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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
RHI icon
476
Robert Half
RHI
$3.61B
$18.4K ﹤0.01%
600
– –
CRWV
477
CoreWeave
CRWV
$39.2B
$18.4K ﹤0.01%
185
– –
MFIN icon
478
Medallion Financial
MFIN
$226M
$18.4K ﹤0.01%
1,800
– –
B
479
Barrick Mining
B
$62.2B
$18.4K ﹤0.01%
500
– –
SIMO icon
480
Silicon Motion
SIMO
$9.19B
$18.3K ﹤0.01%
+55
New +$12.7K
MHK icon
481
Mohawk Industries
MHK
$6.9B
$18.2K ﹤0.01%
150
– –
FBND icon
482
Fidelity Total Bond ETF
FBND
$26.9B
$18K ﹤0.01%
395
– –
USMV icon
483
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$17.9K ﹤0.01%
186
– –
IDEV icon
484
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$17.8K ﹤0.01%
200
– –
LQD icon
485
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$17.8K ﹤0.01%
163
– –
HNI icon
486
HNI Corp
HNI
$3B
$17.7K ﹤0.01%
438
– –
KMT icon
487
Kennametal
KMT
$2.68B
$17.5K ﹤0.01%
500
– –
CWI icon
488
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.74B
$17.5K ﹤0.01%
430
– –
URNM icon
489
Sprott Uranium Miners ETF
URNM
$1.78B
$17.4K ﹤0.01%
+331
New +$20.5K
USIG icon
490
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.2B
$17.3K ﹤0.01%
338
– –
CATO icon
491
Cato Corp
CATO
$65.9M
$17.2K ﹤0.01%
5,300
– –
PBR icon
492
Petrobras
PBR
$121B
$16.7K ﹤0.01%
1,034
– –
ADNT icon
493
Adient
ADNT
$1.6B
$16.7K ﹤0.01%
906
-25
-3% -$534
VTEB icon
494
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$16.2K ﹤0.01%
320
– –
AAL icon
495
American Airlines Group
AAL
$9.58B
$16.1K ﹤0.01%
891
– –
CEG icon
496
Constellation Energy
CEG
$98B
$15.9K ﹤0.01%
64
– –
ITB icon
497
iShares US Home Construction ETF
ITB
$2.41B
$15.7K ﹤0.01%
150
– –
MAGS icon
498
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.91B
$15.4K ﹤0.01%
240
– –
TOL icon
499
Toll Brothers
TOL
$14B
$15.3K ﹤0.01%
93
– –
MUB icon
500
iShares National Muni Bond ETF
MUB
$45.1B
$15K ﹤0.01%
139
– –
18 19
20
21 22

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
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
OPWM
Oakwell Private Wealth Management Austin, Texas $560M AUM 20.18% 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.