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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
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MASI
551
DELISTED
Masimo
MASI
$8.89K ﹤0.01%
50
– –
JPST icon
552
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$8.71K ﹤0.01%
172
– –
IVE icon
553
iShares S&P 500 Value ETF
IVE
$50B
$8.66K ﹤0.01%
41
– –
JHMM icon
554
John Hancock Multifactor Mid Cap ETF
JHMM
$6.16B
$8.39K ﹤0.01%
125
-120
-49% -$8.25K
SAMT icon
555
Strategas Macro Thematic Opportunities ETF
SAMT
$881M
$8.37K ﹤0.01%
213
+50
+31% +$2K
BAH icon
556
Booz Allen Hamilton
BAH
$9.43B
$8.27K ﹤0.01%
106
+55
+108% +$4.64K
THRO
557
iShares U.S. Thematic Rotation Active ETF
THRO
$6.75B
$8.26K ﹤0.01%
228
– –
ABT icon
558
Abbott
ABT
$192B
$8.21K ﹤0.01%
80
+24
+43% +$2.71K
MAGN
559
Magnera Corp
MAGN
$443M
$8.04K ﹤0.01%
846
-61
-7% -$780
SON icon
560
Sonoco
SON
$5.74B
$7.95K ﹤0.01%
147
+23
+19% +$1.19K
MRSH
561
Marsh
MRSH
$90.1B
$7.8K ﹤0.01%
45
– –
UBER icon
562
Uber
UBER
$154B
$7.63K ﹤0.01%
106
+6
+6% +$462
JEPI icon
563
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$7.59K ﹤0.01%
134
– –
EW icon
564
Edwards Lifesciences
EW
$53.6B
$7.53K ﹤0.01%
94
– –
CWH icon
565
Camping World
CWH
$659M
$7.51K ﹤0.01%
1,100
– –
IEX icon
566
IDEX
IEX
$17.7B
$7.39K ﹤0.01%
39
– –
COMP icon
567
Compass
COMP
$9.77B
$7.35K ﹤0.01%
+1,005
New +$10.6K
AEP icon
568
American Electric Power
AEP
$67.9B
$7.34K ﹤0.01%
56
– –
BCE icon
569
BCE
BCE
$21.6B
$7.29K ﹤0.01%
289
-264
-48% -$6.69K
ONDS icon
570
Ondas Inc
ONDS
$5.57B
$7.09K ﹤0.01%
+784
New +$8.53K
CAT icon
571
Caterpillar
CAT
$393B
$7.08K ﹤0.01%
10
– –
PSLV icon
572
Sprott Physical Silver Trust
PSLV
$13.6B
$7.02K ﹤0.01%
+288
New +$7.86K
AAAU icon
573
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.68B
$7.02K ﹤0.01%
152
– –
BHC icon
574
Bausch Health
BHC
$2.32B
$7.02K ﹤0.01%
1,300
– –
BRSL
575
Brightstar Lottery PLC
BRSL
$2.08B
$6.93K ﹤0.01%
544
– –
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 Q1 2026 Portfolio in Review

As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.

  • Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
  • Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
  • Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
  • Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
  • Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
  • Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
  • Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.