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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
CHWY icon
776
Chewy
CHWY
$9.2B
$4.26K ﹤0.01%
100
– –
RWR icon
777
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
$4.24K ﹤0.01%
44
– –
UHS icon
778
Universal Health Services
UHS
$9.94B
$4.17K ﹤0.01%
23
– –
PCEF icon
779
Invesco CEF Income Composite ETF
PCEF
$817M
$4.16K ﹤0.01%
213
– –
XP icon
780
XP
XP
$8.01B
$4.12K ﹤0.01%
204
– –
SSP icon
781
E.W. Scripps
SSP
$307M
$4.11K ﹤0.01%
1,397
– –
DCH
782
Dauch Corp
DCH
$1.64B
$4.08K ﹤0.01%
1,000
– –
JPEM icon
783
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$392M
$4.06K ﹤0.01%
72
– –
FE icon
784
FirstEnergy
FE
$27.1B
$4.03K ﹤0.01%
100
– –
AMCR icon
785
Amcor
AMCR
$21.9B
$4.02K ﹤0.01%
87
– –
LPG icon
786
Dorian LPG
LPG
$1.84B
$3.9K ﹤0.01%
160
– –
TLH icon
787
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$3.86K ﹤0.01%
38
– –
VRT icon
788
Vertiv
VRT
$108B
$3.85K ﹤0.01%
30
– –
REM icon
789
iShares Mortgage Real Estate ETF
REM
$545M
$3.78K ﹤0.01%
177
– –
DWAS icon
790
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$445M
$3.73K ﹤0.01%
44
– –
JPME icon
791
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$477M
$3.73K ﹤0.01%
36
– –
VGLT icon
792
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$3.7K ﹤0.01%
66
– –
TDAY
793
USA Today Co
TDAY
$1B
$3.65K ﹤0.01%
1,019
– –
ODP
794
DELISTED
ODP
ODP
$3.63K ﹤0.01%
200
– –
MTH icon
795
Meritage Homes
MTH
$4.81B
$3.62K ﹤0.01%
54
– –
PINS icon
796
Pinterest
PINS
$13.4B
$3.59K ﹤0.01%
100
– –
ISCG icon
797
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.01B
$3.58K ﹤0.01%
72
– –
MGA icon
798
Magna International
MGA
$18.8B
$3.55K ﹤0.01%
92
– –
LUNR icon
799
Intuitive Machines
LUNR
$2.64B
$3.53K ﹤0.01%
325
+150
+86% +$1.47K
NLY icon
800
Annaly Capital Management
NLY
$17.4B
$3.52K ﹤0.01%
187
– –
30 31
32
33 34

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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.