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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
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XPER icon
401
Xperi
XPER
$319M
$44.3K 0.01%
7,903
+698
+10% +$4.04K
IGM icon
402
iShares Expanded Tech Sector ETF
IGM
$10.8B
$44.1K 0.01%
372
– –
XLU icon
403
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$43.8K 0.01%
955
+155
+19% +$6.95K
BNDX icon
404
Vanguard Total International Bond ETF
BNDX
$82.9B
$43.7K 0.01%
909
– –
RNP icon
405
Cohen & Steers REIT and Preferred and Income Fund
RNP
$974M
$43.5K 0.01%
2,200
– –
FPE icon
406
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$43.1K 0.01%
2,431
– –
SCHM icon
407
Schwab US Mid-Cap ETF
SCHM
$15.2B
$43.1K 0.01%
1,391
-718
-34% -$22.9K
IGV icon
408
iShares Expanded Tech-Software Sector ETF
IGV
$14.7B
$42K 0.01%
525
– –
GPC icon
409
Genuine Parts
GPC
$18.4B
$41.9K 0.01%
396
– –
UTF icon
410
Cohen & Steers Infrastructure Fund
UTF
$3.02B
$41.6K 0.01%
1,608
– –
HOG icon
411
Harley-Davidson
HOG
$2.69B
$41K 0.01%
2,030
– –
CEE
412
Central and Eastern Europe Fund
CEE
$139M
$40.8K 0.01%
2,229
-1,686
-43% -$31.3K
MMM icon
413
3M
MMM
$94.5B
$40.7K 0.01%
280
-358
-56% -$57K
MLKN icon
414
MillerKnoll
MLKN
$1.6B
$38.9K 0.01%
2,688
+704
+35% +$13.8K
TBI
415
Trueblue
TBI
$307M
$38.5K 0.01%
9,850
-700
-7% -$3.11K
PM icon
416
Philip Morris
PM
$290B
$36.9K 0.01%
223
-150
-40% -$26.1K
XRX icon
417
Xerox
XRX
$410M
$36.7K 0.01%
28,473
+1,442
+5% +$2.85K
VRT icon
418
Vertiv
VRT
$113B
$36.3K 0.01%
145
+15
+12% +$3.33K
MDLZ icon
419
Mondelez International
MDLZ
$79.1B
$36.3K 0.01%
630
-457
-42% -$26.5K
SCHF icon
420
Schwab International Equity ETF
SCHF
$69.1B
$36.1K 0.01%
1,458
– –
DNOW icon
421
DNOW Inc
DNOW
$3.02B
$35.7K 0.01%
3,001
– –
HON icon
422
Honeywell
HON
$73.4B
$35.3K 0.01%
156
-320
-67% -$73.1K
PLTR icon
423
Palantir
PLTR
$409B
$35.3K 0.01%
241
+16
+7% +$2.45K
ST icon
424
Sensata Technologies
ST
$6.73B
$35.2K 0.01%
1,000
– –
APUE icon
425
ActivePassive US Equity ETF
APUE
$2.5B
$34.6K 0.01%
864
-288
-25% -$12K
15 16
17
18 19

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CFP
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
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MCM
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FGAM
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AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

Investors Research Corp's Q1 2026 Portfolio in Review

As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.

  • Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
  • Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
  • Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
  • Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
  • Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
  • Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
  • Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.