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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
VTS icon
876
Vitesse Energy
VTS
$688M
$641 ﹤0.01%
29
– –
IGSB icon
877
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$633 ﹤0.01%
+12
New +$627
FMS icon
878
Fresenius Medical Care
FMS
$12.7B
$600 ﹤0.01%
21
– –
UCB
879
United Community Banks
UCB
$4.36B
$596 ﹤0.01%
20
– –
BLV icon
880
Vanguard Long-Term Bond ETF
BLV
$5.7B
$556 ﹤0.01%
8
+1
+14% +$68
NIO icon
881
NIO
NIO
$11.5B
$549 ﹤0.01%
160
– –
ENR icon
882
Energizer
ENR
$1.51B
$524 ﹤0.01%
26
– –
DPZ icon
883
Domino's
DPZ
$11.8B
$491 ﹤0.01%
1
– –
CMTL icon
884
Comtech Telecommunications
CMTL
$51.8M
$490 ﹤0.01%
200
– –
DOO
885
Bombardier Recreational Products
DOO
$4.79B
$485 ﹤0.01%
10
– –
IEZ icon
886
iShares US Oil Equipment & Services ETF
IEZ
$386M
$475 ﹤0.01%
28
– –
HAUZ icon
887
Xtrackers International Real Estate ETF
HAUZ
$1.06B
$435 ﹤0.01%
19
– –
UP icon
888
Wheels Up
UP
$189M
$433 ﹤0.01%
20
– –
ATNM icon
889
Actinium Pharmaceuticals
ATNM
$24.5M
$420 ﹤0.01%
300
+50
+20% +$75
TMO icon
890
Thermo Fisher Scientific
TMO
$223B
$405 ﹤0.01%
1
– –
BOTZ icon
891
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.55B
$396 ﹤0.01%
12
– –
RR icon
892
Richtech Robotics
RR
$387M
$369 ﹤0.01%
189
– –
AMIX
893
Autonomix Medical
AMIX
$4.93M
$345 ﹤0.01%
10
+9
+900% +$322
INVZ icon
894
Innoviz Technologies
INVZ
$115M
$328 ﹤0.01%
200
– –
BRBR icon
895
BellRing Brands
BRBR
$1.33B
$290 ﹤0.01%
+5
New +$334
CGNX icon
896
Cognex
CGNX
$10.6B
$254 ﹤0.01%
8
– –
TFPM icon
897
Triple Flag Precious Metals
TFPM
$6.57B
$237 ﹤0.01%
+10
New +$219
VGK icon
898
Vanguard FTSE Europe ETF
VGK
$31B
$233 ﹤0.01%
3
-163
-98% -$12K
CZR icon
899
Caesars Entertainment
CZR
$6.07B
$227 ﹤0.01%
8
– –
FXO icon
900
First Trust Financials AlphaDEX Fund
FXO
$1.14B
$224 ﹤0.01%
4
– –
34 35
36
37 38

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TCM
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QL
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NCA
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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.