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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
+10.63%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$559M
AUM Growth
+$35.5M
Cap. Flow
-$6.02M
Cap. Flow %
-1.08%
Top 10 Hldgs %
35.61%
Holding
903
New
55
Increased
85
Reduced
239
Closed
98

Top Buys

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.25M
3
MKC icon
McCormick & Company Non-Voting
MKC
+$1.12M
4
AMCR icon
Amcor
AMCR
+$1.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.07M

Top Sells

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$8.45M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.94M
3
SEE
Sealed Air
SEE
+$1.63M
4
SLB icon
SLB Ltd
SLB
+$1.47M
5
VLY icon
Valley National Bancorp
VLY
+$1.24M

Sector Composition

Rank Sector Weight
1 Technology 4%
2 Financials 4%
3 Consumer Discretionary 3.31%
4 Consumer Staples 2.47%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMCR icon
76
Amcor
AMCR
$20.3B
$1.22M 0.22%
28,187
+28,100
+32,299% +$1.12M
PFFD icon
77
Global X US Preferred ETF
PFFD
$2.15B
$1.22M 0.22%
65,076
-4,421
-6% -$83.4K
MET icon
78
MetLife
MET
$60.5B
$1.21M 0.22%
14,273
– –
MPC icon
79
Marathon Petroleum
MPC
$91.3B
$1.2M 0.21%
4,696
-275
-6% -$67.5K
SWK icon
80
Stanley Black & Decker
SWK
$14B
$1.18M 0.21%
12,588
-191
-1% -$15K
IP icon
81
International Paper
IP
$19.9B
$1.18M 0.21%
31,051
-514
-2% -$17.6K
KMB icon
82
Kimberly-Clark
KMB
$36B
$1.17M 0.21%
10,650
-150
-1% -$14.9K
APD icon
83
Air Products & Chemicals
APD
$65.8B
$1.17M 0.21%
3,983
-50
-1% -$14.5K
MKC icon
84
McCormick & Company Non-Voting
MKC
$13.9B
$1.15M 0.21%
+22,850
New +$1.12M
BX icon
85
Blackstone
BX
$155B
$1.13M 0.2%
9,638
-75
-0.8% -$9.01K
SSB icon
86
SouthState Bank Corp
SSB
$10.1B
$1.13M 0.2%
11,347
– –
DVN icon
87
Devon Energy
DVN
$50.6B
$1.13M 0.2%
27,416
-359
-1% -$16.6K
MRK icon
88
Merck
MRK
$315B
$1.13M 0.2%
8,779
-179
-2% -$21K
LMT icon
89
Lockheed Martin
LMT
$117B
$1.12M 0.2%
2,195
-42
-2% -$22.7K
VICI icon
90
VICI Properties
VICI
$29.6B
$1.1M 0.2%
41,509
-350
-0.8% -$9.81K
LW icon
91
Lamb Weston
LW
$6.46B
$1.1M 0.2%
25,450
-575
-2% -$24.8K
ADP icon
92
Automatic Data Processing
ADP
$102B
$1.08M 0.19%
4,819
-52
-1% -$11.1K
UPS icon
93
United Parcel Service
UPS
$100B
$1.08M 0.19%
10,026
-27
-0.3% -$2.81K
AVGO icon
94
Broadcom
AVGO
$1.76T
$1.07M 0.19%
2,841
+393
+16% +$158K
CCI icon
95
Crown Castle
CCI
$34.6B
$1.06M 0.19%
13,999
-250
-2% -$22K
CDL icon
96
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$402M
$1.04M 0.19%
13,386
-2,430
-15% -$184K
PNC icon
97
PNC Financial Services
PNC
$101B
$1.02M 0.18%
4,128
-198
-5% -$44.3K
GOOG icon
98
Alphabet (Google) Class C
GOOG
$4.22T
$1M 0.18%
2,841
-100
-3% -$35.7K
MDT icon
99
Medtronic
MDT
$106B
$993K 0.18%
12,688
-223
-2% -$18K
SPG icon
100
Simon Property Group
SPG
$74.2B
$991K 0.18%
4,431
+141
+3% +$29K
2 3
4
5 6

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SHIM
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TCM
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QL
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NCA
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FCA
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HA
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Investors Research Corp's Q2 2026 Portfolio in Review

As of Q2 2026, Investors Research Corp held 903 positions worth $559M, up 6.8% from $523M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Investors Research Corp's Q2 2026 filing shows 55 new, 85 increased, 239 reduced and 98 closed positions. Its largest new stake was First Trust Capital Strength ETF: 174,122 shares worth $16.4M. The largest sale was First Trust Morningstar Dividend Leaders Index Fund, an estimated $8.45M.

By sector, the portfolio is most concentrated in Technology at 4% of assets, down from 4.1% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Investors Research Corp's largest Q2 2026 buy was First Trust Capital Strength ETF: 174,122 shares worth $16.4M.
  • Investors Research Corp added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $1.25M increase.
  • Investors Research Corp's biggest Q2 2026 reduction was First Trust Morningstar Dividend Leaders Index Fund, cutting an estimated $8.45M.
  • Investors Research Corp fully exited Sealed Air in Q2 2026, selling an estimated $1.63M.
  • Investors Research Corp's ten largest holdings make up 36% of its $559M portfolio in Q2 2026.
  • Investors Research Corp opened 55 new positions and closed 98 in Q2 2026.
  • Investors Research Corp's portfolio value rose 6.8% quarter-over-quarter to $559M.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.