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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
GRAB icon
776
Grab
GRAB
$13.5B
$189 ﹤0.01%
50
– –
BNED icon
777
Barnes & Noble Education
BNED
$412M
$188 ﹤0.01%
15
– –
UP icon
778
Wheels Up
UP
$220M
$179 ﹤0.01%
20
– –
RQI.RT
779
DELISTED
Cohen & Steers Quality Income Realty Fund Inc Rights exp July 15 2026
RQI.RT
$173 ﹤0.01%
+11,615
New +$203
BBBY
780
Bed Bath & Beyond
BBBY
$473M
$156 ﹤0.01%
27
– –
INVZ icon
781
Innoviz Technologies
INVZ
$135M
$152 ﹤0.01%
200
– –
MBLY icon
782
Mobileye
MBLY
$6.78B
$145 ﹤0.01%
15
– –
UPST icon
783
Upstart Holdings
UPST
$2.58B
$142 ﹤0.01%
4
– –
TLRY icon
784
Tilray
TLRY
$479M
$126 ﹤0.01%
28
– –
ROLR
785
High Roller Technologies
ROLR
$69.8M
$118 ﹤0.01%
20
– –
LODE icon
786
Comstock
LODE
$228M
$104 ﹤0.01%
25
– –
VLTO icon
787
Veralto
VLTO
$22.6B
$89 ﹤0.01%
1
– –
KTB icon
788
Kontoor Brands
KTB
$4.62B
$83 ﹤0.01%
1
– –
ONL
789
Orion Office REIT
ONL
$148M
$69 ﹤0.01%
24
– –
ACB
790
Aurora Cannabis
ACB
$165M
$67 ﹤0.01%
24
– –
RUN icon
791
Sunrun
RUN
$2.37B
$67 ﹤0.01%
5
– –
DTIL icon
792
Precision BioSciences
DTIL
$188M
$63 ﹤0.01%
8
– –
PTON icon
793
Peloton Interactive
PTON
$2.63B
$59 ﹤0.01%
10
– –
SKYQ
794
Sky Quarry Inc
SKYQ
$22.5M
$59 ﹤0.01%
16
– –
AMIX
795
Autonomix Medical
AMIX
$1.59M
$50 ﹤0.01%
8
-2
-20% -$16
RIG icon
796
Transocean
RIG
$5.92B
$44 ﹤0.01%
9
– –
BYND icon
797
Beyond Meat
BYND
$288M
$38 ﹤0.01%
50
– –
SNAP icon
798
Snap
SNAP
$7.32B
$36 ﹤0.01%
8
– –
BNZI icon
799
Banzai International
BNZI
$7.29M
$30 ﹤0.01%
10
– –
CGC
800
Canopy Growth
CGC
$375M
$29 ﹤0.01%
30
– –
30 31
32
33 34

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
OPWM
Oakwell Private Wealth Management Austin, Texas $560M AUM 20.18% 1-Year Est. Return

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.