Latest Investors Research Corp Stock Portfolio
Investors Research Corp Performance:
2025 Q3: 2.8%YTD: 2.89%2024: 4.64%
Performance for 2025 Q3 is 2.8%, and YTD is 2.89%, and 2024 is 4.64%.
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 $540.5 Millions as of 30 Sep, 2025.
The top stock holdings of Investors Research Corp are AOA, BIL, IJR. The fund has invested 4.1% of it's portfolio in ISHARES TR and 3.9% of portfolio in SPDR SERIES TRUST.
The fund managers got completely rid off SMITH & NEPHEW PLC, BRF SA (BRFS) and SPARTANNASH CO (SPTN) stocks. They significantly reduced their stock positions in HERTZ GLOBAL HLDGS INC (HTZ), TELEFONICA S A and BORGWARNER INC (BWA). Investors Research Corp opened new stock positions in LIONSGATE STUDIOS CORP, WENDYS CO (WEN) and FB FINL CORP (FBK). The fund showed a lot of confidence in some stocks as they added substantially to RAYONIER INC (RYN), CONAGRA BRANDS INC (CAG) and RICHTECH ROBOTICS INC.
The top stock holdings of Investors Research Corp are AOA, BIL, IJR. The fund has invested 4.1% of it's portfolio in ISHARES TR and 3.9% of portfolio in SPDR SERIES TRUST.
The fund managers got completely rid off SMITH & NEPHEW PLC, BRF SA (BRFS) and SPARTANNASH CO (SPTN) stocks. They significantly reduced their stock positions in HERTZ GLOBAL HLDGS INC (HTZ), TELEFONICA S A and BORGWARNER INC (BWA). Investors Research Corp opened new stock positions in LIONSGATE STUDIOS CORP, WENDYS CO (WEN) and FB FINL CORP (FBK). The fund showed a lot of confidence in some stocks as they added substantially to RAYONIER INC (RYN), CONAGRA BRANDS INC (CAG) and RICHTECH ROBOTICS INC.
Investors Research Corp Annual Return Estimates Vs S&P 500
Our best estimate is that Investors Research Corp made a return of 2.8% in the last quarter. In trailing 12 months, it's portfolio return was 2.6%.
New Buys
| Ticker | $ Bought |
|---|---|
| lionsgate studios corp | 55,842 |
| barrick mng corp | 36,047 |
New stocks bought by Investors Research Corp
Additions
| Ticker | % Inc. |
|---|---|
| rayonier inc | 13,297 |
| conagra brands inc | 6,395 |
| ishares tr | 111 |
| soundhound ai inc | 62.39 |
| ares capital corp | 44.6 |
| vanguard intl equity index f | 42.67 |
| adobe inc | 36.57 |
| willis towers watson plc ltd | 36.23 |
Additions to existing portfolio by Investors Research Corp
Reductions
| Ticker | % Reduced |
|---|---|
| borgwarner inc | -94.23 |
| british amern tob plc | -93.76 |
| spdr index shs fds | -89.41 |
| steelcase inc | -86.67 |
| ishares tr | -83.54 |
| vaneck etf trust | -75.55 |
| wisdomtree tr | -64.11 |
| goldman sachs group inc | -63.87 |
Investors Research Corp reduced stake in above stock
Sold off
Sector Distribution
Investors Research Corp has about 70.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 70.4 |
| Financial Services | 4.6 |
| Consumer Cyclical | 4.4 |
| Technology | 4.3 |
| Healthcare | 3.2 |
| Industrials | 2.4 |
| Basic Materials | 2.1 |
| Real Estate | 2 |
| Consumer Defensive | 2 |
| Energy | 1.7 |
| Communication Services | 1.6 |
| Utilities | 1.3 |
Market Cap. Distribution
Investors Research Corp has about 20.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 70.4 |
| LARGE-CAP | 15.2 |
| MID-CAP | 5.8 |
| MEGA-CAP | 5.7 |
| MICRO-CAP | 1.6 |
| SMALL-CAP | 1.3 |
Stocks belong to which Index?
About 25.5% of the stocks held by Investors Research Corp either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 74.5 |
| S&P 500 | 21.1 |
| RUSSELL 2000 | 4.4 |
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 863 stocks in it's portfolio. About 32.2% of the portfolio is in top 10 stocks. SMG 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: 02 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AA | alcoa corp | 0.02 | 3,938 | 129,521 | unchanged | 0.00 | ||
| AAP | advance auto parts inc | 0.06 | 5,625 | 345,375 | unchanged | 0.00 | ||
| AAPL | apple inc | 0.86 | 18,196 | 4,633,290 | reduced | -3.35 | ||
| AAXJ | ishares tr | 1.03 | 72,881 | 5,591,430 | reduced | -14.83 | ||
| AAXJ | ishares tr | 0.88 | 149,729 | 4,734,430 | added | 7.02 | ||
| AAXJ | ishares tr | 0.50 | 29,132 | 2,697,620 | added | 13.25 | ||
| AAXJ | ishares tr | 0.35 | 15,135 | 1,906,250 | reduced | -0.2 | ||
| AAXJ | ishares tr | 0.04 | 1,592 | 190,260 | added | 1.14 | ||
| AAXJ | ishares tr | 0.03 | 1,567 | 173,138 | reduced | -5.2 | ||
| AAXJ | ishares tr | 0.02 | 718 | 97,397 | added | 11.32 | ||
| ABBV | abbvie inc | 0.04 | 926 | 214,406 | added | 9.46 | ||
| ABR | arbor realty trust inc | 0.06 | 26,885 | 328,266 | unchanged | 0.00 | ||
| ACCO | acco brands corp | 0.02 | 25,615 | 102,204 | unchanged | 0.00 | ||
| ACES | alps etf tr | 0.17 | 15,267 | 919,531 | reduced | -10.43 | ||
| ACI | albertsons cos inc | 0.02 | 6,701 | 117,335 | unchanged | 0.00 | ||
| ACSG | dbx etf tr | 1.01 | 117,980 | 5,476,630 | added | 6.11 | ||
| ACTG | acacia resh corp | 0.01 | 14,609 | 47,479 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.03 | 3,512 | 177,672 | added | 4.15 | ||
| ACWF | ishares tr | 0.01 | 362 | 82,127 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.01 | 1,391 | 64,974 | added | 111 | ||