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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
STX icon
876
Seagate
STX
$193B
– –
-8
Closed -$3.13K
SU icon
877
Suncor Energy
SU
$77.7B
– –
-80
Closed -$5.29K
TAK icon
878
Takeda Pharmaceutical
TAK
$55.1B
– –
-725
Closed -$13.4K
TDIV icon
879
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.06B
– –
-13
Closed -$1.24K
TT icon
880
Trane Technologies
TT
$106B
– –
-2
Closed -$833
TTD icon
881
Trade Desk
TTD
$8.13B
– –
-75
Closed -$1.7K
TX icon
882
Ternium
TX
$9.29B
– –
-16,950
Closed -$681K
UHS icon
883
Universal Health Services
UHS
$9.43B
– –
-23
Closed -$4.12K
VHT icon
884
Vanguard Health Care ETF
VHT
$18.2B
– –
-49
Closed -$13.3K
VLY icon
885
Valley National Bancorp
VLY
$7.93B
– –
-101,250
Closed -$1.24M
VOE icon
886
Vanguard Mid-Cap Value ETF
VOE
$23.7B
– –
-136
Closed -$25.1K
VSTS icon
887
Vestis
VSTS
$2.06B
– –
-250
Closed -$1.97K
VTRS icon
888
Viatris
VTRS
$20.1B
– –
-204
Closed -$2.76K
VTV icon
889
Vanguard Value ETF
VTV
$189B
– –
-128
Closed -$25.1K
VUG icon
890
Vanguard Growth ETF
VUG
$216B
– –
-36
Closed -$2.62K
VWOB icon
891
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
– –
-18,615
Closed -$1.22M
WDC icon
892
Western Digital
WDC
$179B
– –
-5
Closed -$1.35K
WTFC icon
893
Wintrust Financial
WTFC
$10.7B
– –
-10
Closed -$1.39K
XBI icon
894
State Street SPDR S&P Biotech ETF
XBI
$10.1B
– –
-21
Closed -$2.68K
DJT icon
895
Trump Media & Technology Group
DJT
$2.37B
– –
-184
Closed -$1.71K
GEV icon
896
GE Vernova
GEV
$270B
– –
-4
Closed -$3.49K
LION icon
897
Lionsgate Studios
LION
$3.88B
– –
-8,093
Closed -$77.6K
QQLV
898
Invesco QQQ Low Volatility ETF
QQLV
$2.28M
– –
-61
Closed -$1.47K
ASBPW
899
Aspire Biopharma Warrant
ASBPW
$519K
$0 ﹤0.01%
10
– –
JMTG
900
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.7B
– –
-267
Closed -$13.6K
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.