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Investors Research 13F Portfolio

Portfolio Manager
Investors Research Corp
Performance
+11.26% (2026 Q2)
AUM (13F)
$558.78M
# of Holdings
805
Performance Rank
Allocation (Top 20)
52.53%
Latest filing
Q2 2026

Investors Research Corp Holdings Map

Top 50 Investors Research Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYG
SPDR SERIES TRUST
4.38%205.6K$24.5M
-1.04%(-2.16K)
2025-Q2: 193.1K shares2025-Q3: 200.7K shares2025-Q4: 205.9K shares2026-Q1: 207.8K shares2026-Q2: 205.6K shares
$68.71(+78.84%)
2026-06-30
IWY
ISHARES TR
4.25%81.7K$23.7M
-1.04%(-855)
2025-Q2: 77.8K shares2025-Q3: 80.5K shares2025-Q4: 82.2K shares2026-Q1: 82.5K shares2026-Q2: 81.7K shares
$170.05(+72.34%)
2026-06-30
SCHX
SCHWAB STRATEGIC TR
4.11%780.9K$23.0M
+4.40%(+32.90K)
2025-Q2: 690.7K shares2025-Q3: 718.0K shares2025-Q4: 741.1K shares2026-Q1: 748.0K shares2026-Q2: 780.9K shares
$19.14(+59.40%)
2026-06-30
SPYM
SPDR SERIES TRUST
4.1%260.8K$22.9M
+4.24%(+10.60K)
2025-Q2: 231.4K shares2025-Q3: 241.2K shares2025-Q4: 248.3K shares2026-Q1: 250.2K shares2026-Q2: 260.8K shares
$56.77(+60.73%)
2026-06-30
VV
VANGUARD INDEX FDS
3.87%62.9K$21.6M
+4.32%(+2.60K)
2025-Q2: 56.2K shares2025-Q3: 58.3K shares2025-Q4: 59.9K shares2026-Q1: 60.3K shares2026-Q2: 62.9K shares
$221.94(+60.64%)
2026-06-30
OEF
ISHARES TR
3.8%58.0K$21.2M
-1.09%(-641)
2025-Q2: 54.9K shares2025-Q3: 57.0K shares2025-Q4: 58.4K shares2026-Q1: 58.6K shares2026-Q2: 58.0K shares
$220.96(+73.12%)
2026-06-30
VSDA
VICTORY PORTFOLIOS II
3.1%297.9K$17.3M
-1.03%(-3.10K)
2025-Q2: 271.5K shares2025-Q3: 284.4K shares2025-Q4: 294.8K shares2026-Q1: 301.0K shares2026-Q2: 297.9K shares
$44.80(+35.39%)
2026-06-30
FHLC
FIDELITY COVINGTON TRUST
2.99%216.1K$16.7M
-0.97%(-2.11K)
2025-Q2: 194.9K shares2025-Q3: 205.4K shares2025-Q4: 213.1K shares2026-Q1: 218.3K shares2026-Q2: 216.1K shares
$64.88(+25.38%)
2026-06-30
FTCS
FIRST TR EXCHANGE-TRADED FD
2.93%174.1K$16.4Mnew2025-Q2: 159.3K shares2025-Q3: 166.5K shares2025-Q4: 172.6K shares2026-Q1: 0 shares2026-Q2: 174.1K shares
$79.77(+26.63%)
2026-06-30
SPTM
SPDR SERIES TRUST
2.08%128.0K$11.6M
-2.94%(-3.88K)
2025-Q2: 144.1K shares2025-Q3: 143.1K shares2025-Q4: 141.1K shares2026-Q1: 131.9K shares2026-Q2: 128.0K shares
$50.30(+87.46%)
2026-06-30

About Investors Research Corpโ€™s portfolio

Investors Research Corp reports $558.78M in US-listed equity holdings across 805 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (4.4%), IWY (4.3%) and SCHX (4.1%). The top 20 holdings account for 52.53% of reported assets. Its disclosed equity book has returned +50.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
SPYG โ€” 6.2% ($24.47M)IWY โ€” 6.0% ($23.74M)SCHX โ€” 5.8% ($22.98M)SPYM โ€” 5.8% ($22.92M)VV โ€” 5.5% ($21.64M)OEF โ€” 5.4% ($21.22M)VSDA โ€” 4.4% ($17.33M)FHLC โ€” 4.2% ($16.70M)FTCS โ€” 4.1% ($16.35M)SPTM โ€” 2.9% ($11.62M)Other โ€” 49.6% ($195.96M)
50%in top 10
  • SPYG6.2%
  • IWY6.0%
  • SCHX5.8%
  • SPYM5.8%
  • VV5.5%
  • OEF5.4%
  • VSDA4.4%
  • FHLC4.2%
  • FTCS4.1%
  • SPTM2.9%
  • Other49.6%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
FTCSFIRST TR EXCHANGE-TRADED FD2.9%
Added to
23
SPYSTATE STR SPDR S&P 500 ETF T+168.5%
SCHXSCHWAB STRATEGIC TR+4.4%
SPYMSPDR SERIES TRUST+4.2%
VVVANGUARD INDEX FDS+4.3%
+19 more
Trimmed
26
FDLFIRST TR EXCHANGE-TRADED FD-52.7%
MDYGSPDR SERIES TRUST-27.4%
AAPLAPPLE INC-10.1%
IVVISHARES TR-7.7%
+22 more

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Source filings

Holdings on this page are parsed from Investors Research Corpโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730630). View Investors Research Corpโ€™s 13F filings on SEC

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