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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
KTOS icon
851
Kratos Defense & Security Solutions
KTOS
$8.61B
– –
-81
Closed -$5.71K
LCUT icon
852
Lifetime Brands
LCUT
$200M
– –
-1,700
Closed -$9.76K
LRCX icon
853
Lam Research
LRCX
$384B
– –
-9
Closed -$1.92K
MASI
854
DELISTED
Masimo
MASI
– –
-50
Closed -$8.89K
MBB icon
855
iShares MBS ETF
MBB
$39.2B
– –
-23
Closed -$2.18K
MG icon
856
Mistras Group
MG
$488M
– –
-800
Closed -$11.8K
MGM icon
857
MGM Resorts International
MGM
$11.9B
– –
-21,850
Closed -$809K
MTUM icon
858
iShares MSCI USA Momentum Factor ETF
MTUM
$25.2B
– –
-26
Closed -$6.24K
NBR icon
859
Nabors Industries
NBR
$1.22B
– –
-622
Closed -$53.5K
NXPI icon
860
NXP Semiconductors
NXPI
$67.5B
– –
-10
Closed -$1.97K
ON icon
861
ON Semiconductor
ON
$33.7B
– –
-23
Closed -$1.42K
ONDS icon
862
Ondas Inc
ONDS
$3.91B
– –
-784
Closed -$7.09K
PANW icon
863
Palo Alto Networks
PANW
$284B
– –
-152
Closed -$24.4K
PCEF icon
864
Invesco CEF Income Composite ETF
PCEF
$818M
– –
-213
Closed -$4.01K
PFG icon
865
Principal Financial Group
PFG
$24.2B
– –
-173
Closed -$15.6K
RSPU icon
866
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$543M
– –
-26
Closed -$2.08K
RTH icon
867
VanEck Retail ETF
RTH
$252M
– –
-377
Closed -$94.6K
SCHM icon
868
Schwab US Mid-Cap ETF
SCHM
$14.5B
– –
-1,391
Closed -$43.1K
SCHR
869
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
– –
-180
Closed -$4.48K
SEE
870
DELISTED
Sealed Air
SEE
– –
-38,675
Closed -$1.63M
SLQD icon
871
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
– –
-92
Closed -$4.64K
SNA icon
872
Snap-on
SNA
$21.1B
– –
-6
Closed -$2.18K
SPIB icon
873
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
– –
-3
Closed -$101
SPSM icon
874
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
– –
-87
Closed -$4.2K
SSP icon
875
E.W. Scripps
SSP
$297M
– –
-1,397
Closed -$5.2K
33 34
35
36 37

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SHIM
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TCM
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QL
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NCA
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HA
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OPWM
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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.