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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
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IIM icon
651
Invesco Value Municipal Income Trust
IIM
$603M
$3.33K ﹤0.01%
274
– –
STX icon
652
Seagate
STX
$209B
$3.13K ﹤0.01%
+8
New +$3.05K
XLP icon
653
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$3.12K ﹤0.01%
38
-459
-92% -$38.7K
VNQ icon
654
Vanguard Real Estate ETF
VNQ
$39.1B
$3.1K ﹤0.01%
35
– –
COF icon
655
Capital One
COF
$137B
$3.1K ﹤0.01%
+17
New +$3.56K
FTV icon
656
Fortive
FTV
$18.7B
$3.1K ﹤0.01%
56
– –
TIP icon
657
iShares TIPS Bond ETF
TIP
$14.7B
$3.09K ﹤0.01%
28
– –
MTUS icon
658
Metallus
MTUS
$895M
$3.06K ﹤0.01%
187
– –
KGC icon
659
Kinross Gold
KGC
$31.8B
$3.05K ﹤0.01%
100
-100
-50% -$3.28K
JEPQ icon
660
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.9B
$3K ﹤0.01%
54
– –
PPG icon
661
PPG Industries
PPG
$25.5B
$2.99K ﹤0.01%
28
– –
WAT icon
662
Waters Corp
WAT
$40.9B
$2.98K ﹤0.01%
+10
New +$3.42K
MRVL icon
663
Marvell Technology
MRVL
$201B
$2.97K ﹤0.01%
30
– –
TER icon
664
Teradyne
TER
$64.8B
$2.96K ﹤0.01%
+10
New +$2.79K
ALGM icon
665
Allegro MicroSystems
ALGM
$8.27B
$2.93K ﹤0.01%
+93
New +$3.21K
ALGN icon
666
Align Technology
ALGN
$12.4B
$2.91K ﹤0.01%
17
– –
EBND icon
667
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$2.87K ﹤0.01%
139
– –
EUAD
668
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.24B
$2.86K ﹤0.01%
70
– –
HPE icon
669
Hewlett Packard
HPE
$80B
$2.79K ﹤0.01%
+117
New +$2.59K
SUI icon
670
Sun Communities
SUI
$14.6B
$2.77K ﹤0.01%
+22
New +$2.84K
VTRS icon
671
Viatris
VTRS
$18.5B
$2.76K ﹤0.01%
204
-6,425
-97% -$89.9K
GOOS
672
Canada Goose Holdings
GOOS
$850M
$2.75K ﹤0.01%
251
– –
CHWY icon
673
Chewy
CHWY
$9.2B
$2.7K ﹤0.01%
100
– –
XBI icon
674
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$2.68K ﹤0.01%
21
– –
ELF icon
675
e.l.f. Beauty
ELF
$5.49B
$2.67K ﹤0.01%
44
-24
-35% -$1.95K
25 26
27
28 29

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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 Q1 2026 Portfolio in Review

As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.

  • Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
  • Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
  • Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
  • Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
  • Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
  • Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
  • Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.