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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
ELF icon
651
e.l.f. Beauty
ELF
$5.47B
$9.01K ﹤0.01%
68
– –
FPXI icon
652
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$301M
$8.99K ﹤0.01%
150
– –
GSLC icon
653
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$8.99K ﹤0.01%
69
– –
CUBE icon
654
CubeSmart
CUBE
$9.28B
$8.66K ﹤0.01%
213
– –
THRO
655
iShares U.S. Thematic Rotation Active ETF
THRO
$6.75B
$8.63K ﹤0.01%
+228
New +$8.35K
BMO icon
656
Bank of Montreal
BMO
$129B
$8.47K ﹤0.01%
65
-2,037
-97% -$241K
EFG icon
657
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$8.43K ﹤0.01%
74
+11
+17% +$1.23K
GIFI
658
DELISTED
Gulf Island Fabrication
GIFI
$8.42K ﹤0.01%
1,200
– –
BHC icon
659
Bausch Health
BHC
$2.32B
$8.38K ﹤0.01%
1,300
– –
COST icon
660
Costco
COST
$421B
$8.33K ﹤0.01%
9
– –
QS icon
661
QuantumScape Corp
QS
$3.92B
$8.33K ﹤0.01%
676
– –
ORCL icon
662
Oracle
ORCL
$442B
$8.16K ﹤0.01%
29
– –
EWBC icon
663
East-West Bancorp
EWBC
$18.5B
$7.98K ﹤0.01%
75
– –
INVH icon
664
Invitation Homes
INVH
$17.7B
$7.95K ﹤0.01%
271
– –
MG icon
665
Mistras Group
MG
$556M
$7.87K ﹤0.01%
800
– –
STRZ
666
Starz Entertainment Corp
STRZ
$428M
$7.82K ﹤0.01%
+531
New +$7.72K
MBB icon
667
iShares MBS ETF
MBB
$39B
$7.8K ﹤0.01%
82
+59
+257% +$5.54K
SPR
668
DELISTED
Spirit AeroSystems
SPR
$7.72K ﹤0.01%
200
– –
HOV icon
669
Hovnanian Enterprises
HOV
$793M
$7.71K ﹤0.01%
60
– –
ABT icon
670
Abbott
ABT
$192B
$7.5K ﹤0.01%
56
– –
VGT icon
671
Vanguard Information Technology ETF
VGT
$149B
$7.47K ﹤0.01%
80
-80
-50% -$6.99K
JBLU icon
672
JetBlue
JBLU
$2.18B
$7.38K ﹤0.01%
1,500
– –
MASI
673
DELISTED
Masimo
MASI
$7.38K ﹤0.01%
50
– –
EW icon
674
Edwards Lifesciences
EW
$53.6B
$7.31K ﹤0.01%
94
– –
GNTX icon
675
Gentex
GNTX
$4.93B
$7.16K ﹤0.01%
253
– –
25 26
27
28 29

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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
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FGAM
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AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

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.