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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
ES icon
526
Eversource Energy
ES
$28.2B
$11.3K ﹤0.01%
156
-43
-22% -$2.98K
NEM icon
527
Newmont
NEM
$98.2B
$11.2K ﹤0.01%
120
– –
AVY icon
528
Avery Dennison
AVY
$12.3B
$11.2K ﹤0.01%
69
– –
SABA
529
Saba Capital Income & Opportunities Fund II
SABA
$220M
$11.1K ﹤0.01%
1,335
– –
XLU icon
530
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$11.1K ﹤0.01%
245
-710
-74% -$32.2K
IVOL icon
531
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$274M
$11.1K ﹤0.01%
642
– –
MATW icon
532
Matthews International
MATW
$864M
$10.8K ﹤0.01%
400
– –
ARGT icon
533
Global X MSCI Argentina ETF
ARGT
$842M
$10.7K ﹤0.01%
+117
New +$10.9K
ARM icon
534
Arm
ARM
$278B
$10.6K ﹤0.01%
30
– –
DXC icon
535
DXC Technology
DXC
$1.63B
$10.3K ﹤0.01%
1,160
– –
SAMT icon
536
Strategas Macro Thematic Opportunities ETF
SAMT
$850M
$10.2K ﹤0.01%
213
– –
ECH icon
537
iShares MSCI Chile ETF
ECH
$1.01B
$10.1K ﹤0.01%
255
– –
MAGN
538
Magnera Corp
MAGN
$488M
$9.94K ﹤0.01%
846
– –
THRO
539
iShares U.S. Thematic Rotation Active ETF
THRO
$6.38B
$9.83K ﹤0.01%
228
– –
SLB icon
540
SLB Ltd
SLB
$77.8B
$9.81K ﹤0.01%
211
-27,470
-99% -$1.47M
KD icon
541
Kyndryl
KD
$2.66B
$9.73K ﹤0.01%
860
-604
-41% -$7.53K
EWZ icon
542
iShares MSCI Brazil ETF
EWZ
$9.05B
$9.59K ﹤0.01%
278
– –
IVE icon
543
iShares S&P 500 Value ETF
IVE
$48.9B
$9.31K ﹤0.01%
41
– –
DXCM icon
544
DexCom
DXCM
$27.6B
$9.09K ﹤0.01%
+135
New +$8.99K
STRZ
545
Starz Entertainment Corp
STRZ
$410M
$9.09K ﹤0.01%
315
– –
MRVL icon
546
Marvell Technology
MRVL
$174B
$8.94K ﹤0.01%
30
– –
IEX icon
547
IDEX
IEX
$16.5B
$8.85K ﹤0.01%
39
– –
JPST icon
548
JPMorgan Ultra-Short Income ETF
JPST
$40B
$8.7K ﹤0.01%
172
– –
JBLU icon
549
JetBlue
JBLU
$1.96B
$8.6K ﹤0.01%
1,500
– –
HOV icon
550
Hovnanian Enterprises
HOV
$785M
$8.54K ﹤0.01%
60
– –
20 21
22
23 24

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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.