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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
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPST icon
826
Upstart Holdings
UPST
$2.85B
$103 ﹤0.01%
+4
New +$141
SPIB icon
827
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$101 ﹤0.01%
3
– –
VLTO icon
828
Veralto
VLTO
$23.6B
$88 ﹤0.01%
1
– –
ACB
829
Aurora Cannabis
ACB
$224M
$78 ﹤0.01%
24
– –
AMIX
830
Autonomix Medical
AMIX
$4.81M
$78 ﹤0.01%
10
– –
LODE icon
831
Comstock
LODE
$274M
$76 ﹤0.01%
+25
New +$82
KTB icon
832
Kontoor Brands
KTB
$4.52B
$70 ﹤0.01%
1
– –
ROLR
833
High Roller Technologies
ROLR
$61.4M
$70 ﹤0.01%
+20
New +$109
RUN icon
834
Sunrun
RUN
$2.45B
$68 ﹤0.01%
5
– –
RIG icon
835
Transocean
RIG
$6.39B
$60 ﹤0.01%
+9
New +$51
ONL
836
Orion Office REIT
ONL
$160M
$52 ﹤0.01%
24
– –
DTIL icon
837
Precision BioSciences
DTIL
$209M
$44 ﹤0.01%
8
– –
HTZWW
838
Hertz Global Holdings Warrants
HTZWW
$107M
$43 ﹤0.01%
19
– –
PTON icon
839
Peloton Interactive
PTON
$2.43B
$43 ﹤0.01%
10
– –
SKYQ
840
Sky Quarry Inc
SKYQ
$15.9M
$41 ﹤0.01%
16
-1
-6% -$3
SNAP icon
841
Snap
SNAP
$9.1B
$37 ﹤0.01%
8
– –
BYND icon
842
Beyond Meat
BYND
$212M
$35 ﹤0.01%
50
– –
CGC
843
Canopy Growth
CGC
$431M
$28 ﹤0.01%
30
– –
NG icon
844
NovaGold Resources
NG
$3.51B
$9 ﹤0.01%
+1
New +$10
WKHS icon
845
Workhorse Group
WKHS
$32.5M
$3 ﹤0.01%
1
– –
BBBY.WS
846
Bed Bath & Beyond Warrants
BBBY.WS
$1 ﹤0.01%
2
– –
ADI icon
847
Analog Devices
ADI
$191B
– –
-53
Closed -$14.4K
ALUR.WS
848
DELISTED
Allurion Technologies Warrants
ALUR.WS
$0 ﹤0.01%
6
– –
AMGN icon
849
Amgen
AMGN
$224B
– –
-39
Closed -$12.8K
AMX icon
850
America Movil
AMX
$70.2B
– –
-2,100
Closed -$43.4K
32 33
34
35 36

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NCA
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Investors Research Corp's Q1 2026 Portfolio in Review

As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.

  • Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
  • Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
  • Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
  • Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
  • Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
  • Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
  • Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.