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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
ALUR.WS
926
DELISTED
Allurion Technologies Warrants
ALUR.WS
$0 ﹤0.01%
6
– –
ANET icon
927
Arista Networks
ANET
$250B
– –
-25
Closed -$1.94K
AUR icon
928
Aurora
AUR
$13.6B
– –
-100
Closed -$673
AVEM icon
929
Avantis Emerging Markets Equity ETF
AVEM
$26.5B
– –
-200
Closed -$12K
BKNG icon
930
Booking.com
BKNG
$160B
– –
-25
Closed -$4.61K
BLCN
931
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
– –
-2
Closed -$38
BTO
932
John Hancock Financial Opportunities Fund
BTO
$809M
– –
-110
Closed -$3.75K
CGDV icon
933
Capital Group Dividend Value ETF
CGDV
$38.8B
– –
-1,182
Closed -$42.1K
CM icon
934
Canadian Imperial Bank of Commerce
CM
$109B
– –
-55
Closed -$3.1K
CPNG icon
935
Coupang
CPNG
$29.7B
– –
-300
Closed -$6.58K
CRDO icon
936
Credo Technology Group
CRDO
$46.2B
– –
-10
Closed -$402
CTVA icon
937
Corteva
CTVA
$50.9B
– –
-1,620
Closed -$102K
DFP
938
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$427M
– –
-1,200
Closed -$24.3K
DPG
939
Duff & Phelps Utility and Infrastructure Fund
DPG
$523M
– –
-3,200
Closed -$39.1K
EFA icon
940
iShares MSCI EAFE ETF
EFA
$79.9B
– –
-5
Closed -$409
ELPC icon
941
Copel
ELPC
$8.06B
– –
-437
Closed -$2.94K
EWJ icon
942
iShares MSCI Japan ETF
EWJ
$22.7B
– –
-393
Closed -$26.9K
EWL icon
943
iShares MSCI Switzerland ETF
EWL
$2.23B
– –
-30
Closed -$1.55K
EWU icon
944
iShares MSCI United Kingdom ETF
EWU
$4.13B
– –
-121
Closed -$4.53K
FEZ icon
945
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
– –
-522
Closed -$28.4K
FL
946
DELISTED
Foot Locker
FL
– –
-11,529
Closed -$163K
FLNC icon
947
Fluence Energy
FLNC
$2.42B
– –
-20
Closed -$97
FNDC icon
948
Schwab Fundamental International Small Company Index ETF
FNDC
$3.15B
– –
-92
Closed -$3.33K
FTRI icon
949
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$131M
– –
-800
Closed -$10.6K
GSIE icon
950
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.13B
– –
-159
Closed -$5.67K
36 37
38
39 40

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CFP
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TCM
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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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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.