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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
SRET icon
201
Global X SuperDividend REIT ETF
SRET
$228M
$511K 0.09%
23,591
-43
-0.2% -$924
EMN icon
202
Eastman Chemical
EMN
$8.55B
$508K 0.09%
8,053
– –
ABEV icon
203
Ambev
ABEV
$43.9B
$492K 0.09%
220,775
– –
XLG icon
204
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$488K 0.09%
8,482
+1,395
+20% +$76.3K
TEVA icon
205
Teva Pharmaceuticals
TEVA
$42.5B
$483K 0.09%
23,891
– –
JNJ icon
206
Johnson & Johnson
JNJ
$626B
$457K 0.08%
2,464
+38
+2% +$6.51K
IWL icon
207
iShares Russell Top 200 ETF
IWL
$2.27B
$457K 0.08%
2,750
+459
+20% +$73K
CRM icon
208
Salesforce
CRM
$162B
$455K 0.08%
1,920
+1
+0.1% +$252
BG icon
209
Bunge Global
BG
$21.4B
$453K 0.08%
5,575
– –
CC icon
210
Chemours
CC
$2.23B
$451K 0.08%
28,445
– –
XMMO icon
211
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
$446K 0.08%
3,300
+566
+21% +$74.5K
D icon
212
Dominion Energy
D
$59.9B
$444K 0.08%
7,266
-16
-0.2% -$951
CCU icon
213
Compañía de Cervecerías Unidas
CCU
$2.22B
$440K 0.08%
36,275
– –
TSN icon
214
Tyson Foods
TSN
$19.9B
$438K 0.08%
8,066
– –
GLD icon
215
SPDR Gold Trust
GLD
$143B
$432K 0.08%
1,216
– –
CPRI icon
216
Capri Holdings
CPRI
$1.77B
$432K 0.08%
21,669
– –
EZM icon
217
WisdomTree US MidCap Fund
EZM
$951M
$431K 0.08%
6,544
-151
-2% -$9.75K
BP icon
218
BP
BP
$111B
$426K 0.08%
12,365
– –
UBS icon
219
UBS Group
UBS
$176B
$423K 0.08%
10,311
-807
-7% -$31.3K
MU icon
220
Micron Technology
MU
$981B
$422K 0.08%
2,520
– –
IQV icon
221
IQVIA
IQV
$40.1B
$415K 0.08%
2,186
– –
UNH icon
222
UnitedHealth
UNH
$365B
$413K 0.08%
1,196
+1
+0.1% +$302
SKM icon
223
SK Telecom
SKM
$12.9B
$412K 0.08%
19,060
– –
LNC icon
224
Lincoln National
LNC
$8.51B
$412K 0.08%
10,207
– –
BMY icon
225
Bristol-Myers Squibb
BMY
$130B
$395K 0.07%
8,756
– –
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 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.