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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
FVD icon
901
First Trust Value Line Dividend Fund
FVD
$8.33B
– –
-842
Closed -$37.6K
FXO icon
902
First Trust Financials AlphaDEX Fund
FXO
$1.13B
– –
-4
Closed -$224
GEM icon
903
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.74B
– –
-523
Closed -$19.5K
GSBD icon
904
Goldman Sachs BDC
GSBD
$1.08B
– –
-3,963
Closed -$44.6K
HBI
905
DELISTED
Hanesbrands
HBI
– –
-25,500
Closed -$117K
HSBC icon
906
HSBC
HSBC
$357B
– –
-9,666
Closed -$588K
HTZ icon
907
Hertz
HTZ
$863M
– –
-4,000
Closed -$27.3K
IJR icon
908
iShares Core S&P Small-Cap ETF
IJR
$112B
– –
-204
Closed -$22.3K
IPO icon
909
Renaissance IPO ETF
IPO
$163M
– –
-58
Closed -$2.61K
JPEM icon
910
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$393M
– –
-72
Closed -$4.06K
JPME icon
911
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$478M
– –
-36
Closed -$3.73K
KLG
912
DELISTED
WK Kellogg Co
KLG
– –
-3,171
Closed -$50.5K
KR icon
913
Kroger
KR
$34.2B
– –
-20
Closed -$1.41K
KRE icon
914
State Street SPDR S&P Regional Banking ETF
KRE
$4.61B
– –
-666
Closed -$39.6K
KT icon
915
KT
KT
$8.88B
– –
-6,150
Closed -$128K
LDTCW
916
DELISTED
LeddarTech Holdings Inc. Warrants
LDTCW
– –
-22
Closed –
MINT icon
917
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
– –
-249
Closed -$25K
NMR icon
918
Nomura Holdings
NMR
$29.1B
– –
-22,000
Closed -$145K
NXT icon
919
Nextpower Inc
NXT
$16.3B
– –
-728
Closed -$39.6K
PDP icon
920
Invesco Dorsey Wright Momentum ETF
PDP
$1.53B
– –
-75
Closed -$8.14K
PNR icon
921
Pentair
PNR
$10.6B
– –
-500
Closed -$51.3K
REZI icon
922
Resideo Technologies
REZI
$3.58B
– –
-2,200
Closed -$48.5K
ROBT icon
923
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$779M
– –
-71
Closed -$3.43K
RWJ icon
924
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.07B
– –
-78
Closed -$3.38K
SCHE icon
925
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
– –
-385
Closed -$11.6K
35 36
37
38 39

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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.