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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
PBR icon
601
Petrobras
PBR
$114B
$14K ﹤0.01%
1,109
– –
MTB icon
602
M&T Bank
MTB
$36.6B
$13.8K ﹤0.01%
70
-225
-76% -$44.1K
HYG icon
603
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$13.7K ﹤0.01%
169
– –
RYAM icon
604
Rayonier Advanced Materials
RYAM
$561M
$13.7K ﹤0.01%
1,900
– –
FV icon
605
First Trust Dorsey Wright Focus 5 ETF
FV
$3.8B
$13.4K ﹤0.01%
217
– –
EG icon
606
Everest Group
EG
$13.9B
$13.3K ﹤0.01%
38
– –
CHTR icon
607
Charter Communications
CHTR
$17.9B
$13.2K ﹤0.01%
48
– –
ECVT icon
608
Ecovyst
ECVT
$1.09B
$13.1K ﹤0.01%
1,500
– –
SPEM icon
609
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$13.1K ﹤0.01%
280
-255
-48% -$11.3K
ADI icon
610
Analog Devices
ADI
$187B
$13K ﹤0.01%
53
– –
LFUS icon
611
Littelfuse
LFUS
$11.7B
$13K ﹤0.01%
50
– –
BCE icon
612
BCE
BCE
$21.6B
$12.9K ﹤0.01%
553
– –
TOL icon
613
Toll Brothers
TOL
$13.9B
$12.8K ﹤0.01%
93
– –
DG icon
614
Dollar General
DG
$26.4B
$12.8K ﹤0.01%
124
– –
SNY icon
615
Sanofi
SNY
$105B
$12.7K ﹤0.01%
268
– –
TSM icon
616
TSMC
TSM
$2.23T
$12.6K ﹤0.01%
45
-68
-60% -$16.6K
BR icon
617
Broadridge
BR
$19.3B
$12.4K ﹤0.01%
52
– –
IVOL icon
618
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$270M
$12.4K ﹤0.01%
642
– –
SABA
619
Saba Capital Income & Opportunities Fund II
SABA
$222M
$12.2K ﹤0.01%
1,335
– –
TLH icon
620
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$12.1K ﹤0.01%
117
+79
+208% +$7.99K
DE icon
621
Deere & Co
DE
$167B
$11.9K ﹤0.01%
26
– –
ZTS icon
622
Zoetis
ZTS
$30.4B
$11.7K ﹤0.01%
80
– –
AMCX icon
623
AMC Global Media
AMCX
$485M
$11.5K ﹤0.01%
1,400
– –
IWP icon
624
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$11.5K ﹤0.01%
81
-89
-52% -$12.6K
XEL icon
625
Xcel Energy
XEL
$49.1B
$11.5K ﹤0.01%
142
– –
23 24
25
26 27

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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 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.