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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
HST icon
101
Host Hotels & Resorts
HST
$15.3B
$1.1M 0.2%
64,708
– –
RYN icon
102
Rayonier
RYN
$6.45B
$1.08M 0.2%
42,717
+42,398
+13,291% +$1.02M
ING icon
103
ING
ING
$101B
$1.05M 0.19%
40,315
-2,100
-5% -$50.6K
MPC icon
104
Marathon Petroleum
MPC
$94.5B
$1.05M 0.19%
5,446
– –
PNC icon
105
PNC Financial Services
PNC
$101B
$1.04M 0.19%
5,199
– –
SPG icon
106
Simon Property Group
SPG
$71.2B
$1.04M 0.19%
5,540
– –
SWK icon
107
Stanley Black & Decker
SWK
$15.7B
$1.04M 0.19%
13,954
– –
PFE icon
108
Pfizer
PFE
$152B
$1.04M 0.19%
40,678
+1
+0% +$25
IPG
109
DELISTED
Interpublic Group of Companies
IPG
$1.04M 0.19%
37,118
– –
AEO icon
110
American Eagle Outfitters
AEO
$2.91B
$1.03M 0.19%
60,114
– –
SLB icon
111
SLB Ltd
SLB
$79.7B
$1.03M 0.19%
29,851
+88
+0.3% +$3.06K
CMA
112
DELISTED
Comerica
CMA
$1.02M 0.19%
14,825
– –
GLPI icon
113
Gaming and Leisure Properties
GLPI
$12.4B
$990K 0.18%
21,250
– –
UGI icon
114
UGI
UGI
$7.54B
$984K 0.18%
29,575
– –
DIS icon
115
Walt Disney
DIS
$179B
$983K 0.18%
8,587
– –
FPX icon
116
First Trust US Equity Opportunities ETF
FPX
$1.49B
$980K 0.18%
5,900
-200
-3% -$30.4K
SMFG icon
117
Sumitomo Mitsui Financial
SMFG
$160B
$947K 0.18%
56,554
– –
C icon
118
Citigroup
C
$228B
$945K 0.17%
9,311
– –
UPS icon
119
United Parcel Service
UPS
$88.8B
$940K 0.17%
11,253
+78
+0.7% +$7.07K
TD icon
120
Toronto Dominion Bank
TD
$201B
$936K 0.17%
11,702
-8,905
-43% -$668K
AMD icon
121
Advanced Micro Devices
AMD
$774B
$934K 0.17%
5,770
– –
SDOG icon
122
ALPS Sector Dividend Dogs ETF
SDOG
$1.44B
$920K 0.17%
15,267
-1,777
-10% -$105K
LYB icon
123
LyondellBasell Industries
LYB
$20.7B
$917K 0.17%
18,706
– –
ARE icon
124
Alexandria Real Estate Equities
ARE
$8.28B
$914K 0.17%
10,965
+3
+0% +$240
GPN icon
125
Global Payments
GPN
$22.7B
$900K 0.17%
10,829
– –
3 4
5
6 7

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CFP
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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.