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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
DBA icon
826
Invesco DB Agriculture Fund
DBA
$1.25B
– –
-508
Closed -$13.9K
DLS icon
827
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
– –
-1,395
Closed -$114K
DVY icon
828
iShares Select Dividend ETF
DVY
$23.6B
– –
-4,296
Closed -$650K
DYNF icon
829
BlackRock US Equity Factor Rotation ETF
DYNF
$38B
– –
-255
Closed -$14.8K
ECVT icon
830
Ecovyst
ECVT
$1.36B
– –
-1,500
Closed -$19.3K
EME icon
831
Emcor
EME
$33.1B
– –
-2
Closed -$1.48K
EQIX icon
832
Equinix
EQIX
$100B
– –
-1
Closed -$980
ETN icon
833
Eaton
ETN
$156B
– –
-12
Closed -$4.29K
F icon
834
Ford
F
$55.7B
– –
-21,660
Closed -$250K
FFBC icon
835
First Financial Bancorp
FFBC
$3.72B
– –
-4,000
Closed -$112K
FMDE icon
836
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.47B
– –
-578
Closed -$20.8K
FPXI icon
837
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$275M
– –
-150
Closed -$9.26K
GATX icon
838
GATX Corp
GATX
$6.32B
– –
-12
Closed -$2.05K
HEDJ icon
839
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
– –
-25
Closed -$1.33K
HIMS icon
840
Hims & Hers Health
HIMS
$7.57B
– –
-14
Closed -$291
HOLX
841
DELISTED
Hologic
HOLX
– –
-22
Closed -$1.66K
HOOD icon
842
Robinhood
HOOD
$89.1B
– –
-17
Closed -$1.18K
HPE icon
843
Hewlett Packard
HPE
$59B
– –
-117
Closed -$2.79K
HR icon
844
Healthcare Realty
HR
$7.36B
– –
-97
Closed -$1.65K
HST icon
845
Host Hotels & Resorts
HST
$16.5B
– –
-62,783
Closed -$1.2M
HXL icon
846
Hexcel
HXL
$7.97B
– –
-21
Closed -$1.7K
IJK icon
847
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
– –
-10
Closed -$1.01K
IWN icon
848
iShares Russell 2000 Value ETF
IWN
$14.3B
– –
-147
Closed -$27.9K
JEPQ icon
849
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.4B
– –
-54
Closed -$3K
JHMM icon
850
John Hancock Multifactor Mid Cap ETF
JHMM
$5.83B
– –
-125
Closed -$8.39K
32 33
34
35 36

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DIM
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CFP
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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.