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Investors Research 13F Portfolio

Portfolio Manager
Investors Research CORP
Performance
+1.09% (2026 Q3)
AUM (13F)
$568.99M
# of Holdings
790
Performance Rank
Allocation (Top 20)
52.84%
Latest filing
Q3 2026

Investors Research CORP Holdings Map

Top 50 Investors Research CORP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
SCHWAB STRATEGIC TR
4.49%851.4K$25.5M
+9.02%(+70.48K)
2025-Q3: 718.0K shares2025-Q4: 741.1K shares2026-Q1: 748.0K shares2026-Q2: 780.9K shares2026-Q3: 851.4K shares
$20.02(+50.58%)
2026-09-30
SPYM
SPDR SERIES TRUST
4.48%284.3K$25.5M
+8.99%(+23.45K)
2025-Q3: 241.2K shares2025-Q4: 248.3K shares2026-Q1: 250.2K shares2026-Q2: 260.8K shares2026-Q3: 284.3K shares
$59.42(+51.85%)
2026-09-30
SPYG
SPDR SERIES TRUST
4.42%204.4K$25.2M
-0.59%(-1.22K)
2025-Q3: 200.7K shares2025-Q4: 205.9K shares2026-Q1: 207.8K shares2026-Q2: 205.6K shares2026-Q3: 204.4K shares
$68.71(+76.61%)
2026-09-30
VV
VANGUARD INDEX FDS
4.25%68.7K$24.2M
+9.24%(+5.81K)
2025-Q3: 58.3K shares2025-Q4: 59.9K shares2026-Q1: 60.3K shares2026-Q2: 62.9K shares2026-Q3: 68.7K shares
$232.97(+51.67%)
2026-09-30
IWY
ISHARES TR
4.22%81.4K$24.0M
-0.35%(-284)
2025-Q3: 80.5K shares2025-Q4: 82.2K shares2026-Q1: 82.5K shares2026-Q2: 81.7K shares2026-Q3: 81.4K shares
$170.05(+69.64%)
2026-09-30
OEF
ISHARES TR
3.89%57.9K$22.1M
-0.08%(-49)
2025-Q3: 57.0K shares2025-Q4: 58.4K shares2026-Q1: 58.6K shares2026-Q2: 58.0K shares2026-Q3: 57.9K shares
$220.96(+73.10%)
2026-09-30
VSDA
VICTORY PORTFOLIOS II
2.92%296.1K$16.6M
-0.63%(-1.88K)
2025-Q3: 284.4K shares2025-Q4: 294.8K shares2026-Q1: 301.0K shares2026-Q2: 297.9K shares2026-Q3: 296.1K shares
$44.80(+30.60%)
2026-09-30
FHLC
FIDELITY COVINGTON TRUST
2.92%203.2K$16.6M
-5.97%(-12.91K)
2025-Q3: 205.4K shares2025-Q4: 213.1K shares2026-Q1: 218.3K shares2026-Q2: 216.1K shares2026-Q3: 203.2K shares
$64.88(+29.86%)
2026-09-30
FTCS
FIRST TR EXCHANGE-TRADED FD
2.87%174.0K$16.3M
-0.05%(-94)
2025-Q3: 166.5K shares2025-Q4: 172.6K shares2026-Q1: 0 shares2026-Q2: 174.1K shares2026-Q3: 174.0K shares
$79.77(+24.11%)
2026-09-30
SPTM
SPDR SERIES TRUST
2.06%127.2K$11.7M
-0.66%(-847)
2025-Q3: 143.1K shares2025-Q4: 141.1K shares2026-Q1: 131.9K shares2026-Q2: 128.0K shares2026-Q3: 127.2K shares
$50.30(+84.14%)
2026-09-30

About Investors Research CORPโ€™s portfolio

Investors Research CORP reports $568.99M in US-listed equity holdings across 790 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (4.5%), SPYM (4.5%) and SPYG (4.4%). The top 20 holdings account for 52.84% of reported assets. Its disclosed equity book has returned +55.48% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
SCHX โ€” 6.2% ($25.54M)SPYM โ€” 6.2% ($25.52M)SPYG โ€” 6.1% ($25.16M)VV โ€” 5.9% ($24.19M)IWY โ€” 5.9% ($24.01M)OEF โ€” 5.4% ($22.14M)VSDA โ€” 4.1% ($16.62M)FHLC โ€” 4.1% ($16.60M)FTCS โ€” 4.0% ($16.33M)SPTM โ€” 2.9% ($11.71M)Other โ€” 49.3% ($202.01M)
51%in top 10
  • SCHX6.2%
  • SPYM6.2%
  • SPYG6.1%
  • VV5.9%
  • IWY5.9%
  • OEF5.4%
  • VSDA4.1%
  • FHLC4.1%
  • FTCS4.0%
  • SPTM2.9%
  • Other49.3%

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.

Added to
22
SCHXSCHWAB STRATEGIC TR+9.0%
SPYMSPDR SERIES TRUST+9.0%
SPYSTATE STR SPDR S&P 500 ETF T+99.7%
VOOVANGUARD INDEX FDS+123.0%
+18 more
Trimmed
28
ITOTISHARES TR-30.9%
FHLCFIDELITY COVINGTON TRUST-6.0%
SCZISHARES TR-20.6%
VLOVALERO ENERGY CORP-25.8%
+24 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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