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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
+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
(+10%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
4.08%
Top 10 Holdings %
Top 10 Hldgs %
30.55%
Holding
984
New
22
Increased
123
Reduced
96
Closed
59
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microchip Technology
MCHP
|
+$1.4M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.21M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.16M |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
+$1.14M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree International SmallCap Dividend Fund
DLS
|
+$1.23M |
| 2 |
Invesco S&P 500 Pure Growth ETF
RPG
|
+$1.03M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$992K |
| 4 |
State Street SPDR MSCI ACWI ex-US ETF
CWI
|
+$780K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
State Street SPDR S&P 500 ETF Trust
SPY
$810B
| $625K | 0.12% |
1,011
| – | – |
|
177
STMicroelectronics
STM
$48.5B
| $619K | 0.12% |
20,345
+5
| +0% | +$124 |
|
178
T. Rowe Price
TROW
$24.3B
| $617K | 0.12% |
6,392
| – | – |
|
179
Mattel
MAT
$4.21B
| $616K | 0.12% |
31,242
| – | – |
|
180
Eastman Chemical
EMN
$8.39B
| $601K | 0.12% |
8,053
| – | – |
|
181
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$72.2M
| $596K | 0.12% |
44,276
-132
| -0.3% | -$1.74K |
|
182
iShares Select Dividend ETF
DVY
$23.6B
| $592K | 0.12% |
4,459
-290
| -6% | -$37.5K |
|
183
HSBC
HSBC
$355B
| $588K | 0.12% |
9,666
| – | – |
|
184
Park Hotels & Resorts
PK
$2.92B
| $587K | 0.12% |
57,348
| – | – |
|
185
O-I Glass
OI
$1.08B
| $586K | 0.11% |
39,760
| – | – |
|
186
Exelon
EXC
$45.8B
| $585K | 0.11% |
13,484
| – | – |
|
187
Adobe
ADBE
$109B
| $582K | 0.11% |
1,504
+50
| +3% | +$19.3K |
|
188
American Eagle Outfitters
AEO
$3.07B
| $578K | 0.11% |
60,114
+15,125
| +34% | +$162K |
|
189
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
| $575K | 0.11% |
20,998
-58
| -0.3% | -$1.51K |
|
190
Phillips 66
PSX
$86B
| $570K | 0.11% |
4,776
| – | – |
|
191
Hasbro
HAS
$13.3B
| $560K | 0.11% |
7,581
| – | – |
|
192
Kilroy Realty
KRC
$4.32B
| $554K | 0.11% |
+16,150
| New | +$527K |
|
193
Avnet
AVT
$7.99B
| $536K | 0.11% |
10,100
| – | – |
|
194
Ambev
ABEV
$45.4B
| $532K | 0.1% |
220,775
| – | – |
|
195
Salesforce
CRM
$162B
| $523K | 0.1% |
1,919
| – | – |
|
196
Alphabet (Google) Class C
GOOG
$4.35T
| $521K | 0.1% |
2,938
+75
| +3% | +$12.4K |
|
197
Ternium
TX
$10.8B
| $521K | 0.1% |
17,300
+10,800
| +166% | +$309K |
|
198
Southern Company
SO
$105B
| $516K | 0.1% |
5,623
+5,353
| +1,983% | +$481K |
|
199
Polaris
PII
$3.97B
| $506K | 0.1% |
12,437
| – | – |
|
200
Global X SuperDividend REIT ETF
SRET
$228M
| $500K | 0.1% |
23,634
-69
| -0.3% | -$1.41K |
|
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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.