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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
(+10%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
4.08%
Top 10 Holdings %
Top 10 Hldgs %
30.55%
Holding
984
New
22
Increased
123
Reduced
96
Closed
59
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microchip Technology
MCHP
|
+$1.4M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.21M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.16M |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
+$1.14M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree International SmallCap Dividend Fund
DLS
|
+$1.23M |
| 2 |
Invesco S&P 500 Pure Growth ETF
RPG
|
+$1.03M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$992K |
| 4 |
State Street SPDR MSCI ACWI ex-US ETF
CWI
|
+$780K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.18B
| $1.25M | 0.24% |
14,042
-66
| -0.5% | -$5.52K |
|
77
ProShares S&P 500 ex-Financials ETF
SPXN
$80.4M
| $1.24M | 0.24% |
18,714
+1,937
| +12% | +$118K |
|
78
3M
MMM
$93.9B
| $1.24M | 0.24% |
8,138
-200
| -2% | -$28.6K |
|
79
AT&T
T
$165B
| $1.23M | 0.24% |
42,531
+8
| +0% | +$220 |
|
|
SEE
80
DELISTED
Sealed Air
SEE
| $1.23M | 0.24% |
39,500
+1,550
| +4% | +$46.1K |
|
81
Marriott Vacations Worldwide
VAC
$3.89B
| $1.23M | 0.24% |
16,950
| – | – |
|
82
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
| $1.22M | 0.24% |
6,660
+665
| +11% | +$115K |
|
83
iShares Core S&P US Growth ETF
IUSG
$33.8B
| $1.21M | 0.24% |
8,070
+856
| +12% | +$116K |
|
84
Lockheed Martin
LMT
$139B
| $1.2M | 0.24% |
2,601
| – | – |
|
85
Walmart Inc
WMT
$897B
| $1.2M | 0.24% |
12,261
+6
| +0% | +$572 |
|
86
Air Products & Chemicals
APD
$68.6B
| $1.2M | 0.23% |
4,247
| – | – |
|
87
Realty Income
O
$58.6B
| $1.19M | 0.23% |
20,619
| – | – |
|
88
Medtronic
MDT
$114B
| $1.19M | 0.23% |
13,626
| – | – |
|
89
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$402M
| $1.19M | 0.23% |
17,836
-1,619
| -8% | -$105K |
|
90
PepsiCo
PEP
$188B
| $1.17M | 0.23% |
8,879
+5,988
| +207% | +$807K |
|
91
Alphabet (Google) Class A
GOOGL
$4.37T
| $1.16M | 0.23% |
6,593
-90
| -1% | -$14.7K |
|
92
MetLife
MET
$61.7B
| $1.15M | 0.23% |
14,273
| – | – |
|
93
United Parcel Service
UPS
$89.1B
| $1.13M | 0.22% |
11,175
| – | – |
|
94
NVIDIA
NVDA
$5.27T
| $1.12M | 0.22% |
7,110
+4,673
| +192% | +$588K |
|
95
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.73B
| $1.12M | 0.22% |
11,902
+1,333
| +13% | +$117K |
|
96
AES
AES
$10.5B
| $1.11M | 0.22% |
105,975
+4,875
| +5% | +$52.2K |
|
97
SouthState Bank Corp
SSB
$10.5B
| $1.11M | 0.22% |
12,084
| – | – |
|
98
Cenovus Energy
CVE
$54.5B
| $1.1M | 0.22% |
80,750
| – | – |
|
99
LyondellBasell Industries
LYB
$20.2B
| $1.08M | 0.21% |
18,706
+3,025
| +19% | +$176K |
|
100
UGI
UGI
$7.29B
| $1.08M | 0.21% |
29,575
| – | – |
|
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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.