Latest Investors Research Corp Stock Portfolio

Investors Research Corp Performance:

2025 Q2: 1.84%YTD: 0.13%2024: 4.23%

Performance for 2025 Q2 is 1.84%, and YTD is 0.13%, and 2024 is 4.23%.

About Investors Research Corp and 13F Hedge Fund Stock Holdings

Investors Research Corp is a hedge fund based in ATLANTA, GA. On 22-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $432.3 Millions. In it's latest 13F Holdings report, Investors Research Corp reported an equity portfolio of $510.1 Millions as of 30 Jun, 2025.

The top stock holdings of Investors Research Corp are AOA, BIL, FNDA. The fund has invested 3.8% of it's portfolio in ISHARES TR and 3.6% of portfolio in SPDR SER TR.

The fund managers got completely rid off PATTERSON COS INC (PDCO), FOOT LOCKER INC (FL) and CORTEVA INC (CTVA) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), PPL CORP (PPL) and VANGUARD INDEX FDS (VB). Investors Research Corp opened new stock positions in MICROCHIP TECHNOLOGY INC. (MCHP), PORTLAND GEN ELEC CO (POR) and THE CAMPBELLS COMPANY (CPB). The fund showed a lot of confidence in some stocks as they added substantially to HOST HOTELS & RESORTS INC (HST), IQVIA HLDGS INC (IQV) and ALEXANDRIA REAL ESTATE EQ IN (ARE).

Investors Research Corp Annual Return Estimates Vs S&P 500

Our best estimate is that Investors Research Corp made a return of 1.84% in the last quarter. In trailing 12 months, it's portfolio return was 2.88%.

New Buys

Ticker	$ Bought
microchip technology inc.	1,798,110
portland gen elec co	800,411
the campbells company	793,835
kilroy rlty corp	554,107
asml holding n v	320,556
biogen inc	232,342
papa johns intl inc	48,940
lionsgate studios corp	47,020

New stocks bought by Investors Research Corp

Additions

Ticker	% Inc.
host hotels & resorts inc	27,671
iqvia hldgs inc	19,772
alexandria real estate eq in	17,580
unitedhealth group inc	2,555
southern co	1,982
advanced micro devices inc	1,791
coca cola cons inc	900
invesco actvely mngd etc fd	347

Additions to existing portfolio by Investors Research Corp

Reductions

Ticker	% Reduced
telefonica brasil sa	-94.43
banco de chile	-94.06
banco santander chile new	-88.48
anheuser busch inbev sa/nv	-87.45
spartannash co	-84.49
johnson ctls intl plc	-78.9
wisdomtree tr	-78.71
spdr index shs fds	-75.7

Investors Research Corp reduced stake in above stock

Sold off

None of the stocks were completely sold off by Investors Research Corp

Sector Distribution

Investors Research Corp has about 70.2% of it's holdings in Others sector.

Sector	%
Others	70.2
Financial Services	4.7
Consumer Cyclical	4.6
Technology	4.2
Healthcare	3.1
Industrials	2.7
Basic Materials	2.3
Consumer Defensive	1.9
Real Estate	1.7
Energy	1.6
Communication Services	1.6
Utilities	1.3

Market Cap. Distribution

Investors Research Corp has about 21.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	70.2
LARGE-CAP	15.5
MEGA-CAP	5.6
MID-CAP	5.6
MICRO-CAP	1.6
SMALL-CAP	1.5

Stocks belong to which Index?

About 25.8% of the stocks held by Investors Research Corp either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.2
S&P 500	21.4
RUSSELL 2000	4.4

Top 5 Winners (%)		%
OUST	ouster inc	170.0 %
SMR	nuscale pwr corp	132.5 %
CMP	compass minerals intl inc	116.3 %
COIN	coinbase global inc	103.5 %
ELF	e l f beauty inc	98.2 %

Top 5 Winners ($)		$
IJR	ishares tr	1.8 M
MSFT	microsoft corp	1.6 M
IJR	ishares tr	0.9 M
IJR	ishares tr	0.9 M
IJR	ishares tr	0.4 M

Top 5 Losers (%)		%
SUP	superior inds intl inc	-93.6 %
COKE	coca cola cons inc	-90.4 %
BGS	b & g foods inc new	-38.4 %
SNCR	synchronoss technologies inc	-37.1 %
TLRY	tilray brands inc	-37.0 %

Top 5 Losers ($)		$
COKE	coca cola cons inc	-0.7 M
XLB	select sector spdr tr	-0.5 M
AAPL	apple inc	-0.3 M
IP	international paper co	-0.2 M
HUN	huntsman corp	-0.2 M

Investors Research Corp Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Investors Research Corp

Investors Research Corp has 917 stocks in it's portfolio. About 30.5% of the portfolio is in top 10 stocks. COKE proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Investors Research Corp last quarter.

Last Reported on: 07 Jul, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.02	3,938	116,210	unchanged	0.00

AAP	advance auto parts inc	0.05	5,625	261,506	unchanged	0.00

AAPL	apple inc	0.76	18,827	3,862,760	added	4.36

AAXJ	ishares tr	1.22	85,576	6,219,660	reduced	-14.62

AAXJ	ishares tr	0.84	139,908	4,292,380	added	10.77

AAXJ	ishares tr	0.45	25,723	2,279,060	added	23.61

AAXJ	ishares tr	0.34	15,166	1,761,680	added	0.71

AAXJ	ishares tr	0.04	1,574	187,448	added	4.24

AAXJ	ishares tr	0.04	1,653	182,524	added	4.29

AAXJ	ishares tr	0.02	645	81,754	added	8.77

ABBV	abbvie inc	0.03	846	157,035	unchanged	0.00

ABR	arbor realty trust inc	0.06	26,885	287,670	unchanged	0.00

ACCO	acco brands corp	0.02	25,615	91,702	unchanged	0.00

ACES	alps etf tr	0.19	17,044	979,669	reduced	-5.57

ACI	albertsons cos inc	0.03	6,701	144,139	unchanged	0.00

ACSG	dbx etf tr	0.95	111,187	4,864,430	added	10.36

ACTG	acacia resh corp	0.01	14,609	52,300	unchanged	0.00

ACWF	ishares tr	0.03	3,372	170,792	added	4.75

ACWF	ishares tr	0.01	362	76,679	unchanged	0.00

ACWV	ishares inc	0.01	396	67,074	reduced	-27.47