Investors Research Corp
Sector Allocation
- Other68.4%$389.2M
- Financials10.4%$59.4M
- Technology5.1%$28.9M
- Healthcare2.6%$14.8M
- Consumer Discretionary2.3%$12.9M
- Consumer Staples2.1%$12.2M
- Materials1.9%$10.9M
- Energy1.9%$10.7M
- Industrials1.6%$8.9M
- Real Estate1.4%$8.1M
AUM History
13fpro.ai/research/fund/investors-research-corp-1730630
Conviction and streaks
Stable · top 10 = 36.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$25.5M
- SPDR$25.5M
- SPDR$25.2M
- VANGUARD$24.2M
- ISHARES$24.0M
- ISHARES$22.1M
- VICTORY$16.6M
- FIDELITY$16.6M
- FIRST$16.3M
- SPDR$11.7M
- ISHARES$10.7M
- VANGUARD$10.3M
- VANGUARD$10.2M
- GLOBAL$10.2M
- SCHWAB$9.8M
- AMPLIFY$9.8M
IVZ
$9.2M- DBX$8.0M
- FIRST$7.9M
- SELECT$6.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/investors-research-corp-1730630
Investors Research Corp 13F holdings — Q3 2026
$569.0M portfolio (+1.8% QoQ) · 790 holdings · Q3 2026 13F · top 10 are 37% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US LRG CAP ETF
$25.5M
4.5% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR P500ETF
$25.5M
4.5% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST STR P500GRW
$25.2M
4.4% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - MRNGSTR LRG CAP
$24.2M
4.3% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - RUS TP200 GR ETF
$24.0M
4.2% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - S&P 100 ETF
$22.1M
3.9% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VICTORY PORTFOLIOS II - VICSHS DV AC ETF
$16.6M
2.9% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
FIDELITY COVINGTON TRUST - MSCI HLTH CARE I
$16.6M
2.9% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF
$16.3M
2.9% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST STR PR SP1500
$11.7M
2.1% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $25.5M | 4.5% | +9% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR P500ETF | $25.5M | 4.5% | +9% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST STR P500GRW | $25.2M | 4.4% | -0.6% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - MRNGSTR LRG CAP | $24.2M | 4.3% | +9% | — | — | — | — | |
| 5 | ISHARES TR - RUS TP200 GR ETF | $24.0M | 4.2% | -0.3% | — | — | — | — | |
| 6 | ISHARES TR - S&P 100 ETF | $22.1M | 3.9% | -0.1% | — | — | — | — | |
| 7 | VICTORY PORTFOLIOS II - VICSHS DV AC ETF | $16.6M | 2.9% | -0.6% | — | — | — | — | |
| 8 | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | $16.6M | 2.9% | -6% | — | — | — | — | |
| 9 | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $16.3M | 2.9% | -0.1% | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST STR PR SP1500 | $11.7M | 2.1% | -0.7% | — | — | — | — |
All holdings — Investors Research Corp (Q3 2026)
790 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - MORNINGSTAR GRWTetf/fund | — | $10.7M | 1.9% | 91K | -0.1% | — | — | 13F |
| 12 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $10.3M | 1.8% | 66K | +3% | — | — | 13F |
| 13 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRWetf/fund | — | $10.2M | 1.8% | 79K | -0.3% | — | — | 13F |
| 14 | — | GLOBAL X FDS - US INFR DEV ETFetf/fund | — | $10.2M | 1.8% | 194K | -0.0% | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $9.8M | 1.7% | 303K | +4% | — | — | 13F |
| 16 | — | AMPLIFY ETF TR - CWP ENHANCED DIVetf/fund | — | $9.8M | 1.7% | 211K | +4% | — | — | 13F |
| 17 | Invesco Ltd. | Financials | $9.2M | 1.6% | 405K | +4% | 11+ qtrsAdded 10 qtrs in a row | — | 13F | |
| 18 | — | DBX ETF TR - XTRACK MSCI EAFEetf/fund | — | $8.0M | 1.4% | 145K | +6% | — | — | 13F |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $7.9M | 1.4% | 160K | +5% | — | — | 13F |
| 20 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $6.8M | 1.2% | 111K | -2% | — | — | 13F |
| 21 | — | ISHARES TR - CORE S&P TTL STKetf/fund | — | $6.7M | 1.2% | 40K | -31% | — | — | 13F |
| 22 | MICROSOFT CORP | Technology | $6.7M | 1.2% | 13K | -3% | 11+ qtrs | 79.8 | 13F | |
| 23 | Invesco Ltd.preferred | Financials | $6.5M | 1.1% | 650K | +7% | 11+ qtrsAdded 10 qtrs in a row | — | 13F | |
| 24 | — | VANECK ETF TRUST - PREFERRED SECURTpreferred | — | $5.9M | 1.0% | 338K | +8% | — | — | 13F |
| 25 | — | ISHARES TR - PFD AND INCM SECpreferred | — | $5.9M | 1.0% | 200K | +8% | — | — | 13F |
| 26 | — | ISHARES TR - US OIL GS EX ETF | — | $5.7M | 1.0% | 43K | +8% | |||
| 27 | — | ISHARES TR - 10+ YR INVST GRD | — | $5.5M | 1.0% | 121K | +8% | |||
| 28 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $5.5M | 1.0% | 54K | +8% | |||
| 29 | $WT | WisdomTree, Inc. | Financials | $5.4M | 0.9% | 97K | +9% | |||
| 30 | — | ISHARES TR - CORE S&P500 ETF | — | $5.3M | 0.9% | 6,859 | +15% | |||
| 31 | $IVZ | Invesco Ltd. | Financials | $5.2M | 0.9% | 412K | +9% | |||
| 32 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.2M | 0.7% | 5,495 | +100% | |||
| 33 | $AAPL | Apple Inc. | Technology | $3.8M | 0.7% | 12K | -13% | |||
| 34 | — | ISHARES TR - EAFE SML CP ETF | — | $3.8M | 0.7% | 45K | -21% | |||
| 35 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $3.7M | 0.7% | 5,326 | +123% | |||
| 36 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $3.0M | 0.5% | 91K | -0.1% | |||
| 37 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $2.2M | 0.4% | 7,211 | -5% | |||
| 38 | — | ISHARES TR - ESG MSCI KLD ETF | — | $2.1M | 0.4% | 15K | -0.1% | |||
| 39 | — | SPDR SERIES TRUST - ST STR PFD ETF | — | $2.1M | 0.4% | 74K | -12% | |||
| 40 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | — | $2.0M | 0.4% | 12K | -4% | |||
| 41 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $2.0M | 0.3% | 54K | -12% | |||
| 42 | $GOOGL | Alphabet Inc. | Technology | $2.0M | 0.3% | 5,668 | -4% | |||
| 43 | $UNM | Unum Group | Financials | $1.8M | 0.3% | 21K | -1% | |||
| 44 | $STT | STATE STREET CORP | Financials | $1.8M | 0.3% | 17K | -0.7% | |||
| 45 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.8M | 0.3% | 7,227 | -4% | |||
| 46 | — | ISHARES TR - CORE S&P US GWT | — | $1.8M | 0.3% | 9,164 | +2% | |||
| 47 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.7M | 0.3% | 4,509 | -26% | |||
| 48 | $TFC | TRUIST FINANCIAL CORP | Financials | $1.7M | 0.3% | 37K | -2% | |||
| 49 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.6M | 0.3% | 35K | +21% | |||
| 50 | — | PROSHARES TR - SP500 EX FINLS | — | $1.6M | 0.3% | 19K | -7% | |||
| 51 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.6M | 0.3% | 2,572 | -3% | |||
| 52 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | — | $1.6M | 0.3% | 39K | -3% | |||
| 53 | $NVDA | NVIDIA CORP | Technology | $1.6M | 0.3% | 6,844 | +3% | |||
| 54 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.5M | 0.3% | 6,884 | -7% | |||
| 55 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $1.5M | 0.3% | 10K | -2% | |||
| 56 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.3% | 18K | -7% | |||
| 57 | $MPC | Marathon Petroleum Corp | Energy | $1.5M | 0.3% | 3,806 | -19% | |||
| 58 | $AES | AES CORP | Utilities | $1.5M | 0.3% | 99K | -2% | |||
| 59 | $VAC | MARRIOTT VACATIONS WORLDWIDE Corp | Real Estate | $1.4M | 0.3% | 14K | -14% | |||
| 60 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $1.4M | 0.3% | 13K | -0.1% | |||
| 61 | $SW | Smurfit Westrock plc | Materials | $1.4M | 0.3% | 32K | — | |||
| 62 | $MET | METLIFE INC | Financials | $1.3M | 0.2% | 14K | — | |||
| 63 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $1.3M | 0.2% | 17K | -2% | |||
| 64 | $BLK | BlackRock, Inc. | Financials | $1.3M | 0.2% | 1,231 | -6% | |||
| 65 | $WTRG | Essential Utilities, Inc. | Utilities | $1.3M | 0.2% | 33K | -4% | |||
| 66 | $MS | MORGAN STANLEY | Financials | $1.2M | 0.2% | 6,633 | -4% | |||
| 67 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | — | $1.2M | 0.2% | 28K | -3% | |||
| 68 | $DVN | DEVON ENERGY CORP/DE | Energy | $1.2M | 0.2% | 27K | -2% | |||
| 69 | — | FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN | — | $1.2M | 0.2% | 63K | -1.0% | |||
| 70 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.2M | 0.2% | 4,729 | -2% | |||
| 71 | — | VICTORY PORTFOLIOS II - VCSHS US SMCP HG | — | $1.2M | 0.2% | 19K | -5% | |||
| 72 | — | SPDR SERIES TRUST - ST STR CONV ETF | — | $1.2M | 0.2% | 12K | -8% | |||
| 73 | — | FIDELITY COVINGTON TRUST - MSCI CONSM DIS | — | $1.2M | 0.2% | 12K | -7% | |||
| 74 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.2% | 8,031 | -9% | |||
| 75 | $AMCR | Amcor plc | Consumer Discretionary | $1.2M | 0.2% | 28K | -1% | |||
| 76 | $CVS | CVS HEALTH Corp | Healthcare | $1.1M | 0.2% | 13K | -3% | |||
| 77 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.2% | 16K | -40% | |||
| 78 | $SSB | SouthState Bank Corp | Financials | $1.1M | 0.2% | 11K | — | |||
| 79 | $R | RYDER SYSTEM INC | Consumer Discretionary | $1.1M | 0.2% | 4,925 | — | |||
| 80 | $NOTV | Inotiv, Inc. | Healthcare | $1.1M | 0.2% | 63K | -4% | |||
| 81 | $PFE | PFIZER INC | Healthcare | $1.1M | 0.2% | 38K | -2% | |||
| 82 | $ACN | Accenture plc | Technology | $1.1M | 0.2% | 5,879 | -1% | |||
| 83 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.1M | 0.2% | 2,116 | -4% | |||
| 84 | $APD | Air Products & Chemicals, Inc. | Materials | $1.1M | 0.2% | 3,858 | -3% | |||
| 85 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $1.1M | 0.2% | 12K | -4% | |||
| 86 | $BX | Blackstone Inc. | Financials | $1.1M | 0.2% | 9,513 | -1% | |||
| 87 | $MDT | Medtronic plc | Healthcare | $1.1M | 0.2% | 12K | -3% | |||
| 88 | $SMG | SCOTTS MIRACLE-GRO CO | Materials | $1.1M | 0.2% | 21K | -5% | |||
| 89 | $PSX | Phillips 66 | Energy | $1.1M | 0.2% | 4,125 | -11% | |||
| 90 | $O | REALTY INCOME CORP | Real Estate | $1.1M | 0.2% | 19K | -2% | |||
| 91 | $MKC | MCCORMICK & CO INC | Consumer Staples | $1.0M | 0.2% | 23K | -1% | |||
| 92 | $LW | Lamb Weston Holdings, Inc. | Consumer Staples | $1.0M | 0.2% | 25K | -2% | |||
| 93 | $KMB | KIMBERLY CLARK CORP | Materials | $1.0M | 0.2% | 11K | -1% | |||
| 94 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $1.0M | 0.2% | 6,350 | -1% | |||
| 95 | $IP | INTERNATIONAL PAPER CO /NEW/ | Materials | $1.0M | 0.2% | 31K | -2% | |||
| 96 | $NOW | ServiceNow, Inc. | Technology | $1.0M | 0.2% | 7,524 | -2% | |||
| 97 | $ICE | Intercontinental Exchange, Inc. | Financials | $994K | 0.2% | 6,537 | -4% | |||
| 98 | $AVGO | Broadcom Inc. | Technology | $960K | 0.2% | 2,734 | -4% | |||
| 99 | $UGI | UGI CORP /PA/ | Utilities | $956K | 0.2% | 27K | -3% | |||
| 100 | — | VICTORY PORTFOLIOS II - VCSHS US LRG CAP | — | $946K | 0.2% | 13K | -5% | |||
| 101 | $VICI | VICI PROPERTIES INC. | Real Estate | $941K | 0.2% | 41K | -1% | |||
| 102 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $924K | 0.2% | 9,892 | -1% | |||
| 103 | $LYB | LyondellBasell Industries N.V. | Materials | $919K | 0.2% | 16K | -1.0% | |||
| 104 | $GOOG | Alphabet Inc. | Technology | $904K | 0.2% | 2,653 | -7% | |||
| 105 | $GPN | GLOBAL PAYMENTS INC | Financials | $900K | 0.2% | 11K | -2% | |||
| 106 | $CCI | CROWN CASTLE INC. | Real Estate | $898K | 0.2% | 13K | -4% | |||
| 107 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $885K | 0.2% | 3,983 | -4% | |||
| 108 | $CAG | CONAGRA BRANDS INC. | Consumer Staples | $882K | 0.1% | 66K | -2% | |||
| 109 | $OMC | OMNICOM GROUP INC. | Communication Services | $880K | 0.1% | 12K | -3% | |||
| 110 | $PEP | PEPSICO INC | Consumer Staples | $876K | 0.1% | 6,913 | -3% | |||
| 111 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $864K | 0.1% | 4,306 | -3% | |||
| 112 | $HMC | HONDA MOTOR CO LTD | Consumer Discretionary | $857K | 0.1% | 27K | -0.7% | |||
| 113 | $CNH | CNH Industrial N.V. | Industrials | $842K | 0.1% | 65K | -4% | |||
| 114 | $GIS | GENERAL MILLS INC | Consumer Staples | $831K | 0.1% | 26K | -1% | |||
| 115 | — | ISHARES TR - S&P 500 GRWT ETF | — | $818K | 0.1% | 5,752 | +6% | |||
| 116 | $DIS | Walt Disney Co | Communication Services | $797K | 0.1% | 7,599 | -5% | |||
| 117 | $RELX | RELX PLC | Industrials | $795K | 0.1% | 24K | -2% | |||
| 118 | $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Utilities | $789K | 0.1% | 18K | -4% | |||
| 119 | $IVZ | Invesco Ltd. | Financials | $787K | 0.1% | 13K | — | |||
| 120 | $HUM | HUMANA INC | Healthcare | $783K | 0.1% | 2,051 | -4% | |||
| 121 | $PK | Park Hotels & Resorts Inc. | Consumer Discretionary | $780K | 0.1% | 51K | -5% | |||
| 122 | $JPM | JPMORGAN CHASE & CO | Financials | $769K | 0.1% | 2,323 | -10% | |||
| 123 | $WMT | Walmart Inc. | Consumer Staples | $761K | 0.1% | 7,325 | -5% | |||
| 124 | $IVZ | Invesco Ltd. | Financials | $752K | 0.1% | 12K | +7% | |||
| 125 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $752K | 0.1% | 21K | — | |||
| 126 | — | ISHARES TR - RUS MID CAP ETF | — | $751K | 0.1% | 7,034 | -44% | |||
| 127 | $GLPI | Gaming & Leisure Properties, Inc. | Real Estate | $748K | 0.1% | 20K | -3% | |||
| 128 | $KO | COCA COLA CO | Consumer Staples | $748K | 0.1% | 8,686 | -5% | |||
| 129 | $T | AT&T INC. | Communication Services | $737K | 0.1% | 30K | -3% | |||
| 130 | $RYN | RAYONIER INC | Real Estate | $730K | 0.1% | 40K | -3% | |||
| 131 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | — | $705K | 0.1% | 3,954 | -10% | |||
| 132 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $696K | 0.1% | 6,128 | -3% | |||
| 133 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $693K | 0.1% | 16K | +5192% | |||
| 134 | $GSK | GSK plc | Healthcare | $690K | 0.1% | 14K | -4% | |||
| 135 | $IVZ | Invesco Ltd. | Financials | $677K | 0.1% | 14K | -4% | |||
| 136 | $NVO | NOVO NORDISK A S | Healthcare | $676K | 0.1% | 18K | -2% | |||
| 137 | $KHC | Kraft Heinz Co | Consumer Staples | $675K | 0.1% | 30K | -4% | |||
| 138 | $SHEL | Shell plc | Energy | $673K | 0.1% | 7,077 | -1% | |||
| 139 | $CME | CME GROUP INC. | Financials | $668K | 0.1% | 2,550 | New | |||
| 140 | $SNY | Sanofi | Healthcare | $666K | 0.1% | 16K | -2% | |||
| 141 | $IVZ | Invesco Ltd. | Financials | $664K | 0.1% | 4,527 | +7% | |||
| 142 | — | GLOBAL X FDS - GLB X MLP ENRG I | — | $654K | 0.1% | 9,372 | -2% | |||
| 143 | $HRL | HORMEL FOODS CORP /DE/ | Consumer Staples | $641K | 0.1% | 32K | -2% | |||
| 144 | $ICL | ICL Group Ltd. | Materials | $640K | 0.1% | 128K | -5% | |||
| 145 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $638K | 0.1% | 12K | -7% | |||
| 146 | $TU | TELUS CORP | Communication Services | $631K | 0.1% | 75K | -1% | |||
| 147 | $SAP | SAP SE | Technology | $624K | 0.1% | 2,995 | -1% | |||
| 148 | $DHR | DANAHER CORP /DE/ | Healthcare | $623K | 0.1% | 2,810 | — | |||
| 149 | — | ISHARES TR - RUS TOP 200 ETF | — | $616K | 0.1% | 3,242 | -4% | |||
| 150 | $ABT | ABBOTT LABORATORIES | Healthcare | $616K | 0.1% | 6,230 | -1% |
What changed in Q3 2026
Against the previous quarter's 13F: 43 new, 89 added to, 260 trimmed, 56 sold out. Share-count changes; largest moves by dollar size first.
New positions (43)
$CMECME GROUP INC.$668K
first bought this quarter
$EXEEXPAND ENERGY Corp$551K
first bought this quarter
$DTBDTE ENERGY CO$521K
first bought this quarter
$HSYHERSHEY CO$445K
first bought this quarter
- TEVA PHARMACEUTICAL INDS LTD - SHS$245K
first bought this quarter
$MMSMAXIMUS, INC.$233K
first bought this quarter
+37 more in the Excel export
Added to (89)
- SCHWAB STRATEGIC TR - US LRG CAP ETF+9%
now $25.5M
- SPDR SERIES TRUST - ST STR P500ETF+9%
now $25.5M
$SPYSPDR S&P 500 ETF TRUST+100%
now $4.2M · held 11+ qtrs, 2 adds in a row
- VANGUARD INDEX FDS - S&P 500 ETF SHS+123%
now $3.7M
- VANGUARD INDEX FDS - MRNGSTR LRG CAP+9%
now $24.2M
$BSXBOSTON SCIENTIFIC CORP+5192%
now $693K · held 2 qtrs, 2 adds in a row
+83 more in the Excel export
Trimmed (260)
- ISHARES TR - CORE S&P TTL STK-31%
now $6.7M
- FIDELITY COVINGTON TRUST - MSCI HLTH CARE I-6%
now $16.6M
- ISHARES TR - EAFE SML CP ETF-21%
now $3.8M
$VLOVALERO ENERGY CORP/TX-26%
now $1.7M · held 11+ qtrs, 3 trims in a row
- ISHARES TR - RUS MID CAP ETF-44%
now $751K
$AAPLApple Inc.-13%
now $3.8M · held 11+ qtrs, 3 trims in a row
+254 more in the Excel export
Sold out (56)
$TEVATEVA PHARMACEUTICAL INDUSTRIES LTDwas $440K
held 10+ qtrs
$LEGLEGGETT & PLATT INCwas $313K
held 10+ qtrs
$GTLSCHART INDUSTRIES INCwas $285K
held 8 qtrs
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held 10+ qtrs
- SPDR INDEX SHS FDS - ST DOW INTL ETFwas $101K
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+50 more in the Excel export
Holdings by quarter
Every 13F Investors Research Corp has filed, 35 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Investors Research's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-4.7%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 20% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Investors Research Corp disclosed 790 positions worth $569.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 43 new positions and exited 56 — including a new stake in $CME and a full exit from $TEVA. The portfolio is most concentrated in Other (68.4% of disclosed assets). All figures are sourced directly from Investors Research Corp’s Form 13F-HR filing with the SEC under CIK 1730630.
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AI-Powered Hedge Fund Analysis: Investors Research Corp
13F Pro is an AI hedge fund tracker and stock research platform. For Investors Research Corp (SEC CIK: 1730630), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Investors Research Corp's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.