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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
CWH icon
551
Camping World
CWH
$363M
$8.39K ﹤0.01%
1,100
– –
OTIS icon
552
Otis Worldwide
OTIS
$27.4B
$8.31K ﹤0.01%
+116
New +$8.66K
FV icon
553
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
$8.27K ﹤0.01%
109
– –
M icon
554
Macy's
M
$6.15B
$8.24K ﹤0.01%
350
– –
INVH icon
555
Invitation Homes
INVH
$17.7B
$8.19K ﹤0.01%
271
– –
PAAS icon
556
Pan American Silver
PAAS
$18.6B
$8.11K ﹤0.01%
181
– –
NUS icon
557
Nu Skin
NUS
$247M
$8K ﹤0.01%
1,515
– –
LUNR icon
558
Intuitive Machines
LUNR
$2.07B
$7.74K ﹤0.01%
362
+37
+11% +$1.04K
WEAT icon
559
Teucrium Wheat Fund
WEAT
$314M
$7.71K ﹤0.01%
+350
New +$8.13K
AEP icon
560
American Electric Power
AEP
$73.7B
$7.66K ﹤0.01%
56
– –
BTX
561
BlackRock Technology and Private Equity Term Trust
BTX
$957M
$7.66K ﹤0.01%
848
– –
UBER icon
562
Uber
UBER
$134B
$7.65K ﹤0.01%
106
– –
JEPI icon
563
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$7.57K ﹤0.01%
134
– –
MRSH
564
Marsh
MRSH
$86.3B
$7.5K ﹤0.01%
45
– –
CORN icon
565
Teucrium Corn Fund
CORN
$190M
$7.12K ﹤0.01%
+425
New +$7.61K
STM icon
566
STMicroelectronics
STM
$46B
$7.12K ﹤0.01%
95
-14,025
-99% -$843K
DE icon
567
Deere & Co
DE
$170B
$6.98K ﹤0.01%
11
– –
QQQE icon
568
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.33B
$6.96K ﹤0.01%
57
– –
CF icon
569
CF Industries
CF
$19.2B
$6.93K ﹤0.01%
+64
New +$7.54K
HBB icon
570
Hamilton Beach Brands
HBB
$302M
$6.91K ﹤0.01%
300
– –
UAL icon
571
United Airlines
UAL
$38.4B
$6.8K ﹤0.01%
50
– –
CNI icon
572
Canadian National Railway
CNI
$78.3B
$6.8K ﹤0.01%
57
– –
ALGM icon
573
Allegro MicroSystems
ALGM
$8.58B
$6.47K ﹤0.01%
93
– –
KMI icon
574
Kinder Morgan
KMI
$73.1B
$6.46K ﹤0.01%
202
– –
VICR icon
575
Vicor
VICR
$9.62B
$6.46K ﹤0.01%
+17
New +$4.64K
21 22
23
24 25

Similar funds

DIM
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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
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
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
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
Oakwell Private Wealth Management Austin, Texas $560M AUM 20.18% 1-Year Est. Return

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.