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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
USHY icon
401
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$72.5K 0.01%
1,918
– –
ITUB icon
402
Itaú Unibanco
ITUB
$81.6B
$71.9K 0.01%
10,094
– –
RRC icon
403
Range Resources
RRC
$9.39B
$71.5K 0.01%
1,900
– –
CTSH icon
404
Cognizant
CTSH
$26.2B
$70.8K 0.01%
1,056
– –
COTY icon
405
Coty
COTY
$2.43B
$69.5K 0.01%
17,200
– –
ESML icon
406
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.94B
$68.8K 0.01%
1,526
– –
MDLZ icon
407
Mondelez International
MDLZ
$79.4B
$67.9K 0.01%
1,087
– –
TBI
408
Trueblue
TBI
$302M
$67.7K 0.01%
11,050
-350
-3% -$2.21K
PTEN icon
409
Patterson-UTI
PTEN
$4.2B
$67.6K 0.01%
13,050
– –
HIG icon
410
Hartford Financial Services
HIG
$37.7B
$66.7K 0.01%
500
– –
VTRS icon
411
Viatris
VTRS
$18.5B
$65.6K 0.01%
6,629
– –
TROX icon
412
Tronox
TROX
$985M
$65.5K 0.01%
16,300
– –
VCLT icon
413
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.75B
$65.5K 0.01%
843
– –
CLW icon
414
Clearwater Paper
CLW
$356M
$65.4K 0.01%
3,150
– –
BATRK icon
415
Atlanta Braves Holdings Series B
BATRK
$3.4B
$65.3K 0.01%
1,570
– –
BTI icon
416
British American Tobacco
BTI
$120B
$65K 0.01%
1,225
-18,394
-94% -$999K
IUSB icon
417
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$65K 0.01%
1,391
+734
+112% +$33.9K
DBI icon
418
Designer Brands
DBI
$311M
$64.7K 0.01%
18,267
– –
XLF icon
419
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$64.1K 0.01%
1,190
-896
-43% -$47.5K
MRNA icon
420
Moderna
MRNA
$25.4B
$64K 0.01%
2,477
-50
-2% -$1.4K
EMHY icon
421
iShares JPMorgan EM High Yield Bond ETF
EMHY
$637M
$63.1K 0.01%
1,589
– –
SCHM icon
422
Schwab US Mid-Cap ETF
SCHM
$15.2B
$62.5K 0.01%
2,109
– –
SPYX icon
423
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.87B
$61.9K 0.01%
1,129
-428
-27% -$22.6K
SMP icon
424
Standard Motor Products
SMP
$877M
$61.2K 0.01%
1,500
– –
PM icon
425
Philip Morris
PM
$290B
$60.5K 0.01%
373
-85
-19% -$14.3K
15 16
17
18 19

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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.