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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
+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
TOTL icon
426
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
$32.4K 0.01%
822
– –
CB icon
427
Chubb
CB
$140B
$32.4K 0.01%
95
-47
-33% -$15.3K
SJM icon
428
J.M. Smucker
SJM
$12.6B
$31.7K 0.01%
282
– –
FIW icon
429
First Trust Water ETF
FIW
$1.84B
$31.7K 0.01%
289
-1
-0.3% -$105
OZK icon
430
Bank OZK
OZK
$5.49B
$31.3K 0.01%
600
– –
CMP icon
431
Compass Minerals
CMP
$1.24B
$31.1K 0.01%
1,000
-214
-18% -$6.05K
STXS icon
432
Stereotaxis
STXS
$129M
$30.9K 0.01%
17,950
– –
VSNT
433
Versant Media Group
VSNT
$5.01B
$30.8K 0.01%
855
-12
-1% -$482
GLD icon
434
SPDR Gold Trust
GLD
$131B
$30.2K 0.01%
82
+4
+5% +$1.66K
SIRI icon
435
SiriusXM
SIRI
$10B
$29.8K 0.01%
1,008
– –
DPZ icon
436
Domino's
DPZ
$11B
$29.6K 0.01%
100
+99
+9,900% +$32.6K
HTRB icon
437
Hartford Total Return Bond ETF
HTRB
$2.22B
$29.6K 0.01%
876
– –
DAVA icon
438
Endava
DAVA
$141M
$29.5K 0.01%
10,425
-1,325
-11% -$4.89K
CAH icon
439
Cardinal Health
CAH
$53.4B
$29.5K 0.01%
+124
New +$25.8K
IJH icon
440
iShares Core S&P Mid-Cap ETF
IJH
$123B
$28.9K 0.01%
375
+50
+15% +$3.67K
VTIP icon
441
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$28.5K 0.01%
567
– –
NOV icon
442
NOV
NOV
$7.45B
$28.3K 0.01%
1,524
+124
+9% +$2.47K
PLTR icon
443
Palantir
PLTR
$295B
$28.1K 0.01%
241
– –
VYX icon
444
NCR Voyix
VYX
$1.06B
$27.8K 0.01%
3,400
– –
NEE icon
445
NextEra Energy
NEE
$187B
$27.3K ﹤0.01%
311
– –
AFL icon
446
Aflac
AFL
$63.9B
$27.2K ﹤0.01%
232
-27
-10% -$3.11K
FISV
447
Fiserv Inc
FISV
$27.2B
$27K ﹤0.01%
550
– –
FNB icon
448
FNB Corp
FNB
$6.78B
$26.7K ﹤0.01%
1,400
– –
PGZ
449
Principal Real Estate Income Fund
PGZ
$68.6M
$25.7K ﹤0.01%
2,500
– –
PRGO icon
450
Perrigo
PRGO
$1.4B
$25.7K ﹤0.01%
2,472
– –
16 17
18
19 20

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CFP
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SHIM
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
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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
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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.