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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
COWZ icon
426
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
$72.3K 0.01%
1,313
– –
USHY icon
427
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$71.9K 0.01%
1,918
– –
LXU icon
428
LSB Industries
LXU
$719M
$71.7K 0.01%
9,198
– –
WFC icon
429
Wells Fargo
WFC
$264B
$70.4K 0.01%
879
– –
MRNA icon
430
Moderna
MRNA
$24.2B
$69.7K 0.01%
2,527
– –
IGV icon
431
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$68.4K 0.01%
625
– –
URTH icon
432
iShares MSCI World ETF
URTH
$8.32B
$67.1K 0.01%
396
-150
-27% -$23.7K
ITUB icon
433
Itaú Unibanco
ITUB
$82.7B
$66.5K 0.01%
10,094
– –
FPE icon
434
First Trust Preferred Securities and Income ETF
FPE
$6.32B
$66.4K 0.01%
3,731
– –
PRGO icon
435
Perrigo
PRGO
$1.78B
$66.1K 0.01%
2,472
– –
XPER icon
436
Xperi
XPER
$323M
$64K 0.01%
8,093
– –
VCLT icon
437
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
$64K 0.01%
843
– –
HOUS
438
DELISTED
Anywhere Real Estate
HOUS
$63.6K 0.01%
17,567
– –
HIG icon
439
Hartford Financial Services
HIG
$38.1B
$63.4K 0.01%
500
– –
VIG icon
440
Vanguard Dividend Appreciation ETF
VIG
$114B
$63.2K 0.01%
309
– –
ESML icon
441
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$63.1K 0.01%
1,526
– –
KD icon
442
Kyndryl
KD
$2.91B
$62.1K 0.01%
1,480
-32
-2% -$1.16K
EMHY icon
443
iShares JPMorgan EM High Yield Bond ETF
EMHY
$636M
$61.9K 0.01%
1,589
– –
VTRS icon
444
Viatris
VTRS
$18.7B
$59.2K 0.01%
6,629
– –
SCHM icon
445
Schwab US Mid-Cap ETF
SCHM
$15.1B
$59.2K 0.01%
2,109
– –
VNQI icon
446
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
$59.1K 0.01%
1,280
– –
MX icon
447
Magnachip Semiconductor
MX
$142M
$58.9K 0.01%
14,800
– –
PAYX icon
448
Paychex
PAYX
$43.1B
$58.2K 0.01%
400
– –
MTB icon
449
M&T Bank
MTB
$36.4B
$57.2K 0.01%
295
– –
NATL icon
450
NCR Atleos
NATL
$3.46B
$57.1K 0.01%
2,000
– –
16 17
18
19 20

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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.