We are live on ! Find out more
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
XME icon
951
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
– –
-84
Closed -$5.65K
XSOE icon
952
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
– –
-260
Closed -$8.96K
ASBPW
953
Aspire Biopharma Warrant
ASBPW
$483K
$0 ﹤0.01%
10
– –
35 36 37 38
39

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
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
Financial Gravity Asset Management Lakeway, Texas $562M AUM

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.