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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
XLY icon
451
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$48.4K 0.01%
404
– –
NOBL icon
452
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$48.3K 0.01%
938
– –
PZZA icon
453
Papa John's
PZZA
$793M
$48.1K 0.01%
1,000
– –
SHLD icon
454
Global X Defense Tech ETF
SHLD
$7.74B
$48K 0.01%
683
– –
SCHF icon
455
Schwab International Equity ETF
SCHF
$69.1B
$47.9K 0.01%
2,058
-1,550
-43% -$35K
BCH icon
456
Banco de Chile
BCH
$20.2B
$47.7K 0.01%
1,575
– –
MLKN icon
457
MillerKnoll
MLKN
$1.64B
$47.7K 0.01%
2,688
– –
PDBC icon
458
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.69B
$47.6K 0.01%
3,541
– –
ACTG icon
459
Acacia Research
ACTG
$455M
$47.5K 0.01%
14,609
– –
ECG
460
Everus Construction Group
ECG
$7.15B
$47.2K 0.01%
550
– –
APUE icon
461
ActivePassive US Equity ETF
APUE
$2.5B
$47K 0.01%
1,152
– –
IGM icon
462
iShares Expanded Tech Sector ETF
IGM
$10.8B
$46.9K 0.01%
372
– –
MX icon
463
Magnachip Semiconductor
MX
$139M
$46.3K 0.01%
14,800
– –
URTH icon
464
iShares MSCI World ETF
URTH
$8.35B
$45.6K 0.01%
251
-145
-37% -$25.3K
KD icon
465
Kyndryl
KD
$2.85B
$44.4K 0.01%
1,480
– –
FPE icon
466
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$44.3K 0.01%
2,431
-1,300
-35% -$23.5K
BNDX icon
467
Vanguard Total International Bond ETF
BNDX
$82.9B
$43.2K 0.01%
873
+38
+5% +$1.87K
VYX icon
468
NCR Voyix
VYX
$1.12B
$42.7K 0.01%
3,400
-900
-21% -$11.9K
DFUV icon
469
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$42.6K 0.01%
954
– –
BUD icon
470
AB InBev
BUD
$156B
$42.4K 0.01%
712
– –
NOK icon
471
Nokia
NOK
$57.6B
$41.4K 0.01%
8,600
– –
UTF icon
472
Cohen & Steers Infrastructure Fund
UTF
$3B
$39.9K 0.01%
1,608
– –
PDS
473
Precision Drilling
PDS
$1.08B
$39.7K 0.01%
705
– –
MDU icon
474
MDU Resources
MDU
$4.32B
$39.2K 0.01%
2,200
– –
BX icon
475
Blackstone
BX
$110B
$38.4K 0.01%
225
– –
17 18
19
20 21

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DIM
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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
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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.