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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
BNED icon
851
Barnes & Noble Education
BNED
$427M
$149 ﹤0.01%
15
– –
ACB
852
Aurora Cannabis
ACB
$225M
$143 ﹤0.01%
24
– –
VLTO icon
853
Veralto
VLTO
$23.6B
$107 ﹤0.01%
1
– –
SPIB icon
854
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$102 ﹤0.01%
3
– –
BYND icon
855
Beyond Meat
BYND
$215M
$95 ﹤0.01%
50
-205
-80% -$604
PTON icon
856
Peloton Interactive
PTON
$2.41B
$90 ﹤0.01%
10
– –
RUN icon
857
Sunrun
RUN
$2.45B
$86 ﹤0.01%
5
– –
SKYQ
858
Sky Quarry Inc
SKYQ
$16M
$83 ﹤0.01%
17
– –
KTB icon
859
Kontoor Brands
KTB
$4.41B
$80 ﹤0.01%
1
– –
HTZWW
860
Hertz Global Holdings Warrants
HTZWW
$102M
$71 ﹤0.01%
19
-7,384
-100% -$25.6K
ONL
861
Orion Office REIT
ONL
$159M
$65 ﹤0.01%
24
– –
SNAP icon
862
Snap
SNAP
$9B
$62 ﹤0.01%
8
– –
CGC
863
Canopy Growth
CGC
$422M
$44 ﹤0.01%
30
– –
DTIL icon
864
Precision BioSciences
DTIL
$212M
$44 ﹤0.01%
8
– –
ICLN icon
865
iShares Global Clean Energy ETF
ICLN
$2.14B
$31 ﹤0.01%
2
– –
SCHK icon
866
Schwab 1000 Index ETF
SCHK
$5.93B
$28 ﹤0.01%
1
– –
ADAP
867
DELISTED
Adaptimmune Therapeutics
ADAP
$13 ﹤0.01%
100
– –
WKHS icon
868
Workhorse Group
WKHS
$32.7M
– –
0
– –
ADSK icon
869
Autodesk
ADSK
$52.2B
– –
-100
Closed -$31K
AGZD icon
870
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$136M
– –
-310
Closed -$6.89K
ALLY icon
871
Ally Financial
ALLY
$13.3B
– –
-35
Closed -$1.36K
ALUR.WS
872
DELISTED
Allurion Technologies Warrants
ALUR.WS
$0 ﹤0.01%
6
– –
APTV icon
873
Aptiv
APTV
$10.3B
– –
-18
Closed -$1.23K
BBD icon
874
Banco Bradesco
BBD
$34.7B
– –
-334
Closed -$1.03K
BNS icon
875
Scotiabank
BNS
$110B
– –
-3,200
Closed -$177K
33 34
35
36 37

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NCA
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MCM
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FGAM
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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.