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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
+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
IEF icon
626
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$3.88K ﹤0.01%
41
– –
XRXDW
627
Xerox Holdings Corp Warrants
XRXDW
$16M
$3.86K ﹤0.01%
+14,052
New +$3.83K
RDW icon
628
Redwire
RDW
$2.08B
$3.82K ﹤0.01%
312
+15
+5% +$198
WAT icon
629
Waters Corp
WAT
$36.8B
$3.75K ﹤0.01%
10
– –
VGLT icon
630
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$3.64K ﹤0.01%
66
– –
MTUS icon
631
Metallus
MTUS
$873M
$3.5K ﹤0.01%
187
– –
IIM icon
632
Invesco Value Municipal Income Trust
IIM
$583M
$3.49K ﹤0.01%
274
– –
WBD icon
633
Warner Bros
WBD
$64.6B
$3.47K ﹤0.01%
130
– –
FTV icon
634
Fortive
FTV
$19B
$3.42K ﹤0.01%
56
– –
RONB
635
Baron First Principles ETF
RONB
$363M
$3.42K ﹤0.01%
+140
New +$3.31K
COF icon
636
Capital One
COF
$124B
$3.41K ﹤0.01%
17
– –
PPG icon
637
PPG Industries
PPG
$25.9B
$3.4K ﹤0.01%
28
– –
HAL icon
638
Halliburton
HAL
$27.9B
$3.4K ﹤0.01%
100
+12
+14% +$469
VOYG
639
Voyager Technologies
VOYG
$1.5B
$3.39K ﹤0.01%
+105
New +$3.63K
VNQ icon
640
Vanguard Real Estate ETF
VNQ
$39.9B
$3.38K ﹤0.01%
35
– –
TSM icon
641
TSMC
TSM
$2.09T
$3.34K ﹤0.01%
7
-43
-86% -$17.4K
ELF icon
642
e.l.f. Beauty
ELF
$4.56B
$3.26K ﹤0.01%
44
– –
AZO icon
643
AutoZone
AZO
$48.3B
$3.2K ﹤0.01%
1
– –
IYF icon
644
iShares US Financials ETF
IYF
$4.39B
$3.19K ﹤0.01%
+25
New +$3.1K
XLP icon
645
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$3.16K ﹤0.01%
38
– –
TIP icon
646
iShares TIPS Bond ETF
TIP
$14.5B
$3.06K ﹤0.01%
28
– –
EUAD
647
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.14B
$2.96K ﹤0.01%
70
– –
CLX icon
648
Clorox
CLX
$11.6B
$2.96K ﹤0.01%
31
-7
-18% -$672
SABR icon
649
Sabre
SABR
$656M
$2.93K ﹤0.01%
1,400
– –
EBND icon
650
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.24B
$2.91K ﹤0.01%
139
– –
24 25
26
27 28

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CFP
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SHIM
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TCM
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QL
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NCA
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HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
OPWM
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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.