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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
FHN icon
76
First Horizon
FHN
$12B
$1.36M 0.25%
60,075
– –
SMG icon
77
ScottsMiracle-Gro
SMG
$3.61B
$1.35M 0.25%
23,653
+3
+0% +$189
NVDA icon
78
NVIDIA
NVDA
$5.27T
$1.33M 0.25%
7,110
– –
SLYG icon
79
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
$1.31M 0.24%
13,931
-111
-0.8% -$10.2K
MDT icon
80
Medtronic
MDT
$116B
$1.31M 0.24%
13,721
+95
+0.7% +$8.73K
FDIS icon
81
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.73B
$1.3M 0.24%
12,659
+757
+6% +$74.8K
LMT icon
82
Lockheed Martin
LMT
$138B
$1.3M 0.24%
2,601
– –
TU icon
83
Telus
TU
$15.2B
$1.29M 0.24%
81,856
– –
VWOB icon
84
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
$1.28M 0.24%
19,144
– –
CAG icon
85
Conagra Brands
CAG
$7.14B
$1.28M 0.24%
69,825
+68,750
+6,395% +$1.32M
CWB icon
86
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$1.28M 0.24%
14,098
-13,678
-49% -$1.18M
WMT icon
87
Walmart Inc
WMT
$901B
$1.26M 0.23%
12,268
+7
+0.1% +$697
O icon
88
Realty Income
O
$58.6B
$1.25M 0.23%
20,619
– –
PEP icon
89
PepsiCo
PEP
$189B
$1.25M 0.23%
8,891
+12
+0.1% +$1.71K
VLO icon
90
Valero Energy
VLO
$93.3B
$1.22M 0.23%
7,154
– –
T icon
91
AT&T
T
$168B
$1.2M 0.22%
42,590
+59
+0.1% +$1.68K
R icon
92
Ryder
R
$9.92B
$1.2M 0.22%
6,375
-100
-2% -$18K
SSB icon
93
SouthState Bank Corp
SSB
$10.7B
$1.19M 0.22%
12,084
– –
CDL icon
94
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$404M
$1.19M 0.22%
17,085
-751
-4% -$51.3K
MET icon
95
MetLife
MET
$61.5B
$1.18M 0.22%
14,273
– –
APD icon
96
Air Products & Chemicals
APD
$68.9B
$1.16M 0.21%
4,247
– –
APA icon
97
APA Corp
APA
$14.2B
$1.15M 0.21%
47,357
– –
LW icon
98
Lamb Weston
LW
$7.23B
$1.15M 0.21%
19,750
– –
VAC icon
99
Marriott Vacations Worldwide
VAC
$3.95B
$1.13M 0.21%
16,950
– –
VLY icon
100
Valley National Bancorp
VLY
$8.16B
$1.1M 0.2%
103,900
– –
2 3
4
5 6

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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 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.