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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
BXP icon
726
Boston Properties
BXP
$11B
$1.19K ﹤0.01%
18
– –
BIO icon
727
Bio-Rad Laboratories Class A
BIO
$8.42B
$1.17K ﹤0.01%
4
– –
MPLX icon
728
MPLX
MPLX
$59.5B
$1.13K ﹤0.01%
20
– –
TENB icon
729
Tenable Holdings
TENB
$3.56B
$1.11K ﹤0.01%
30
– –
BIP icon
730
Brookfield Infrastructure Partners
BIP
$18.8B
$1.09K ﹤0.01%
30
– –
QGEN icon
731
Qiagen
QGEN
$8.53B
$1.09K ﹤0.01%
28
– –
URG
732
Ur-Energy
URG
$485M
$1.02K ﹤0.01%
+753
New +$1.23K
RKLB icon
733
Rocket Lab Corp
RKLB
$39.9B
$1.02K ﹤0.01%
10
-97
-91% -$9.66K
WEX icon
734
WEX
WEX
$6.11B
$988 ﹤0.01%
7
– –
CVNA icon
735
Carvana
CVNA
$43.3B
$987 ﹤0.01%
15
– –
FG icon
736
F&G Annuities & Life
FG
$3.93B
$984 ﹤0.01%
37
– –
SOFI icon
737
SoFi Technologies
SOFI
$21.1B
$950 ﹤0.01%
53
– –
SATL icon
738
Satellogic
SATL
$532M
$915 ﹤0.01%
+160
New +$1.17K
SNPS icon
739
Synopsys
SNPS
$71.5B
$892 ﹤0.01%
2
– –
YSS
740
York Space Systems
YSS
$2.24B
$886 ﹤0.01%
+36
New +$1.12K
FLY
741
Firefly Aerospace
FLY
$3.23B
$882 ﹤0.01%
+30
New +$1.12K
NIO icon
742
NIO
NIO
$11.3B
$810 ﹤0.01%
160
– –
DXYZ
743
Destiny Tech100
DXYZ
$710M
$773 ﹤0.01%
30
– –
SE icon
744
Sea Limited
SE
$61.2B
$767 ﹤0.01%
8
– –
AVB icon
745
AvalonBay Communities
AVB
$27.1B
$755 ﹤0.01%
4
– –
AIN icon
746
Albany International
AIN
$2.14B
$745 ﹤0.01%
10
– –
XLI icon
747
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$741 ﹤0.01%
4
– –
BTBT icon
748
Bit Digital
BTBT
$484M
$720 ﹤0.01%
400
– –
SMR icon
749
NuScale Power
SMR
$2.8B
$702 ﹤0.01%
70
– –
PZZA icon
750
Papa John's
PZZA
$999M
$699 ﹤0.01%
19
– –
28 29
30
31 32

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CFP
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SHIM
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TCM
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QL
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NCA
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HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
OPWM
Oakwell Private Wealth Management Austin, Texas $560M AUM 20.18% 1-Year Est. Return

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.