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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
AVTR icon
751
Avantor
AVTR
$7.81B
$673 ﹤0.01%
68
– –
PEG icon
752
Public Service Enterprise Group
PEG
$39.8B
$649 ﹤0.01%
8
– –
PENN icon
753
PENN Entertainment
PENN
$2.74B
$619 ﹤0.01%
29
– –
DOO
754
Bombardier Recreational Products
DOO
$4.43B
$610 ﹤0.01%
10
– –
ALNY icon
755
Alnylam Pharmaceuticals
ALNY
$36.3B
$602 ﹤0.01%
2
– –
NSP icon
756
Insperity
NSP
$1.85B
$578 ﹤0.01%
14
– –
ENR icon
757
Energizer
ENR
$1.44B
$557 ﹤0.01%
26
– –
DASH icon
758
DoorDash
DASH
$75.3B
$554 ﹤0.01%
3
– –
RCAT icon
759
Red Cat Holdings
RCAT
$1.16B
$533 ﹤0.01%
50
– –
SNOW icon
760
Snowflake
SNOW
$92.9B
$509 ﹤0.01%
2
– –
TMO icon
761
Thermo Fisher Scientific
TMO
$211B
$501 ﹤0.01%
1
– –
BLV icon
762
Vanguard Long-Term Bond ETF
BLV
$5.75B
$483 ﹤0.01%
7
– –
PAWZ icon
763
ProShares Pet Care ETF
PAWZ
$33M
$479 ﹤0.01%
10
– –
FMS icon
764
Fresenius Medical Care
FMS
$13.2B
$475 ﹤0.01%
21
– –
ACHR icon
765
Archer Aviation
ACHR
$3.64B
$468 ﹤0.01%
99
– –
VTS icon
766
Vitesse Energy
VTS
$659M
$457 ﹤0.01%
29
– –
INDI icon
767
indie Semiconductor
INDI
$733M
$449 ﹤0.01%
100
– –
HAUZ icon
768
Xtrackers International Real Estate ETF
HAUZ
$1.04B
$426 ﹤0.01%
19
– –
CMTL icon
769
Comtech Telecommunications
CMTL
$51.8M
$420 ﹤0.01%
200
– –
VST icon
770
Vistra
VST
$55.1B
$317 ﹤0.01%
2
– –
ATNM icon
771
Actinium Pharmaceuticals
ATNM
$27M
$294 ﹤0.01%
300
– –
NTNX icon
772
Nutanix
NTNX
$14.9B
$255 ﹤0.01%
5
– –
CZR icon
773
Caesars Entertainment
CZR
$6.1B
$241 ﹤0.01%
8
– –
MFA
774
MFA Financial
MFA
$929M
$223 ﹤0.01%
23
– –
CRML icon
775
Critical Metals Corp
CRML
$853M
$205 ﹤0.01%
20
– –
29 30
31
32 33

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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
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OPWM
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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.