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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
(-4.2%)
Cap. Flow
-$23.4M
Cap. Flow
% of AUM
-4.47%
Top 10 Holdings %
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$9M |
| 2 |
Invesco S&P MidCap 400 Revenue ETF
RWK
|
+$2.51M |
| 3 |
Blackstone
BX
|
+$1.23M |
| 4 |
Broadridge
BR
|
+$1.2M |
| 5 |
VICI Properties
VICI
|
+$1.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Capital Strength ETF
FTCS
|
+$16M |
| 2 |
CF Industries
CF
|
+$2.06M |
| 3 |
US Bancorp
USB
|
+$1.84M |
| 4 |
Canadian Natural Resources
CNQ
|
+$1.78M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
701
Raymond James Financial
RJF
$34.7B
| $2.03K | ﹤0.01% |
+14
| New | +$2.22K |
|
|
AIV
702
Aimco
AIV
$381M
| $2.02K | ﹤0.01% |
495
| – | – |
|
703
Lyft
LYFT
$6.25B
| $2K | ﹤0.01% |
150
| – | – |
|
704
Progressive
PGR
$121B
| $1.98K | ﹤0.01% |
+10
| New | +$2.06K |
|
705
NXP Semiconductors
NXPI
$59.3B
| $1.97K | ﹤0.01% |
+10
| New | +$2.21K |
|
706
Vestis
VSTS
$1.98B
| $1.97K | ﹤0.01% |
250
| – | – |
|
707
Lam Research
LRCX
$410B
| $1.92K | ﹤0.01% |
+9
| New | +$2.01K |
|
708
Danaher
DHR
$145B
| $1.9K | ﹤0.01% |
10
+9
| +900% | +$1.92K |
|
709
Wayfair
W
$14.3B
| $1.88K | ﹤0.01% |
25
+10
| +67% | +$905 |
|
710
Ouster
OUST
$3.33B
| $1.84K | ﹤0.01% |
100
| – | – |
|
711
Weyerhaeuser
WY
$17.8B
| $1.83K | ﹤0.01% |
75
| – | – |
|
712
Natera
NTRA
$45.6B
| $1.8K | ﹤0.01% |
+9
| New | +$1.94K |
|
713
D.R. Horton
DHI
$40.9B
| $1.78K | ﹤0.01% |
+13
| New | +$1.96K |
|
714
Webster Financial
WBS
$12.8B
| $1.74K | ﹤0.01% |
+25
| New | +$1.71K |
|
715
Arthur J. Gallagher & Co
AJG
$65.3B
| $1.73K | ﹤0.01% |
+8
| New | +$1.85K |
|
716
Mercado Libre
MELI
$95.3B
| $1.73K | ﹤0.01% |
+1
| New | +$1.93K |
|
717
Trump Media & Technology Group
DJT
$2.33B
| $1.71K | ﹤0.01% |
184
| – | – |
|
718
Trade Desk
TTD
$6.29B
| $1.7K | ﹤0.01% |
75
| – | – |
|
719
Hexcel
HXL
$7.7B
| $1.7K | ﹤0.01% |
+21
| New | +$1.77K |
|
|
HOLX
720
DELISTED
Hologic
HOLX
| $1.66K | ﹤0.01% |
+22
| New | +$1.65K |
|
721
Shopify
SHOP
$193B
| $1.66K | ﹤0.01% |
+14
| New | +$1.84K |
|
722
Healthcare Realty
HR
$6.64B
| $1.65K | ﹤0.01% |
97
| – | – |
|
723
Carrier Global
CARR
$52.3B
| $1.63K | ﹤0.01% |
+29
| New | +$1.72K |
|
724
CACI
CACI
$14.8B
| $1.63K | ﹤0.01% |
+3
| New | +$1.81K |
|
725
Symbotic
SYM
$5.37B
| $1.6K | ﹤0.01% |
30
| – | – |
|
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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.