We are live on ! Find out more
IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+6.69%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$510M
AUM Growth
+$48.3M
Cap. Flow
+$20.8M
Cap. Flow %
4.08%
Top 10 Hldgs %
30.55%
Holding
984
New
22
Increased
123
Reduced
96
Closed
59

Top Buys

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$1.4M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.21M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.16M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.13M

Top Sells

Rank Stock Value
1
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.23M
2
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.03M
3
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$992K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$780K
5
VIV icon
Telefônica Brasil
VIV
+$735K

Sector Composition

Rank Sector Weight
1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.53%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGE icon
676
iShares ESG Aware MSCI EM ETF
ESGE
$6.81B
$9.21K ﹤0.01%
235
– –
FTHI icon
677
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.47B
$9.09K ﹤0.01%
398
– –
CUBE icon
678
CubeSmart
CUBE
$9.27B
$9.05K ﹤0.01%
213
– –
XSOE icon
679
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.11B
$8.96K ﹤0.01%
260
– –
TRP icon
680
TC Energy
TRP
$66.8B
$8.93K ﹤0.01%
183
– –
COST icon
681
Costco
COST
$420B
$8.91K ﹤0.01%
+9
New +$8.95K
INVH icon
682
Invitation Homes
INVH
$17.6B
$8.89K ﹤0.01%
271
– –
AMCX icon
683
AMC Global Media
AMCX
$488M
$8.78K ﹤0.01%
1,400
– –
CMG icon
684
Chipotle Mexican Grill
CMG
$41.5B
$8.7K ﹤0.01%
155
– –
LCUT icon
685
Lifetime Brands
LCUT
$227M
$8.67K ﹤0.01%
1,700
– –
BHC icon
686
Bausch Health
BHC
$2.3B
$8.66K ﹤0.01%
1,300
– –
BRSL
687
Brightstar Lottery PLC
BRSL
$2.03B
$8.6K ﹤0.01%
544
– –
FPXI icon
688
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$300M
$8.47K ﹤0.01%
+150
New +$7.66K
ELF icon
689
e.l.f. Beauty
ELF
$5.53B
$8.46K ﹤0.01%
68
– –
MASI
690
DELISTED
Masimo
MASI
$8.41K ﹤0.01%
50
– –
GSLC icon
691
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$8.38K ﹤0.01%
69
– –
PDP icon
692
Invesco Dorsey Wright Momentum ETF
PDP
$1.53B
$8.14K ﹤0.01%
75
– –
GIFI
693
DELISTED
Gulf Island Fabrication
GIFI
$7.98K ﹤0.01%
1,200
– –
SPR
694
DELISTED
Spirit AeroSystems
SPR
$7.63K ﹤0.01%
200
– –
ABT icon
695
Abbott
ABT
$190B
$7.62K ﹤0.01%
56
– –
EWBC icon
696
East-West Bancorp
EWBC
$18.3B
$7.57K ﹤0.01%
75
– –
DIA icon
697
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$7.49K ﹤0.01%
17
– –
EFV icon
698
iShares MSCI EAFE Value ETF
EFV
$30B
$7.36K ﹤0.01%
116
– –
EW icon
699
Edwards Lifesciences
EW
$53.3B
$7.35K ﹤0.01%
94
– –
RYAM icon
700
Rayonier Advanced Materials
RYAM
$579M
$7.32K ﹤0.01%
1,900
– –
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
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

Investors Research Corp's Q2 2025 Portfolio in Review

As of Q2 2025, Investors Research Corp held 984 positions worth $510M, up 10% from $462M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Investors Research Corp deployed $20.8M of net new capital in Q2 2025, opening 22 new positions and adding to 123 existing holdings. Its largest new stake was Microchip Technology: 25,552 shares worth $1.8M.

By sector, the portfolio is most concentrated in Financials at 6.1% of assets, down from 6.5% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was WisdomTree International SmallCap Dividend Fund, an estimated $1.23M trimmed.

  • Investors Research Corp's largest Q2 2025 buy was Microchip Technology: 25,552 shares worth $1.8M.
  • Investors Research Corp added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025, an estimated $1.21M increase.
  • Investors Research Corp's biggest Q2 2025 reduction was WisdomTree International SmallCap Dividend Fund, cutting an estimated $1.23M.
  • Investors Research Corp fully exited Patterson Companies, Inc. in Q2 2025, selling an estimated $516K.
  • Investors Research Corp's ten largest holdings make up 31% of its $510M portfolio in Q2 2025.
  • Investors Research Corp opened 22 new positions and closed 59 in Q2 2025.
  • Investors Research Corp's portfolio value rose 10% quarter-over-quarter to $510M.

Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.