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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
IWM icon
151
iShares Russell 2000 ETF
IWM
$81.8B
$752K 0.14%
3,108
-270
-8% -$62K
JSMD icon
152
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.09B
$751K 0.14%
8,979
– –
EMLP icon
153
First Trust North American Energy Infrastructure Fund
EMLP
$4.12B
$750K 0.14%
19,592
-594
-3% -$22.4K
SU icon
154
Suncor Energy
SU
$74B
$742K 0.14%
17,752
– –
SHEL icon
155
Shell
SHEL
$250B
$741K 0.14%
10,357
– –
ADBE icon
156
Adobe
ADBE
$105B
$725K 0.13%
2,054
+550
+37% +$197K
PII icon
157
Polaris
PII
$3.99B
$723K 0.13%
12,437
– –
CMCSA icon
158
Comcast
CMCSA
$91B
$720K 0.13%
22,900
– –
IVZ icon
159
Invesco
IVZ
$13.8B
$718K 0.13%
31,312
– –
GOOG icon
160
Alphabet (Google) Class C
GOOG
$4.19T
$716K 0.13%
2,938
– –
BAC icon
161
Bank of America
BAC
$448B
$701K 0.13%
13,588
-4,669
-26% -$228K
DOW icon
162
Dow Inc
DOW
$22.6B
$691K 0.13%
30,122
+8
+0% +$199
SO icon
163
Southern Company
SO
$106B
$685K 0.13%
7,230
+1,607
+29% +$150K
KRC icon
164
Kilroy Realty
KRC
$4.24B
$683K 0.13%
16,156
+6
+0% +$237
KO icon
165
Coca-Cola
KO
$372B
$680K 0.13%
10,255
+143
+1% +$9.84K
SPY icon
166
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$678K 0.13%
1,017
+6
+0.6% +$3.85K
XOM icon
167
ExxonMobil
XOM
$657B
$676K 0.13%
5,992
+13
+0.2% +$1.45K
BABA icon
168
Alibaba
BABA
$306B
$663K 0.12%
3,709
– –
TROW icon
169
T. Rowe Price
TROW
$24.3B
$656K 0.12%
6,392
– –
ICE icon
170
Intercontinental Exchange
ICE
$84.9B
$653K 0.12%
3,875
– –
TAK icon
171
Takeda Pharmaceutical
TAK
$55.8B
$652K 0.12%
44,519
– –
PSX icon
172
Phillips 66
PSX
$89.5B
$650K 0.12%
4,776
– –
MMM icon
173
3M
MMM
$94.4B
$646K 0.12%
4,162
-3,976
-49% -$613K
PRU icon
174
Prudential Financial
PRU
$42.2B
$645K 0.12%
6,217
– –
CCL icon
175
Carnival Corporation Ltd
CCL
$38B
$644K 0.12%
22,287
– –
5 6
7
8 9

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TCM
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QL
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NCA
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CAM
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MCM
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FGAM
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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.