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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
+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
MP icon
701
MP Materials
MP
$7.35B
$1.68K ﹤0.01%
30
-105
-78% -$6.39K
QTUM icon
702
Defiance Quantum ETF
QTUM
$5.25B
$1.65K ﹤0.01%
+10
New +$1.44K
IYK icon
703
iShares US Consumer Staples ETF
IYK
$1.39B
$1.64K ﹤0.01%
23
– –
SHOP icon
704
Shopify
SHOP
$148B
$1.6K ﹤0.01%
14
– –
GOOS
705
Canada Goose Holdings
GOOS
$868M
$1.59K ﹤0.01%
167
-84
-33% -$886
APP icon
706
Applovin
APP
$132B
$1.55K ﹤0.01%
3
– –
BF.B icon
707
Brown-Forman Class B
BF.B
$12B
$1.52K ﹤0.01%
57
– –
AOS icon
708
A.O. Smith
AOS
$8.38B
$1.5K ﹤0.01%
24
– –
HLI icon
709
Houlihan Lokey
HLI
$9.68B
$1.48K ﹤0.01%
11
– –
AIV
710
Aimco
AIV
$380M
$1.47K ﹤0.01%
495
– –
VSAT icon
711
Viasat
VSAT
$9.79B
$1.44K ﹤0.01%
+16
New +$1.06K
COR icon
712
Cencora
COR
$60.3B
$1.42K ﹤0.01%
5
– –
CACI icon
713
CACI
CACI
$10.8B
$1.39K ﹤0.01%
3
– –
BOX icon
714
Box
BOX
$4.02B
$1.38K ﹤0.01%
52
– –
PLUG icon
715
Plug Power
PLUG
$2.92B
$1.35K ﹤0.01%
500
– –
SYM icon
716
Symbotic
SYM
$5.11B
$1.35K ﹤0.01%
30
– –
VNQI icon
717
Vanguard Global ex-US Real Estate ETF
VNQI
$3.46B
$1.35K ﹤0.01%
30
– –
ARES icon
718
Ares Management
ARES
$28.5B
$1.34K ﹤0.01%
12
– –
SSRM icon
719
SSR Mining
SSRM
$5.57B
$1.3K ﹤0.01%
46
– –
IFN
720
Aberdeen India Fund
IFN
$488M
$1.29K ﹤0.01%
110
– –
WEC icon
721
WEC Energy
WEC
$37.7B
$1.28K ﹤0.01%
11
– –
HYLB icon
722
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$1.28K ﹤0.01%
35
– –
UCON icon
723
First Trust Smith Unconstrained Bond ETF
UCON
$3.26B
$1.27K ﹤0.01%
+51
New +$1.27K
WTI icon
724
W&T Offshore
WTI
$545M
$1.26K ﹤0.01%
400
– –
LEA icon
725
Lear
LEA
$7.19B
$1.21K ﹤0.01%
9
– –
27 28
29
30 31

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SHIM
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TCM
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QL
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NCA
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HA
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OPWM
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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.