Investors Research Corp Top Holdings and 13F Report (2025)

About Investors Research Corp

Investment Activity

  • Investors Research Corp has $455.18 million in total holdings as of December 31, 2024.
  • Investors Research Corp owns shares of 943 different stocks, but just 144 companies or ETFs make up 80% of its holdings.
  • Approximately 8.06% of the portfolio was purchased this quarter.
  • About 3.94% of the portfolio was sold this quarter.
  • This quarter, Investors Research Corp has purchased 973 new stocks and bought additional shares in 120 stocks.
  • Investors Research Corp sold shares of 246 stocks and completely divested from 62 stocks this quarter.

Largest New Holdings this Quarter

BLACKROCK INC
$1,448,480 Holding
Cenovus Energy
$1,123,373 Holding
Civitas Resources
$547,000 Holding
Centene
$301,386 Holding

Largest Purchases this Quarter

Schwab US Large-Cap ETF
407,249 shares (about $9.44M)
Schwab US Dividend Equity ETF
144,734 shares (about $3.95M)
BLACKROCK INC
1,413 shares (about $1.45M)
Schwab US Small-Cap ETF
47,712 shares (about $1.23M)
Cenovus Energy
74,150 shares (about $1.12M)

Largest Sales this Quarter

International Paper
24,746 shares (about $1.33M)
Janus Henderson Group
21,174 shares (about $900.53K)
Unum Group
10,224 shares (about $746.66K)
Tapestry
10,700 shares (about $699.03K)
Granite Construction
6,200 shares (about $543.80K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInvestors Research Corp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$16,011,300$649,816 4.2%68,0553.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$14,624,363$724,911 5.2%166,3753.2%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$13,836,782$601,963 4.5%47,9033.0%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$13,823,068$9,440,031 215.4%596,3363.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$13,797,514$645,141 4.9%200,1383.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$13,121,714$615,186 4.9%48,6532.9%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$11,950,370$634,763 5.6%136,0782.6%ETF
VSDA
Victoryshares Dividend Accelerator ETF
$11,692,298$650,775 5.9%230,0282.6%ETF
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$10,658,258$650,429 6.5%163,0952.3%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$10,571,211$306,078 -2.8%147,9942.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$9,241,733$260,070 -2.7%71,8532.0%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$6,385,858$277,567 -4.2%105,1171.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$6,187,349$344,238 5.9%48,4941.4%ETF
Amplify YieldShares CWP Dividend & Option Income ETF stock logo
DIVO
Amplify YieldShares CWP Dividend & Option Income ETF
$6,156,603$376,545 6.5%152,0901.4%ETF
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$5,957,626$393,884 7.1%280,2271.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$5,751,472$3,954,140 220.0%210,5221.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$5,571,387$15,174 0.3%13,2181.2%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$5,546,913$5,225 -0.1%64,7551.2%ETF
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$4,564,289$372,211 8.9%395,8621.0%ETF
Apple Inc. stock logo
AAPL
Apple
$4,238,609$10,518 0.2%16,9260.9%Computer and Technology
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$3,975,675$388,267 10.8%98,7500.9%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$3,900,711$796,443 25.7%37,7610.9%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$3,889,984$792,781 25.6%43,4150.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,807,5820.0%6,4680.8%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$3,674,158$779,994 27.0%90,9220.8%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$3,663,155$399,427 12.2%88,4820.8%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$3,420,546$392,465 13.0%108,7960.8%ETF
iShares 10+ Year Investment Grade Corporate Bond ETF stock logo
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
$3,235,354$378,108 13.2%65,4930.7%ETF
SPDR ICE Preferred Securities ETF stock logo
PSK
SPDR ICE Preferred Securities ETF
$3,116,895$40,776 -1.3%94,4800.7%ETF
VanEck Preferred Securities ex Financials ETF stock logo
PFXF
VanEck Preferred Securities ex Financials ETF
$3,042,797$396,371 15.0%176,3940.7%ETF
Invesco Financial Preferred ETF stock logo
PGF
Invesco Financial Preferred ETF
$3,025,091$400,285 15.3%207,9100.7%Manufacturing
SPDR S&P 400 Mid CapGrowth ETF stock logo
MDYG
SPDR S&P 400 Mid CapGrowth ETF
$2,571,967$21,114 -0.8%29,6000.6%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,485,987$1,233,826 98.5%96,1330.5%ETF
VictoryShares US Small Cap High Div Volatility Wtd ETF stock logo
CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
$2,406,769$31,423 -1.3%40,5180.5%ETF
SMURFIT WESTROCK PLC
$2,369,894$33,770 -1.4%44,0010.5%SHS
CF Industries Holdings, Inc. stock logo
CF
CF Industries
$2,302,787$83,358 -3.5%26,9900.5%Basic Materials
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$2,216,905$94,948 -4.1%28,4620.5%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$2,153,807$10,710 -0.5%30,7690.5%ETF
Invesco S&P MidCap 400 Revenue ETF stock logo
RWK
Invesco S&P MidCap 400 Revenue ETF
$2,081,760$14,296 -0.7%17,9110.5%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$2,027,675$40,270 -1.9%6,2940.4%ETF
Truist Financial Co. stock logo
TFC
Truist Financial
$1,872,7580.0%43,1710.4%Finance
Invesco S&P 500 Pure Growth ETF stock logo
RPG
Invesco S&P 500 Pure Growth ETF
$1,814,174$10,728 -0.6%43,9690.4%ETF
International Paper stock logo
IP
International Paper
$1,799,579$1,331,829 -42.5%33,4370.4%Basic Materials
Unum Group stock logo
UNM
Unum Group
$1,780,179$746,659 -29.5%24,3760.4%Finance
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$1,765,179$15,482 -0.9%42,3000.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,762,360$59,235 -3.3%8,0330.4%Retail/Wholesale
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,662,953$5,979 -0.4%34,7680.4%Finance
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$1,651,655$8,710 0.5%14,9810.4%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$1,597,089$31,836 -2.0%12,0900.4%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,590,5810.0%17,9930.3%ETF
RZG
Invesco S&P SmallCap 600 Pure Growth ETF
$1,570,227$8,322 -0.5%31,7000.3%ETF
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$1,548,035$242 0.0%25,5620.3%ETF
Marriott Vacations Worldwide Co. stock logo
VAC
Marriott Vacations Worldwide
$1,522,110$17,960 -1.2%16,9500.3%Consumer Discretionary
AT&T Inc. stock logo
T
AT&T
$1,478,729$254,796 -14.7%64,9420.3%Computer and Technology
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$1,471,171$32,211 -2.1%75,4060.3%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$1,459,488$394,519 37.0%21,5010.3%ETF
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$1,453,186$399,839 38.0%35,8900.3%Finance
BLACKROCK INC
$1,448,480$1,448,480 New Holding1,4130.3%COM
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$1,433,938$27,572 -1.9%22,7790.3%Finance
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$1,405,419$38,148 -2.6%30,3940.3%Manufacturing
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,395,284$1,059,673 315.7%50,0640.3%ETF
LGOV
First Trust Long Duration Opportunities ETF
$1,394,696$4,626 -0.3%66,9240.3%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$1,381,343$16,881 -1.2%15,1380.3%Retail/Wholesale
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,366,798$12,610 -0.9%10,8390.3%Transportation
iShares U.S. Oil & Gas Exploration & Production ETF stock logo
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
$1,356,012$392,579 40.7%15,1290.3%ETF
3M stock logo
MMM
3M
$1,315,427$12,909 -1.0%10,1900.3%Multi-Sector Conglomerates
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,296,4760.0%32,4200.3%Computer and Technology
VictoryShares US Large Cap High Div Volatility Wtd ETF stock logo
CDL
VictoryShares US Large Cap High Div Volatility Wtd ETF
$1,280,738$196 0.0%19,6050.3%Manufacturing
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,279,175$15,902 -1.2%14,1580.3%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,263,930$90,385 -6.7%2,6010.3%Aerospace
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,243,512$14,008 -1.1%6,5690.3%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,231,800$21,753 -1.7%4,2470.3%Basic Materials
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$1,211,091$1,579 -0.1%19,1780.3%ETF
First Horizon Co. stock logo
FHN
First Horizon
$1,209,911$13,595 -1.1%60,0750.3%Finance
SouthState Co. stock logo
SSB
SouthState
$1,202,1160.0%12,0840.3%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$1,200,626$50,288 -4.0%9,5500.3%Finance
Nutrien Ltd. stock logo
NTR
Nutrien
$1,186,188$5,191 -0.4%26,5070.3%Basic Materials
Global Payments Inc. stock logo
GPN
Global Payments
$1,164,191$64,434 -5.2%10,3890.3%Business Services
MetLife, Inc. stock logo
MET
MetLife
$1,160,649$243,593 -17.3%14,1750.3%Finance
LyondellBasell Industries stock logo
LYB
LyondellBasell Industries
$1,156,755$449,333 63.5%15,5750.3%Basic Materials
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,142,377$320,667 -21.9%1,9950.3%Finance
Cenovus Energy Inc. stock logo
CVE
Cenovus Energy
$1,123,373$1,123,373 New Holding74,1500.2%Oils/Energy
The Toronto-Dominion Bank stock logo
TD
Toronto-Dominion Bank
$1,120,276$930,369 489.9%21,0420.2%Finance
ALPS Sector Dividend Dogs ETF stock logo
SDOG
ALPS Sector Dividend Dogs ETF
$1,106,895$22,605 -2.0%19,5870.2%ETF
Realty Income Co. stock logo
O
Realty Income
$1,092,555$13,353 -1.2%20,4560.2%Finance
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$1,088,943$46,220 4.4%5,8900.2%ETF
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$1,072,405$1,072,405 New Holding5,6750.2%Aerospace
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,065,580$204,692 -16.1%11,5360.2%Medical
FedEx Co. stock logo
FDX
FedEx
$1,045,422$281 0.0%3,7160.2%Transportation
Medtronic plc stock logo
MDT
Medtronic
$1,032,529$89,306 -8.0%12,9260.2%Medical
Kellanova stock logo
K
Kellanova
$1,031,639$20,243 -1.9%12,7410.2%Consumer Discretionary
Ryder System, Inc. stock logo
R
Ryder System
$1,031,355$168,625 -14.1%6,5750.2%Transportation
Gaming and Leisure Properties, Inc. stock logo
GLPI
Gaming and Leisure Properties
$1,023,4000.0%21,2500.2%Finance
Invesco Large Cap Growth ETF stock logo
PWB
Invesco Large Cap Growth ETF
$1,020,736$45,884 4.7%10,0330.2%ETF
Banco de Chile stock logo
BCH
Banco de Chile
$1,020,600$5,103 -0.5%45,0000.2%Finance
Sumitomo Mitsui Financial Group, Inc. stock logo
SMFG
Sumitomo Mitsui Financial Group
$998,057$9,781 -1.0%68,8790.2%Finance
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$993,1780.0%5,1500.2%Finance
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$988,610$10,731 -1.1%27,7310.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$987,988$43,452 4.6%5,5480.2%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$983,933$46,921 5.0%14,6790.2%ETF

Showing largest 100 holdings. View all holdings.
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