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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
IWR icon
51
iShares Russell Mid-Cap ETF
IWR
$57.5B
$1.67M 0.33%
18,173
– –
VZ icon
52
Verizon
VZ
$195B
$1.64M 0.32%
37,833
+42
+0.1% +$1.82K
SDY icon
53
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$1.61M 0.31%
11,834
-253
-2% -$33.6K
USB icon
54
US Bancorp
USB
$100B
$1.59M 0.31%
35,051
– –
MLPX icon
55
Global X MLP & Energy Infrastructure ETF
MLPX
$3.53B
$1.58M 0.31%
25,279
-187
-0.7% -$11.4K
IP icon
56
International Paper
IP
$21.9B
$1.57M 0.31%
33,437
– –
SMG icon
57
ScottsMiracle-Gro
SMG
$3.63B
$1.56M 0.31%
23,650
+9,302
+65% +$538K
NTR icon
58
Nutrien
NTR
$31.6B
$1.53M 0.3%
26,288
– –
CCI icon
59
Crown Castle
CCI
$31.3B
$1.52M 0.3%
14,833
– –
TD icon
60
Toronto Dominion Bank
TD
$200B
$1.51M 0.3%
20,607
-435
-2% -$28.4K
BLK icon
61
Blackrock
BLK
$175B
$1.5M 0.29%
1,428
– –
HII icon
62
Huntington Ingalls Industries
HII
$13B
$1.47M 0.29%
6,075
– –
LGOV icon
63
First Trust Long Duration Opportunities ETF
LGOV
$622M
$1.43M 0.28%
66,854
-100
-0.1% -$2.12K
CVS icon
64
CVS Health
CVS
$122B
$1.42M 0.28%
20,537
– –
PWB icon
65
Invesco Large Cap Growth ETF
PWB
$2.39B
$1.4M 0.28%
11,952
+1,124
+10% +$118K
PFFD icon
66
Global X US Preferred ETF
PFFD
$2.16B
$1.4M 0.27%
74,370
-940
-1% -$17.5K
CNQ icon
67
Canadian Natural Resources
CNQ
$97.4B
$1.4M 0.27%
44,550
– –
FTEC icon
68
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
$1.38M 0.27%
7,006
+669
+11% +$116K
FTSL icon
69
First Trust Senior Loan Fund ETF
FTSL
$2.33B
$1.37M 0.27%
29,911
-375
-1% -$17.1K
MS icon
70
Morgan Stanley
MS
$338B
$1.35M 0.26%
9,583
– –
TU icon
71
Telus
TU
$15.1B
$1.31M 0.26%
81,856
– –
WTRG icon
72
Essential Utilities
WTRG
$11.3B
$1.31M 0.26%
35,350
– –
FHN icon
73
First Horizon
FHN
$12B
$1.27M 0.25%
60,075
– –
SPHQ icon
74
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$1.26M 0.25%
17,636
+1,749
+11% +$118K
VWOB icon
75
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
$1.25M 0.25%
19,144
-34
-0.2% -$2.17K
1 2
3
4 5

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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
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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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.