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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
ITUB icon
901
Itaú Unibanco
ITUB
$82.7B
– –
-10,091
Closed -$72.3K
IVZ icon
902
Invesco
IVZ
$13.8B
– –
-13,600
Closed -$357K
IWO icon
903
iShares Russell 2000 Growth ETF
IWO
$14.9B
– –
-43
Closed -$13.9K
IWS icon
904
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
– –
-259
Closed -$36.5K
JCI icon
905
Johnson Controls International
JCI
$93.7B
– –
-255
Closed -$30.5K
JHG
906
DELISTED
Janus Henderson
JHG
– –
-471
Closed -$22.4K
JNJ icon
907
Johnson & Johnson
JNJ
$626B
– –
-2,317
Closed -$480K
LFUS icon
908
Littelfuse
LFUS
$11.5B
– –
-50
Closed -$12.6K
LIN icon
909
Linde
LIN
$226B
– –
-41
Closed -$17.5K
LOW icon
910
Lowe's Companies
LOW
$124B
– –
-334
Closed -$80.5K
LPL icon
911
LG Display
LPL
$3.43B
– –
-1,700
Closed -$7.16K
MAIN icon
912
Main Street Capital
MAIN
$5.52B
– –
-500
Closed -$30.2K
MD icon
913
Pediatrix Medical
MD
$2.12B
– –
-1,250
Closed -$26.7K
MGA icon
914
Magna International
MGA
$18.8B
– –
-92
Closed -$4.9K
MT icon
915
ArcelorMittal
MT
$55.6B
– –
-266
Closed -$12.1K
MTBA icon
916
Simplify MBS ETF
MTBA
$1.49B
– –
-446
Closed -$22.5K
MTH icon
917
Meritage Homes
MTH
$4.81B
– –
-54
Closed -$3.55K
MX icon
918
Magnachip Semiconductor
MX
$142M
– –
-13,500
Closed -$34.4K
NATL icon
919
NCR Atleos
NATL
$3.46B
– –
-1,550
Closed -$59.1K
NDSN icon
920
Nordson
NDSN
$17.3B
– –
-1
Closed -$240
NEXA icon
921
Nexa Resources
NEXA
$1.91B
– –
-2,000
Closed -$17.7K
NGG icon
922
National Grid
NGG
$80.7B
– –
-4,227
Closed -$327K
NGVT icon
923
Ingevity
NGVT
$2.67B
– –
-75
Closed -$4.44K
NNBR icon
924
NN Inc
NNBR
$301M
– –
-700
Closed -$896
NOK icon
925
Nokia
NOK
$52.7B
– –
-1,500
Closed -$9.71K
35 36
37
38 39

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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
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
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MCM
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FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

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.