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Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRGO icon
451
Perrigo
PRGO
$1.75B
$26.5K 0.01%
2,472
+300
+14% +$3.88K
NOV icon
452
NOV
NOV
$7.44B
$26.3K 0.01%
1,400
– –
ORCL icon
453
Oracle
ORCL
$441B
$25.6K ﹤0.01%
174
+10
+6% +$1.63K
VTV icon
454
Vanguard Morningstar Value ETF
VTV
$193B
$25.1K ﹤0.01%
128
– –
VOE icon
455
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$25.1K ﹤0.01%
136
+104
+325% +$19.4K
PANW icon
456
Palo Alto Networks
PANW
$313B
$24.4K ﹤0.01%
+152
New +$25.5K
PGZ
457
Principal Real Estate Income Fund
PGZ
$68.3M
$24K ﹤0.01%
2,500
– –
PAYX icon
458
Paychex
PAYX
$42.5B
$23.7K ﹤0.01%
257
-23
-8% -$2.28K
WU icon
459
Western Union
WU
$2.19B
$23.6K ﹤0.01%
2,700
– –
FNB icon
460
FNB Corp
FNB
$6.85B
$23.4K ﹤0.01%
1,400
– –
SIRI icon
461
SiriusXM
SIRI
$9.57B
$23.3K ﹤0.01%
1,008
– –
ANGL icon
462
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$23.2K ﹤0.01%
809
– –
GOVT icon
463
iShares US Treasury Bond ETF
GOVT
$43.7B
$22.8K ﹤0.01%
996
– –
KVUE icon
464
Kenvue
KVUE
$36.5B
$22.4K ﹤0.01%
1,302
– –
VGT icon
465
Vanguard Information Technology ETF
VGT
$149B
$22.3K ﹤0.01%
256
– –
BDX icon
466
Becton Dickinson
BDX
$49.5B
$22.2K ﹤0.01%
141
+6
+4% +$1.1K
IJH icon
467
iShares Core S&P Mid-Cap ETF
IJH
$128B
$21.9K ﹤0.01%
325
-150
-32% -$10.4K
APA icon
468
APA Corp
APA
$14.1B
$21.9K ﹤0.01%
517
-46,190
-99% -$1.4M
URTH icon
469
iShares MSCI World ETF
URTH
$8.35B
$21.8K ﹤0.01%
121
-130
-52% -$24.3K
VYX icon
470
NCR Voyix
VYX
$1.11B
$21.5K ﹤0.01%
3,400
– –
PBR icon
471
Petrobras
PBR
$116B
$21.5K ﹤0.01%
1,034
– –
SPTS icon
472
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$21.4K ﹤0.01%
735
– –
WEN icon
473
Wendy's
WEN
$1.63B
$20.9K ﹤0.01%
3,000
– –
FMDE icon
474
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.17B
$20.8K ﹤0.01%
578
-350
-38% -$13K
B
475
Barrick Mining
B
$68B
$20.4K ﹤0.01%
500
– –
17 18
19
20 21

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NCA
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CAM
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MCM
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AAS
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Investors Research Corp's Q1 2026 Portfolio in Review

As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.

  • Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
  • Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
  • Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
  • Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
  • Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
  • Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
  • Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.