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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
RSG icon
676
Republic Services
RSG
$65.9B
$2.63K ﹤0.01%
+12
New +$2.63K
XEL icon
677
Xcel Energy
XEL
$49.3B
$2.62K ﹤0.01%
+33
New +$2.59K
VUG icon
678
Vanguard Morningstar Growth ETF
VUG
$231B
$2.62K ﹤0.01%
+36
New +$2.8K
INSM icon
679
Insmed
INSM
$27.6B
$2.62K ﹤0.01%
+16
New +$2.46K
RDW icon
680
Redwire
RDW
$3.29B
$2.52K ﹤0.01%
+297
New +$2.91K
EXR icon
681
Extra Space Storage
EXR
$31.6B
$2.49K ﹤0.01%
19
– –
CSX icon
682
CSX Corp
CSX
$92.9B
$2.46K ﹤0.01%
+60
New +$2.35K
AU icon
683
AngloGold Ashanti
AU
$48.1B
$2.43K ﹤0.01%
25
– –
BBAI icon
684
BigBear.ai
BBAI
$1.6B
$2.39K ﹤0.01%
678
– –
ECHO
685
EchoStar
ECHO
$26.6B
$2.34K ﹤0.01%
20
– –
KWEB icon
686
KraneShares CSI China Internet ETF
KWEB
$5.31B
$2.27K ﹤0.01%
80
– –
VGIT icon
687
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.5B
$2.2K ﹤0.01%
37
– –
SPIP icon
688
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.19K ﹤0.01%
84
– –
MBB icon
689
iShares MBS ETF
MBB
$39.2B
$2.18K ﹤0.01%
23
– –
SNA icon
690
Snap-on
SNA
$20.9B
$2.18K ﹤0.01%
+6
New +$2.22K
EMB icon
691
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$2.16K ﹤0.01%
23
– –
SPAB icon
692
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.95B
$2.15K ﹤0.01%
84
– –
CPT icon
693
Camden Property Trust
CPT
$11.1B
$2.15K ﹤0.01%
22
– –
CI icon
694
Cigna
CI
$73.5B
$2.13K ﹤0.01%
+8
New +$2.21K
RSPU icon
695
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$537M
$2.08K ﹤0.01%
26
– –
UEIC icon
696
Universal Electronics
UEIC
$66M
$2.06K ﹤0.01%
500
– –
GATX icon
697
GATX Corp
GATX
$6.33B
$2.05K ﹤0.01%
+12
New +$2.16K
BWXT icon
698
BWX Technologies
BWXT
$15.6B
$2.04K ﹤0.01%
10
– –
RGA icon
699
Reinsurance Group of America
RGA
$16.4B
$2.04K ﹤0.01%
+10
New +$2.07K
SABR icon
700
Sabre
SABR
$892M
$2.03K ﹤0.01%
1,400
– –
26 27
28
29 30

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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.