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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
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
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
MCHP icon
51
Microchip Technology
MCHP
$43.9B
$1.61M 0.31%
24,934
+2
+0% +$144
VLO icon
52
Valero Energy
VLO
$93B
$1.58M 0.3%
6,402
-752
-11% -$155K
FTEC icon
53
Fidelity MSCI Information Technology Index ETF
FTEC
$21B
$1.58M 0.3%
7,579
+351
+5% +$77.1K
SPHQ icon
54
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$1.48M 0.28%
19,653
+1,023
+5% +$79.5K
SPXN icon
55
ProShares S&P 500 ex-Financials ETF
SPXN
$80.4M
$1.47M 0.28%
20,778
+1,074
+5% +$79.6K
AES icon
56
AES
AES
$10.5B
$1.46M 0.28%
103,725
– –
QUAL icon
57
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$1.44M 0.28%
7,519
+384
+5% +$77K
SLB icon
58
SLB Ltd
SLB
$79.5B
$1.42M 0.27%
27,681
-1,472
-5% -$71.4K
CVS icon
59
CVS Health
CVS
$119B
$1.42M 0.27%
19,767
-376
-2% -$29K
LGOV icon
60
First Trust Long Duration Opportunities ETF
LGOV
$623M
$1.41M 0.27%
65,213
– –
SMG icon
61
ScottsMiracle-Gro
SMG
$3.61B
$1.4M 0.27%
23,034
-297
-1% -$19.2K
DVN icon
62
Devon Energy
DVN
$50B
$1.4M 0.27%
27,775
– –
WTRG icon
63
Essential Utilities
WTRG
$11.4B
$1.4M 0.27%
34,650
– –
IUSG icon
64
iShares Core S&P US Growth ETF
IUSG
$33.6B
$1.38M 0.26%
8,919
+472
+6% +$77.7K
LMT icon
65
Lockheed Martin
LMT
$138B
$1.35M 0.26%
2,237
-364
-14% -$224K
SLYG icon
66
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$1.34M 0.26%
13,856
-39
-0.3% -$3.86K
LYB icon
67
LyondellBasell Industries
LYB
$20.7B
$1.33M 0.25%
16,506
-100
-0.6% -$5.93K
PEP icon
68
PepsiCo
PEP
$188B
$1.32M 0.25%
8,508
-308
-3% -$48K
NVDA icon
69
NVIDIA
NVDA
$5.26T
$1.32M 0.25%
7,564
+280
+4% +$51.4K
FTSL icon
70
First Trust Senior Loan Fund ETF
FTSL
$2.33B
$1.31M 0.25%
29,346
-193
-0.7% -$8.74K
PFFD icon
71
Global X US Preferred ETF
PFFD
$2.16B
$1.28M 0.24%
69,497
-2,366
-3% -$45.3K
BLK icon
72
Blackrock
BLK
$177B
$1.27M 0.24%
1,324
-72
-5% -$75.8K
SW
73
Smurfit Westrock
SW
$25.9B
$1.26M 0.24%
31,620
-200
-0.6% -$8.63K
FDIS icon
74
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.73B
$1.25M 0.24%
13,440
+794
+6% +$79.5K
VLY icon
75
Valley National Bancorp
VLY
$8.17B
$1.24M 0.24%
101,250
-1,325
-1% -$16.5K
1 2
3
4 5

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Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
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 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.