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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
ETR icon
726
Entergy
ETR
$49.7B
$5.99K ﹤0.01%
72
– –
KMI icon
727
Kinder Morgan
KMI
$70.1B
$5.94K ﹤0.01%
202
– –
CNI icon
728
Canadian National Railway
CNI
$76.4B
$5.93K ﹤0.01%
57
– –
AEP icon
729
American Electric Power
AEP
$67.3B
$5.81K ﹤0.01%
56
– –
XME icon
730
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
$5.65K ﹤0.01%
84
– –
SAMT icon
731
Strategas Macro Thematic Opportunities ETF
SAMT
$870M
$5.61K ﹤0.01%
163
– –
XLI icon
732
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$5.61K ﹤0.01%
38
-466
-92% -$63.6K
QQQE icon
733
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.42B
$5.6K ﹤0.01%
57
– –
GNTX icon
734
Gentex
GNTX
$5.04B
$5.56K ﹤0.01%
253
– –
LRGF icon
735
iShares US Equity Factor ETF
LRGF
$3.7B
$5.51K ﹤0.01%
86
– –
BME icon
736
BlackRock Health Sciences Trust
BME
$577M
$5.47K ﹤0.01%
+150
New +$5.44K
SON icon
737
Sonoco
SON
$5.71B
$5.4K ﹤0.01%
124
– –
TTD icon
738
Trade Desk
TTD
$6.37B
$5.4K ﹤0.01%
75
– –
RJF icon
739
Raymond James Financial
RJF
$34.6B
$5.37K ﹤0.01%
35
– –
HBB icon
740
Hamilton Beach Brands
HBB
$445M
$5.37K ﹤0.01%
300
– –
FTGC icon
741
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.09B
$5.33K ﹤0.01%
216
– –
UDR icon
742
UDR
UDR
$12B
$5.31K ﹤0.01%
130
– –
EEM icon
743
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$5.31K ﹤0.01%
110
– –
EA
744
DELISTED
Electronic Arts
EA
$5.27K ﹤0.01%
33
– –
FUMB icon
745
First Trust Ultra Short Duration Municipal ETF
FUMB
$248M
$5.27K ﹤0.01%
262
– –
MKSI icon
746
MKS Inc
MKSI
$19.9B
$5.17K ﹤0.01%
52
– –
WMG icon
747
Warner Music
WMG
$13.1B
$5.15K ﹤0.01%
189
– –
DOC icon
748
Healthpeak Properties
DOC
$14.1B
$5.03K ﹤0.01%
287
– –
AWK icon
749
American Water Works
AWK
$27B
$5.01K ﹤0.01%
36
– –
SCHR
750
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$4.96K ﹤0.01%
198
– –
28 29
30
31 32

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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 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.