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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
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XAR icon
476
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.64B
$20.3K ﹤0.01%
80
– –
AGG icon
477
iShares Core US Aggregate Bond ETF
AGG
$138B
$20.2K ﹤0.01%
203
– –
AMT icon
478
American Tower
AMT
$79.4B
$19.8K ﹤0.01%
115
+93
+423% +$16.7K
USRT icon
479
iShares Core US REIT ETF
USRT
$4.58B
$19.6K ﹤0.01%
331
– –
CNQ icon
480
Canadian Natural Resources
CNQ
$98.1B
$19.5K ﹤0.01%
400
-43,325
-99% -$1.78M
CNDT icon
481
Conduent
CNDT
$241M
$19.3K ﹤0.01%
15,073
-240
-2% -$366
ECVT icon
482
Ecovyst
ECVT
$1.08B
$19.3K ﹤0.01%
1,500
– –
SHYG icon
483
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$19.3K ﹤0.01%
455
– –
KD icon
484
Kyndryl
KD
$2.85B
$19.2K ﹤0.01%
1,464
-16
-1% -$282
PNFP icon
485
Pinnacle Financial Partners Inc
PNFP
$16.2B
$18.9K ﹤0.01%
+219
New +$20.4K
ADNT icon
486
Adient
ADNT
$1.44B
$18.8K ﹤0.01%
931
– –
TLT icon
487
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$18.8K ﹤0.01%
217
– –
STZ icon
488
Constellation Brands
STZ
$22.9B
$18.6K ﹤0.01%
124
– –
SWKS icon
489
Skyworks Solutions
SWKS
$10.5B
$18.2K ﹤0.01%
340
– –
KMT icon
490
Kennametal
KMT
$2.35B
$18.1K ﹤0.01%
500
-14,725
-97% -$537K
FBND icon
491
Fidelity Total Bond ETF
FBND
$27.3B
$18K ﹤0.01%
395
-225
-36% -$10.4K
CEG icon
492
Constellation Energy
CEG
$98.7B
$17.9K ﹤0.01%
64
– –
LQD icon
493
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$17.8K ﹤0.01%
163
– –
USIG icon
494
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$17.3K ﹤0.01%
338
– –
USMV icon
495
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$17.3K ﹤0.01%
186
-85
-31% -$8.07K
USB icon
496
US Bancorp
USB
$101B
$17.1K ﹤0.01%
329
-33,453
-99% -$1.84M
NOC icon
497
Northrop Grumman
NOC
$82B
$17.1K ﹤0.01%
25
– –
TSM icon
498
TSMC
TSM
$2.23T
$16.9K ﹤0.01%
50
+5
+11% +$1.72K
IDEV icon
499
iShares Core MSCI International Developed Markets ETF
IDEV
$32.7B
$16.7K ﹤0.01%
200
– –
VTEB icon
500
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$16K ﹤0.01%
320
-320
-50% -$16.2K
18 19
20
21 22

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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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AAS
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KF
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Investors Research Corp's Q1 2026 Portfolio in Review

As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.

  • Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
  • Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
  • Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
  • Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
  • Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
  • Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
  • Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.