Latest Investors Research Corp Stock Portfolio

Investors Research Corp Performance:

2025 Q3: 6.32%YTD: 9.39%2024: 2.96%

Performance for 2025 Q3 is 6.32%, and YTD is 9.39%, and 2024 is 2.96%.

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 $546.1 Millions as of 31 Dec, 2025.

The top stock holdings of Investors Research Corp are AOA, BIL, IJR. The fund has invested 4.2% of it's portfolio in ISHARES TR and 4% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off SOUTHSTATE CORPORATION (SSB), INTERPUBLIC GROUP COS INC (IPG) and TOTALENERGIES SE stocks. They significantly reduced their stock positions in TELEFONAKTIEBOLAGET LM ERICS, ANYWHERE REAL ESTATE INC (HOUS) and WEYERHAEUSER CO MTN BE (WY). Investors Research Corp opened new stock positions in SPDR SERIES TRUST (BIL), SOUTHSTATE BK CORP and OMNICOM GROUP INC (OMC). The fund showed a lot of confidence in some stocks as they added substantially to DEVON ENERGY CORP NEW (DVN), DIAGEO PLC (DEO) and INVESCO QQQ TR (QQQ).

Investors Research Corp Annual Return Estimates Vs S&P 500

Our best estimate is that Investors Research Corp made a return of 6.32% in the last quarter. In trailing 12 months, it's portfolio return was 1.26%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr series trust	2,875,200
southstate bk corp	1,067,870
omnicom group inc	1,004,370
totalenergies se	830,311
cnh indl n v	651,624
workday inc	127,579
qnity electronics inc	101,899
central & eastern europe fd	69,296

New stocks bought by Investors Research Corp

Additions

Ticker	% Inc.
devon energy corp new	13,787
diageo plc	7,839
invesco qqq tr	5,100
zoetis inc	4,661
accenture plc ireland	926
netflix inc	900
oracle corp	465
costco whsl corp new	411

Additions to existing portfolio by Investors Research Corp

Reductions

Ticker	% Reduced
america movil sab de cv	-91.83
enviri corp	-91.76
3m co	-84.67
pacer fds tr	-63.82
arbor realty trust inc	-63.2
goldman sachs group inc	-62.13
invesco ltd	-56.57
centene corp del	-55.78

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 70.4% 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

Top 5 Winners (%)		%
TLRY	tilray brands inc	317.2 %
HOUS	anywhere real estate inc	192.5 %
NIO	nio inc	122.0 %
RUN	sunrun inc	109.8 %
RYAM	rayonier advanced matls inc	87.5 %

Top 5 Winners ($)		$
AOA	ishares tr	2.1 M
BIL	spdr series trust	1.8 M
IJR	ishares tr	1.6 M
FNDA	schwab strategic tr	1.3 M
BIL	spdr series trust	1.3 M

Top 5 Losers (%)		%
ADAP	adaptimmune therapeutics plc	-45.8 %
SABR	sabre corp	-42.1 %
	endava plc	-40.6 %
CNC	centene corp del	-34.3 %
ALGN	align technology inc	-33.9 %

Top 5 Losers ($)		$
SMG	scotts miracle-gro co	-0.2 M
UPS	united parcel service inc	-0.2 M
LYB	lyondellbasell industries n	-0.2 M
WHR	whirlpool corp	-0.2 M
MCHP	microchip technology inc.	-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 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. AOA was the most profitable stock for Investors Research Corp last quarter.

Last Reported on: 06 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.04	3,838	203,951	reduced	-2.54

AAP	advance auto parts inc	0.04	5,625	221,063	unchanged	0.00

AAPL	apple inc	0.90	18,087	4,917,180	reduced	-0.6

AAXJ	ishares tr	0.93	65,597	5,085,740	reduced	-9.99

AAXJ	ishares tr	0.92	161,415	4,997,410	added	7.8

AAXJ	ishares tr	0.54	33,004	2,945,940	added	13.29

AAXJ	ishares tr	0.36	15,178	1,955,380	added	0.28

AAXJ	ishares tr	0.04	1,788	213,398	added	12.31

AAXJ	ishares tr	0.03	1,623	178,773	added	3.57

AAXJ	ishares tr	0.02	817	113,845	added	13.79

ABBV	abbvie inc	0.03	756	172,738	reduced	-18.36

ABR	arbor realty trust inc	0.01	9,894	76,777	reduced	-63.2

ACCO	acco brands corp	0.01	22,215	82,862	reduced	-13.27

ACES	alps etf tr	0.16	14,802	895,077	reduced	-3.05

ACI	albertsons cos inc	0.02	6,223	106,849	reduced	-7.13

ACN	accenture plc ireland	0.05	1,088	291,910	added	926

ACSG	dbx etf tr	1.09	123,912	5,961,410	added	5.03

ACTG	acacia resh corp	0.01	14,009	52,394	reduced	-4.11

ACWF	ishares tr	0.03	3,633	183,321	added	3.45

ACWF	ishares tr	0.01	362	83,452	unchanged	0.00