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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
+7.16%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$540M
AUM Growth
+$30.4M
Cap. Flow
-$2.35M
Cap. Flow %
-0.43%
Top 10 Hldgs %
32.16%
Holding
953
New
28
Increased
124
Reduced
124
Closed
83

Top Buys

Rank Stock Value
1
CAG icon
Conagra Brands
CAG
+$1.32M
2
RYN icon
Rayonier
RYN
+$1.02M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$756K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$736K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$734K

Top Sells

Rank Stock Value
1
IWB icon
iShares Russell 1000 ETF
IWB
+$1.81M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.23M
3
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.18M
4
BTI icon
British American Tobacco
BTI
+$999K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$950K

Sector Composition

Rank Sector Weight
1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.56%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXR icon
776
Extra Space Storage
EXR
$31.1B
$2.68K ﹤0.01%
19
– –
SABR icon
777
Sabre
SABR
$799M
$2.56K ﹤0.01%
1,400
– –
MRVL icon
778
Marvell Technology
MRVL
$199B
$2.52K ﹤0.01%
+30
New +$2.21K
SMR icon
779
NuScale Power
SMR
$3.98B
$2.52K ﹤0.01%
70
– –
CPT icon
780
Camden Property Trust
CPT
$10.9B
$2.35K ﹤0.01%
22
– –
UEIC icon
781
Universal Electronics
UEIC
$74.5M
$2.33K ﹤0.01%
500
– –
VGIT icon
782
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$2.22K ﹤0.01%
37
– –
SPIP icon
783
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.21K ﹤0.01%
84
– –
SPAB icon
784
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.93B
$2.17K ﹤0.01%
84
– –
LUV icon
785
Southwest Airlines
LUV
$22B
$2.17K ﹤0.01%
68
– –
BA icon
786
Boeing
BA
$182B
$2.16K ﹤0.01%
10
– –
ALGN icon
787
Align Technology
ALGN
$12.3B
$2.13K ﹤0.01%
17
– –
MP icon
788
MP Materials
MP
$9.6B
$2.01K ﹤0.01%
+30
New +$1.89K
CP icon
789
Canadian Pacific Kansas City
CP
$81.5B
$1.94K ﹤0.01%
26
– –
XITK icon
790
State Street SPDR FactSet Innovative Technology ETF
XITK
$71.8M
$1.9K ﹤0.01%
10
– –
BWXT icon
791
BWX Technologies
BWXT
$15.6B
$1.84K ﹤0.01%
10
– –
AU icon
792
AngloGold Ashanti
AU
$49.4B
$1.76K ﹤0.01%
25
– –
HR icon
793
Healthcare Realty
HR
$6.61B
$1.75K ﹤0.01%
97
– –
SYY icon
794
Sysco
SYY
$40.8B
$1.65K ﹤0.01%
20
– –
SYM icon
795
Symbotic
SYM
$5.34B
$1.62K ﹤0.01%
30
– –
IFN
796
Aberdeen India Fund
IFN
$508M
$1.61K ﹤0.01%
110
– –
BF.B icon
797
Brown-Forman Class B
BF.B
$12.8B
$1.54K ﹤0.01%
57
– –
COLD icon
798
Americold
COLD
$4.18B
$1.53K ﹤0.01%
125
– –
ECHO
799
EchoStar
ECHO
$26.5B
$1.53K ﹤0.01%
+20
New +$906
CSTE icon
800
Caesarstone
CSTE
$106M
$1.43K ﹤0.01%
900
– –
30 31
32
33 34

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DIM
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CFP
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Investors Research Corp held 953 positions worth $540M, up 6% from $510M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Investors Research Corp's Q3 2025 filing shows 28 new, 124 increased, 124 reduced and 83 closed positions. Its largest new stake was Wendy's: 3,000 shares worth $27.5K. The largest sale was iShares Russell 1000 ETF, an estimated $1.81M.

By sector, the portfolio is most concentrated in Financials at 5.6% of assets, down from 6.1% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q3 2025 buy was Wendy's: 3,000 shares worth $27.5K.
  • Investors Research Corp added most to Conagra Brands in Q3 2025, an estimated $1.32M increase.
  • Investors Research Corp's biggest Q3 2025 reduction was iShares Russell 1000 ETF, cutting an estimated $1.81M.
  • Investors Research Corp fully exited Smith & Nephew in Q3 2025, selling an estimated $644K.
  • Investors Research Corp's ten largest holdings make up 32% of its $540M portfolio in Q3 2025.
  • Investors Research Corp opened 28 new positions and closed 83 in Q3 2025.
  • Investors Research Corp's portfolio value rose 6% quarter-over-quarter to $540M.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.