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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
PPL
526
PPL Corp
PPL
$26.7B
$25.1K ﹤0.01%
675
– –
ACWV icon
527
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.37B
$25.1K ﹤0.01%
209
– –
FELG icon
528
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.74B
$25K ﹤0.01%
608
-600
-50% -$23.3K
FELV icon
529
Fidelity Enhanced Large Cap Value ETF
FELV
$3.42B
$24.9K ﹤0.01%
744
– –
ANGL icon
530
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$24.1K ﹤0.01%
809
– –
ADNT icon
531
Adient
ADNT
$1.44B
$24K ﹤0.01%
997
– –
GOVT icon
532
iShares US Treasury Bond ETF
GOVT
$43.7B
$24K ﹤0.01%
1,037
– –
JHMM icon
533
John Hancock Multifactor Mid Cap ETF
JHMM
$6.16B
$23.9K ﹤0.01%
370
-166
-31% -$10.5K
VTV icon
534
Vanguard Morningstar Value ETF
VTV
$193B
$23.9K ﹤0.01%
128
-75
-37% -$13.6K
SIRI icon
535
SiriusXM
SIRI
$9.59B
$23.5K ﹤0.01%
1,008
– –
IWO icon
536
iShares Russell 2000 Growth ETF
IWO
$15B
$23.4K ﹤0.01%
73
– –
MHK icon
537
Mohawk Industries
MHK
$9.27B
$23.3K ﹤0.01%
181
– –
CMP icon
538
Compass Minerals
CMP
$1.12B
$23.3K ﹤0.01%
1,214
– –
LYG icon
539
Lloyds Banking Group
LYG
$89.8B
$22.7K ﹤0.01%
5,000
– –
FNB icon
540
FNB Corp
FNB
$6.86B
$22.6K ﹤0.01%
1,400
– –
MTBA icon
541
Simplify MBS ETF
MTBA
$1.49B
$22.5K ﹤0.01%
446
-440
-50% -$22.1K
HOFT icon
542
Hooker Furnishings Corp
HOFT
$160M
$22.3K ﹤0.01%
2,200
– –
CATO icon
543
Cato Corp
CATO
$65.7M
$22.3K ﹤0.01%
5,300
– –
XBI icon
544
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$22.1K ﹤0.01%
221
– –
VTIP icon
545
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$22K ﹤0.01%
435
– –
WU icon
546
Western Union
WU
$2.23B
$21.6K ﹤0.01%
2,700
– –
EFV icon
547
iShares MSCI EAFE Value ETF
EFV
$30.1B
$21.6K ﹤0.01%
318
+202
+174% +$13.3K
SPTS icon
548
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$21.6K ﹤0.01%
735
– –
OHI icon
549
Omega Healthcare
OHI
$13.9B
$21.5K ﹤0.01%
510
– –
NEE icon
550
NextEra Energy
NEE
$179B
$21.2K ﹤0.01%
281
– –
20 21
22
23 24

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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
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AAS
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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.