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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
AA icon
651
Alcoa
AA
$11.7B
$2.87K ﹤0.01%
55
– –
ALGN icon
652
Align Technology
ALGN
$12B
$2.87K ﹤0.01%
17
– –
EXR icon
653
Extra Space Storage
EXR
$31.2B
$2.76K ﹤0.01%
19
– –
ASTS icon
654
AST SpaceMobile
ASTS
$16.8B
$2.75K ﹤0.01%
31
-10
-24% -$872
XEL icon
655
Xcel Energy
XEL
$51B
$2.65K ﹤0.01%
33
– –
SUI icon
656
Sun Communities
SUI
$15B
$2.64K ﹤0.01%
22
– –
RSG icon
657
Republic Services
RSG
$66.7B
$2.56K ﹤0.01%
12
– –
CPT icon
658
Camden Property Trust
CPT
$11.3B
$2.52K ﹤0.01%
22
– –
MKTX icon
659
MarketAxess Holdings
MKTX
$4.15B
$2.5K ﹤0.01%
22
– –
BBAI icon
660
BigBear.ai
BBAI
$1.32B
$2.49K ﹤0.01%
678
– –
NTRA icon
661
Natera
NTRA
$37.5B
$2.44K ﹤0.01%
9
– –
UEIC icon
662
Universal Electronics
UEIC
$57.2M
$2.38K ﹤0.01%
500
– –
KGC icon
663
Kinross Gold
KGC
$28.5B
$2.36K ﹤0.01%
100
– –
PRN icon
664
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$432M
$2.35K ﹤0.01%
+9
New +$2.12K
W icon
665
Wayfair
W
$11.1B
$2.31K ﹤0.01%
25
– –
VO icon
666
Vanguard Mid-Cap ETF
VO
$106B
$2.26K ﹤0.01%
+28
New +$2.17K
EMB icon
667
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$2.22K ﹤0.01%
23
– –
CBRS
668
Cerebras Systems
CBRS
$44.4B
$2.21K ﹤0.01%
+10
New +$2.35K
CI icon
669
Cigna
CI
$76.6B
$2.21K ﹤0.01%
8
– –
LYFT icon
670
Lyft
LYFT
$5.39B
$2.19K ﹤0.01%
150
– –
PGR icon
671
Progressive
PGR
$124B
$2.19K ﹤0.01%
10
– –
VGIT icon
672
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$2.18K ﹤0.01%
37
– –
IAGG icon
673
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$2.18K ﹤0.01%
43
-219
-84% -$11K
SPIP icon
674
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$2.16K ﹤0.01%
84
– –
SPAB icon
675
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$2.14K ﹤0.01%
84
– –
25 26
27
28 29

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
OPWM
Oakwell Private Wealth Management Austin, Texas $560M AUM 20.18% 1-Year Est. Return

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.