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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
RKLB icon
576
Rocket Lab Corp
RKLB
$51.9B
$6.87K ﹤0.01%
+107
New +$8.07K
CME icon
577
CME Group
CME
$94.3B
$6.79K ﹤0.01%
23
-46
-67% -$13.7K
KMI icon
578
Kinder Morgan
KMI
$70.7B
$6.77K ﹤0.01%
202
– –
INVH icon
579
Invitation Homes
INVH
$17.7B
$6.73K ﹤0.01%
271
– –
HOV icon
580
Hovnanian Enterprises
HOV
$793M
$6.66K ﹤0.01%
60
– –
JBLU icon
581
JetBlue
JBLU
$2.18B
$6.63K ﹤0.01%
1,500
– –
FV icon
582
First Trust Dorsey Wright Focus 5 ETF
FV
$3.8B
$6.59K ﹤0.01%
109
-108
-50% -$6.97K
MP icon
583
MP Materials
MP
$9.64B
$6.51K ﹤0.01%
135
– –
BIV icon
584
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$6.48K ﹤0.01%
84
– –
IGIB icon
585
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$6.39K ﹤0.01%
120
– –
M icon
586
Macy's
M
$6.26B
$6.33K ﹤0.01%
350
-13,641
-97% -$276K
USAR
587
USA Rare Earth Inc
USAR
$4.51B
$6.28K ﹤0.01%
415
– –
MTUM icon
588
iShares MSCI USA Momentum Factor ETF
MTUM
$26B
$6.24K ﹤0.01%
26
– –
DE icon
589
Deere & Co
DE
$167B
$6.2K ﹤0.01%
11
-15
-58% -$8.46K
OGN icon
590
Organon & Co
OGN
$3.59B
$6.13K ﹤0.01%
1,023
-19
-2% -$143
LUNR icon
591
Intuitive Machines
LUNR
$2.72B
$6.03K ﹤0.01%
325
– –
DCH
592
Dauch Corp
DCH
$1.61B
$5.93K ﹤0.01%
1,000
– –
CNI icon
593
Canadian National Railway
CNI
$76.4B
$5.86K ﹤0.01%
57
– –
BME icon
594
BlackRock Health Sciences Trust
BME
$577M
$5.78K ﹤0.01%
150
– –
COIN icon
595
Coinbase
COIN
$39.3B
$5.76K ﹤0.01%
33
– –
KTOS icon
596
Kratos Defense & Security Solutions
KTOS
$12B
$5.71K ﹤0.01%
+81
New +$7.77K
HBB icon
597
Hamilton Beach Brands
HBB
$443M
$5.68K ﹤0.01%
300
– –
ERIC icon
598
Ericsson
ERIC
$33.4B
$5.63K ﹤0.01%
500
– –
QQQE icon
599
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.43B
$5.62K ﹤0.01%
57
– –
BTX
600
BlackRock Technology and Private Equity Term Trust
BTX
$1.03B
$5.6K ﹤0.01%
848
– –
22 23
24
25 26

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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.