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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
CX icon
551
Cemex
CX
$16B
$24.3K ﹤0.01%
3,508
– –
AMT icon
552
American Tower
AMT
$81.3B
$24.1K ﹤0.01%
109
– –
IPI icon
553
Intrepid Potash
IPI
$484M
$23.9K ﹤0.01%
670
– –
GOVT icon
554
iShares US Treasury Bond ETF
GOVT
$43.8B
$23.8K ﹤0.01%
1,037
– –
ANGL icon
555
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$23.7K ﹤0.01%
809
– –
IWN icon
556
iShares Russell 2000 Value ETF
IWN
$14.7B
$23.7K ﹤0.01%
150
– –
PLD icon
557
Prologis
PLD
$134B
$23.7K ﹤0.01%
225
– –
FELV icon
558
Fidelity Enhanced Large Cap Value ETF
FELV
$3.43B
$23.6K ﹤0.01%
744
– –
IWP icon
559
iShares Russell Mid-Cap Growth ETF
IWP
$21.2B
$23.6K ﹤0.01%
170
– –
HOFT icon
560
Hooker Furnishings Corp
HOFT
$159M
$23.3K ﹤0.01%
2,200
– –
BDX icon
561
Becton Dickinson
BDX
$49.7B
$23.3K ﹤0.01%
135
– –
CE icon
562
Celanese
CE
$4.81B
$23.2K ﹤0.01%
420
– –
SIRI icon
563
SiriusXM
SIRI
$9.44B
$23.2K ﹤0.01%
1,008
– –
PPL
564
PPL Corp
PPL
$26.8B
$22.9K ﹤0.01%
675
-17,669
-96% -$615K
SPEM icon
565
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$22.9K ﹤0.01%
535
– –
OII icon
566
Oceaneering
OII
$5.12B
$22.8K ﹤0.01%
1,100
– –
WU icon
567
Western Union
WU
$2.33B
$22.7K ﹤0.01%
2,700
– –
RIG icon
568
Transocean
RIG
$6.37B
$22.5K ﹤0.01%
8,690
– –
IJR icon
569
iShares Core S&P Small-Cap ETF
IJR
$113B
$22.3K ﹤0.01%
204
– –
YPF icon
570
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
$22K ﹤0.01%
700
– –
CAG icon
571
Conagra Brands
CAG
$7.39B
$22K ﹤0.01%
+1,075
New +$25.2K
ARCC icon
572
Ares Capital
ARCC
$14.5B
$22K ﹤0.01%
1,000
– –
VTIP icon
573
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$21.9K ﹤0.01%
435
-44
-9% -$2.2K
SPTS icon
574
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.12B
$21.5K ﹤0.01%
735
– –
MD icon
575
Pediatrix Medical
MD
$2.14B
$21.5K ﹤0.01%
1,500
– –
21 22
23
24 25

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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.