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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
VOO icon
51
Vanguard S&P 500 ETF
VOO
$974B
$1.64M 0.29%
2,388
+1,609
+207% +$1.07M
QUAL icon
52
iShares MSCI USA Quality Factor ETF
QUAL
$46.1B
$1.63M 0.29%
7,412
-107
-1% -$22.4K
SDY icon
53
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$1.62M 0.29%
10,656
-635
-6% -$94.6K
SRLN icon
54
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$1.61M 0.29%
40,057
-1,141
-3% -$46.1K
MCHP icon
55
Microchip Technology
MCHP
$44B
$1.61M 0.29%
17,625
-7,309
-29% -$652K
VLO icon
56
Valero Energy
VLO
$91.9B
$1.58M 0.28%
6,077
-325
-5% -$80K
SLYG icon
57
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.06B
$1.58M 0.28%
13,234
-622
-4% -$67.3K
AMD icon
58
Advanced Micro Devices
AMD
$808B
$1.54M 0.28%
2,659
-869
-25% -$356K
SMG icon
59
ScottsMiracle-Gro
SMG
$4.13B
$1.52M 0.27%
22,289
-745
-3% -$46.1K
AES icon
60
AES
AES
$10.5B
$1.49M 0.27%
101,767
-1,958
-2% -$28.4K
SW
61
Smurfit Westrock
SW
$23.2B
$1.46M 0.26%
31,620
– –
MS icon
62
Morgan Stanley
MS
$339B
$1.44M 0.26%
6,883
-20
-0.3% -$3.96K
CVS icon
63
CVS Health
CVS
$137B
$1.42M 0.25%
13,760
-6,007
-30% -$536K
IWR icon
64
iShares Russell Mid-Cap ETF
IWR
$56.6B
$1.39M 0.25%
12,640
-5,085
-29% -$535K
FDIS icon
65
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.68B
$1.36M 0.24%
13,219
-221
-2% -$22.3K
LGOV icon
66
First Trust Long Duration Opportunities ETF
LGOV
$640M
$1.35M 0.24%
63,225
-1,988
-3% -$42.7K
CWB icon
67
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.78B
$1.35M 0.24%
12,516
-1,024
-8% -$106K
NVDA icon
68
NVIDIA
NVDA
$4.91T
$1.33M 0.24%
6,655
-909
-12% -$187K
CSB icon
69
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$273M
$1.33M 0.24%
20,294
-6,040
-23% -$386K
R icon
70
Ryder
R
$10.5B
$1.3M 0.23%
4,925
– –
WTRG icon
71
Essential Utilities
WTRG
$11.3B
$1.29M 0.23%
33,767
-883
-3% -$33.7K
FTSL icon
72
First Trust Senior Loan Fund ETF
FTSL
$2.32B
$1.28M 0.23%
28,618
-728
-2% -$32.8K
BLK icon
73
Blackrock
BLK
$166B
$1.26M 0.22%
1,307
-17
-1% -$17.6K
VZ icon
74
Verizon
VZ
$182B
$1.23M 0.22%
29,052
-5,768
-17% -$271K
O icon
75
Realty Income
O
$61.3B
$1.22M 0.22%
19,746
-384
-2% -$23.9K
1 2
3
4 5

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CFP
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SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
FCA
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HA
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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.