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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
(+6.8%)
Cap. Flow
-$6.02M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
35.61%
Holding
903
New
55
Increased
85
Reduced
239
Closed
98
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Capital Strength ETF
FTCS
|
+$16.3M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.25M |
| 3 |
McCormick & Company Non-Voting
MKC
|
+$1.12M |
| 4 |
Amcor
AMCR
|
+$1.12M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.07M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$8.45M |
| 2 |
Invesco S&P MidCap 400 Revenue ETF
RWK
|
+$2.94M |
| 3 |
SEE
Sealed Air
SEE
|
+$1.63M |
| 4 |
SLB Ltd
SLB
|
+$1.47M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $356K | 0.06% |
1,867
+197
| +12% | +$33.7K |
|
202
VF Corp
VFC
$6.68B
| $355K | 0.06% |
21,260
-400
| -2% | -$7.15K |
|
203
Biogen
BIIB
$29.9B
| $355K | 0.06% |
1,641
-209
| -11% | -$40K |
|
204
Stellantis
STLA
$16.5B
| $347K | 0.06% |
60,444
-858
| -1% | -$6.35K |
|
205
FedEx
FDX
$74.5B
| $334K | 0.06% |
1,066
-84
| -7% | -$30.5K |
|
206
Advance Auto Parts
AAP
$3.37B
| $332K | 0.06% |
5,333
-92
| -2% | -$5.22K |
|
207
Kohl's
KSS
$2.03B
| $329K | 0.06% |
18,592
| – | – |
|
208
Vodafone
VOD
$34.9B
| $326K | 0.06% |
24,676
-109
| -0.4% | -$1.65K |
|
209
Lincoln National
LNC
$7.91B
| $325K | 0.06% |
9,182
-325
| -3% | -$11.7K |
|
210
ING
ING
$93.8B
| $323K | 0.06% |
10,280
| – | – |
|
211
S&P Global
SPGI
$126B
| $321K | 0.06% |
787
-25
| -3% | -$10.6K |
|
212
Albemarle
ALB
$13.5B
| $316K | 0.06% |
2,341
-2,009
| -46% | -$354K |
|
213
Fidelity National Information Services
FIS
$21.5B
| $314K | 0.06% |
8,081
| – | – |
|
214
Leggett & Platt
LEG
$1.52B
| $313K | 0.06% |
26,744
-733
| -3% | -$7.73K |
|
|
FITB
215
Fifth Third Bancorp
FITB
$52B
| $309K | 0.06% |
5,474
-700
| -11% | -$35.5K |
|
216
Invesco QQQ Trust
QQQ
$455B
| $307K | 0.05% |
417
| – | – |
|
217
Qualcomm
QCOM
$176B
| $304K | 0.05% |
1,647
-57
| -3% | -$10.7K |
|
218
Signet Jewelers
SIG
$3.55B
| $302K | 0.05% |
3,500
-200
| -5% | -$17.3K |
|
|
FLG
219
Flagstar Bank National Association
FLG
$5.77B
| $301K | 0.05% |
20,123
-411
| -2% | -$5.83K |
|
220
RTX Corp
RTX
$287B
| $297K | 0.05% |
1,563
+233
| +18% | +$42.7K |
|
221
First Trust North American Energy Infrastructure Fund
EMLP
$4.18B
| $296K | 0.05% |
6,796
-711
| -9% | -$31K |
|
222
FlexShares Quality Dividend Index Fund
QDF
$2.21B
| $292K | 0.05% |
3,246
+95
| +3% | +$8.22K |
|
223
Alibaba
BABA
$269B
| $289K | 0.05% |
3,016
-103
| -3% | -$12.9K |
|
224
FlexShares Quality Dividend Defensive Index Fund
QDEF
$543M
| $289K | 0.05% |
3,325
+96
| +3% | +$8.2K |
|
225
Reaves Utility Income Fund
UTG
$3.69B
| $288K | 0.05% |
7,077
| – | – |
|
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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.