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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
+6.69%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$510M
AUM Growth
+$48.3M
Cap. Flow
+$20.8M
Cap. Flow %
4.08%
Top 10 Hldgs %
30.55%
Holding
984
New
22
Increased
123
Reduced
96
Closed
59

Top Buys

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$1.4M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.21M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.16M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.13M

Top Sells

Rank Stock Value
1
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.23M
2
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.03M
3
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$992K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$780K
5
VIV icon
Telefônica Brasil
VIV
+$735K

Sector Composition

Rank Sector Weight
1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.53%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CATO icon
626
Cato Corp
CATO
$65.9M
$14.9K ﹤0.01%
5,300
– –
FNDX icon
627
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$14.5K ﹤0.01%
591
– –
DG icon
628
Dollar General
DG
$26.3B
$14.2K ﹤0.01%
124
– –
ITB icon
629
iShares US Home Construction ETF
ITB
$2.35B
$14K ﹤0.01%
150
– –
PBR icon
630
Petrobras
PBR
$116B
$13.9K ﹤0.01%
1,109
– –
PAAS icon
631
Pan American Silver
PAAS
$22.2B
$13.8K ﹤0.01%
486
– –
PFG icon
632
Principal Financial Group
PFG
$24.2B
$13.7K ﹤0.01%
173
– –
HYG icon
633
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$13.6K ﹤0.01%
169
-170
-50% -$13.4K
MAGS icon
634
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.15B
$13.3K ﹤0.01%
240
– –
VGT icon
635
Vanguard Information Technology ETF
VGT
$149B
$13.3K ﹤0.01%
160
– –
DE icon
636
Deere & Co
DE
$167B
$13.2K ﹤0.01%
26
-195
-88% -$95.5K
SNY icon
637
Sanofi
SNY
$104B
$12.9K ﹤0.01%
268
– –
EG icon
638
Everest Group
EG
$14B
$12.9K ﹤0.01%
38
– –
FV icon
639
First Trust Dorsey Wright Focus 5 ETF
FV
$3.81B
$12.9K ﹤0.01%
217
– –
ES icon
640
Eversource Energy
ES
$26.8B
$12.7K ﹤0.01%
199
– –
BR icon
641
Broadridge
BR
$19.1B
$12.6K ﹤0.01%
52
– –
ADI icon
642
Analog Devices
ADI
$187B
$12.6K ﹤0.01%
53
– –
IVOL icon
643
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$270M
$12.6K ﹤0.01%
642
– –
NOC icon
644
Northrop Grumman
NOC
$81.6B
$12.5K ﹤0.01%
25
– –
ZTS icon
645
Zoetis
ZTS
$29.9B
$12.5K ﹤0.01%
80
– –
XLP icon
646
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$12.4K ﹤0.01%
153
+75
+96% +$6.08K
ECVT icon
647
Ecovyst
ECVT
$1.1B
$12.3K ﹤0.01%
1,500
– –
SABA
648
Saba Capital Income & Opportunities Fund II
SABA
$222M
$12.3K ﹤0.01%
1,335
– –
BCE icon
649
BCE
BCE
$21.4B
$12.3K ﹤0.01%
553
– –
AVY icon
650
Avery Dennison
AVY
$13.7B
$12.1K ﹤0.01%
69
– –
24 25
26
27 28

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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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Investors Research Corp's Q2 2025 Portfolio in Review

As of Q2 2025, Investors Research Corp held 984 positions worth $510M, up 10% from $462M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Investors Research Corp deployed $20.8M of net new capital in Q2 2025, opening 22 new positions and adding to 123 existing holdings. Its largest new stake was Microchip Technology: 25,552 shares worth $1.8M.

By sector, the portfolio is most concentrated in Financials at 6.1% of assets, down from 6.5% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was WisdomTree International SmallCap Dividend Fund, an estimated $1.23M trimmed.

  • Investors Research Corp's largest Q2 2025 buy was Microchip Technology: 25,552 shares worth $1.8M.
  • Investors Research Corp added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025, an estimated $1.21M increase.
  • Investors Research Corp's biggest Q2 2025 reduction was WisdomTree International SmallCap Dividend Fund, cutting an estimated $1.23M.
  • Investors Research Corp fully exited Patterson Companies, Inc. in Q2 2025, selling an estimated $516K.
  • Investors Research Corp's ten largest holdings make up 31% of its $510M portfolio in Q2 2025.
  • Investors Research Corp opened 22 new positions and closed 59 in Q2 2025.
  • Investors Research Corp's portfolio value rose 10% quarter-over-quarter to $510M.

Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.