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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
SPMD icon
701
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19B
$5.78K ﹤0.01%
+101
New +$5.69K
KMI icon
702
Kinder Morgan
KMI
$70.6B
$5.72K ﹤0.01%
202
– –
BTX
703
BlackRock Technology and Private Equity Term Trust
BTX
$1.03B
$5.68K ﹤0.01%
848
– –
FTGC icon
704
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.1B
$5.59K ﹤0.01%
216
– –
VOE icon
705
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$5.59K ﹤0.01%
+32
New +$5.45K
BME icon
706
BlackRock Health Sciences Trust
BME
$577M
$5.58K ﹤0.01%
150
– –
ODP
707
DELISTED
ODP
ODP
$5.57K ﹤0.01%
200
– –
DOC icon
708
Healthpeak Properties
DOC
$14.3B
$5.5K ﹤0.01%
287
– –
OIS icon
709
Oil States International
OIS
$533M
$5.45K ﹤0.01%
900
– –
VEON icon
710
VEON
VEON
$3.92B
$5.44K ﹤0.01%
100
– –
WEC icon
711
WEC Energy
WEC
$35.6B
$5.39K ﹤0.01%
47
– –
CNI icon
712
Canadian National Railway
CNI
$76.3B
$5.38K ﹤0.01%
57
– –
SON icon
713
Sonoco
SON
$5.77B
$5.34K ﹤0.01%
124
– –
REET icon
714
iShares Global REIT ETF
REET
$5.04B
$5.04K ﹤0.01%
197
+1
+0.5% +$25
AWK icon
715
American Water Works
AWK
$26.8B
$5.01K ﹤0.01%
36
– –
SCHR
716
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$4.98K ﹤0.01%
198
– –
KGC icon
717
Kinross Gold
KGC
$32.9B
$4.97K ﹤0.01%
+200
New +$3.85K
BINC icon
718
BlackRock Flexible Income ETF
BINC
$16.3B
$4.95K ﹤0.01%
93
– –
IAU icon
719
iShares Gold Trust
IAU
$65.5B
$4.95K ﹤0.01%
68
+55
+423% +$3.59K
FREL icon
720
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$4.92K ﹤0.01%
177
+1
+0.6% +$28
KVUE icon
721
Kenvue
KVUE
$36.5B
$4.9K ﹤0.01%
302
– –
UDR icon
722
UDR
UDR
$12B
$4.84K ﹤0.01%
130
– –
REZ icon
723
iShares Residential and Multisector Real Estate ETF
REZ
$848M
$4.84K ﹤0.01%
57
+1
+2% +$83
UAL icon
724
United Airlines
UAL
$40.7B
$4.83K ﹤0.01%
50
-600
-92% -$57.7K
QQQ icon
725
Invesco QQQ Trust
QQQ
$482B
$4.8K ﹤0.01%
8
– –
27 28
29
30 31

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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 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.