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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
IWY icon
1
iShares Russell Top 200 Growth ETF
IWY
$15.9B
$22M 4.08%
80,543
+2,762
+4% +$715K
SPYG icon
2
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$21M 3.88%
200,719
+7,587
+4% +$756K
OEF icon
3
iShares S&P 100 ETF
OEF
$20.1B
$19M 3.51%
56,976
+2,067
+4% +$657K
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$71.8B
$18.9M 3.5%
718,014
+27,333
+4% +$694K
SPYM
5
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$18.9M 3.5%
241,191
+9,752
+4% +$736K
VV icon
6
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$18M 3.32%
58,347
+2,175
+4% +$644K
FTCS icon
7
First Trust Capital Strength ETF
FTCS
$7.91B
$15.6M 2.89%
166,534
+7,257
+5% +$669K
VSDA icon
8
VictoryShares Dividend Accelerator ETF
VSDA
$246M
$15.2M 2.81%
284,357
+12,884
+5% +$688K
FHLC icon
9
Fidelity MSCI Health Care Index ETF
FHLC
$3.28B
$13.7M 2.54%
205,435
+10,564
+5% +$682K
SPTM icon
10
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$11.5M 2.13%
143,057
-1,045
-0.7% -$81.2K
ITOT icon
11
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$9.75M 1.8%
66,915
-1,200
-2% -$168K
DIVO icon
12
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.5B
$8.11M 1.5%
182,045
+6,706
+4% +$291K
VYM icon
13
Vanguard High Dividend Yield ETF
VYM
$80.9B
$8.06M 1.49%
57,157
+1,886
+3% +$259K
VONG icon
14
Vanguard Russell 1000 Growth ETF
VONG
$42.8B
$7.87M 1.46%
65,305
+6,178
+10% +$708K
ILCG icon
15
iShares Morningstar Growth ETF
ILCG
$3.11B
$7.84M 1.45%
75,205
+7,160
+11% +$719K
PAVE icon
16
Global X US Infrastructure Development ETF
PAVE
$13.9B
$7.69M 1.42%
161,518
+15,942
+11% +$734K
PEY icon
17
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
$7.19M 1.33%
341,508
+14,660
+4% +$309K
SCHD icon
18
Schwab US Dividend Equity ETF
SCHD
$103B
$6.95M 1.29%
254,574
+10,315
+4% +$281K
MSFT icon
19
Microsoft
MSFT
$3.45T
$6.91M 1.28%
13,332
+52
+0.4% +$26.5K
PGX icon
20
Invesco Preferred ETF
PGX
$3.81B
$5.9M 1.09%
508,239
+26,969
+6% +$309K
FDL icon
21
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.74B
$5.59M 1.03%
128,810
+7,240
+6% +$314K
SCZ icon
22
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$5.59M 1.03%
72,881
-12,695
-15% -$950K
DBEF icon
23
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.17B
$5.48M 1.01%
117,980
+6,793
+6% +$307K
XLE icon
24
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$5.27M 0.97%
117,956
-7,364
-6% -$322K
PFF icon
25
iShares Preferred and Income Securities ETF
PFF
$13.3B
$4.73M 0.88%
149,729
+9,821
+7% +$309K
1
2 3 4 5

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DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
OPWM
Oakwell Private Wealth Management Austin, Texas $560M AUM 20.18% 1-Year Est. Return
CAM
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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.