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
+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
IGLB icon
26
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.78B
$4.21M 0.83%
83,818
+7,883
+10% +$385K
IVV icon
27
iShares Core S&P 500 ETF
IVV
$904B
$4.02M 0.79%
6,468
– –
PFXF icon
28
VanEck Preferred Securities ex Financials ETF
PFXF
$2.45B
$4M 0.78%
233,586
+24,988
+12% +$415K
PGF icon
29
Invesco Financial Preferred ETF
PGF
$668M
$3.88M 0.76%
275,264
+29,475
+12% +$413K
AAPL icon
30
Apple
AAPL
$4.49T
$3.86M 0.76%
18,827
+787
+4% +$159K
PSK icon
31
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$2.97M 0.58%
93,623
-866
-0.9% -$27.4K
VYMI icon
32
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$2.74M 0.54%
34,259
+5,357
+19% +$410K
DEM icon
33
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$2.65M 0.52%
58,526
+9,623
+20% +$414K
MDYG icon
34
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.94B
$2.56M 0.5%
29,446
-22
-0.1% -$1.8K
CF icon
35
CF Industries
CF
$18.2B
$2.48M 0.49%
26,990
– –
SCHA icon
36
Schwab U.S Small- Cap ETF
SCHA
$23B
$2.41M 0.47%
95,297
-412
-0.4% -$9.74K
CWB icon
37
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$2.3M 0.45%
27,776
-508
-2% -$39.9K
IEO icon
38
iShares US Oil & Gas Exploration & Production ETF
IEO
$571M
$2.28M 0.45%
25,723
+4,913
+24% +$421K
CSB icon
39
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$265M
$2.13M 0.42%
38,395
-187
-0.5% -$10.2K
SPLV icon
40
Invesco S&P 500 Low Volatility ETF
SPLV
$7.16B
$2.12M 0.42%
29,152
-1,419
-5% -$103K
IWB icon
41
iShares Russell 1000 ETF
IWB
$50.2B
$2.09M 0.41%
6,153
– –
UNM icon
42
Unum
UNM
$14.4B
$1.97M 0.39%
24,376
– –
AMZN icon
43
Amazon
AMZN
$2.99T
$1.93M 0.38%
8,813
+135
+2% +$26.7K
SW
44
Smurfit Westrock
SW
$24.9B
$1.9M 0.37%
44,001
– –
RWK icon
45
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.34B
$1.89M 0.37%
16,156
-119
-0.7% -$13K
TFC icon
46
Truist Financial
TFC
$63.3B
$1.86M 0.37%
43,378
– –
MCHP icon
47
Microchip Technology
MCHP
$44.9B
$1.8M 0.35%
+25,552
New +$1.4M
DSI icon
48
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$1.76M 0.35%
15,166
+107
+0.7% +$11.4K
SRLN icon
49
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
$1.76M 0.34%
42,220
-59
-0.1% -$2.41K
SCHG icon
50
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$1.69M 0.33%
57,743
+4,550
+9% +$120K
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
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
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

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.