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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
VGSH icon
501
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$14.8K ﹤0.01%
255
– –
STZ icon
502
Constellation Brands
STZ
$22.2B
$14.5K ﹤0.01%
104
-20
-16% -$2.97K
AMCX icon
503
AMC Global Media
AMCX
$430M
$14K ﹤0.01%
1,400
– –
AMP icon
504
Ameriprise Financial
AMP
$46.8B
$13.8K ﹤0.01%
30
– –
OGN icon
505
Organon & Co
OGN
$3.55B
$13.7K ﹤0.01%
1,009
-14
-1% -$167
CNMD icon
506
CONMED
CNMD
$1.29B
$13.6K ﹤0.01%
415
– –
EG icon
507
Everest Group
EG
$15.2B
$13.6K ﹤0.01%
38
– –
HYG icon
508
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$13.5K ﹤0.01%
169
– –
EPC icon
509
Edgewell Personal Care
EPC
$1.27B
$13.4K ﹤0.01%
500
– –
USAR
510
USA Rare Earth Inc
USAR
$3.46B
$13.3K ﹤0.01%
615
+200
+48% +$4.56K
USB icon
511
US Bancorp
USB
$99.6B
$13.2K ﹤0.01%
219
-110
-33% -$6.16K
BSX icon
512
Boston Scientific
BSX
$65.8B
$12.8K ﹤0.01%
+300
New +$16.3K
COMP icon
513
Compass
COMP
$8.27B
$12.4K ﹤0.01%
1,005
– –
ACWV icon
514
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.26B
$11.9K ﹤0.01%
99
– –
IWP icon
515
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$11.9K ﹤0.01%
81
– –
SOUN icon
516
SoundHound AI
SOUN
$2.68B
$11.8K ﹤0.01%
1,822
– –
TLH icon
517
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$11.7K ﹤0.01%
117
– –
IXUS icon
518
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$11.7K ﹤0.01%
+123
New +$11.6K
HON icon
519
Honeywell
HON
$77.1B
$11.6K ﹤0.01%
52
-104
-67% -$23.2K
IYW icon
520
iShares US Technology ETF
IYW
$23.7B
$11.6K ﹤0.01%
46
-40
-47% -$9.19K
HONA
521
Honeywell Aerospace
HONA
$64.7B
$11.5K ﹤0.01%
+52
New +$11.5K
HNDL icon
522
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$632M
$11.5K ﹤0.01%
503
– –
UCB
523
United Community Banks
UCB
$4.22B
$11.5K ﹤0.01%
327
– –
YUM icon
524
Yum! Brands
YUM
$41B
$11.3K ﹤0.01%
71
– –
URTH icon
525
iShares MSCI World ETF
URTH
$7.95B
$11.3K ﹤0.01%
56
-65
-54% -$12.9K
19 20
21
22 23

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CFP
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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
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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
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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.