% +$12K
SPYX icon
411
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.86B
$79.3K 0.02%
1,557
– –
BGS icon
412
B&G Foods
BGS
$277M
$79.1K 0.02%
18,700
– –
PTEN icon
413
Patterson-UTI
PTEN
$4.22B
$77.4K 0.02%
13,050
– –
RRC icon
414
Range Resources
RRC
$9.5B
$77.3K 0.02%
1,900
– –
CRBN icon
415
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$76.7K 0.02%
362
– –
FIW icon
416
First Trust Water ETF
FIW
$1.94B
$76.1K 0.01%
705
+117
+20% +$12K
EVT icon
417
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.18B
$75.8K 0.01%
3,145
– –
HBAN icon
418
Huntington Bancshares
HBAN
$35.9B
$75.7K 0.01%
4,515
– –
LXFR icon
419
Luxfer Holdings
LXFR
$457M
$74.3K 0.01%
6,100
– –
LOW icon
420
Lowe's Companies
LOW
$124B
$74.1K 0.01%
334
– –
TBI
421
Trueblue
TBI
$310M
$73.9K 0.01%
11,400
– –
WYNN icon
422
Wynn Resorts
WYNN
$10.8B
$73.5K 0.01%
785
– –
BATRK icon
423
Atlanta Braves Holdings Series B
BATRK
$3.27B
$73.4K 0.01%
1,570
– –
MDLZ icon
424
Mondelez International
MDLZ
$78.9B
$73.3K 0.01%
1,087
– –
COKE icon
425
Coca-Cola Consolidated
COKE
$12.1B
$72.6K 0.01%
650
– –
15 16
17
18 19

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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.