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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
(+6.8%)
Cap. Flow
-$6.02M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
35.61%
Holding
903
New
55
Increased
85
Reduced
239
Closed
98
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Capital Strength ETF
FTCS
|
+$16.3M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.25M |
| 3 |
McCormick & Company Non-Voting
MKC
|
+$1.12M |
| 4 |
Amcor
AMCR
|
+$1.12M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.07M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$8.45M |
| 2 |
Invesco S&P MidCap 400 Revenue ETF
RWK
|
+$2.94M |
| 3 |
SEE
Sealed Air
SEE
|
+$1.63M |
| 4 |
SLB Ltd
SLB
|
+$1.47M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Citigroup
C
$217B
| $619K | 0.11% |
4,425
| – | – |
|
152
KKR & Co
KKR
$87.4B
| $603K | 0.11% |
6,575
-150
| -2% | -$14.5K |
|
|
153
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.3B
| $599K | 0.11% |
4,099
-21,055
| -84% | -$2.94M |
|
154
Home Depot
HD
$331B
| $597K | 0.11% |
1,694
-192
| -10% | -$62.5K |
|
155
ASML
ASML
$667B
| $597K | 0.11% |
300
-100
| -25% | -$159K |
|
156
Carnival Corporation Ltd
CCL
$35.7B
| $595K | 0.11% |
20,840
-675
| -3% | -$18.4K |
|
157
iShares Russell 2000 ETF
IWM
$81.6B
| $584K | 0.1% |
1,945
-973
| -33% | -$273K |
|
158
Ethan Allen Interiors
ETD
$586M
| $579K | 0.1% |
25,925
-475
| -2% | -$10.1K |
|
159
Abbott
ABT
$178B
| $572K | 0.1% |
6,305
+6,225
| +7,781% | +$568K |
|
160
Shell
SHEL
$241B
| $555K | 0.1% |
7,163
| – | – |
|
161
Campbell Soup
CPB
$6.55B
| $552K | 0.1% |
24,784
-341
| -1% | -$7.19K |
|
162
Kilroy Realty
KRC
$4.64B
| $551K | 0.1% |
14,716
-775
| -5% | -$26.3K |
|
163
Alexandria Real Estate Equities
ARE
$8.81B
| $548K | 0.1% |
10,370
-299
| -3% | -$14.3K |
|
164
Visa
V
$688B
| $547K | 0.1% |
1,595
+1,198
| +302% | +$385K |
|
165
Southern Company
SO
$107B
| $543K | 0.1% |
5,676
-54
| -0.9% | -$5.08K |
|
166
Invesco S&P 500 GARP ETF
SPGP
$2.2B
| $540K | 0.1% |
4,419
-1,167
| -21% | -$137K |
|
167
Dominion Energy
D
$61.8B
| $537K | 0.1% |
7,865
+798
| +11% | +$51.9K |
|
168
Danaher
DHR
$144B
| $535K | 0.1% |
2,810
+2,800
| +28,000% | +$508K |
|
169
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$141M
| $534K | 0.1% |
7,349
-5,037
| -41% | -$325K |
|
170
Comcast
CMCSA
$85.1B
| $530K | 0.09% |
21,574
-292
| -1% | -$7.54K |
|
171
American Express
AXP
$241B
| $519K | 0.09% |
1,534
| – | – |
|
172
Diageo
DEO
$47B
| $503K | 0.09% |
6,263
-145
| -2% | -$11.7K |
|
173
Bristol-Myers Squibb
BMY
$124B
| $497K | 0.09% |
8,628
-156
| -2% | -$8.96K |
|
174
Eastman Chemical
EMN
$7.79B
| $495K | 0.09% |
7,392
-125
| -2% | -$9.14K |
|
175
Molson Coors Class B
TAP
$7.72B
| $493K | 0.09% |
12,650
-375
| -3% | -$15.7K |
|
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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.