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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
MORT icon
451
VanEck Mortgage REIT Income ETF
MORT
$375M
$55.5K 0.01%
5,258
– –
VUG icon
452
Vanguard Morningstar Growth ETF
VUG
$229B
$54.8K 0.01%
750
-576
-43% -$37.9K
QYLD icon
453
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$53.6K 0.01%
3,204
– –
VALE icon
454
Vale
VALE
$61.6B
$53.4K 0.01%
5,500
– –
ACTG icon
455
Acacia Research
ACTG
$449M
$52.3K 0.01%
14,609
– –
MLKN icon
456
MillerKnoll
MLKN
$1.59B
$52.2K 0.01%
2,688
– –
GCO icon
457
Genesco
GCO
$398M
$52.2K 0.01%
2,650
– –
UAL icon
458
United Airlines
UAL
$40.6B
$51.8K 0.01%
650
– –
PNR icon
459
Pentair
PNR
$10.6B
$51.3K 0.01%
500
– –
SCHW
460
Charles Schwab
SCHW
$187B
$51K 0.01%
559
– –
KLG
461
DELISTED
WK Kellogg Co
KLG
$50.5K 0.01%
3,171
– –
VYX icon
462
NCR Voyix
VYX
$1.1B
$50.4K 0.01%
4,300
– –
VIV icon
463
Telefônica Brasil
VIV
$18.6B
$50.3K 0.01%
4,412
-74,800
-94% -$735K
RNP icon
464
Cohen & Steers REIT and Preferred and Income Fund
RNP
$972M
$50.1K 0.01%
2,200
– –
DNP icon
465
DNP Select Income Fund
DNP
$4.1B
$49.9K 0.01%
5,092
– –
SAN icon
466
Banco Santander
SAN
$211B
$49.6K 0.01%
5,970
– –
CARS icon
467
Cars.com
CARS
$625M
$49.5K 0.01%
4,176
– –
DAL icon
468
Delta Air Lines
DAL
$58.6B
$49.2K 0.01%
1,000
– –
PZZA icon
469
Papa John's
PZZA
$802M
$48.9K 0.01%
+1,000
New +$40.8K
BUD icon
470
AB InBev
BUD
$155B
$48.9K 0.01%
712
-4,962
-87% -$333K
REZI icon
471
Resideo Technologies
REZI
$3.55B
$48.5K 0.01%
2,200
– –
SCHP icon
472
Schwab US TIPS ETF
SCHP
$16.2B
$48.5K 0.01%
1,816
– –
VHT icon
473
Vanguard Health Care ETF
VHT
$18.9B
$48.2K 0.01%
194
– –
BCH icon
474
Banco de Chile
BCH
$20.9B
$47.9K 0.01%
1,575
-24,938
-94% -$735K
HOG icon
475
Harley-Davidson
HOG
$2.7B
$47.9K 0.01%
2,030
– –
17 18
19
20 21

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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
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

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.