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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
SDVY icon
926
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.7B
– –
-137
Closed -$4.83K
SKYY icon
927
First Trust Cloud Computing ETF
SKYY
$3.24B
– –
-8
Closed -$973
SNN icon
928
Smith & Nephew
SNN
$12.4B
– –
-21,009
Closed -$644K
SPGM icon
929
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.76B
– –
-46
Closed -$3.17K
SPHR icon
930
Sphere Entertainment
SPHR
$6.04B
– –
-2,150
Closed -$89.9K
SPTN
931
DELISTED
SpartanNash
SPTN
– –
-6,585
Closed -$174K
SSBK
932
DELISTED
Southern States Bancshares
SSBK
– –
-585
Closed -$21.3K
SUP
933
DELISTED
Superior Industries International
SUP
– –
-15,000
Closed -$2.05K
TCPC icon
934
BlackRock TCP Capital
TCPC
$325M
– –
-3,471
Closed -$26.7K
TGI
935
DELISTED
Triumph Group
TGI
– –
-1,000
Closed -$25.8K
TRP icon
936
TC Energy
TRP
$67B
– –
-183
Closed -$8.93K
TRS icon
937
TriMas Corp
TRS
$1.41B
– –
-700
Closed -$20K
TV icon
938
Televisa
TV
$1.48B
– –
-19,364
Closed -$42.4K
USDU icon
939
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$457M
– –
-170
Closed -$4.38K
VB icon
940
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
– –
-73
Closed -$17.3K
VGK icon
941
Vanguard FTSE Europe ETF
VGK
$31.1B
– –
-3
Closed -$233
VIG icon
942
Vanguard Dividend Appreciation ETF
VIG
$114B
– –
-309
Closed -$63.2K
VIGI icon
943
Vanguard International Dividend Appreciation ETF
VIGI
$9.29B
– –
-207
Closed -$18.7K
VO icon
944
Vanguard Morningstar Mid-Cap ETF
VO
$110B
– –
-40
Closed -$2.8K
VPL icon
945
Vanguard FTSE Pacific ETF
VPL
$8.6B
– –
-2
Closed -$164
VUG icon
946
Vanguard Morningstar Growth ETF
VUG
$229B
– –
-750
Closed -$54.8K
VXUS icon
947
Vanguard Total International Stock ETF
VXUS
$164B
– –
-103
Closed -$7.12K
WBA
948
DELISTED
Walgreens Boots Alliance
WBA
– –
-1,575
Closed -$18.1K
WMB icon
949
Williams Companies
WMB
$89.8B
– –
-68
Closed -$4.27K
XLI icon
950
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
– –
-38
Closed -$5.61K
35 36 37
38
39

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DIM
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CFP
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
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.