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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
+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
VXUS icon
701
Vanguard Total International Stock ETF
VXUS
$163B
$7.12K ﹤0.01%
103
-860
-89% -$55.8K
EFG icon
702
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$7.06K ﹤0.01%
63
– –
AGZD icon
703
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$136M
$6.89K ﹤0.01%
310
– –
SNCR
704
DELISTED
Synchronoss Technologies
SNCR
$6.88K ﹤0.01%
1,004
– –
IEX icon
705
IDEX
IEX
$17.6B
$6.85K ﹤0.01%
39
– –
RYN icon
706
Rayonier
RYN
$6.41B
$6.74K ﹤0.01%
319
– –
EMB icon
707
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$6.67K ﹤0.01%
72
– –
BIV icon
708
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$6.65K ﹤0.01%
86
+2
+2% +$152
USXF icon
709
iShares ESG Advanced MSCI USA ETF
USXF
$1.51B
$6.63K ﹤0.01%
+123
New +$6.01K
DTE icon
710
DTE Energy
DTE
$28.7B
$6.62K ﹤0.01%
50
– –
EOG icon
711
EOG Resources
EOG
$74.6B
$6.46K ﹤0.01%
54
– –
FSIG icon
712
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.52B
$6.42K ﹤0.01%
336
– –
MG icon
713
Mistras Group
MG
$553M
$6.41K ﹤0.01%
800
– –
IGIB icon
714
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$6.39K ﹤0.01%
120
– –
DVN icon
715
Devon Energy
DVN
$49.5B
$6.36K ﹤0.01%
200
-20
-9% -$637
DEO icon
716
Diageo
DEO
$52B
$6.35K ﹤0.01%
63
– –
JBLU icon
717
JetBlue
JBLU
$2.2B
$6.34K ﹤0.01%
1,500
– –
ORCL icon
718
Oracle
ORCL
$429B
$6.34K ﹤0.01%
29
-3
-9% -$484
KVUE icon
719
Kenvue
KVUE
$36.3B
$6.32K ﹤0.01%
302
– –
HOV icon
720
Hovnanian Enterprises
HOV
$787M
$6.27K ﹤0.01%
60
– –
ESS icon
721
Essex Property Trust
ESS
$18.1B
$6.24K ﹤0.01%
22
– –
BTX
722
BlackRock Technology and Private Equity Term Trust
BTX
$1.02B
$6.22K ﹤0.01%
848
– –
EPP icon
723
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$6.12K ﹤0.01%
124
– –
DGRW icon
724
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$6.11K ﹤0.01%
73
– –
HUM icon
725
Humana
HUM
$45.8B
$6.11K ﹤0.01%
25
– –
27 28
29
30 31

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NCA
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MCM
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AAS
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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.