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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
STXS icon
501
Stereotaxis
STXS
$136M
$38.1K 0.01%
17,950
– –
FVD icon
502
First Trust Value Line Dividend Fund
FVD
$8.35B
$37.6K 0.01%
842
– –
CYH icon
503
Community Health Systems
CYH
$406M
$37.5K 0.01%
11,021
– –
MDU icon
504
MDU Resources
MDU
$4.32B
$36.7K 0.01%
2,200
– –
GDX icon
505
VanEck Gold Miners ETF
GDX
$27.8B
$36K 0.01%
692
+3
+0.4% +$149
VTV icon
506
Vanguard Morningstar Value ETF
VTV
$193B
$35.9K 0.01%
203
+106
+109% +$17.9K
SNV
507
DELISTED
Synovus
SNV
$35.4K 0.01%
685
– –
GPC icon
508
Genuine Parts
GPC
$18.4B
$35.3K 0.01%
291
– –
ECG
509
Everus Construction Group
ECG
$7.14B
$34.9K 0.01%
550
– –
BX icon
510
Blackstone
BX
$109B
$33.7K 0.01%
+225
New +$30.9K
VMBS icon
511
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$33.6K 0.01%
726
+13
+2% +$595
BSV icon
512
Vanguard Short-Term Bond ETF
BSV
$45.6B
$33.5K 0.01%
426
+2
+0.5% +$156
BEN icon
513
Franklin Resources
BEN
$17B
$33.4K 0.01%
1,400
– –
PDS
514
Precision Drilling
PDS
$1.06B
$33.3K 0.01%
705
– –
CTRA
515
DELISTED
Coterra Energy
CTRA
$33.3K 0.01%
1,311
– –
TOTL icon
516
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
$33K 0.01%
822
– –
JHMM icon
517
John Hancock Multifactor Mid Cap ETF
JHMM
$6.15B
$32.8K 0.01%
536
– –
FMDE icon
518
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.16B
$31.9K 0.01%
928
– –
VTEB icon
519
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46.1B
$31.4K 0.01%
640
– –
WY icon
520
Weyerhaeuser
WY
$17.8B
$31.2K 0.01%
1,213
– –
ADSK icon
521
Autodesk
ADSK
$52.2B
$31K 0.01%
100
– –
VTI icon
522
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$30.7K 0.01%
101
-263
-72% -$74K
IUSB icon
523
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$30.4K 0.01%
657
– –
UHAL icon
524
U-Haul Holding Co
UHAL
$14.4B
$30.3K 0.01%
500
– –
ST icon
525
Sensata Technologies
ST
$6.73B
$30.1K 0.01%
1,000
– –
19 20
21
22 23

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NCA
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MCM
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FGAM
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AAS
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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.