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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
IWS icon
476
iShares Russell Mid-Cap Value ETF
IWS
$16B
$36.2K 0.01%
259
-66
-20% -$9.02K
B
477
Barrick Mining
B
$67.9B
$36K 0.01%
1,100
-10,478
-90% -$266K
CYH icon
478
Community Health Systems
CYH
$410M
$35.4K 0.01%
11,021
– –
SCS
479
DELISTED
Steelcase
SCS
$34.4K 0.01%
2,000
-13,000
-87% -$188K
SNV
480
DELISTED
Synovus
SNV
$33.6K 0.01%
685
– –
BSV icon
481
Vanguard Short-Term Bond ETF
BSV
$45.6B
$33.6K 0.01%
426
– –
FMDE icon
482
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.17B
$33.5K 0.01%
928
– –
VMBS icon
483
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$33.5K 0.01%
713
-13
-2% -$604
TOTL icon
484
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
$33.3K 0.01%
822
– –
GILD icon
485
Gilead Sciences
GILD
$168B
$33.3K 0.01%
300
-115
-28% -$13.1K
WTW icon
486
Willis Towers Watson
WTW
$31.6B
$32.5K 0.01%
94
+25
+36% +$8.1K
BEN icon
487
Franklin Resources
BEN
$17.1B
$32.4K 0.01%
1,400
– –
VTEB icon
488
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$32K 0.01%
640
– –
DMC
489
Del Monte Corp
DMC
$1.42B
$31.2K 0.01%
900
– –
CTRA
490
DELISTED
Coterra Energy
CTRA
$31K 0.01%
1,311
– –
SJM icon
491
J.M. Smucker
SJM
$12.7B
$30.6K 0.01%
282
– –
OZK icon
492
Bank OZK
OZK
$5.69B
$30.6K 0.01%
600
– –
ST icon
493
Sensata Technologies
ST
$6.72B
$30.6K 0.01%
1,000
– –
CWI icon
494
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.87B
$30.1K 0.01%
863
-7,285
-89% -$244K
WY icon
495
Weyerhaeuser
WY
$17.8B
$30.1K 0.01%
1,213
– –
HTRB icon
496
Hartford Total Return Bond ETF
HTRB
$2.22B
$30K 0.01%
876
– –
VTI icon
497
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$29.5K 0.01%
90
-11
-11% -$3.48K
ARCC icon
498
Ares Capital
ARCC
$14.3B
$29.5K 0.01%
1,446
+446
+45% +$9.91K
SOUN icon
499
SoundHound AI
SOUN
$3.29B
$29.3K 0.01%
1,822
+700
+62% +$9.29K
AFL icon
500
Aflac
AFL
$60.5B
$28.9K 0.01%
259
– –
18 19
20
21 22

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DIM
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
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FGAM
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AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
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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.