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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
BIV icon
576
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$6.44K ﹤0.01%
84
– –
BME icon
577
BlackRock Health Sciences Trust
BME
$554M
$6.44K ﹤0.01%
150
– –
BAH icon
578
Booz Allen Hamilton
BAH
$8.7B
$6.43K ﹤0.01%
106
– –
ESS icon
579
Essex Property Trust
ESS
$18.9B
$6.42K ﹤0.01%
22
– –
BHC icon
580
Bausch Health
BHC
$1.65B
$6.41K ﹤0.01%
1,300
– –
GNTX icon
581
Gentex
GNTX
$4.88B
$6.39K ﹤0.01%
253
– –
IGIB icon
582
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
$6.38K ﹤0.01%
120
– –
OUST icon
583
Ouster
OUST
$2.29B
$6.25K ﹤0.01%
100
– –
SMCI icon
584
Super Micro Computer
SMCI
$19.5B
$6.25K ﹤0.01%
213
+13
+7% +$414
BCE icon
585
BCE
BCE
$19.9B
$6.22K ﹤0.01%
289
– –
DOC icon
586
Healthpeak Properties
DOC
$15.4B
$6.14K ﹤0.01%
287
– –
AAAU icon
587
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.46B
$6.01K ﹤0.01%
152
– –
SPCX
588
SpaceX
SPCX
$1.52T
$5.98K ﹤0.01%
+35
New +$5.95K
NSC icon
589
Norfolk Southern
NSC
$78.8B
$5.98K ﹤0.01%
+19
New +$5.86K
SON icon
590
Sonoco
SON
$5.76B
$5.97K ﹤0.01%
106
-41
-28% -$2.1K
USD icon
591
ProShares Ultra Semiconductors
USD
$2.64B
$5.94K ﹤0.01%
+57
New +$4.96K
ECHO
592
EchoStar
ECHO
$25.5B
$5.89K ﹤0.01%
58
+38
+190% +$4.64K
PSKY
593
Paramount Skydance Corp
PSKY
$9.19B
$5.85K ﹤0.01%
593
– –
BRSL
594
Brightstar Lottery PLC
BRSL
$1.91B
$5.83K ﹤0.01%
544
– –
DWAS icon
595
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$435M
$5.6K ﹤0.01%
44
– –
ERIC icon
596
Ericsson
ERIC
$30.7B
$5.58K ﹤0.01%
500
– –
LPG icon
597
Dorian LPG
LPG
$1.94B
$5.57K ﹤0.01%
160
– –
SNPE icon
598
Xtrackers S&P 500 ESG ETF
SNPE
$2.57B
$5.51K ﹤0.01%
+80
New +$5.31K
SCHH icon
599
Schwab US REIT ETF
SCHH
$11.7B
$5.47K ﹤0.01%
231
– –
ROK icon
600
Rockwell Automation
ROK
$51.4B
$5.45K ﹤0.01%
11
– –
22 23
24
25 26

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DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
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.