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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
DVN icon
676
Devon Energy
DVN
$49.4B
$7.01K ﹤0.01%
200
– –
IAGG icon
677
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$6.71K ﹤0.01%
131
+88
+205% +$4.5K
ETR icon
678
Entergy
ETR
$50.3B
$6.71K ﹤0.01%
72
– –
MTUM icon
679
iShares MSCI USA Momentum Factor ETF
MTUM
$26.1B
$6.67K ﹤0.01%
+26
New +$6.37K
EA
680
DELISTED
Electronic Arts
EA
$6.66K ﹤0.01%
33
– –
LCUT icon
681
Lifetime Brands
LCUT
$224M
$6.58K ﹤0.01%
1,700
– –
BIV icon
682
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$6.56K ﹤0.01%
84
-2
-2% -$155
HUM icon
683
Humana
HUM
$46.2B
$6.5K ﹤0.01%
25
– –
DGRW icon
684
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$6.49K ﹤0.01%
73
– –
IGIB icon
685
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$6.49K ﹤0.01%
120
– –
WMG icon
686
Warner Music
WMG
$13.1B
$6.44K ﹤0.01%
189
– –
MKSI icon
687
MKS Inc
MKSI
$20.9B
$6.44K ﹤0.01%
52
– –
IEX icon
688
IDEX
IEX
$17.8B
$6.35K ﹤0.01%
39
– –
AEP icon
689
American Electric Power
AEP
$67.6B
$6.3K ﹤0.01%
56
– –
SNCR
690
DELISTED
Synchronoss Technologies
SNCR
$6.1K ﹤0.01%
1,004
– –
SAMT icon
691
Strategas Macro Thematic Opportunities ETF
SAMT
$882M
$6.08K ﹤0.01%
163
– –
CMG icon
692
Chipotle Mexican Grill
CMG
$41.3B
$6.07K ﹤0.01%
155
– –
EOG icon
693
EOG Resources
EOG
$74.9B
$6.05K ﹤0.01%
54
– –
RJF icon
694
Raymond James Financial
RJF
$34.8B
$6.04K ﹤0.01%
35
– –
DEO icon
695
Diageo
DEO
$51.9B
$6.01K ﹤0.01%
63
– –
DCH
696
Dauch Corp
DCH
$1.61B
$6.01K ﹤0.01%
1,000
– –
LRGF icon
697
iShares US Equity Factor ETF
LRGF
$3.72B
$5.94K ﹤0.01%
86
– –
ESS icon
698
Essex Property Trust
ESS
$18.1B
$5.89K ﹤0.01%
22
– –
AAAU icon
699
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.68B
$5.79K ﹤0.01%
+152
New +$5.2K
QQQE icon
700
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.43B
$5.79K ﹤0.01%
57
– –
26 27
28
29 30

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DIM
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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
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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.