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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
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPR icon
876
EPR Properties
EPR
$4.58B
– –
-300
Closed -$15K
EQNR icon
877
Equinor
EQNR
$97.2B
– –
-12,108
Closed -$286K
ESGE icon
878
iShares ESG Aware MSCI EM ETF
ESGE
$6.71B
– –
-235
Closed -$10.4K
EXC icon
879
Exelon
EXC
$46.2B
– –
-13,234
Closed -$577K
DMC
880
Del Monte Corp
DMC
$1.45B
– –
-900
Closed -$32.1K
FE icon
881
FirstEnergy
FE
$27.1B
– –
-100
Closed -$4.48K
FHN icon
882
First Horizon
FHN
$12B
– –
-32,555
Closed -$778K
FNDX icon
883
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
– –
-426
Closed -$11.6K
FTCS icon
884
First Trust Capital Strength ETF
FTCS
$7.99B
– –
-172,565
Closed -$16M
TDAY
885
USA Today Co
TDAY
$1B
– –
-1,019
Closed -$5.25K
GEF icon
886
Greif
GEF
$4.98B
– –
-10,175
Closed -$689K
GES
887
DELISTED
Guess Inc
GES
– –
-14,000
Closed -$235K
GILD icon
888
Gilead Sciences
GILD
$168B
– –
-300
Closed -$36.8K
GM icon
889
General Motors
GM
$78.4B
– –
-7,575
Closed -$616K
GVA icon
890
Granite Construction
GVA
$5.49B
– –
-1,431
Closed -$165K
HAS icon
891
Hasbro
HAS
$13.7B
– –
-7,581
Closed -$622K
HBAN icon
892
Huntington Bancshares
HBAN
$35.9B
– –
-4,515
Closed -$78.3K
HII icon
893
Huntington Ingalls Industries
HII
$12.9B
– –
-2,900
Closed -$986K
HOUS
894
DELISTED
Anywhere Real Estate
HOUS
– –
-700
Closed -$9.91K
HSY icon
895
Hershey
HSY
$36.6B
– –
-104
Closed -$18.9K
HTGC icon
896
Hercules Capital
HTGC
$3.12B
– –
-1,000
Closed -$18.8K
HUBB icon
897
Hubbell
HUBB
$27.5B
– –
-60
Closed -$26.6K
IDV icon
898
iShares International Select Dividend ETF
IDV
$8.52B
– –
-501
Closed -$19.8K
IEV icon
899
iShares Europe ETF
IEV
$1.7B
– –
-21
Closed -$1.41K
IEZ icon
900
iShares US Oil Equipment & Services ETF
IEZ
$387M
– –
-28
Closed -$584
34 35
36
37 38

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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
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 Q1 2026 Portfolio in Review

As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.

  • Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
  • Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
  • Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
  • Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
  • Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
  • Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
  • Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.