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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
FBND icon
501
Fidelity Total Bond ETF
FBND
$27.3B
$28.7K 0.01%
620
– –
UHAL icon
502
U-Haul Holding Co
UHAL
$14.5B
$28.5K 0.01%
500
– –
DNOW icon
503
DNOW Inc
DNOW
$3.04B
$28.4K 0.01%
1,863
– –
JCI icon
504
Johnson Controls International
JCI
$92.6B
$28K 0.01%
255
-663
-72% -$70.8K
LPL icon
505
LG Display
LPL
$3.46B
$27.7K 0.01%
5,300
– –
WEN icon
506
Wendy's
WEN
$1.65B
$27.5K 0.01%
+3,000
New +$30.8K
PLTR icon
507
Palantir
PLTR
$411B
$27.4K 0.01%
150
– –
MA icon
508
Mastercard
MA
$490B
$27.3K 0.01%
48
– –
OII icon
509
Oceaneering
OII
$5.08B
$27.3K 0.01%
1,100
– –
RIG icon
510
Transocean
RIG
$6.37B
$27.1K 0.01%
8,690
– –
XLU icon
511
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$26.6K ﹤0.01%
610
– –
LQD icon
512
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$26.5K ﹤0.01%
238
– –
IWN icon
513
iShares Russell 2000 Value ETF
IWN
$14.6B
$26.5K ﹤0.01%
150
– –
IJH icon
514
iShares Core S&P Mid-Cap ETF
IJH
$128B
$26.4K ﹤0.01%
405
– –
UNFI icon
515
United Natural Foods
UNFI
$2.9B
$26.3K ﹤0.01%
700
– –
NBR icon
516
Nabors Industries
NBR
$1.33B
$26.2K ﹤0.01%
642
– –
SWKS icon
517
Skyworks Solutions
SWKS
$10.5B
$26.2K ﹤0.01%
340
– –
PGZ
518
Principal Real Estate Income Fund
PGZ
$68.3M
$26.1K ﹤0.01%
2,500
– –
ACN icon
519
Accenture
ACN
$110B
$26.1K ﹤0.01%
106
+45
+74% +$11.7K
FBK icon
520
FB Financial Corp
FBK
$3.1B
$26.1K ﹤0.01%
+468
New +$23.8K
HUBB icon
521
Hubbell
HUBB
$27.1B
$25.8K ﹤0.01%
60
– –
PLD icon
522
Prologis
PLD
$134B
$25.8K ﹤0.01%
225
– –
WYNN icon
523
Wynn Resorts
WYNN
$10.6B
$25.7K ﹤0.01%
200
-585
-75% -$67.5K
BDX icon
524
Becton Dickinson
BDX
$50B
$25.3K ﹤0.01%
135
– –
MD icon
525
Pediatrix Medical
MD
$2.15B
$25.1K ﹤0.01%
1,500
– –
19 20
21
22 23

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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
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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.