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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
HTZWW
801
Hertz Global Holdings Warrants
HTZWW
$71.2M
$21 ﹤0.01%
19
– –
NG icon
802
NovaGold Resources
NG
$2.29B
$6 ﹤0.01%
1
– –
WKHS icon
803
Workhorse Group
WKHS
$30.1M
$3 ﹤0.01%
1
– –
BBBY.WS
804
Bed Bath & Beyond Warrants
BBBY.WS
$1 ﹤0.01%
2
– –
ALUR.WS
805
DELISTED
Allurion Technologies Warrants
ALUR.WS
– –
-6
Closed –
ANDE icon
806
Andersons Inc
ANDE
$2.64B
– –
-6,099
Closed -$438K
ANGL icon
807
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
– –
-809
Closed -$23.2K
APA icon
808
APA Corp
APA
$12.3B
– –
-517
Closed -$21.9K
AVEM icon
809
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
– –
-15
Closed -$1.21K
AWK icon
810
American Water Works
AWK
$26.1B
– –
-36
Closed -$4.9K
BKR icon
811
Baker Hughes
BKR
$54.7B
– –
-2,175
Closed -$133K
BLD
812
DELISTED
TopBuild
BLD
– –
-675
Closed -$237K
BOTZ icon
813
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.19B
– –
-12
Closed -$405
CAT icon
814
Caterpillar
CAT
$398B
– –
-10
Closed -$7.08K
CBT icon
815
Cabot Corp
CBT
$4.59B
– –
-14
Closed -$1.05K
CL icon
816
Colgate-Palmolive
CL
$73.6B
– –
-11
Closed -$973
CLS icon
817
Celestica
CLS
$35.3B
– –
-3
Closed -$845
CME icon
818
CME Group
CME
$88.6B
– –
-23
Closed -$6.79K
CMS icon
819
CMS Energy
CMS
$22.5B
– –
-19
Closed -$1.47K
CNQ icon
820
Canadian Natural Resources
CNQ
$91.7B
– –
-400
Closed -$19.5K
COWZ icon
821
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
– –
-475
Closed -$29.7K
CRWD icon
822
CrowdStrike
CRWD
$202B
– –
-8
Closed -$781
CSCO icon
823
Cisco
CSCO
$436B
– –
-1,270
Closed -$98.5K
CSX icon
824
CSX Corp
CSX
$93.1B
– –
-60
Closed -$2.46K
DAX icon
825
Global X DAX Germany ETF
DAX
$219M
– –
-28
Closed -$1.2K
31 32
33
34 35

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DIM
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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.