Q2 2026 13F · SEC CIK 1730630

Investors Research Corp

Wealth managerFiled 2026-07-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $558.8M
Reported positions: 804
Top holdings a year, 3 yrs: +16.1%
Assets under management: $666.7M

Investors Research Corp is a wealth manager that reported 804 positions worth $558.8M in its Q2 2026 13F, filed 2026-07-10. Its largest holdings were Spdr Series Trust (SPYG, 4.4%), Ishares Russell Top 200 Growth ETF (IWY, 4.2%), Schwab Stratgc Tr (SCHX, 4.1%). A portfolio copying its top holdings returned 16.1% a year over the last 3 years, against 20.4% for the S&P 500.

Investors Research Corp holdings largest 50 of 804 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investors Research Corp 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYGSpdr Series Trust	4.4%	3.9%	205,613	-1.0%	$24.5M
IWYIshares Russell Top 200 Growth ETF	4.2%	3.9%	81,693	-1.0%	$23.7M
SCHXSchwab Stratgc Tr	4.1%	3.7%	780,944	+4.4%	$23.0M
SPLGSpdr Series Trust	4.1%	3.7%	260,841	+4.2%	$22.9M
VVVanguard Inx Lrg	3.9%	3.4%	62,926	+4.3%	$21.6M
OEFIshares S&p 100 ETF	3.8%	3.6%	57,996	-1.1%	$21.2M
VSDAVictory Portfolios II	3.1%	3.1%	297,940	-1.0%	$17.3M
FHLCFidelity Msci Health Care Index ETF	3.0%	2.9%	216,139	-1.0%	$16.7M
FTCSFirst Trust Capital Strength ETF	2.9%	—	174,122	—	$16.4M
SPTMSpdr Series Trust	2.1%	2.0%	128,022	-2.9%	$11.6M
PAVEGlobal X Fds	2.0%	1.9%	194,312	+0.2%	$11.4M
JKEIshares Tr	1.9%	1.7%	91,309	+0.5%	$10.7M
VONGVanguard Russell 1000 Growth ETF	1.8%	1.7%	79,364	+0.6%	$10.1M
VYMVym	1.8%	1.8%	63,877	+2.4%	$10.1M
ITOTIshares Total US Stock Market ETF	1.7%	1.6%	58,420	-3.4%	$9.6M
DIVOAmplify ETF Tr	1.7%	1.7%	203,662	+2.8%	$9.3M
SCHDSchwab Strategic Tr	1.6%	1.6%	290,362	+3.6%	$9.2M
PEYInvesco Exchange Traded Fd T	1.6%	1.5%	389,733	+3.3%	$9.0M
DBEFDbx ETF Tr	1.3%	1.2%	137,576	+4.4%	$7.5M
FDLFirst Tr Exchange-Traded Fd	1.3%	4.5%	151,969	-52.7%	$7.4M
PGXInvesco Exch Traded Fd Tr II	1.2%	1.2%	609,077	+5.3%	$6.6M
XLEState Street Energy Select Sector Spdr E	1.1%	1.4%	112,616	-2.9%	$6.0M
PFFIshares Tr	1.0%	1.0%	185,703	+6.4%	$5.7M
PFXFVaneck ETF Trust	1.0%	1.0%	313,386	+6.5%	$5.6M
IGLBIshares Tr	1.0%	1.0%	111,718	+7.2%	$5.6M
PGFInvesco Exchange Traded Fd T	0.9%	0.9%	378,941	+7.4%	$5.2M
MSFTMicrosoft Corp	0.9%	1.0%	13,441	-0.9%	$5.0M
VYMIVanguard International High Dividend Yie	0.9%	0.8%	49,931	+7.8%	$4.9M
DEMWisdomtree Tr	0.9%	0.8%	88,578	+8.4%	$4.8M
SCZIshares Msci Eafe Small Cap	0.8%	0.9%	56,196	-5.0%	$4.6M
IVVIshares Core S&p 500 ETF	0.8%	0.8%	5,984	-7.7%	$4.5M
IEOIshares Tr	0.8%	0.9%	40,047	+8.6%	$4.4M
AAPLApple Inc	0.7%	0.7%	13,234	-10.1%	$3.8M
SCHASchwab U.s. Small-Cap ETF	0.6%	0.5%	90,715	-2.4%	$3.3M
PSKSpdr Series Trust	0.5%	0.5%	84,470	-4.9%	$2.6M
PWBInvesco Exchange Traded Fd T	0.4%	0.3%	13,048	+0.3%	$2.2M
FTECFidelity Covington Trust	0.4%	—	7,594	—	$2.2M
GOOGLAlphabet Inc	0.4%	0.3%	5,895	-4.2%	$2.1M
DSIiShares ESG MSCI KLD 400 ETF	0.4%	0.4%	14,694	-3.7%	$2.1M
SCHGSchwab U.s. Large-Cap Growth ETF	0.4%	0.3%	61,608	-1.3%	$2.1M
SPYSpdr S&p 500 ETF Tr	0.4%	—	2,752	—	$2.1M
SPLVInvesco Exch Traded Fd Tr II	0.4%	0.4%	26,620	-2.6%	$2.0M
MDYGSpdr Series Trust	0.4%	0.4%	17,509	-27.4%	$2.0M
UNMUnum Group	0.3%	0.3%	21,301	-9.0%	$1.9M
TFCTruist Financial Ord Shs	0.3%	0.3%	38,150	-1.0%	$1.9M
AMZNAmazon Com Inc Com	0.3%	0.3%	7,508	-8.7%	$1.8M
SPHQInvesco Exchange Traded Fd T	0.3%	—	19,403	—	$1.7M
IUSGiShares ETFs/USA	0.3%	—	8,967	—	$1.7M
SPXNProshares Tr	0.3%	—	20,430	—	$1.7M
VACMarriott Vacations Worldwide	0.3%	—	16,416	—	$1.7M

What Investors Research Corp bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +16.1% /yr; S&P 500 +20.4%
5 years: +8.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$558.8M	804
Q1 2026	$523.3M	846
Q4 2025	$546.1M	844
Q3 2025	$540.5M	868
Q2 2025	$510.1M	922
Q1 2025	$461.7M	960
Q4 2024	$455.2M	941
Q3 2024	$457.6M	971
Q2 2024	$428.0M	1,053
Q1 2024	$427.7M	1,029
Q4 2023	$414.3M	1,063
Q3 2023	$382.9M	1,074

Questions about Investors Research Corp's portfolio

What stocks does Investors Research Corp own?

Investors Research Corp's latest 13F, for Q2 2026 and filed Jul 10, 2026, lists 804 positions worth $558.8M. The largest are Spdr Series Trust (SPYG) at 4.4%, Ishares Russell Top 200 Growth ETF (IWY) at 4.2%, Schwab Stratgc Tr (SCHX) at 4.1%, Spdr Series Trust (SPLG) at 4.1% and Vanguard Inx Lrg (VV) at 3.9%.

What did Investors Research Corp buy last quarter?

In Q2 2026, Investors Research Corp added Ishares Tr (IEO) (+8.6% shares), Wisdomtree Tr (DEM) (+8.4% shares) and Vanguard International High Dividend Yie (VYMI) (+7.8% shares), compared with its Q1 2026 filing.

What did Investors Research Corp sell last quarter?

In Q2 2026, Investors Research Corp cut from its top 50 Verizon Communications Inc Com (VZ), cut from its top 50 Ishares Russell Midcap ETF (IWR), cut from its top 50 Global X Fds (MLPX), cut from its top 50 Ssga Active ETF Tr (SRLN), cut from its top 50 Spdr Series Trust (SDY), First Tr Exchange-Traded Fd (FDL) (-52.7% shares), Spdr Series Trust (MDYG) (-27.4% shares) and Apple Inc (AAPL) (-10.1% shares), compared with its Q1 2026 filing.

How has Investors Research Corp's portfolio performed?

A portfolio copying Investors Research Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.1% against +20.1%. Over 5 years: +8.4% a year against +11.6%.

When is Investors Research Corp's next 13F filing due?

13F filings are due 45 days after each quarter ends. Investors Research Corp's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Investors Research Corp manage?

Investors Research Corp reported $666.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $558.8M.