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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
APTV icon
851
Aptiv
APTV
$10.3B
$1.23K ﹤0.01%
18
– –
FG icon
852
F&G Annuities & Life
FG
$3.51B
$1.18K ﹤0.01%
37
– –
SYM icon
853
Symbotic
SYM
$5.41B
$1.17K ﹤0.01%
30
-10
-25% -$262
CAT icon
854
Caterpillar
CAT
$388B
$1.17K ﹤0.01%
3
– –
AU icon
855
AngloGold Ashanti
AU
$49.3B
$1.14K ﹤0.01%
+25
New +$1.08K
PUK icon
856
Prudential
PUK
$34B
$1.1K ﹤0.01%
44
– –
ACHR icon
857
Archer Aviation
ACHR
$5.18B
$1.07K ﹤0.01%
99
-60
-38% -$562
BBD icon
858
Banco Bradesco
BBD
$35B
$1.03K ﹤0.01%
334
– –
MPLX icon
859
MPLX
MPLX
$60.1B
$1.03K ﹤0.01%
20
– –
CL icon
860
Colgate-Palmolive
CL
$73.6B
$1.02K ﹤0.01%
11
– –
TENB icon
861
Tenable Holdings
TENB
$4.17B
$1.01K ﹤0.01%
30
– –
BIP icon
862
Brookfield Infrastructure Partners
BIP
$18.1B
$1K ﹤0.01%
30
– –
AMRN
863
Amarin Corp
AMRN
$296M
$989 ﹤0.01%
61
– –
SKYY icon
864
First Trust Cloud Computing ETF
SKYY
$3.22B
$973 ﹤0.01%
8
– –
VXF icon
865
Vanguard Extended Market ETF
VXF
$31.9B
$964 ﹤0.01%
5
-125
-96% -$22.2K
IJK icon
866
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$910 ﹤0.01%
10
– –
BYND icon
867
Beyond Meat
BYND
$215M
$890 ﹤0.01%
255
– –
BTBT icon
868
Bit Digital
BTBT
$471M
$876 ﹤0.01%
+400
New +$883
MPT
869
Medical Properties Trust
MPT
$2.4B
$862 ﹤0.01%
200
– –
LEA icon
870
Lear
LEA
$8.12B
$855 ﹤0.01%
9
– –
SCHI icon
871
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$819 ﹤0.01%
36
– –
IAU icon
872
iShares Gold Trust
IAU
$64.8B
$811 ﹤0.01%
13
-322
-96% -$20K
W icon
873
Wayfair
W
$14.1B
$767 ﹤0.01%
15
– –
PLUG icon
874
Plug Power
PLUG
$3.1B
$758 ﹤0.01%
509
– –
WTI icon
875
W&T Offshore
WTI
$575M
$660 ﹤0.01%
400
– –
33 34
35
36 37

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TCM
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QL
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NCA
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CAM
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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.