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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
HTRB icon
526
Hartford Total Return Bond ETF
HTRB
$2.22B
$29.7K 0.01%
876
– –
DMC
527
Del Monte Corp
DMC
$1.43B
$29.2K 0.01%
900
– –
CFG icon
528
Citizens Financial Group
CFG
$31B
$28.9K 0.01%
645
+500
+345% +$19.7K
FBND icon
529
Fidelity Total Bond ETF
FBND
$27.3B
$28.4K 0.01%
620
– –
OZK icon
530
Bank OZK
OZK
$5.67B
$28.2K 0.01%
600
– –
SJM icon
531
J.M. Smucker
SJM
$12.7B
$27.7K 0.01%
282
– –
DNOW icon
532
DNOW Inc
DNOW
$3.02B
$27.6K 0.01%
1,863
– –
HTZ icon
533
Hertz
HTZ
$880M
$27.3K 0.01%
4,000
-990
-20% -$6.18K
AFL icon
534
Aflac
AFL
$60.8B
$27.3K 0.01%
259
– –
HTZWW
535
Hertz Global Holdings Warrants
HTZWW
$104M
$27K 0.01%
7,403
– –
MA icon
536
Mastercard
MA
$488B
$27K 0.01%
48
-143
-75% -$79.1K
TCPC icon
537
BlackRock TCP Capital
TCPC
$329M
$26.7K 0.01%
3,471
– –
PGZ
538
Principal Real Estate Income Fund
PGZ
$68.8M
$26.3K 0.01%
2,500
– –
LQD icon
539
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$26.1K 0.01%
238
– –
TGI
540
DELISTED
Triumph Group
TGI
$25.8K 0.01%
1,000
– –
TSM icon
541
TSMC
TSM
$2.23T
$25.6K 0.01%
113
+15
+15% +$2.78K
CRWD icon
542
CrowdStrike
CRWD
$226B
$25.5K 0.01%
200
– –
SWKS icon
543
Skyworks Solutions
SWKS
$10.2B
$25.3K 0.01%
340
– –
IJH icon
544
iShares Core S&P Mid-Cap ETF
IJH
$127B
$25.1K ﹤0.01%
405
– –
MINT icon
545
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$25K ﹤0.01%
249
– –
XLU icon
546
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$24.9K ﹤0.01%
610
– –
ACWV icon
547
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.37B
$24.8K ﹤0.01%
209
-100
-32% -$11.6K
RHI icon
548
Robert Half
RHI
$4.26B
$24.6K ﹤0.01%
600
– –
HUBB icon
549
Hubbell
HUBB
$27.2B
$24.5K ﹤0.01%
60
– –
CMP icon
550
Compass Minerals
CMP
$1.1B
$24.4K ﹤0.01%
1,214
– –
20 21
22
23 24

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CFP
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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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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.