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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
+7.16%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$540M
AUM Growth
+$30.4M
Cap. Flow
-$2.35M
Cap. Flow %
-0.43%
Top 10 Hldgs %
32.16%
Holding
953
New
28
Increased
124
Reduced
124
Closed
83

Top Buys

Rank Stock Value
1
CAG icon
Conagra Brands
CAG
+$1.32M
2
RYN icon
Rayonier
RYN
+$1.02M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$756K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$736K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$734K

Top Sells

Rank Stock Value
1
IWB icon
iShares Russell 1000 ETF
IWB
+$1.81M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.23M
3
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.18M
4
BTI icon
British American Tobacco
BTI
+$999K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$950K

Sector Composition

Rank Sector Weight
1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.56%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UCB
826
United Community Banks
UCB
$4.43B
$627 ﹤0.01%
20
– –
DOO
827
Bombardier Recreational Products
DOO
$4.75B
$608 ﹤0.01%
10
– –
PAWZ icon
828
ProShares Pet Care ETF
PAWZ
$33.8M
$561 ﹤0.01%
+10
New +$570
FMS icon
829
Fresenius Medical Care
FMS
$12.6B
$553 ﹤0.01%
21
– –
IEZ icon
830
iShares US Oil Equipment & Services ETF
IEZ
$382M
$540 ﹤0.01%
28
– –
RCAT icon
831
Red Cat Holdings
RCAT
$1.56B
$518 ﹤0.01%
+50
New +$467
CMTL icon
832
Comtech Telecommunications
CMTL
$52.7M
$516 ﹤0.01%
200
– –
BLV icon
833
Vanguard Long-Term Bond ETF
BLV
$5.73B
$496 ﹤0.01%
7
-1
-13% -$69
TMO icon
834
Thermo Fisher Scientific
TMO
$220B
$485 ﹤0.01%
1
– –
TLRY icon
835
Tilray
TLRY
$637M
$484 ﹤0.01%
28
– –
ATNM icon
836
Actinium Pharmaceuticals
ATNM
$30.1M
$480 ﹤0.01%
300
– –
DPZ icon
837
Domino's
DPZ
$11.6B
$470 ﹤0.01%
1
– –
HAUZ icon
838
Xtrackers International Real Estate ETF
HAUZ
$1.07B
$447 ﹤0.01%
19
– –
BOTZ icon
839
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.59B
$430 ﹤0.01%
12
– –
INVZ icon
840
Innoviz Technologies
INVZ
$114M
$408 ﹤0.01%
200
– –
INDI icon
841
indie Semiconductor
INDI
$873M
$407 ﹤0.01%
+100
New +$412
NTNX icon
842
Nutanix
NTNX
$18.4B
$372 ﹤0.01%
+5
New +$367
GRAB icon
843
Grab
GRAB
$15.1B
$301 ﹤0.01%
+50
New +$265
TFPM icon
844
Triple Flag Precious Metals
TFPM
$6.45B
$293 ﹤0.01%
10
– –
BBBY
845
Bed Bath & Beyond
BBBY
$421M
$264 ﹤0.01%
30
– –
AMIX
846
Autonomix Medical
AMIX
$3.67M
$238 ﹤0.01%
10
– –
NDSN icon
847
Nordson
NDSN
$17.3B
$227 ﹤0.01%
1
– –
CZR icon
848
Caesars Entertainment
CZR
$6.04B
$216 ﹤0.01%
8
– –
MFA
849
MFA Financial
MFA
$929M
$211 ﹤0.01%
23
– –
DHR icon
850
Danaher
DHR
$143B
$198 ﹤0.01%
1
– –
32 33
34
35 36

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DIM
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
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AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

Investors Research Corp's Q3 2025 Portfolio in Review

As of Q3 2025, Investors Research Corp held 953 positions worth $540M, up 6% from $510M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Investors Research Corp's Q3 2025 filing shows 28 new, 124 increased, 124 reduced and 83 closed positions. Its largest new stake was Wendy's: 3,000 shares worth $27.5K. The largest sale was iShares Russell 1000 ETF, an estimated $1.81M.

By sector, the portfolio is most concentrated in Financials at 5.6% of assets, down from 6.1% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q3 2025 buy was Wendy's: 3,000 shares worth $27.5K.
  • Investors Research Corp added most to Conagra Brands in Q3 2025, an estimated $1.32M increase.
  • Investors Research Corp's biggest Q3 2025 reduction was iShares Russell 1000 ETF, cutting an estimated $1.81M.
  • Investors Research Corp fully exited Smith & Nephew in Q3 2025, selling an estimated $644K.
  • Investors Research Corp's ten largest holdings make up 32% of its $540M portfolio in Q3 2025.
  • Investors Research Corp opened 28 new positions and closed 83 in Q3 2025.
  • Investors Research Corp's portfolio value rose 6% quarter-over-quarter to $540M.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.