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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
MAGN
626
Magnera Corp
MAGN
$443M
$11.3K ﹤0.01%
968
-23
-2% -$286
OGN icon
627
Organon & Co
OGN
$3.59B
$11.3K ﹤0.01%
1,062
– –
HNDL icon
628
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$637M
$11.2K ﹤0.01%
503
– –
FNDX icon
629
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$11.2K ﹤0.01%
426
-165
-28% -$4.19K
AVY icon
630
Avery Dennison
AVY
$13.7B
$11.2K ﹤0.01%
69
– –
COIN icon
631
Coinbase
COIN
$39.3B
$11.1K ﹤0.01%
33
– –
AMGN icon
632
Amgen
AMGN
$225B
$11K ﹤0.01%
39
– –
YUM icon
633
Yum! Brands
YUM
$41B
$10.8K ﹤0.01%
+71
New +$10.5K
TEF
634
DELISTED
Telefonica
TEF
$10.7K ﹤0.01%
2,115
-90,871
-98% -$483K
BAH icon
635
Booz Allen Hamilton
BAH
$9.43B
$10.6K ﹤0.01%
106
– –
BST icon
636
BlackRock Science and Technology Trust
BST
$1.73B
$10.3K ﹤0.01%
250
– –
ESGE icon
637
iShares ESG Aware MSCI EM ETF
ESGE
$6.81B
$10.2K ﹤0.01%
235
– –
EPC icon
638
Edgewell Personal Care
EPC
$1.32B
$10.2K ﹤0.01%
500
– –
AAL icon
639
American Airlines Group
AAL
$9.88B
$10K ﹤0.01%
891
– –
NEXA icon
640
Nexa Resources
NEXA
$1.93B
$9.98K ﹤0.01%
2,000
– –
VNQI icon
641
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$9.98K ﹤0.01%
209
-1,071
-84% -$50.2K
UBER icon
642
Uber
UBER
$154B
$9.8K ﹤0.01%
100
– –
XLRE icon
643
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
$9.77K ﹤0.01%
232
– –
MATW icon
644
Matthews International
MATW
$725M
$9.71K ﹤0.01%
400
– –
SMCI icon
645
Super Micro Computer
SMCI
$24.3B
$9.59K ﹤0.01%
200
– –
RR icon
646
Richtech Robotics
RR
$391M
$9.39K ﹤0.01%
2,189
+2,000
+1,058% +$5.26K
BRSL
647
Brightstar Lottery PLC
BRSL
$2.08B
$9.38K ﹤0.01%
544
– –
EMB icon
648
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$9.14K ﹤0.01%
96
+24
+33% +$2.25K
XLP icon
649
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$9.09K ﹤0.01%
116
-37
-24% -$2.99K
MRSH
650
Marsh
MRSH
$90.1B
$9.07K ﹤0.01%
45
– –
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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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.