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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
PEP icon
101
PepsiCo
PEP
$187B
$964K 0.17%
7,121
-1,387
-16% -$207K
UGI icon
102
UGI
UGI
$7.85B
$953K 0.17%
27,584
-291
-1% -$10.3K
POR icon
103
Portland General Electric
POR
$6.07B
$949K 0.17%
18,317
-508
-3% -$25.8K
PFE icon
104
Pfizer
PFE
$143B
$938K 0.17%
38,962
+481
+1% +$12.6K
GIS icon
105
General Mills
GIS
$20.3B
$911K 0.16%
26,185
-325
-1% -$11.2K
GLPI icon
106
Gaming and Leisure Properties
GLPI
$12.8B
$904K 0.16%
20,309
-491
-2% -$23K
CAG icon
107
Conagra Brands
CAG
$6.83B
$902K 0.16%
67,042
-1,983
-3% -$27.7K
FPX icon
108
First Trust US Equity Opportunities ETF
FPX
$1.5B
$901K 0.16%
4,371
– –
OMC icon
109
Omnicom Group
OMC
$23.3B
$895K 0.16%
12,289
-149
-1% -$11.2K
BR icon
110
Broadridge
BR
$17.3B
$880K 0.16%
6,425
+75
+1% +$11.3K
NVO
111
Novo Nordisk
NVO
$223B
$874K 0.16%
18,225
-250
-1% -$10.7K
RYN icon
112
Rayonier
RYN
$6.56B
$871K 0.16%
40,950
-969
-2% -$20.3K
WMT icon
113
Walmart Inc
WMT
$909B
$869K 0.16%
7,675
-2,020
-21% -$251K
RPG icon
114
Invesco S&P 500 Pure Growth ETF
RPG
$2.05B
$861K 0.15%
13,480
-3,809
-22% -$216K
LYB icon
115
LyondellBasell Industries
LYB
$19.1B
$850K 0.15%
16,147
-359
-2% -$24.8K
JPM icon
116
JPMorgan Chase
JPM
$907B
$848K 0.15%
2,591
-131
-5% -$40.7K
HUM icon
117
Humana
HUM
$48B
$844K 0.15%
2,126
-824
-28% -$235K
ICE icon
118
Intercontinental Exchange
ICE
$79B
$840K 0.15%
6,825
+2,950
+76% +$443K
GPN icon
119
Global Payments
GPN
$21.3B
$818K 0.15%
11,279
-192
-2% -$13.2K
PII icon
120
Polaris
PII
$4.16B
$818K 0.15%
11,948
-234
-2% -$15.1K
HRL icon
121
Hormel Foods
HRL
$14B
$815K 0.15%
+32,850
New +$730K
TU icon
122
Telus
TU
$16.2B
$805K 0.14%
76,181
-625
-0.8% -$7.63K
JSMD icon
123
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.07B
$792K 0.14%
7,827
– –
PSX icon
124
Phillips 66
PSX
$82.9B
$786K 0.14%
4,650
-42
-0.9% -$7.23K
GSK icon
125
GSK
GSK
$104B
$784K 0.14%
14,952
-576
-4% -$30.5K
3 4
5
6 7

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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.