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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
GNTX icon
601
Gentex
GNTX
$4.93B
$5.53K ﹤0.01%
253
– –
LPG icon
602
Dorian LPG
LPG
$1.91B
$5.47K ﹤0.01%
160
– –
PSKY
603
Paramount Skydance Corp
PSKY
$10.7B
$5.35K ﹤0.01%
593
– –
ESS icon
604
Essex Property Trust
ESS
$18.1B
$5.32K ﹤0.01%
22
– –
SU icon
605
Suncor Energy
SU
$74.7B
$5.29K ﹤0.01%
80
-16,822
-100% -$930K
CDRE icon
606
Cadre Holdings
CDRE
$1.44B
$5.22K ﹤0.01%
+170
New +$6.79K
SSP icon
607
E.W. Scripps
SSP
$314M
$5.2K ﹤0.01%
1,397
– –
SCHH icon
608
Schwab US REIT ETF
SCHH
$11.3B
$4.96K ﹤0.01%
231
-489
-68% -$10.7K
CMG icon
609
Chipotle Mexican Grill
CMG
$41.3B
$4.96K ﹤0.01%
155
– –
REET icon
610
iShares Global REIT ETF
REET
$5.04B
$4.96K ﹤0.01%
197
– –
AWK icon
611
American Water Works
AWK
$26.8B
$4.9K ﹤0.01%
36
– –
BINC icon
612
BlackRock Flexible Income ETF
BINC
$16.3B
$4.83K ﹤0.01%
93
– –
WMG icon
613
Warner Music
WMG
$13B
$4.83K ﹤0.01%
189
– –
BBRE icon
614
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.25B
$4.79K ﹤0.01%
50
– –
FREL icon
615
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$4.76K ﹤0.01%
177
– –
REZ icon
616
iShares Residential and Multisector Real Estate ETF
REZ
$848M
$4.74K ﹤0.01%
57
– –
DOC icon
617
Healthpeak Properties
DOC
$14.2B
$4.71K ﹤0.01%
+287
New +$4.92K
SRVR icon
618
Pacer Data & Infrastructure Real Estate ETF
SRVR
$386M
$4.68K ﹤0.01%
150
– –
SLQD icon
619
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$4.64K ﹤0.01%
92
– –
VEON icon
620
VEON
VEON
$3.92B
$4.63K ﹤0.01%
100
– –
UAL icon
621
United Airlines
UAL
$40.6B
$4.6K ﹤0.01%
50
– –
RR icon
622
Richtech Robotics
RR
$391M
$4.58K ﹤0.01%
2,189
– –
SMCI icon
623
Super Micro Computer
SMCI
$24.3B
$4.55K ﹤0.01%
200
– –
RWR icon
624
State Street SPDR Dow Jones REIT ETF
RWR
$1.87B
$4.54K ﹤0.01%
45
– –
IYR icon
625
iShares US Real Estate ETF
IYR
$4.52B
$4.54K ﹤0.01%
48
– –
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 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.