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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
BINC icon
751
BlackRock Flexible Income ETF
BINC
$16.3B
$4.91K ﹤0.01%
93
-100
-52% -$5.21K
MKTX icon
752
MarketAxess Holdings
MKTX
$5.72B
$4.91K ﹤0.01%
22
– –
WEC icon
753
WEC Energy
WEC
$34.8B
$4.9K ﹤0.01%
47
– –
ARM icon
754
Arm
ARM
$287B
$4.85K ﹤0.01%
30
– –
REET icon
755
iShares Global REIT ETF
REET
$5.01B
$4.84K ﹤0.01%
196
– –
SDVY icon
756
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
$4.83K ﹤0.01%
137
– –
OIS icon
757
Oil States International
OIS
$532M
$4.82K ﹤0.01%
900
– –
SRVR icon
758
Pacer Data & Infrastructure Real Estate ETF
SRVR
$380M
$4.82K ﹤0.01%
149
– –
FREL icon
759
Fidelity MSCI Real Estate Index ETF
FREL
$1.46B
$4.76K ﹤0.01%
176
– –
SLQD icon
760
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$4.65K ﹤0.01%
92
– –
REZ icon
761
iShares Residential and Multisector Real Estate ETF
REZ
$842M
$4.61K ﹤0.01%
56
– –
CLX icon
762
Clorox
CLX
$13.1B
$4.61K ﹤0.01%
38
– –
VEON icon
763
VEON
VEON
$3.9B
$4.61K ﹤0.01%
100
– –
QS icon
764
QuantumScape Corp
QS
$3.9B
$4.54K ﹤0.01%
676
– –
BBRE icon
765
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.24B
$4.51K ﹤0.01%
49
– –
SBAC icon
766
SBA Communications
SBAC
$19.3B
$4.46K ﹤0.01%
19
– –
IYR icon
767
iShares US Real Estate ETF
IYR
$4.48B
$4.45K ﹤0.01%
47
– –
SABR icon
768
Sabre
SABR
$803M
$4.42K ﹤0.01%
1,400
– –
QQQ icon
769
Invesco QQQ Trust
QQQ
$478B
$4.41K ﹤0.01%
8
– –
NNBR icon
770
NN Inc
NNBR
$301M
$4.41K ﹤0.01%
2,100
– –
ICF icon
771
iShares Select U.S. REIT ETF
ICF
$2.07B
$4.4K ﹤0.01%
72
– –
USDU icon
772
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$457M
$4.38K ﹤0.01%
170
– –
DKNG icon
773
DraftKings
DKNG
$12.6B
$4.29K ﹤0.01%
100
– –
AIV
774
Aimco
AIV
$376M
$4.28K ﹤0.01%
495
– –
WMB icon
775
Williams Companies
WMB
$88.4B
$4.27K ﹤0.01%
68
-757
-92% -$44.7K
29 30
31
32 33

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QL
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NCA
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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.