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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
IGV icon
426
iShares Expanded Tech-Software Sector ETF
IGV
$14.8B
$60.4K 0.01%
525
-100
-16% -$11.1K
NSC icon
427
Norfolk Southern
NSC
$75.3B
$60.1K 0.01%
200
-246
-55% -$68.3K
VALE icon
428
Vale
VALE
$61.4B
$59.7K 0.01%
5,500
– –
VWO icon
429
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$59.6K 0.01%
1,100
+329
+43% +$17K
BWA icon
430
BorgWarner
BWA
$14B
$59.3K 0.01%
1,350
-22,030
-94% -$880K
HOG icon
431
Harley-Davidson
HOG
$2.7B
$56.6K 0.01%
2,030
– –
MORT icon
432
VanEck Mortgage REIT Income ETF
MORT
$373M
$56.6K 0.01%
5,258
– –
VIV icon
433
Telefônica Brasil
VIV
$18.5B
$56.3K 0.01%
4,412
– –
LION icon
434
Lionsgate Studios
LION
$3.49B
$55.8K 0.01%
8,093
– –
STXS icon
435
Stereotaxis
STXS
$139M
$55.8K 0.01%
17,950
– –
PRGO icon
436
Perrigo
PRGO
$1.76B
$55.1K 0.01%
2,472
– –
GPC icon
437
Genuine Parts
GPC
$18.5B
$54.9K 0.01%
396
+105
+36% +$14.1K
HAL icon
438
Halliburton
HAL
$27.7B
$54.7K 0.01%
2,222
– –
QYLD icon
439
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$54.5K 0.01%
3,204
– –
SAN icon
440
Banco Santander
SAN
$211B
$53K 0.01%
5,054
-916
-15% -$8.53K
GDX icon
441
VanEck Gold Miners ETF
GDX
$27.8B
$52.9K 0.01%
692
– –
XPER icon
442
Xperi
XPER
$321M
$51.8K 0.01%
7,993
-100
-1% -$660
CARS icon
443
Cars.com
CARS
$648M
$51K 0.01%
4,176
– –
DNP icon
444
DNP Select Income Fund
DNP
$4.12B
$51K 0.01%
5,092
– –
PAYX icon
445
Paychex
PAYX
$42.8B
$50.7K 0.01%
400
– –
SCHW
446
Charles Schwab
SCHW
$189B
$50.6K 0.01%
530
-29
-5% -$2.75K
VHT icon
447
Vanguard Health Care ETF
VHT
$19B
$50.4K 0.01%
194
– –
CNDT icon
448
Conduent
CNDT
$241M
$50.2K 0.01%
17,911
– –
RNP icon
449
Cohen & Steers REIT and Preferred and Income Fund
RNP
$976M
$49.5K 0.01%
2,200
– –
SCHP icon
450
Schwab US TIPS ETF
SCHP
$16.2B
$48.9K 0.01%
1,816
– –
16 17
18
19 20

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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
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FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

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.