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
+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
Cap. Flow
+$20.8M
Cap. Flow %
4.08%
Top 10 Hldgs %
30.55%
Holding
984
New
22
Increased
123
Reduced
96
Closed
59

Top Buys

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$1.4M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.21M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.16M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.13M

Top Sells

Rank Stock Value
1
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.23M
2
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.03M
3
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$992K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$780K
5
VIV icon
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
IWM icon
151
iShares Russell 2000 ETF
IWM
$81.5B
$729K 0.14%
3,378
– –
MRK icon
152
Merck
MRK
$323B
$729K 0.14%
9,205
– –
SPHD icon
153
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$726K 0.14%
15,269
+168
+1% +$7.94K
WHR icon
154
Whirlpool
WHR
$2.75B
$725K 0.14%
7,150
– –
KO icon
155
Coca-Cola
KO
$374B
$715K 0.14%
10,112
-307
-3% -$21.9K
GSK icon
156
GSK
GSK
$104B
$715K 0.14%
18,628
– –
ICE icon
157
Intercontinental Exchange
ICE
$84.5B
$711K 0.14%
3,875
– –
GM icon
158
General Motors
GM
$77.2B
$698K 0.14%
14,182
– –
JSMD icon
159
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.09B
$697K 0.14%
8,979
– –
HUN icon
160
Huntsman Corp
HUN
$1.82B
$694K 0.14%
66,604
+38,950
+141% +$475K
FIS icon
161
Fidelity National Information Services
FIS
$21.9B
$694K 0.14%
8,521
-470
-5% -$36.6K
TAK icon
162
Takeda Pharmaceutical
TAK
$56B
$688K 0.13%
44,519
-400
-0.9% -$5.91K
RIO icon
163
Rio Tinto
RIO
$166B
$683K 0.13%
11,715
– –
HD icon
164
Home Depot
HD
$350B
$678K 0.13%
1,850
+1
+0.1% +$362
NFLX icon
165
Netflix
NFLX
$318B
$670K 0.13%
5,000
– –
PRU icon
166
Prudential Financial
PRU
$42.1B
$668K 0.13%
6,217
– –
SU icon
167
Suncor Energy
SU
$73.4B
$665K 0.13%
17,752
– –
GEF icon
168
Greif
GEF
$4.97B
$661K 0.13%
10,175
– –
XOM icon
169
ExxonMobil
XOM
$657B
$645K 0.13%
5,979
+13
+0.2% +$1.39K
SNN icon
170
Smith & Nephew
SNN
$12.6B
$644K 0.13%
21,009
– –
TAP icon
171
Molson Coors Class B
TAP
$7.93B
$641K 0.13%
13,325
– –
EMR icon
172
Emerson Electric
EMR
$88.5B
$640K 0.13%
4,800
– –
LVS icon
173
Las Vegas Sands
LVS
$29.4B
$639K 0.13%
14,687
– –
FMC icon
174
FMC
FMC
$1.31B
$635K 0.12%
15,216
– –
CCL icon
175
Carnival Corporation Ltd
CCL
$38B
$627K 0.12%
22,287
– –
5 6
7
8 9

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 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.