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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
BBRE icon
726
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.25B
$4.77K ﹤0.01%
50
+1
+2% +$93
LPG icon
727
Dorian LPG
LPG
$1.91B
$4.77K ﹤0.01%
160
– –
SRVR icon
728
Pacer Data & Infrastructure Real Estate ETF
SRVR
$386M
$4.75K ﹤0.01%
150
+1
+0.7% +$32
CLX icon
729
Clorox
CLX
$12.8B
$4.73K ﹤0.01%
38
– –
UHS icon
730
Universal Health Services
UHS
$10.1B
$4.7K ﹤0.01%
23
– –
SLQD icon
731
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$4.68K ﹤0.01%
92
– –
IYR icon
732
iShares US Real Estate ETF
IYR
$4.52B
$4.66K ﹤0.01%
48
+1
+2% +$96
FE icon
733
FirstEnergy
FE
$27.1B
$4.58K ﹤0.01%
100
– –
RWR icon
734
State Street SPDR Dow Jones REIT ETF
RWR
$1.87B
$4.51K ﹤0.01%
45
+1
+2% +$98
ICF icon
735
iShares Select U.S. REIT ETF
ICF
$2.09B
$4.5K ﹤0.01%
73
+1
+1% +$61
BAI
736
iShares A.I. Innovation and Tech Active ETF
BAI
$14.3B
$4.47K ﹤0.01%
+131
New +$4.13K
BBAI icon
737
BigBear.ai
BBAI
$1.56B
$4.42K ﹤0.01%
+678
New +$4.34K
MGA icon
738
Magna International
MGA
$18.5B
$4.36K ﹤0.01%
92
– –
NNBR icon
739
NN Inc
NNBR
$299M
$4.33K ﹤0.01%
2,100
– –
HBB icon
740
Hamilton Beach Brands
HBB
$454M
$4.31K ﹤0.01%
300
– –
PCEF icon
741
Invesco CEF Income Composite ETF
PCEF
$819M
$4.25K ﹤0.01%
213
– –
ARM icon
742
Arm
ARM
$291B
$4.25K ﹤0.01%
30
– –
TDAY
743
USA Today Co
TDAY
$1B
$4.21K ﹤0.01%
1,019
– –
NGVT icon
744
Ingevity
NGVT
$2.63B
$4.14K ﹤0.01%
75
– –
DWAS icon
745
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$452M
$4.05K ﹤0.01%
44
– –
CHWY icon
746
Chewy
CHWY
$9.05B
$4.04K ﹤0.01%
100
– –
SPSM icon
747
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$4.03K ﹤0.01%
+87
New +$3.9K
AIV
748
Aimco
AIV
$379M
$3.92K ﹤0.01%
495
– –
MTH icon
749
Meritage Homes
MTH
$4.76B
$3.91K ﹤0.01%
54
– –
REM icon
750
iShares Mortgage Real Estate ETF
REM
$546M
$3.91K ﹤0.01%
178
+1
+0.6% +$22
28 29
30
31 32

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

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.