We are live on ! Find out more
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
PAYX icon
451
Paychex
PAYX
$40.4B
$25.3K ﹤0.01%
257
– –
KVUE icon
452
Kenvue
KVUE
$37B
$24.9K ﹤0.01%
1,302
– –
WEN icon
453
Wendy's
WEN
$1.33B
$24.9K ﹤0.01%
3,000
– –
CC icon
454
Chemours
CC
$2.59B
$24.6K ﹤0.01%
1,200
-21,795
-95% -$499K
VGT icon
455
Vanguard Information Technology ETF
VGT
$139B
$23.9K ﹤0.01%
200
-56
-22% -$6.13K
SWKS icon
456
Skyworks Solutions
SWKS
$9.06B
$23.1K ﹤0.01%
340
– –
XAR icon
457
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.07B
$22.7K ﹤0.01%
80
– –
GOVT icon
458
iShares US Treasury Bond ETF
GOVT
$43.6B
$22.7K ﹤0.01%
996
– –
PNFP icon
459
Pinnacle Financial Partners Inc
PNFP
$15.5B
$22.1K ﹤0.01%
219
– –
USRT icon
460
iShares Core US REIT ETF
USRT
$4.74B
$22K ﹤0.01%
331
– –
IPI icon
461
Intrepid Potash
IPI
$460M
$22K ﹤0.01%
670
– –
CNDT icon
462
Conduent
CNDT
$230M
$21.3K ﹤0.01%
14,613
-460
-3% -$714
SPTS icon
463
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
$21.3K ﹤0.01%
735
– –
ORCL icon
464
Oracle
ORCL
$331B
$21.3K ﹤0.01%
145
-29
-17% -$5.26K
MA icon
465
Mastercard
MA
$477B
$21.1K ﹤0.01%
41
-16
-28% -$7.98K
WU icon
466
Western Union
WU
$2.57B
$20.8K ﹤0.01%
2,700
– –
IUSB icon
467
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$20.6K ﹤0.01%
447
-944
-68% -$43.5K
APUE icon
468
ActivePassive US Equity ETF
APUE
$2.39B
$20K ﹤0.01%
432
-432
-50% -$19.2K
CE icon
469
Celanese
CE
$5.09B
$19.3K ﹤0.01%
420
– –
SHYG icon
470
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
$19.3K ﹤0.01%
455
– –
INTC icon
471
Intel
INTC
$466B
$19.3K ﹤0.01%
138
-6,922
-98% -$700K
CARR icon
472
Carrier Global
CARR
$57.2B
$19.2K ﹤0.01%
262
+233
+803% +$15.2K
AMT icon
473
American Tower
AMT
$77.7B
$18.8K ﹤0.01%
115
– –
BDX icon
474
Becton Dickinson
BDX
$43.1B
$18.8K ﹤0.01%
124
-17
-12% -$2.54K
TLT icon
475
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$18.8K ﹤0.01%
217
– –
17 18
19
20 21

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
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
Oakwell Private Wealth Management Austin, Texas $560M AUM 20.18% 1-Year Est. Return

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.