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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
EPR icon
576
EPR Properties
EPR
$4.7B
$17.4K ﹤0.01%
300
– –
CWH icon
577
Camping World
CWH
$659M
$17.4K ﹤0.01%
1,100
– –
MRC
578
DELISTED
MRC Global
MRC
$17.3K ﹤0.01%
1,200
– –
USXF icon
579
iShares ESG Advanced MSCI USA ETF
USXF
$1.51B
$17.3K ﹤0.01%
301
+178
+145% +$9.93K
YPF icon
580
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.2B
$17K ﹤0.01%
700
– –
BHF icon
581
Brighthouse Financial
BHF
$3.44B
$17K ﹤0.01%
320
– –
IYW icon
582
iShares US Technology ETF
IYW
$25.4B
$16.8K ﹤0.01%
86
– –
IVE icon
583
iShares S&P 500 Value ETF
IVE
$50B
$16.7K ﹤0.01%
+81
New +$16.3K
STZ icon
584
Constellation Brands
STZ
$22.9B
$16.7K ﹤0.01%
124
– –
ITB icon
585
iShares US Home Construction ETF
ITB
$2.34B
$16.1K ﹤0.01%
150
– –
IDEV icon
586
iShares Core MSCI International Developed Markets ETF
IDEV
$32.7B
$16K ﹤0.01%
200
– –
DXC icon
587
DXC Technology
DXC
$1.71B
$15.8K ﹤0.01%
1,160
– –
MAGS icon
588
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.15B
$15.6K ﹤0.01%
240
– –
SCHH icon
589
Schwab US REIT ETF
SCHH
$11.3B
$15.5K ﹤0.01%
720
+1
+0.1% +$21
PHIN icon
590
Phinia Inc
PHIN
$2.71B
$15.5K ﹤0.01%
270
-160
-37% -$8.64K
PAAS icon
591
Pan American Silver
PAAS
$22.1B
$15.5K ﹤0.01%
399
-87
-18% -$2.8K
DDS icon
592
Dillards
DDS
$9.93B
$15.4K ﹤0.01%
25
-25
-50% -$12.9K
NOC icon
593
Northrop Grumman
NOC
$82B
$15.2K ﹤0.01%
25
– –
VGSH icon
594
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$15K ﹤0.01%
255
– –
MUB icon
595
iShares National Muni Bond ETF
MUB
$45.9B
$14.8K ﹤0.01%
+139
New +$14.5K
AMP icon
596
Ameriprise Financial
AMP
$49.9B
$14.7K ﹤0.01%
30
– –
SAP icon
597
SAP
SAP
$236B
$14.7K ﹤0.01%
+55
New +$15.5K
PFG icon
598
Principal Financial Group
PFG
$24.4B
$14.3K ﹤0.01%
173
– –
TEL icon
599
TE Connectivity
TEL
$62B
$14.3K ﹤0.01%
+65
New +$13K
ES icon
600
Eversource Energy
ES
$26.9B
$14.2K ﹤0.01%
199
– –
22 23
24
25 26

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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.