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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
REET icon
601
iShares Global REIT ETF
REET
$5.12B
$5.44K ﹤0.01%
197
– –
PSLV icon
602
Sprott Physical Silver Trust
PSLV
$11.9B
$5.43K ﹤0.01%
288
– –
DCH
603
Dauch Corp
DCH
$1.3B
$5.42K ﹤0.01%
1,000
– –
REZ icon
604
iShares Residential and Multisector Real Estate ETF
REZ
$914M
$5.4K ﹤0.01%
57
– –
BBRE icon
605
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.3B
$5.36K ﹤0.01%
50
– –
CMG icon
606
Chipotle Mexican Grill
CMG
$40.8B
$5.27K ﹤0.01%
155
– –
VEON icon
607
VEON
VEON
$3.53B
$5.22K ﹤0.01%
100
– –
UDR icon
608
UDR
UDR
$12.9B
$5.19K ﹤0.01%
130
– –
FREL icon
609
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$5.19K ﹤0.01%
177
– –
WMG icon
610
Warner Music
WMG
$13.8B
$5.12K ﹤0.01%
189
– –
RWR icon
611
State Street SPDR Dow Jones REIT ETF
RWR
$1.93B
$5.08K ﹤0.01%
45
– –
J icon
612
Jacobs Solutions
J
$15.9B
$5.04K ﹤0.01%
+40
New +$4.92K
ICF icon
613
iShares Select U.S. REIT ETF
ICF
$2.12B
$4.94K ﹤0.01%
73
– –
VELO
614
Velo3D Inc
VELO
$288M
$4.91K ﹤0.01%
+280
New +$4.85K
IYR icon
615
iShares US Real Estate ETF
IYR
$4.59B
$4.91K ﹤0.01%
48
– –
SWMR
616
Swarmer Inc
SWMR
$422M
$4.87K ﹤0.01%
+110
New +$4.76K
BINC icon
617
BlackRock Flexible Income ETF
BINC
$16B
$4.87K ﹤0.01%
93
– –
CDRE icon
618
Cadre Holdings
CDRE
$1.32B
$4.85K ﹤0.01%
170
– –
TER icon
619
Teradyne
TER
$54.8B
$4.84K ﹤0.01%
10
– –
COIN icon
620
Coinbase
COIN
$41.7B
$4.82K ﹤0.01%
33
– –
SRVR icon
621
Pacer Data & Infrastructure Real Estate ETF
SRVR
$379M
$4.77K ﹤0.01%
150
– –
RR icon
622
Richtech Robotics
RR
$347M
$4.62K ﹤0.01%
2,189
– –
SBAC icon
623
SBA Communications
SBAC
$18.4B
$4.59K ﹤0.01%
26
– –
NLY icon
624
Annaly Capital Management
NLY
$16.9B
$4.18K ﹤0.01%
187
– –
REM icon
625
iShares Mortgage Real Estate ETF
REM
$542M
$3.92K ﹤0.01%
178
– –
23 24
25
26 27

Similar funds

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.