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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
CEG icon
551
Constellation Energy
CEG
$98.7B
$21.1K ﹤0.01%
64
– –
JHG
552
DELISTED
Janus Henderson
JHG
$21K ﹤0.01%
471
– –
AMT icon
553
American Tower
AMT
$79.4B
$21K ﹤0.01%
109
– –
IPI icon
554
Intrepid Potash
IPI
$490M
$20.5K ﹤0.01%
670
– –
RHI icon
555
Robert Half
RHI
$4.25B
$20.4K ﹤0.01%
600
– –
AGG icon
556
iShares Core US Aggregate Bond ETF
AGG
$138B
$20.4K ﹤0.01%
203
– –
DYNF icon
557
BlackRock US Equity Factor Rotation ETF
DYNF
$40.3B
$20K ﹤0.01%
+338
New +$19.2K
SHYG icon
558
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$19.7K ﹤0.01%
455
– –
TK icon
559
Teekay
TK
$1.03B
$19.6K ﹤0.01%
2,400
– –
VRT icon
560
Vertiv
VRT
$111B
$19.6K ﹤0.01%
130
+100
+333% +$13.3K
LIN icon
561
Linde
LIN
$221B
$19.5K ﹤0.01%
41
– –
HSY icon
562
Hershey
HSY
$37B
$19.5K ﹤0.01%
104
– –
USRT icon
563
iShares Core US REIT ETF
USRT
$4.58B
$19.4K ﹤0.01%
331
+1
+0.3% +$57
TLT icon
564
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$19.4K ﹤0.01%
217
– –
IEF icon
565
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$19.1K ﹤0.01%
198
+89
+82% +$8.51K
XAR icon
566
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.64B
$18.8K ﹤0.01%
80
– –
CME icon
567
CME Group
CME
$94.3B
$18.6K ﹤0.01%
69
– –
NOV icon
568
NOV
NOV
$7.45B
$18.6K ﹤0.01%
1,400
– –
DIN icon
569
Dine Brands
DIN
$462M
$18.5K ﹤0.01%
750
– –
NUS icon
570
Nu Skin
NUS
$236M
$18.5K ﹤0.01%
1,515
– –
IDV icon
571
iShares International Select Dividend ETF
IDV
$8.51B
$18.3K ﹤0.01%
+501
New +$18K
MFIN icon
572
Medallion Financial
MFIN
$257M
$18.2K ﹤0.01%
1,800
– –
SPGI icon
573
S&P Global
SPGI
$121B
$18K ﹤0.01%
37
– –
CE icon
574
Celanese
CE
$4.75B
$17.7K ﹤0.01%
420
– –
USIG icon
575
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$17.6K ﹤0.01%
338
-11
-3% -$568
21 22
23
24 25

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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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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.