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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 | |
|---|---|---|---|---|---|---|
|
126
Invesco S&P 500 Pure Growth ETF
RPG
$2.03B
| $853K | 0.17% |
18,636
-25,028
| -57% | -$1.03M |
|
127
Starbucks
SBUX
$119B
| $845K | 0.17% |
9,225
| – | – |
|
128
FedEx
FDX
$76.9B
| $845K | 0.17% |
3,716
| – | – |
|
129
Nike
NKE
$62.5B
| $844K | 0.17% |
11,877
| – | – |
|
130
Honda
HMC
$41.2B
| $823K | 0.16% |
28,533
| – | – |
|
131
Advanced Micro Devices
AMD
$767B
| $819K | 0.16% |
5,770
+5,465
| +1,792% | +$595K |
|
132
Comcast
CMCSA
$89.4B
| $817K | 0.16% |
22,900
| – | – |
|
133
Enterprise Products Partners
EPD
$82B
| $817K | 0.16% |
26,350
| – | – |
|
134
Kraft Heinz
KHC
$29.6B
| $817K | 0.16% |
31,642
| – | – |
|
135
Portland General Electric
POR
$5.66B
| $800K | 0.16% |
+19,700
| New | +$826K |
|
136
Broadcom
AVGO
$2.01T
| $799K | 0.16% |
2,900
| – | – |
|
137
Dow Inc
DOW
$22.1B
| $797K | 0.16% |
30,114
+21,211
| +238% | +$617K |
|
138
Alexandria Real Estate Equities
ARE
$8.32B
| $796K | 0.16% |
10,962
+10,900
| +17,581% | +$810K |
|
139
Campbell Soup
CPB
$6.69B
| $794K | 0.16% |
+25,900
| New | +$911K |
|
140
Citigroup
C
$227B
| $793K | 0.16% |
9,311
| – | – |
|
141
JPMorgan Chase
JPM
$956B
| $789K | 0.15% |
2,722
| – | – |
|
142
BorgWarner
BWA
$14.1B
| $783K | 0.15% |
23,380
| – | – |
|
143
TotalEnergies
TTE
$195B
| $779K | 0.15% |
12,692
+200
| +2% | +$11.9K |
|
144
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$138M
| $776K | 0.15% |
15,342
-9,702
| -39% | -$461K |
|
145
Invesco S&P 500 GARP ETF
SPGP
$2.32B
| $767K | 0.15% |
7,123
| – | – |
|
146
First Trust North American Energy Infrastructure Fund
EMLP
$4.1B
| $757K | 0.15% |
20,186
-6,197
| -23% | -$227K |
|
147
MGM Resorts International
MGM
$10.9B
| $751K | 0.15% |
21,850
| – | – |
|
148
Ethan Allen Interiors
ETD
$598M
| $747K | 0.15% |
26,825
| – | – |
|
149
Goldman Sachs
GS
$301B
| $735K | 0.14% |
1,038
| – | – |
|
150
Shell
SHEL
$248B
| $729K | 0.14% |
10,357
| – | – |
|
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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.