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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
Cap. Flow
-$6.02M
Cap. Flow %
-1.08%
Top 10 Hldgs %
35.61%
Holding
903
New
55
Increased
85
Reduced
239
Closed
98

Top Buys

Rank Stock Value
1
FTCS icon
First Trust Capital Strength ETF
FTCS
+$16.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.25M
3
MKC icon
McCormick & Company Non-Voting
MKC
+$1.12M
4
AMCR icon
Amcor
AMCR
+$1.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.07M

Top Sells

Rank Stock Value
1
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$8.45M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.94M
3
SEE
Sealed Air
SEE
+$1.63M
4
SLB icon
SLB Ltd
SLB
+$1.47M
5
VLY icon
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
XOM icon
176
ExxonMobil
XOM
$649B
$476K 0.09%
3,484
-1,595
-31% -$239K
EMR icon
177
Emerson Electric
EMR
$83.1B
$476K 0.09%
3,325
-87
-3% -$12.2K
DOW icon
178
Dow Inc
DOW
$21.4B
$475K 0.09%
17,373
-11,691
-40% -$424K
NKE icon
179
Nike
NKE
$62B
$474K 0.08%
11,557
-216
-2% -$9.5K
GIII icon
180
G-III Apparel Group
GIII
$1.48B
$474K 0.08%
14,050
– –
SRET icon
181
Global X SuperDividend REIT ETF
SRET
$236M
$468K 0.08%
20,631
-670
-3% -$15K
SAP icon
182
SAP
SAP
$186B
$467K 0.08%
3,030
+2,975
+5,409% +$507K
UNH icon
183
UnitedHealth
UNH
$382B
$465K 0.08%
1,119
-84
-7% -$31.1K
NTR icon
184
Nutrien
NTR
$32.6B
$463K 0.08%
7,349
-370
-5% -$25.9K
NOC icon
185
Northrop Grumman
NOC
$76.6B
$453K 0.08%
890
+865
+3,460% +$499K
RCI icon
186
Rogers Communications
RCI
$17.7B
$443K 0.08%
13,625
– –
TEVA icon
187
Teva Pharmaceuticals
TEVA
$36.1B
$440K 0.08%
12,974
– –
TSN icon
188
Tyson Foods
TSN
$20.1B
$422K 0.08%
7,370
-155
-2% -$9.7K
BP icon
189
BP
BP
$113B
$413K 0.07%
11,190
– –
LVS icon
190
Las Vegas Sands
LVS
$30.3B
$410K 0.07%
8,871
-266
-3% -$13.8K
SM icon
191
SM Energy
SM
$7.95B
$408K 0.07%
15,618
– –
IQV icon
192
IQVIA
IQV
$34.9B
$400K 0.07%
2,070
-66
-3% -$11.5K
UBS icon
193
UBS Group
UBS
$170B
$398K 0.07%
8,036
– –
IWF icon
194
iShares Russell 1000 Growth ETF
IWF
$123B
$395K 0.07%
3,184
+844
+36% +$102K
CCU icon
195
Compañía de Cervecerías Unidas
CCU
$2.12B
$385K 0.07%
34,375
-400
-1% -$4.64K
CPRI icon
196
Capri Holdings
CPRI
$1.8B
$384K 0.07%
20,669
-500
-2% -$9.6K
ADBE icon
197
Adobe
ADBE
$88.7B
$382K 0.07%
1,862
-117
-6% -$27.7K
OI icon
198
O-I Glass
OI
$1.39B
$375K 0.07%
38,960
– –
NFLX icon
199
Netflix
NFLX
$292B
$369K 0.07%
5,174
– –
VEEV icon
200
Veeva Systems
VEEV
$30.1B
$368K 0.07%
+2,075
New +$342K
6 7
8
9 10

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SHIM
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TCM
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QL
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NCA
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HA
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OPWM
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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.