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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
+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

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

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

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
PGF icon
26
Invesco Financial Preferred ETF
PGF
$688M
$5.2M 0.93%
378,941
+26,222
+7% +$365K
MSFT icon
27
Microsoft
MSFT
$2.93T
$5.01M 0.9%
13,441
-120
-0.9% -$48.6K
VYMI icon
28
Vanguard International High Dividend Yield ETF
VYMI
$20.1B
$4.9M 0.88%
49,931
+3,598
+8% +$356K
DEM icon
29
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.84B
$4.76M 0.85%
88,578
+6,833
+8% +$365K
SCZ icon
30
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.9B
$4.62M 0.83%
56,196
-2,960
-5% -$248K
IVV icon
31
iShares Core S&P 500 ETF
IVV
$881B
$4.48M 0.8%
5,984
-502
-8% -$366K
IEO icon
32
iShares US Oil & Gas Exploration & Production ETF
IEO
$565M
$4.4M 0.79%
40,047
+3,156
+9% +$366K
AAPL icon
33
Apple
AAPL
$4.9T
$3.83M 0.69%
13,234
-1,491
-10% -$426K
SCHA icon
34
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$3.28M 0.59%
90,715
-2,276
-2% -$75.2K
PSK icon
35
State Street SPDR ICE Preferred Securities ETF
PSK
$702M
$2.58M 0.46%
84,470
-4,372
-5% -$136K
PWB icon
36
Invesco Large Cap Growth ETF
PWB
$2.23B
$2.2M 0.39%
13,048
+45
+0.3% +$6.83K
FTEC icon
37
Fidelity MSCI Information Technology Index ETF
FTEC
$19.8B
$2.17M 0.39%
7,594
+15
+0.2% +$3.92K
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$4.23T
$2.11M 0.38%
5,895
-258
-4% -$92.9K
DSI icon
39
iShares MSCI KLD 400 Social ETF
DSI
$5.25B
$2.09M 0.37%
14,694
-566
-4% -$77.6K
SCHG icon
40
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$2.08M 0.37%
61,608
-787
-1% -$26.1K
SPY icon
41
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.06M 0.37%
2,752
+1,727
+168% +$1.25M
SPLV icon
42
Invesco S&P 500 Low Volatility ETF
SPLV
$7.19B
$1.99M 0.36%
26,620
-709
-3% -$52.2K
MDYG icon
43
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.8B
$1.96M 0.35%
17,509
-6,620
-27% -$702K
UNM icon
44
Unum
UNM
$14.2B
$1.9M 0.34%
21,301
-2,100
-9% -$174K
TFC icon
45
Truist Financial
TFC
$65.4B
$1.9M 0.34%
38,150
-377
-1% -$18.5K
AMZN icon
46
Amazon
AMZN
$2.66T
$1.79M 0.32%
7,508
-712
-9% -$179K
SPHQ icon
47
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
$1.75M 0.31%
19,403
-250
-1% -$20.8K
IUSG icon
48
iShares Core S&P US Growth ETF
IUSG
$31.4B
$1.69M 0.3%
8,967
+48
+0.5% +$8.67K
SPXN icon
49
ProShares S&P 500 ex-Financials ETF
SPXN
$76.4M
$1.68M 0.3%
20,430
-348
-2% -$27.8K
VAC icon
50
Marriott Vacations Worldwide
VAC
$3.43B
$1.67M 0.3%
16,416
-158
-1% -$12.7K
1
2
3 4 5

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
FCA
FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 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.