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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
HMC icon
126
Honda
HMC
$41.1B
$879K 0.16%
28,533
– –
FDX icon
127
FedEx
FDX
$76.3B
$876K 0.16%
3,716
– –
POR icon
128
Portland General Electric
POR
$5.69B
$867K 0.16%
19,700
– –
GM icon
129
General Motors
GM
$78.4B
$865K 0.16%
14,182
– –
ICL icon
130
ICL Group
ICL
$6.89B
$860K 0.16%
137,225
– –
JPM icon
131
JPMorgan Chase
JPM
$962B
$859K 0.16%
2,722
– –
RPG icon
132
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$851K 0.16%
17,841
-795
-4% -$37.3K
NKE icon
133
Nike
NKE
$61.3B
$828K 0.15%
11,877
– –
EPD icon
134
Enterprise Products Partners
EPD
$81.8B
$824K 0.15%
26,350
– –
KHC icon
135
Kraft Heinz
KHC
$29.2B
$824K 0.15%
31,642
– –
CPB icon
136
Campbell Soup
CPB
$6.78B
$818K 0.15%
25,900
– –
GSK icon
137
GSK
GSK
$102B
$804K 0.15%
18,628
– –
AVGO icon
138
Broadcom
AVGO
$1.98T
$798K 0.15%
2,420
-480
-17% -$147K
ETD icon
139
Ethan Allen Interiors
ETD
$602M
$790K 0.15%
26,825
– –
LVS icon
140
Las Vegas Sands
LVS
$29.6B
$790K 0.15%
14,687
– –
RZG icon
141
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$138M
$784K 0.15%
14,401
-941
-6% -$49.6K
MRK icon
142
Merck
MRK
$322B
$783K 0.14%
9,325
+120
+1% +$9.88K
SBUX icon
143
Starbucks
SBUX
$122B
$780K 0.14%
9,225
– –
RWK icon
144
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
$774K 0.14%
6,195
-9,961
-62% -$1.23M
RIO icon
145
Rio Tinto
RIO
$164B
$773K 0.14%
11,715
– –
SPGP icon
146
Invesco S&P 500 GARP ETF
SPGP
$2.31B
$765K 0.14%
6,730
-393
-6% -$43.6K
TTE icon
147
TotalEnergies
TTE
$195B
$758K 0.14%
12,692
– –
MGM icon
148
MGM Resorts International
MGM
$11.1B
$757K 0.14%
21,850
– –
HD icon
149
Home Depot
HD
$353B
$757K 0.14%
1,868
+18
+1% +$7.08K
SPHD icon
150
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$756K 0.14%
15,288
+19
+0.1% +$926
4 5
6
7 8

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 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.