We are live on ! Find out more
IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+1.98%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$546M
AUM Growth
+$5.61M
Cap. Flow
-$2.17M
Cap. Flow %
-0.4%
Top 10 Hldgs %
33.42%
Holding
908
New
39
Increased
94
Reduced
257
Closed
62

Top Buys

Rank Stock Value
1
DVN icon
Devon Energy
DVN
+$963K
2
OMC icon
Omnicom Group
OMC
+$950K
3
CNH
CNH Industrial
CNH
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

Top Sells

Rank Stock Value
1
IPG
Interpublic Group of Companies
IPG
+$1.04M
2
HII icon
Huntington Ingalls Industries
HII
+$985K
3
FHN icon
First Horizon
FHN
+$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

Sector Composition

Rank Sector Weight
1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
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
$22.8M 4.17%
82,197
+1,654
+2% +$458K
SPYG icon
2
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$22M 4.02%
205,901
+5,182
+3% +$549K
OEF icon
3
iShares S&P 100 ETF
OEF
$20.1B
$20M 3.67%
58,423
+1,447
+3% +$492K
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$71.8B
$19.9M 3.65%
741,079
+23,065
+3% +$616K
SPYM
5
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$19.9M 3.65%
248,254
+7,063
+3% +$562K
VV icon
6
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$18.9M 3.45%
59,915
+1,568
+3% +$490K
FTCS icon
7
First Trust Capital Strength ETF
FTCS
$7.91B
$16M 2.92%
172,565
+6,031
+4% +$558K
FHLC icon
8
Fidelity MSCI Health Care Index ETF
FHLC
$3.28B
$15.8M 2.9%
213,079
+7,644
+4% +$550K
VSDA icon
9
VictoryShares Dividend Accelerator ETF
VSDA
$246M
$15.6M 2.85%
294,790
+10,433
+4% +$550K
SPTM icon
10
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$11.6M 2.13%
141,148
-1,909
-1% -$156K
ITOT icon
11
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$9.73M 1.78%
65,424
-1,491
-2% -$220K
VONG icon
12
Vanguard Russell 1000 Growth ETF
VONG
$42.8B
$8.61M 1.58%
70,717
+5,412
+8% +$660K
VYM icon
13
Vanguard High Dividend Yield ETF
VYM
$80.9B
$8.53M 1.56%
59,407
+2,250
+4% +$320K
ILCG icon
14
iShares Morningstar Growth ETF
ILCG
$3.11B
$8.48M 1.55%
81,507
+6,302
+8% +$658K
DIVO icon
15
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.5B
$8.44M 1.55%
189,755
+7,710
+4% +$347K
PAVE icon
16
Global X US Infrastructure Development ETF
PAVE
$13.9B
$8.39M 1.54%
175,465
+13,947
+9% +$669K
SCHD icon
17
Schwab US Dividend Equity ETF
SCHD
$103B
$7.34M 1.34%
267,435
+12,861
+5% +$350K
PEY icon
18
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
$7.32M 1.34%
359,092
+17,584
+5% +$362K
MSFT icon
19
Microsoft
MSFT
$3.45T
$6.44M 1.18%
13,307
-25
-0.2% -$12.5K
PGX icon
20
Invesco Preferred ETF
PGX
$3.81B
$6.08M 1.11%
540,521
+32,282
+6% +$368K
FDL icon
21
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.74B
$6.07M 1.11%
136,998
+8,188
+6% +$357K
DBEF icon
22
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.17B
$5.96M 1.09%
123,912
+5,932
+5% +$284K
XLE icon
23
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$5.19M 0.95%
116,181
-1,775
-2% -$79K
SCZ icon
24
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$5.09M 0.93%
65,597
-7,284
-10% -$558K
PFF icon
25
iShares Preferred and Income Securities ETF
PFF
$13.3B
$5M 0.92%
161,415
+11,686
+8% +$364K
1
2 3 4 5

Similar funds

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
Cander Asset Management New York $557M AUM

Investors Research Corp's Q4 2025 Portfolio in Review

As of Q4 2025, Investors Research Corp held 908 positions worth $546M, up 1% from $540M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Investors Research Corp's Q4 2025 filing shows 39 new, 94 increased, 257 reduced and 62 closed positions. Its largest new stake was Omnicom Group: 12,438 shares worth $1M. The largest sale was Interpublic Group of Companies, an estimated $1.04M.

By sector, the portfolio is most concentrated in Financials at 5.2% of assets, down from 5.6% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2025 buy was Omnicom Group: 12,438 shares worth $1M.
  • Investors Research Corp added most to Devon Energy in Q4 2025, an estimated $963K increase.
  • Investors Research Corp's biggest Q4 2025 reduction was Huntington Ingalls Industries, cutting an estimated $985K.
  • Investors Research Corp fully exited Interpublic Group of Companies in Q4 2025, selling an estimated $1.04M.
  • Investors Research Corp's ten largest holdings make up 33% of its $546M portfolio in Q4 2025.
  • Investors Research Corp opened 39 new positions and closed 62 in Q4 2025.
  • Investors Research Corp's portfolio value rose 1% quarter-over-quarter to $546M.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.