We are live on ! Find out more
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
UGI icon
101
UGI
UGI
$7.54B
$1.02M 0.19%
27,875
-1,400
-5% -$52.7K
RWK icon
102
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
$1.01M 0.19%
25,154
+18,996
+308% +$2.51M
MET icon
103
MetLife
MET
$61.5B
$1.01M 0.19%
14,273
– –
R icon
104
Ryder
R
$9.92B
$1.01M 0.19%
4,925
-1,450
-23% -$293K
POR icon
105
Portland General Electric
POR
$5.69B
$993K 0.19%
18,825
-300
-2% -$15.4K
ADP icon
106
Automatic Data Processing
ADP
$108B
$990K 0.19%
4,871
+4,450
+1,057% +$1.02M
UPS icon
107
United Parcel Service
UPS
$88.8B
$989K 0.19%
10,053
+22
+0.2% +$2.36K
GIS icon
108
General Mills
GIS
$20.2B
$987K 0.19%
+26,510
New +$1.15M
TU icon
109
Telus
TU
$15.2B
$985K 0.19%
76,806
+28,325
+58% +$383K
OMC icon
110
Omnicom Group
OMC
$23.6B
$937K 0.18%
12,438
– –
GLPI icon
111
Gaming and Leisure Properties
GLPI
$12.4B
$923K 0.18%
20,800
-225
-1% -$10.4K
SWK icon
112
Stanley Black & Decker
SWK
$15.7B
$908K 0.17%
12,779
+475
+4% +$38.2K
PNC icon
113
PNC Financial Services
PNC
$101B
$900K 0.17%
4,326
-873
-17% -$190K
RYN icon
114
Rayonier
RYN
$6.45B
$864K 0.17%
41,919
-318
-0.8% -$7.01K
XOM icon
115
ExxonMobil
XOM
$657B
$862K 0.16%
5,079
-925
-15% -$135K
GSK icon
116
GSK
GSK
$102B
$857K 0.16%
15,528
-2,480
-14% -$134K
PSX icon
117
Phillips 66
PSX
$89.5B
$855K 0.16%
4,692
-84
-2% -$13.2K
HUN icon
118
Huntsman Corp
HUN
$1.83B
$852K 0.16%
63,979
– –
GOOG icon
119
Alphabet (Google) Class C
GOOG
$4.19T
$844K 0.16%
2,941
+91
+3% +$28.6K
RELX icon
120
RELX
RELX
$61.7B
$836K 0.16%
+25,225
New +$887K
SNY icon
121
Sanofi
SNY
$104B
$819K 0.16%
16,993
+16,725
+6,241% +$780K
MGM icon
122
MGM Resorts International
MGM
$11.1B
$809K 0.15%
21,850
– –
RPG icon
123
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$808K 0.15%
17,289
-477
-3% -$23.2K
JPM icon
124
JPMorgan Chase
JPM
$962B
$801K 0.15%
2,722
– –
SPG icon
125
Simon Property Group
SPG
$71.2B
$800K 0.15%
4,290
-1,289
-23% -$246K
3 4
5
6 7

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

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.