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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
AOS icon
726
A.O. Smith
AOS
$8.51B
$1.58K ﹤0.01%
+24
New +$1.73K
IYK icon
727
iShares US Consumer Staples ETF
IYK
$1.42B
$1.58K ﹤0.01%
23
– –
HLI icon
728
Houlihan Lokey
HLI
$8.73B
$1.58K ﹤0.01%
+11
New +$1.81K
COR icon
729
Cencora
COR
$61.3B
$1.57K ﹤0.01%
+5
New +$1.75K
BF.B icon
730
Brown-Forman Class B
BF.B
$12.8B
$1.51K ﹤0.01%
57
– –
EME icon
731
Emcor
EME
$36.8B
$1.48K ﹤0.01%
+2
New +$1.46K
CMS icon
732
CMS Energy
CMS
$21.9B
$1.47K ﹤0.01%
+19
New +$1.41K
QQLV
733
Invesco QQQ Low Volatility ETF
QQLV
$2.3M
$1.47K ﹤0.01%
61
– –
XITK icon
734
State Street SPDR FactSet Innovative Technology ETF
XITK
$71.8M
$1.47K ﹤0.01%
10
– –
NET icon
735
Cloudflare
NET
$112B
$1.44K ﹤0.01%
+7
New +$1.33K
COLD icon
736
Americold
COLD
$4.18B
$1.43K ﹤0.01%
125
– –
ON icon
737
ON Semiconductor
ON
$32.4B
$1.42K ﹤0.01%
+23
New +$1.44K
APH icon
738
Amphenol
APH
$211B
$1.39K ﹤0.01%
+11
New +$1.55K
WTFC icon
739
Wintrust Financial
WTFC
$10.9B
$1.39K ﹤0.01%
+10
New +$1.45K
CRL icon
740
Charles River Laboratories
CRL
$13.7B
$1.38K ﹤0.01%
+8
New +$1.48K
WTI icon
741
W&T Offshore
WTI
$557M
$1.36K ﹤0.01%
400
– –
WDC icon
742
Western Digital
WDC
$159B
$1.35K ﹤0.01%
+5
New +$1.3K
SSRM icon
743
SSR Mining
SSRM
$6.66B
$1.35K ﹤0.01%
46
– –
VNQI icon
744
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$1.33K ﹤0.01%
30
-179
-86% -$8.52K
HEDJ icon
745
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$1.33K ﹤0.01%
25
– –
MIDD icon
746
Middleby
MIDD
$5.37B
$1.33K ﹤0.01%
+10
New +$1.52K
ARES icon
747
Ares Management
ARES
$31.7B
$1.31K ﹤0.01%
+12
New +$1.59K
CDE icon
748
Coeur Mining
CDE
$19.5B
$1.28K ﹤0.01%
68
– –
WEC icon
749
WEC Energy
WEC
$35.6B
$1.27K ﹤0.01%
+11
New +$1.24K
HYLB icon
750
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.48B
$1.27K ﹤0.01%
35
– –
28 29
30
31 32

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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
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MCM
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FGAM
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AAS
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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.