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Latest Investors Research Corp Stock Portfolio

$568Million | No. of Holdings #784

Investors Research Corp Performance

2026 Q3+1.07%
YTD+8.74%
2025+11.25%

About Investors Research Corp and 13F Hedge Fund Stock Holdings

Investors Research Corp is a hedge fund based in Atlanta, GA. On 2026-10-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Investors Research Corp reported an equity portfolio of $569 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Investors Research Corp are FNDA, BIL, BIL. The fund has invested 4.5% of it's portfolio in SCHWAB STRATEGIC TR and 4.5% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), TEVA PHARMACEUTICAL INDS LTD (TEVA) and LEGGETT & PLATT INC (LEG) stocks. They significantly reduced their stock positions in SOLVENTUM CORP, ISHARES TR (AGT) and ISHARES TR (AAXJ). Investors Research Corp opened new stock positions in CME GROUP INC (CME), EXPAND ENERGY CORPORATION (CHK) and EXXONMOBIL HOLDINGS CORP. The fund showed a lot of confidence in some stocks as they added substantially to MARKETAXESS HLDGS INC (MKTX), BOSTON SCIENTIFIC CORP (BSX) and VANGUARD INDEX FDS (VB).
Investors Research Corp Equity Portfolio Value
Last Reported on: 07 Oct, 2026
$568Million
  as of Oct 07, 2026

Investors Research Corp Annual Return Estimates Vs S&P 500

Our best estimate is that Investors Research Corp made a return of 1.07% in the last quarter. In trailing 12 months, it's portfolio return was 10.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cme group inc668,049
expand energy corporation550,790
exxonmobil holdings corp545,701
dte energy co520,695
hershey co445,248
teva pharmaceutical inds ltd245,480
maximus inc232,706
somnigroup international inc232,105
New stocks bought by Investors Research Corp

Additions

Ticker% Inc.
marketaxess hldgs inc5,681
boston scientific corp5,191
vanguard index fds2,235
fiserv inc1,165
dbx etf tr180
ishares tr160
fidelity covington trust158
fidelity comwlth tr157
Additions to existing portfolio by Investors Research Corp

Reductions

Ticker% Reduced
ishares tr-63.16
schwab strategic tr-50.00
ishares tr-49.97
wisdomtree tr-49.03
union pac corp-47.92
travelers companies inc-45.00
ishares tr-44.35
vanguard index fds-41.11
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 75.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Industrials
  • Energy
  • Communication Services
  • Real Estate
  • Utilities
  • Basic Materials
Sector%
Others75.5
Technology4.2
Healthcare3.8
Financial Services3.4
Consumer Cyclical2.4
Consumer Defensive2.1
Industrials1.8
Energy1.6
Communication Services1.5
Real Estate1.4
Utilities1.1
Basic Materials1.1

Market Cap. Distribution

Investors Research Corp has about 18.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED75.7
LARGE-CAP12.7
MEGA-CAP5.4
MID-CAP5.2

Stocks belong to which Index?

About 20.8% of the stocks held by Investors Research Corp either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others79.2
S&P 50017.6
RUSSELL 20003.2
Top 5 Winners (%)%
PBF
pbf energy inc
61.3 %
VEEV
veeva sys inc
60.8 %
WPP
wpp plc new
59.5 %
LPG
dorian lpg ltd
58.3 %
WDAY
workday inc
55.2 %
Top 5 Winners ($)$
MSFT
microsoft corp
1.9 M
IJR
ishares tr
0.9 M
XLB
select sector spdr tr
0.9 M
FBCG
fidelity covington trust
0.9 M
AAXJ
ishares tr
0.9 M
Top 5 Losers (%)%
banzai international inc
-76.7 %
york space systems inc
-64.9 %
UP
wheels up experience inc
-64.3 %
INVZ
innoviz technologies ltd
-52.0 %
OSTK
neighborhood intelligence in
-49.4 %
Top 5 Losers ($)$
AGNG
global x fds
-1.2 M
CDC
victory portfolios ii
-0.6 M
AOA
ishares tr
-0.5 M
SMG
scotts miracle-gro co
-0.4 M
FNDA
schwab strategic tr
-0.3 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 784 stocks in it's portfolio. About 36.5% of the portfolio is in top 10 stocks. AGNG proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Investors Research Corp last quarter.

$567.71MTotal Value
500Positions
07 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Investors Research Corp, last reported on 07 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Investors Research Corp's holding in Ishares Tr over time
1.04%199,788
$5.89M
1.04%
increased 7.58 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Investors Research Corp's holding in Ishares Tr over time
1%43,319
$5.72M
1%
increased 8.17 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Investors Research Corp's holding in Ishares Tr over time
0.66%44,612
$3.77M
0.66%
decreased 20.61 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Investors Research Corp's holding in Ishares Tr over time
0.38%14,679
$2.15M
0.38%
decreased 0.1 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Investors Research Corp's holding in Ishares Tr over time
0.04%1,817
$200.5K
0.04%
increased 3.83 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Investors Research Corp's holding in Ishares Tr over time
0.03%1,699
$192.7K
0.03%
increased 3.85 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Investors Research Corp's holding in Ishares Tr over time
0.02%646
$100.6K
0.02%
decreased 31.28 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Investors Research Corp's holding in Ishares Tr over time
0%331
$20.4K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Investors Research Corp's holding in Ishares Tr over time
0%338
$16.5K
0%
unchanged 0 percentunchanged
ABEV
Ambev Sa

Ambev Sa

ABEV
Investors Research Corp's holding in Ambev Sa over time
0.1%203,687
$594.8K
0.1%
decreased 5.51 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Investors Research Corp's holding in Alps Etf Tr over time
0.03%2,164
$147.6K
0.03%
decreased 20.27 percentreduced