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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
VZ icon
51
Verizon
VZ
$196B
$1.67M 0.31%
37,913
+80
+0.2% +$3.46K
MCHP icon
52
Microchip Technology
MCHP
$44B
$1.64M 0.3%
25,555
+3
+0% +$203
FTEC icon
53
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
$1.63M 0.3%
7,350
+344
+5% +$71.5K
SDY icon
54
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$1.61M 0.3%
11,530
-304
-3% -$42.4K
GOOGL icon
55
Alphabet (Google) Class A
GOOGL
$4.2T
$1.6M 0.3%
6,593
– –
PWB icon
56
Invesco Large Cap Growth ETF
PWB
$2.39B
$1.58M 0.29%
12,575
+623
+5% +$74.6K
IP icon
57
International Paper
IP
$22.1B
$1.55M 0.29%
33,437
– –
CVS icon
58
CVS Health
CVS
$120B
$1.55M 0.29%
20,537
– –
NTR icon
59
Nutrien
NTR
$32.1B
$1.54M 0.29%
26,288
– –
MLPX icon
60
Global X MLP & Energy Infrastructure ETF
MLPX
$3.54B
$1.54M 0.28%
24,480
-799
-3% -$48.9K
MS icon
61
Morgan Stanley
MS
$338B
$1.5M 0.28%
9,458
-125
-1% -$18.5K
LGOV icon
62
First Trust Long Duration Opportunities ETF
LGOV
$621M
$1.45M 0.27%
66,761
-93
-0.1% -$2K
CCI icon
63
Crown Castle
CCI
$31.3B
$1.43M 0.26%
14,833
– –
SPXN icon
64
ProShares S&P 500 ex-Financials ETF
SPXN
$80.1M
$1.43M 0.26%
19,815
+1,101
+6% +$76K
CNQ icon
65
Canadian Natural Resources
CNQ
$98.1B
$1.42M 0.26%
44,550
– –
PFFD icon
66
Global X US Preferred ETF
PFFD
$2.16B
$1.41M 0.26%
72,659
-1,711
-2% -$33.1K
WTRG icon
67
Essential Utilities
WTRG
$11.4B
$1.41M 0.26%
35,350
– –
IUSG icon
68
iShares Core S&P US Growth ETF
IUSG
$33.6B
$1.4M 0.26%
8,531
+461
+6% +$72.4K
SEE
69
DELISTED
Sealed Air
SEE
$1.4M 0.26%
39,500
– –
AES icon
70
AES
AES
$10.5B
$1.39M 0.26%
105,975
– –
QUAL icon
71
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$1.39M 0.26%
7,156
+496
+7% +$93.1K
CVE icon
72
Cenovus Energy
CVE
$55B
$1.37M 0.25%
80,750
– –
FTSL icon
73
First Trust Senior Loan Fund ETF
FTSL
$2.33B
$1.37M 0.25%
29,911
– –
SPHQ icon
74
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$1.37M 0.25%
18,678
+1,042
+6% +$75.2K
INTC icon
75
Intel
INTC
$493B
$1.36M 0.25%
40,597
+300
+0.7% +$7.27K
1 2
3
4 5

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TCM
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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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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.