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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
BRBR icon
876
BellRing Brands
BRBR
$1.3B
– –
-5
Closed -$290
BRFS
877
DELISTED
BRF SA
BRFS
– –
-62,377
Closed -$228K
BRW
878
Saba Capital Income & Opportunities Fund
BRW
$337M
– –
-387
Closed -$3.12K
BSAC icon
879
Banco Santander Chile
BSAC
$16.7B
– –
-1,625
Closed -$41K
CAT icon
880
Caterpillar
CAT
$397B
– –
-3
Closed -$1.17K
CFG icon
881
Citizens Financial Group
CFG
$30.9B
– –
-645
Closed -$28.9K
CGNX icon
882
Cognex
CGNX
$10.4B
– –
-8
Closed -$254
CHRW icon
883
C.H. Robinson
CHRW
$17.2B
– –
-1,000
Closed -$96K
CHX
884
DELISTED
ChampionX
CHX
– –
-116
Closed -$2.88K
CRWD icon
885
CrowdStrike
CRWD
$228B
– –
-200
Closed -$25.5K
CX icon
886
Cemex
CX
$16.2B
– –
-3,508
Closed -$24.3K
DAL icon
887
Delta Air Lines
DAL
$59B
– –
-1,000
Closed -$49.2K
DIA icon
888
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
– –
-17
Closed -$7.49K
DKNG icon
889
DraftKings
DKNG
$12.4B
– –
-100
Closed -$4.29K
DTE icon
890
DTE Energy
DTE
$28.8B
– –
-50
Closed -$6.62K
EEM icon
891
iShares MSCI Emerging Markets ETF
EEM
$30.4B
– –
-110
Closed -$5.31K
EPP icon
892
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
– –
-124
Closed -$6.12K
EWX icon
893
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$703M
– –
-45
Closed -$2.79K
FERG icon
894
Ferguson
FERG
$48.3B
– –
-52
Closed -$11.3K
FNDA icon
895
Schwab Fundamental US Small Company Index ETF
FNDA
$9.34B
– –
-80
Closed -$2.29K
FNDE icon
896
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10B
– –
-349
Closed -$11.5K
FSIG icon
897
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.52B
– –
-336
Closed -$6.42K
FTHI icon
898
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.47B
– –
-398
Closed -$9.09K
FUMB icon
899
First Trust Ultra Short Duration Municipal ETF
FUMB
$248M
– –
-262
Closed -$5.27K
FVC icon
900
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$110M
– –
-312
Closed -$11.1K
34 35
36
37 38

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DIM
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CFP
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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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TC
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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.