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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
AAPL icon
26
Apple
AAPL
$4.5T
$4.63M 0.86%
18,196
-631
-3% -$143K
IGLB icon
27
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.78B
$4.61M 0.85%
89,522
+5,704
+7% +$288K
PFXF icon
28
VanEck Preferred Securities ex Financials ETF
PFXF
$2.45B
$4.47M 0.83%
251,453
+17,867
+8% +$316K
PGF icon
29
Invesco Financial Preferred ETF
PGF
$667M
$4.34M 0.8%
297,084
+21,820
+8% +$315K
IVV icon
30
iShares Core S&P 500 ETF
IVV
$904B
$4.33M 0.8%
6,468
– –
VYMI icon
31
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$3.22M 0.6%
38,032
+3,773
+11% +$313K
PSK icon
32
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$3.06M 0.57%
92,591
-1,032
-1% -$33.6K
DEM icon
33
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$3.01M 0.56%
65,501
+6,975
+12% +$322K
IEO icon
34
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$2.7M 0.5%
29,132
+3,409
+13% +$309K
MDYG icon
35
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.93B
$2.64M 0.49%
28,823
-623
-2% -$56K
SCHA icon
36
Schwab U.S Small- Cap ETF
SCHA
$23B
$2.63M 0.49%
94,109
-1,188
-1% -$31.8K
CF icon
37
CF Industries
CF
$18.4B
$2.42M 0.45%
26,990
– –
SPLV icon
38
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$2.1M 0.39%
28,612
-540
-2% -$39.5K
TFC icon
39
Truist Financial
TFC
$63.4B
$2M 0.37%
43,678
+300
+0.7% +$13.5K
AMZN icon
40
Amazon
AMZN
$3T
$1.92M 0.36%
8,763
-50
-0.6% -$11.3K
SCHG icon
41
Schwab US Large-Cap Growth ETF
SCHG
$63B
$1.92M 0.36%
60,267
+2,524
+4% +$76.9K
DSI icon
42
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$1.91M 0.35%
15,135
-31
-0.2% -$3.75K
UNM icon
43
Unum
UNM
$14.5B
$1.9M 0.35%
24,376
– –
SW
44
Smurfit Westrock
SW
$25B
$1.86M 0.34%
43,776
-225
-0.5% -$10.2K
SRLN icon
45
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
$1.75M 0.32%
42,165
-55
-0.1% -$2.28K
HII icon
46
Huntington Ingalls Industries
HII
$13B
$1.75M 0.32%
6,075
– –
IWR icon
47
iShares Russell Mid-Cap ETF
IWR
$57.5B
$1.71M 0.32%
17,704
-469
-3% -$44.5K
CSB icon
48
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$265M
$1.7M 0.31%
28,685
-9,710
-25% -$565K
USB icon
49
US Bancorp
USB
$100B
$1.68M 0.31%
34,836
-215
-0.6% -$10.2K
BLK icon
50
Blackrock
BLK
$175B
$1.68M 0.31%
1,441
+13
+0.9% +$14.5K
1
2
3 4 5

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TCM
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QL
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NCA
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CAM
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MCM
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FGAM
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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.