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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
EPD icon
126
Enterprise Products Partners
EPD
$84.1B
$776K 0.14%
21,121
– –
RELX icon
127
RELX
RELX
$59.2B
$774K 0.14%
24,450
-775
-3% -$26.3K
DIS icon
128
Walt Disney
DIS
$168B
$768K 0.14%
7,984
-123
-2% -$12.5K
CNH
129
CNH Industrial
CNH
$12.9B
$765K 0.14%
68,091
-2,584
-4% -$27.5K
NOW icon
130
ServiceNow
NOW
$105B
$762K 0.14%
7,674
+6,809
+787% +$674K
PK icon
131
Park Hotels & Resorts
PK
$2.99B
$760K 0.14%
53,332
-879
-2% -$10.8K
SPHD icon
132
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.34B
$747K 0.13%
14,702
-600
-4% -$30K
IVW icon
133
iShares S&P 500 Growth ETF
IVW
$74B
$745K 0.13%
5,414
+75
+1% +$9.9K
HMC icon
134
Honda
HMC
$36.6B
$741K 0.13%
27,333
-450
-2% -$11.4K
KO icon
135
Coca-Cola
KO
$351B
$740K 0.13%
9,108
-767
-8% -$60.6K
ACN icon
136
Accenture
ACN
$87.6B
$739K 0.13%
5,941
+25
+0.4% +$4.34K
KHC icon
137
Kraft Heinz
KHC
$30.7B
$731K 0.13%
30,942
-358
-1% -$8.26K
XMMO icon
138
Invesco S&P MidCap Momentum ETF
XMMO
$7.27B
$719K 0.13%
4,228
+46
+1% +$7.5K
BAC icon
139
Bank of America
BAC
$427B
$717K 0.13%
12,577
– –
MLPX icon
140
Global X MLP & Energy Infrastructure ETF
MLPX
$3.67B
$708K 0.13%
9,612
-13,565
-59% -$997K
SNY icon
141
Sanofi
SNY
$105B
$703K 0.13%
16,468
-525
-3% -$23.5K
TROW icon
142
T. Rowe Price
TROW
$25.1B
$685K 0.12%
6,028
-114
-2% -$11.7K
PRU icon
143
Prudential Financial
PRU
$41.1B
$683K 0.12%
6,328
– –
ABEV icon
144
Ambev
ABEV
$47.4B
$677K 0.12%
215,575
-5,200
-2% -$16.3K
XLG icon
145
Invesco S&P 500 Top 50 ETF
XLG
$10.7B
$676K 0.12%
11,037
+339
+3% +$20.7K
SBUX icon
146
Starbucks
SBUX
$119B
$673K 0.12%
6,584
-166
-2% -$16.7K
ICL icon
147
ICL Group
ICL
$6.48B
$669K 0.12%
134,267
-2,958
-2% -$16.8K
HUN icon
148
Huntsman Corp
HUN
$2.08B
$664K 0.12%
62,479
-1,500
-2% -$20.7K
T icon
149
AT&T
T
$152B
$642K 0.11%
31,018
-6,201
-17% -$154K
IWL icon
150
iShares Russell Top 200 ETF
IWL
$2.19B
$622K 0.11%
3,362
-137
-4% -$24.6K
4 5
6
7 8

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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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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.