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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 | |
|---|---|---|---|---|---|---|
101
Walt Disney
DIS
$178B
| $1.06M | 0.21% |
8,587
| – | – |
|
102
Ryder
R
$9.98B
| $1.03M | 0.2% |
6,475
-100
| -2% | -$14.7K |
|
103
Lamb Weston
LW
$7.12B
| $1.02M | 0.2% |
19,750
| – | – |
|
104
SLB Ltd
SLB
$78.9B
| $1.01M | 0.2% |
29,763
+20,650
| +227% | +$716K |
|
105
Host Hotels & Resorts
HST
$15.5B
| $994K | 0.19% |
64,708
+64,475
| +27,672% | +$955K |
|
106
Gaming and Leisure Properties
GLPI
$12.5B
| $992K | 0.19% |
21,250
| – | – |
|
107
Pfizer
PFE
$154B
| $986K | 0.19% |
40,677
+1
| +0% | +$23 |
|
108
ALPS Sector Dividend Dogs ETF
SDOG
$1.43B
| $980K | 0.19% |
17,044
-1,005
| -6% | -$56K |
|
109
PNC Financial Services
PNC
$100B
| $969K | 0.19% |
5,199
| – | – |
|
110
Valero Energy
VLO
$90.7B
| $962K | 0.19% |
7,154
| – | – |
|
111
Stanley Black & Decker
SWK
$15.5B
| $945K | 0.19% |
13,954
+4,900
| +54% | +$316K |
|
112
ICL Group
ICL
$6.89B
| $941K | 0.18% |
137,225
| – | – |
|
113
British American Tobacco
BTI
$123B
| $929K | 0.18% |
19,619
-4,754
| -20% | -$211K |
|
114
Valley National Bancorp
VLY
$8.1B
| $928K | 0.18% |
103,900
| – | – |
|
115
ING
ING
$101B
| $928K | 0.18% |
42,415
-7,850
| -16% | -$159K |
|
|
IPG
116
DELISTED
Interpublic Group of Companies
IPG
| $909K | 0.18% |
37,118
| – | – |
|
117
Marathon Petroleum
MPC
$90B
| $905K | 0.18% |
5,446
| – | – |
|
118
Intel
INTC
$492B
| $903K | 0.18% |
40,297
| – | – |
|
119
Simon Property Group
SPG
$71.5B
| $891K | 0.17% |
5,540
| – | – |
|
|
CMA
120
DELISTED
Comerica
CMA
| $884K | 0.17% |
14,825
| – | – |
|
121
First Trust US Equity Opportunities ETF
FPX
$1.48B
| $884K | 0.17% |
6,100
| – | – |
|
122
Global Payments
GPN
$22.8B
| $867K | 0.17% |
10,829
| – | – |
|
123
APA Corp
APA
$14.4B
| $866K | 0.17% |
47,357
| – | – |
|
124
Bank of America
BAC
$447B
| $864K | 0.17% |
18,257
| – | – |
|
125
Sumitomo Mitsui Financial
SMFG
$161B
| $855K | 0.17% |
56,554
-1,100
| -2% | -$15.8K |
|
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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.