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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
+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
CNDT icon
476
Conduent
CNDT
$246M
$47.3K 0.01%
17,911
– –
NOBL icon
477
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$47.2K 0.01%
938
– –
LION icon
478
Lionsgate Studios
LION
$3.53B
$47K 0.01%
+8,093
New +$54.2K
PDBC icon
479
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.66B
$46.2K 0.01%
3,541
+2,750
+348% +$35.5K
SMP icon
480
Standard Motor Products
SMP
$889M
$46.1K 0.01%
1,500
– –
GILD icon
481
Gilead Sciences
GILD
$168B
$46K 0.01%
415
– –
HAL icon
482
Halliburton
HAL
$28.2B
$45.3K 0.01%
2,222
– –
FELG icon
483
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.7B
$44.7K 0.01%
1,208
-300
-20% -$10K
GSBD icon
484
Goldman Sachs BDC
GSBD
$1.09B
$44.6K 0.01%
3,963
– –
NOK icon
485
Nokia
NOK
$52.7B
$44.5K 0.01%
8,600
– –
MTBA icon
486
Simplify MBS ETF
MTBA
$1.49B
$44.4K 0.01%
886
– –
XLY icon
487
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$43.9K 0.01%
404
– –
DBI icon
488
Designer Brands
DBI
$321M
$43.5K 0.01%
18,267
– –
UTF icon
489
Cohen & Steers Infrastructure Fund
UTF
$3.02B
$43.3K 0.01%
+1,608
New +$41K
APUE icon
490
ActivePassive US Equity ETF
APUE
$2.5B
$43.3K 0.01%
1,152
– –
IWS icon
491
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$42.9K 0.01%
325
– –
TV icon
492
Televisa
TV
$1.48B
$42.4K 0.01%
19,364
– –
IGM icon
493
iShares Expanded Tech Sector ETF
IGM
$10.7B
$41.8K 0.01%
372
– –
BNDX icon
494
Vanguard Total International Bond ETF
BNDX
$82.9B
$41.3K 0.01%
835
+111
+15% +$5.46K
SHLD icon
495
Global X Defense Tech ETF
SHLD
$7.67B
$41.2K 0.01%
683
+3
+0.4% +$161
BSAC icon
496
Banco Santander Chile
BSAC
$16.5B
$41K 0.01%
1,625
-12,475
-88% -$301K
DFUV icon
497
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$40.3K 0.01%
954
– –
NXT icon
498
Nextpower Inc
NXT
$15.9B
$39.6K 0.01%
728
– –
KRE icon
499
State Street SPDR S&P Regional Banking ETF
KRE
$4.61B
$39.6K 0.01%
666
– –
VWO icon
500
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$38.1K 0.01%
771
+99
+15% +$4.59K
18 19
20
21 22

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QL
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NCA
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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.