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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
CPT icon
826
Camden Property Trust
CPT
$10.9B
$2.48K ﹤0.01%
22
– –
OUST icon
827
Ouster
OUST
$3.25B
$2.42K ﹤0.01%
100
– –
LYFT icon
828
Lyft
LYFT
$6.64B
$2.36K ﹤0.01%
150
– –
FNDA icon
829
Schwab Fundamental US Small Company Index ETF
FNDA
$9.33B
$2.29K ﹤0.01%
80
– –
VGIT icon
830
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$2.21K ﹤0.01%
37
– –
LUV icon
831
Southwest Airlines
LUV
$22.3B
$2.21K ﹤0.01%
68
-5
-7% -$151
IAGG icon
832
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$2.2K ﹤0.01%
43
– –
SPIP icon
833
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$2.19K ﹤0.01%
84
– –
MBB icon
834
iShares MBS ETF
MBB
$39B
$2.16K ﹤0.01%
23
– –
SPAB icon
835
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.92B
$2.15K ﹤0.01%
84
– –
BA icon
836
Boeing
BA
$184B
$2.1K ﹤0.01%
10
– –
COLD icon
837
Americold
COLD
$4.13B
$2.08K ﹤0.01%
125
– –
CP icon
838
Canadian Pacific Kansas City
CP
$80.8B
$2.06K ﹤0.01%
26
– –
SUP
839
DELISTED
Superior Industries International
SUP
$2.05K ﹤0.01%
15,000
– –
XITK icon
840
State Street SPDR FactSet Innovative Technology ETF
XITK
$70.8M
$1.89K ﹤0.01%
10
– –
IFN
841
Aberdeen India Fund
IFN
$508M
$1.82K ﹤0.01%
110
– –
CSTE icon
842
Caesarstone
CSTE
$104M
$1.77K ﹤0.01%
900
– –
HR icon
843
Healthcare Realty
HR
$6.56B
$1.54K ﹤0.01%
97
– –
BF.B icon
844
Brown-Forman Class B
BF.B
$12.9B
$1.53K ﹤0.01%
57
– –
SYY icon
845
Sysco
SYY
$40.3B
$1.51K ﹤0.01%
20
– –
BWXT icon
846
BWX Technologies
BWXT
$15.5B
$1.44K ﹤0.01%
10
– –
VSTS icon
847
Vestis
VSTS
$1.83B
$1.43K ﹤0.01%
250
– –
KR icon
848
Kroger
KR
$34.5B
$1.41K ﹤0.01%
20
– –
ALLY icon
849
Ally Financial
ALLY
$13.4B
$1.36K ﹤0.01%
35
– –
HYLB icon
850
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.47B
$1.29K ﹤0.01%
35
– –
32 33
34
35 36

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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.