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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
ROBT icon
801
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$780M
$3.43K ﹤0.01%
71
– –
RWJ icon
802
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.09B
$3.38K ﹤0.01%
78
– –
UEIC icon
803
Universal Electronics
UEIC
$74.6M
$3.31K ﹤0.01%
500
– –
NGVT icon
804
Ingevity
NGVT
$2.67B
$3.23K ﹤0.01%
75
– –
ALGN icon
805
Align Technology
ALGN
$12.3B
$3.22K ﹤0.01%
17
– –
IIM icon
806
Invesco Value Municipal Income Trust
IIM
$595M
$3.19K ﹤0.01%
274
– –
PPG icon
807
PPG Industries
PPG
$25.8B
$3.19K ﹤0.01%
28
– –
SPGM icon
808
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
$3.17K ﹤0.01%
46
– –
BRW
809
Saba Capital Income & Opportunities Fund
BRW
$336M
$3.12K ﹤0.01%
387
– –
TIP icon
810
iShares TIPS Bond ETF
TIP
$14.7B
$3.08K ﹤0.01%
28
– –
VNQ icon
811
Vanguard Real Estate ETF
VNQ
$38.3B
$3.03K ﹤0.01%
34
– –
EBND icon
812
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
$2.98K ﹤0.01%
139
– –
FTV icon
813
Fortive
FTV
$18.6B
$2.92K ﹤0.01%
56
-18
-24% -$943
MTUS icon
814
Metallus
MTUS
$900M
$2.88K ﹤0.01%
187
– –
CHX
815
DELISTED
ChampionX
CHX
$2.88K ﹤0.01%
116
– –
ENTG icon
816
Entegris
ENTG
$23B
$2.82K ﹤0.01%
35
– –
GOOS
817
Canada Goose Holdings
GOOS
$856M
$2.81K ﹤0.01%
251
– –
EXR icon
818
Extra Space Storage
EXR
$31B
$2.8K ﹤0.01%
19
– –
VO icon
819
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$2.8K ﹤0.01%
40
– –
EWX icon
820
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$693M
$2.79K ﹤0.01%
45
– –
SUI icon
821
Sun Communities
SUI
$14.5B
$2.78K ﹤0.01%
22
– –
SMR icon
822
NuScale Power
SMR
$4.06B
$2.77K ﹤0.01%
70
+20
+40% +$502
KWEB icon
823
KraneShares CSI China Internet ETF
KWEB
$5.56B
$2.75K ﹤0.01%
80
– –
VICI icon
824
VICI Properties
VICI
$28.6B
$2.74K ﹤0.01%
84
– –
IPO icon
825
Renaissance IPO ETF
IPO
$159M
$2.61K ﹤0.01%
58
– –
31 32
33
34 35

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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.