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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
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOFI icon
776
SoFi Technologies
SOFI
$22.8B
$842 ﹤0.01%
+53
New +$1.12K
TT icon
777
Trane Technologies
TT
$106B
$833 ﹤0.01%
+2
New +$849
DXYZ
778
Destiny Tech100
DXYZ
$871M
$803 ﹤0.01%
+30
New +$866
SNPS icon
779
Synopsys
SNPS
$79.2B
$793 ﹤0.01%
+2
New +$904
CRWD icon
780
CrowdStrike
CRWD
$228B
$781 ﹤0.01%
+8
New +$848
SMR icon
781
NuScale Power
SMR
$3.86B
$759 ﹤0.01%
70
– –
RAL
782
Ralliant Corp
RAL
$7.91B
$749 ﹤0.01%
18
– –
DOO
783
Bombardier Recreational Products
DOO
$4.67B
$718 ﹤0.01%
10
– –
CMTL icon
784
Comtech Telecommunications
CMTL
$52.4M
$664 ﹤0.01%
200
– –
ALNY icon
785
Alnylam Pharmaceuticals
ALNY
$29.8B
$662 ﹤0.01%
+2
New +$681
SE icon
786
Sea Limited
SE
$77.7B
$662 ﹤0.01%
+8
New +$857
RCAT icon
787
Red Cat Holdings
RCAT
$1.6B
$655 ﹤0.01%
50
– –
AVB icon
788
AvalonBay Communities
AVB
$25.7B
$653 ﹤0.01%
+4
New +$699
PEG icon
789
Public Service Enterprise Group
PEG
$37.7B
$648 ﹤0.01%
+8
New +$656
XLI icon
790
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$647 ﹤0.01%
+4
New +$671
PZZA icon
791
Papa John's
PZZA
$801M
$616 ﹤0.01%
+19
New +$660
AVTR icon
792
Avantor
AVTR
$9.23B
$533 ﹤0.01%
+68
New +$669
VTS icon
793
Vitesse Energy
VTS
$679M
$527 ﹤0.01%
29
– –
BTBT icon
794
Bit Digital
BTBT
$495M
$524 ﹤0.01%
400
– –
AIN icon
795
Albany International
AIN
$1.82B
$522 ﹤0.01%
+10
New +$561
PAWZ icon
796
ProShares Pet Care ETF
PAWZ
$33.6M
$513 ﹤0.01%
10
– –
ACHR icon
797
Archer Aviation
ACHR
$4.87B
$512 ﹤0.01%
99
– –
TENB icon
798
Tenable Holdings
TENB
$4.06B
$507 ﹤0.01%
30
– –
TMO icon
799
Thermo Fisher Scientific
TMO
$221B
$492 ﹤0.01%
1
– –
BLV icon
800
Vanguard Long-Term Bond ETF
BLV
$5.71B
$481 ﹤0.01%
7
– –
30 31
32
33 34

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CFP
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QL
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NCA
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CAM
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MCM
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FGAM
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AAS
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Investors Research Corp's Q1 2026 Portfolio in Review

As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.

  • Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
  • Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
  • Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
  • Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
  • Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
  • Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
  • Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.