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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
Cap. Flow
+$20.8M
Cap. Flow %
4.08%
Top 10 Hldgs %
30.55%
Holding
984
New
22
Increased
123
Reduced
96
Closed
59

Top Buys

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$1.4M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.21M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.16M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.13M

Top Sells

Rank Stock Value
1
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.23M
2
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.03M
3
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$992K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$780K
5
VIV icon
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
IVZ icon
201
Invesco
IVZ
$14.2B
$494K 0.1%
31,312
– –
MO icon
202
Altria Group
MO
$109B
$492K 0.1%
8,397
– –
TEF
203
DELISTED
Telefonica
TEF
$486K 0.1%
92,986
– –
AXP icon
204
American Express
AXP
$231B
$486K 0.1%
1,524
– –
MGK icon
205
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.8B
$484K 0.1%
6,615
-30
-0.5% -$1.98K
CCU icon
206
Compañía de Cervecerías Unidas
CCU
$2.25B
$469K 0.09%
36,275
– –
AMX icon
207
America Movil
AMX
$70.8B
$461K 0.09%
25,701
– –
VOO icon
208
Vanguard S&P 500 ETF
VOO
$1.03T
$458K 0.09%
807
– –
TSN icon
209
Tyson Foods
TSN
$19.8B
$451K 0.09%
8,066
– –
RTX icon
210
RTX Corp
RTX
$303B
$450K 0.09%
3,084
-1,875
-38% -$250K
BG icon
211
Bunge Global
BG
$21.5B
$448K 0.09%
5,575
– –
SKM icon
212
SK Telecom
SKM
$13B
$445K 0.09%
19,060
– –
RCI icon
213
Rogers Communications
RCI
$18.9B
$443K 0.09%
14,925
– –
BABA icon
214
Alibaba
BABA
$308B
$421K 0.08%
3,709
– –
NICE icon
215
Nice
NICE
$6.03B
$420K 0.08%
2,486
+100
+4% +$16.1K
DB icon
216
Deutsche Bank
DB
$72.3B
$417K 0.08%
14,246
– –
EZM icon
217
WisdomTree US MidCap Fund
EZM
$957M
$414K 0.08%
6,695
-58
-0.9% -$3.42K
D icon
218
Dominion Energy
D
$59.5B
$412K 0.08%
7,282
– –
ALB icon
219
Albemarle
ALB
$15.3B
$410K 0.08%
6,540
– –
GT icon
220
Goodyear
GT
$1.76B
$408K 0.08%
39,350
– –
BMY icon
221
Bristol-Myers Squibb
BMY
$131B
$405K 0.08%
8,756
– –
CBRL icon
222
Cracker Barrel
CBRL
$1.26B
$404K 0.08%
6,620
– –
TEVA icon
223
Teva Pharmaceuticals
TEVA
$43B
$400K 0.08%
23,891
– –
STLA icon
224
Stellantis
STLA
$20.8B
$393K 0.08%
39,152
– –
IVW icon
225
iShares S&P 500 Growth ETF
IVW
$77.5B
$385K 0.08%
3,493
+1,187
+51% +$117K
7 8
9
10 11

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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 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.