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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
RJF icon
676
Raymond James Financial
RJF
$32.5B
$2.13K ﹤0.01%
14
– –
RGA icon
677
Reinsurance Group of America
RGA
$15.7B
$2.13K ﹤0.01%
10
– –
DHI icon
678
D.R. Horton
DHI
$41.2B
$2.12K ﹤0.01%
13
– –
IYZ icon
679
iShares US Telecommunications ETF
IYZ
$1.19B
$2.07K ﹤0.01%
+49
New +$2.08K
AU icon
680
AngloGold Ashanti
AU
$40.3B
$2.02K ﹤0.01%
25
– –
QBTS icon
681
D-Wave Quantum
QBTS
$6B
$1.97K ﹤0.01%
+82
New +$1.8K
WQTM
682
WisdomTree Quantum Computing Fund
WQTM
$282M
$1.97K ﹤0.01%
+52
New +$1.76K
CHWY icon
683
Chewy
CHWY
$8.54B
$1.97K ﹤0.01%
100
– –
COLD icon
684
Americold
COLD
$4.09B
$1.97K ﹤0.01%
125
– –
XITK icon
685
State Street SPDR FactSet Innovative Technology ETF
XITK
$66.7M
$1.96K ﹤0.01%
10
– –
KWEB icon
686
KraneShares CSI China Internet ETF
KWEB
$5.2B
$1.96K ﹤0.01%
80
– –
BWXT icon
687
BWX Technologies
BWXT
$16B
$1.95K ﹤0.01%
10
– –
CDE icon
688
Coeur Mining
CDE
$15.6B
$1.94K ﹤0.01%
119
+51
+75% +$930
APH icon
689
Amphenol
APH
$188B
$1.94K ﹤0.01%
11
– –
IONQ icon
690
IonQ
IONQ
$12.3B
$1.92K ﹤0.01%
+36
New +$1.82K
WBS icon
691
Webster Financial
WBS
$12.3B
$1.91K ﹤0.01%
25
– –
CSTE icon
692
Caesarstone
CSTE
$72.3M
$1.89K ﹤0.01%
900
– –
AJG icon
693
Arthur J. Gallagher & Co
AJG
$63.7B
$1.84K ﹤0.01%
8
– –
HL icon
694
Hecla Mining
HL
$10.2B
$1.82K ﹤0.01%
+118
New +$2.07K
CRL icon
695
Charles River Laboratories
CRL
$10.9B
$1.81K ﹤0.01%
8
– –
WY icon
696
Weyerhaeuser
WY
$17.3B
$1.8K ﹤0.01%
75
– –
MIDD icon
697
Middleby
MIDD
$6.05B
$1.72K ﹤0.01%
10
– –
NET icon
698
Cloudflare
NET
$93B
$1.72K ﹤0.01%
7
– –
INSM icon
699
Insmed
INSM
$23.2B
$1.71K ﹤0.01%
16
– –
MELI icon
700
Mercado Libre
MELI
$91.3B
$1.7K ﹤0.01%
1
– –
26 27
28
29 30

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.