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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
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
Cap. Flow
-$23.4M
Cap. Flow %
-4.47%
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106

Top Buys

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$9M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.51M
3
BX icon
Blackstone
BX
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16M
2
CF icon
CF Industries
CF
+$2.06M
3
USB icon
US Bancorp
USB
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

Rank Sector Weight
1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CWB icon
76
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$1.24M 0.24%
13,540
-74
-0.5% -$6.91K
O icon
77
Realty Income
O
$58.6B
$1.23M 0.24%
20,130
-200
-1% -$12.5K
VWOB icon
78
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
$1.22M 0.23%
18,615
-68
-0.4% -$4.57K
MPC icon
79
Marathon Petroleum
MPC
$94.5B
$1.21M 0.23%
4,971
-475
-9% -$95.9K
DOW icon
80
Dow Inc
DOW
$22.6B
$1.21M 0.23%
29,064
-41
-0.1% -$1.3K
WMT icon
81
Walmart Inc
WMT
$901B
$1.2M 0.23%
9,695
-2,503
-21% -$307K
HST icon
82
Host Hotels & Resorts
HST
$15.3B
$1.2M 0.23%
62,783
– –
CDL icon
83
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$404M
$1.18M 0.23%
15,816
-90
-0.6% -$6.64K
ACN icon
84
Accenture
ACN
$110B
$1.17M 0.22%
5,916
+4,828
+444% +$1.12M
APD icon
85
Air Products & Chemicals
APD
$68.9B
$1.17M 0.22%
4,033
-214
-5% -$59K
CCI icon
86
Crown Castle
CCI
$31.3B
$1.16M 0.22%
14,249
-284
-2% -$24.4K
VICI icon
87
VICI Properties
VICI
$28.6B
$1.14M 0.22%
41,859
+41,775
+49,732% +$1.2M
MS icon
88
Morgan Stanley
MS
$338B
$1.14M 0.22%
6,903
-1,105
-14% -$191K
IP icon
89
International Paper
IP
$22.1B
$1.13M 0.22%
31,565
-1,872
-6% -$77.8K
MDT icon
90
Medtronic
MDT
$116B
$1.12M 0.21%
12,911
-810
-6% -$77.6K
BX icon
91
Blackstone
BX
$118B
$1.12M 0.21%
9,713
+9,488
+4,217% +$1.23M
LW icon
92
Lamb Weston
LW
$7.23B
$1.1M 0.21%
26,025
+7,000
+37% +$312K
CAG icon
93
Conagra Brands
CAG
$7.14B
$1.09M 0.21%
69,025
– –
PFE icon
94
Pfizer
PFE
$152B
$1.08M 0.21%
38,481
-2,398
-6% -$63.8K
VAC icon
95
Marriott Vacations Worldwide
VAC
$3.95B
$1.08M 0.21%
16,574
+4,699
+40% +$291K
T icon
96
AT&T
T
$168B
$1.08M 0.21%
37,219
-4,310
-10% -$115K
MRK icon
97
Merck
MRK
$322B
$1.08M 0.21%
8,958
-367
-4% -$42.4K
SSB icon
98
SouthState Bank Corp
SSB
$10.7B
$1.05M 0.2%
11,347
– –
KMB icon
99
Kimberly-Clark
KMB
$36.1B
$1.04M 0.2%
10,800
+10,475
+3,223% +$1.07M
BR icon
100
Broadridge
BR
$19.5B
$1.03M 0.2%
6,350
+6,298
+12,112% +$1.2M
2 3
4
5 6

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CFP
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TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
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 Q1 2026 Portfolio in Review

As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.

  • Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
  • Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
  • Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
  • Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
  • Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
  • Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
  • Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.