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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
PK icon
176
Park Hotels & Resorts
PK
$2.89B
$635K 0.12%
57,348
– –
DVY icon
177
iShares Select Dividend ETF
DVY
$23.7B
$627K 0.12%
4,409
-50
-1% -$6.92K
GEF icon
178
Greif
GEF
$4.98B
$608K 0.11%
10,175
– –
EXC icon
179
Exelon
EXC
$46.2B
$607K 0.11%
13,484
– –
TAP icon
180
Molson Coors Class B
TAP
$7.83B
$603K 0.11%
13,325
– –
TX icon
181
Ternium
TX
$10.7B
$601K 0.11%
17,300
– –
NFLX icon
182
Netflix
NFLX
$311B
$599K 0.11%
5,000
– –
HUN icon
183
Huntsman Corp
HUN
$1.83B
$598K 0.11%
66,604
– –
XSHD icon
184
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$72.6M
$592K 0.11%
44,139
-137
-0.3% -$1.85K
HAS icon
185
Hasbro
HAS
$13.7B
$575K 0.11%
7,581
– –
STM icon
186
STMicroelectronics
STM
$49.1B
$575K 0.11%
20,345
– –
WHR icon
187
Whirlpool
WHR
$2.84B
$562K 0.1%
7,150
– –
FIS icon
188
Fidelity National Information Services
FIS
$22.1B
$562K 0.1%
8,521
– –
AMX icon
189
America Movil
AMX
$70.3B
$540K 0.1%
25,701
– –
EMR icon
190
Emerson Electric
EMR
$91.7B
$536K 0.1%
4,087
-713
-15% -$97.2K
RWX icon
191
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
$535K 0.1%
19,241
-1,757
-8% -$48.3K
ALB icon
192
Albemarle
ALB
$15.3B
$530K 0.1%
6,540
– –
AVT icon
193
Avnet
AVT
$7.87B
$528K 0.1%
10,100
– –
MAT icon
194
Mattel
MAT
$4.29B
$526K 0.1%
31,242
– –
AXP icon
195
American Express
AXP
$230B
$523K 0.1%
1,574
+50
+3% +$15.9K
IVW icon
196
iShares S&P 500 Growth ETF
IVW
$76.9B
$520K 0.1%
4,310
+817
+23% +$94K
RTX icon
197
RTX Corp
RTX
$302B
$516K 0.1%
3,084
– –
OI icon
198
O-I Glass
OI
$1.1B
$516K 0.1%
39,760
– –
RCI icon
199
Rogers Communications
RCI
$19.1B
$514K 0.1%
14,925
– –
FMC icon
200
FMC
FMC
$1.3B
$512K 0.09%
15,216
– –
6 7
8
9 10

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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.