Investors Research Corp
Holdings as of 2026-06-30, filed 2026-07-10 · recorded 2026-08-06 04:12:48.467 UTC
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 10 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
805
Value reported by manager
$558.8M
Sum of our stored positions
$558.8M
should match the line above
Disclosure lag
10 d
quarter end to filing
Top 5 concentration
22.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | ST STR P500GRW | $24.5M | 205,613 | — | 78464A409 |
| ISHARES TR | RUS TP200 GR ETF | $23.7M | 81,693 | — | 464289438 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $23M | 780,944 | — | 808524201 |
| SPDR SERIES TRUST | ST STR P500ETF | $22.9M | 260,841 | — | 78464A854 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $21.6M | 62,926 | — | 922908637 |
| ISHARES TR | S&P 100 ETF | $21.2M | 57,996 | — | 464287101 |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | $17.3M | 297,940 | — | 92647N667 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $16.7M | 216,139 | — | 316092600 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $16.4M | 174,122 | — | 33733E104 |
| SPDR SERIES TRUST | ST STR PR SP1500 | $11.6M | 128,022 | — | 78464A805 |
| GLOBAL X FDS | US INFR DEV ETF | $11.4M | 194,312 | — | 37954Y673 |
| ISHARES TR | MORNINGSTAR GRWT | $10.7M | 91,309 | — | 464287119 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $10.1M | 79,364 | — | 92206C680 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $10.1M | 63,877 | — | 921946406 |
| ISHARES TR | CORE S&P TTL STK | $9.6M | 58,420 | — | 464287150 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $9.3M | 203,662 | — | 032108409 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $9.2M | 290,362 | — | 808524797 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | $9M | 389,733 | — | 46137V563 |
| DBX ETF TR | XTRACK MSCI EAFE | $7.5M | 137,576 | — | 233051200 |
| FIRST TR EXCHANGE-TRADED FD | SHS | $7.4M | 151,969 | — | 336917109 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $6.6M | 609,077 | — | 46138E511 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $6M | 112,616 | — | 81369Y506 |
| ISHARES TR | PFD AND INCM SEC | $5.7M | 185,703 | — | 464288687 |
| VANECK ETF TRUST | PREFERRED SECURT | $5.6M | 313,386 | — | 92189F429 |
| ISHARES TR | 10+ YR INVST GRD | $5.6M | 111,718 | — | 464289511 |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | $5.2M | 378,941 | — | 46137V621 |
| MICROSOFT CORP | COM | $5M | 13,441 | — | 594918104 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $4.9M | 49,931 | — | 921946794 |
| WISDOMTREE TR | EMER MKT HIGH FD | $4.8M | 88,578 | — | 97717W315 |
| ISHARES TR | EAFE SML CP ETF | $4.6M | 56,196 | — | 464288273 |
| ISHARES TR | CORE S&P500 ETF | $4.5M | 5,984 | — | 464287200 |
| ISHARES TR | US OIL GS EX ETF | $4.4M | 40,047 | — | 464288851 |
| APPLE INC | COM | $3.8M | 13,234 | — | 037833100 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $3.3M | 90,715 | — | 808524607 |
| SPDR SERIES TRUST | ST STR PFD ETF | $2.6M | 84,470 | — | 78464A292 |
| INVESCO EXCHANGE TRADED FD T | LARG CAP GRO ETF | $2.2M | 13,048 | — | 46137V746 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $2.2M | 7,594 | — | 316092808 |
| ALPHABET INC | CAP STK CL A | $2.1M | 5,895 | — | 02079K305 |
| ISHARES TR | ESG MSCI KLD ETF | $2.1M | 14,694 | — | 464288570 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.1M | 61,608 | — | 808524300 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.1M | 2,752 | — | 78462F103 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $2M | 26,620 | — | 46138E354 |
| SPDR SERIES TRUST | ST STR SP400GRW | $2M | 17,509 | — | 78464A821 |
| UNUM GROUP | COM | $1.9M | 21,301 | — | 91529Y106 |
| TRUIST FINL CORP | COM | $1.9M | 38,150 | — | 89832Q109 |
| AMAZON COM INC | COM | $1.8M | 7,508 | — | 023135106 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $1.7M | 19,403 | — | 46137V241 |
| ISHARES TR | CORE S&P US GWT | $1.7M | 8,967 | — | 464287671 |
| PROSHARES TR | SP500 EX FINLS | $1.7M | 20,430 | — | 74347B573 |
| MARRIOTT VACATIONS WORLDWIDE | COM | $1.7M | 16,416 | — | 57164Y107 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 2,388 | — | 922908363 |
| ISHARES TR | MSCI USA QLT FCT | $1.6M | 7,412 | — | 46432F339 |
| SPDR SERIES TRUST | ST STR SP DIV | $1.6M | 10,656 | — | 78464A763 |
| SSGA ACTIVE ETF TR | ST STR BL LN ETF | $1.6M | 40,057 | — | 78467V608 |
| MICROCHIP TECHNOLOGY INC. | COM | $1.6M | 17,625 | — | 595017104 |
| VALERO ENERGY CORP | COM | $1.6M | 6,077 | — | 91913Y100 |
| SPDR SERIES TRUST | ST STR SP600GRWO | $1.6M | 13,234 | — | 78464A201 |
| ADVANCED MICRO DEVICES INC | COM | $1.5M | 2,659 | — | 007903107 |
| SCOTTS MIRACLE-GRO CO | CL A | $1.5M | 22,289 | — | 810186106 |
| AES CORP | COM | $1.5M | 101,767 | — | 00130H105 |
| SMURFIT WESTROCK PLC | SHS | $1.5M | 31,620 | — | G8267P108 |
| MORGAN STANLEY | COM NEW | $1.4M | 6,883 | — | 617446448 |
| CVS HEALTH CORP | COM | $1.4M | 13,760 | — | 126650100 |
| ISHARES TR | RUS MID CAP ETF | $1.4M | 12,640 | — | 464287499 |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | $1.4M | 13,219 | — | 316092204 |
| FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | $1.4M | 63,225 | — | 33738D606 |
| SPDR SERIES TRUST | ST STR CONV ETF | $1.3M | 12,516 | — | 78464A359 |
| NVIDIA CORPORATION | COM | $1.3M | 6,655 | — | 67066G104 |
| VICTORY PORTFOLIOS II | VCSHS US SMCP HG | $1.3M | 20,294 | — | 92647N873 |
| RYDER SYS INC | COM | $1.3M | 4,925 | — | 783549108 |
| ESSENTIAL UTILS INC | COM | $1.3M | 33,767 | — | 29670G102 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | $1.3M | 28,618 | — | 33738D309 |
| BLACKROCK INC | COM | $1.3M | 1,307 | — | 09290D101 |
| VERIZON COMMUNICATIONS INC | COM | $1.2M | 29,052 | — | 92343V104 |
| REALTY INCOME CORP | COM | $1.2M | 19,746 | — | 756109104 |
| AMCOR PLC | COM NEW | $1.2M | 28,187 | — | G0250X149 |
| GLOBAL X FDS | US PFD ETF | $1.2M | 65,076 | — | 37954Y657 |
| METLIFE INC | COM | $1.2M | 14,273 | — | 59156R108 |
| MARATHON PETE CORP | COM | $1.2M | 4,696 | — | 56585A102 |
| STANLEY BLACK & DECKER INC | COM | $1.2M | 12,588 | — | 854502101 |
| INTERNATIONAL PAPER CO | COM | $1.2M | 31,051 | — | 460146103 |
| KIMBERLY-CLARK CORP | COM | $1.2M | 10,650 | — | 494368103 |
| AIR PRODUCTS AND CHEMICALS I | COM | $1.2M | 3,983 | — | 009158106 |
| MCCORMICK & CO INC | COM NON VTG | $1.2M | 22,850 | — | 579780206 |
| BLACKSTONE INC | COM | $1.1M | 9,638 | — | 09260D107 |
| SOUTHSTATE BK CORP | COM | $1.1M | 11,347 | — | 84472E102 |
| DEVON ENERGY CORP NEW | COM | $1.1M | 27,416 | — | 25179M103 |
| MERCK & CO INC | COM | $1.1M | 8,779 | — | 58933Y105 |
| LOCKHEED MARTIN CORP | COM | $1.1M | 2,195 | — | 539830109 |
| VICI PPTYS INC | COM | $1.1M | 41,509 | — | 925652109 |
| LAMB WESTON HLDGS INC | COM | $1.1M | 25,450 | — | 513272104 |
| AUTOMATIC DATA PROCESSING IN | COM | $1.1M | 4,819 | — | 053015103 |
| UNITED PARCEL SVCS INC | CL B | $1.1M | 10,026 | — | 911312106 |
| BROADCOM INC | COM | $1.1M | 2,841 | — | 11135F101 |
| CROWN CASTLE INC | COM | $1.1M | 13,999 | — | 22822V101 |
| VICTORY PORTFOLIOS II | VCSHS US LRG CAP | $1M | 13,386 | — | 92647N865 |
| PNC FINL SVCS GROUP INC | COM | $1M | 4,128 | — | 693475105 |
| ALPHABET INC | CAP STK CL C | $1M | 2,841 | — | 02079K107 |
| MEDTRONIC PLC | SHS | $992.6K | 12,688 | — | G5960L103 |
| SIMON PPTY GROUP INC NEW | COM | $991K | 4,431 | — | 828806109 |
| PEPSICO INC | COM | $964.2K | 7,121 | — | 713448108 |
| UGI CORP NEW | COM | $952.8K | 27,584 | — | 902681105 |
| PORTLAND GEN ELEC CO | COM NEW | $949.4K | 18,317 | — | 736508847 |
| PFIZER INC | COM | $938.2K | 38,962 | — | 717081103 |
| GENERAL MILLS INC | COM | $911.2K | 26,185 | — | 370334104 |
| GAMING & LEISURE P | COM | $904.4K | 20,309 | — | 36467J108 |
| CONAGRA BRANDS INC | COM | $902.4K | 67,042 | — | 205887102 |
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | $901.2K | 4,371 | — | 336920103 |
| OMNICOM GROUP INC | COM | $895K | 12,289 | — | 681919106 |
| BROADRIDGE FINL SOLUTIONS IN | COM | $879.9K | 6,425 | — | 11133T103 |
| NOVO-NORDISK A S | ADR | $873.7K | 18,225 | — | 670100205 |
| RAYONIER INC | COM | $871.4K | 40,950 | — | 754907103 |
| WALMART INC | COM | $869.3K | 7,675 | — | 931142103 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | $860.7K | 13,480 | — | 46137V266 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | $850.1K | 16,147 | — | N53745100 |
| JPMORGAN CHASE & CO | COM | $848.1K | 2,591 | — | 46625H100 |
| HUMANA INC | COM | $844.5K | 2,126 | — | 444859102 |
| INTERCONTINENTAL EXCHANGE IN | COM | $840.2K | 6,825 | — | 45866F104 |
| GLOBAL PMTS INC | COM | $818.4K | 11,279 | — | 37940X102 |
| POLARIS INC | COM | $817.7K | 11,948 | — | 731068102 |
| HORMEL FOODS CORP | COM | $815.3K | 32,850 | — | 440452100 |
| TELUS CORPORATION | COM | $805.2K | 76,181 | — | 87971M103 |
| JANUS DETROIT STR TR | HENDERSN SML ETF | $792.4K | 7,827 | — | 47103U209 |
| PHILLIPS 66 | COM | $786.1K | 4,650 | — | 718546104 |
| GSK PLC | SPONSORED ADR | $783.8K | 14,952 | — | 37733W204 |
| ENTERPRISE PRODS PARTNERS L | COM | $776.4K | 21,121 | — | 293792107 |
| RELX PLC | SPONSORED ADR | $774.3K | 24,450 | — | 759530108 |
| DISNEY WALT CO | COM | $768.5K | 7,984 | — | 254687106 |
| CNH INDL N V | SHS | $764.7K | 68,091 | — | N20944109 |
| SERVICENOW INC | COM | $761.9K | 7,674 | — | 81762P102 |
| PARK HOTELS & RESORTS INC | COM | $760K | 53,332 | — | 700517105 |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | $747.5K | 14,702 | — | 46138E362 |
| ISHARES TR | S&P 500 GRWT ETF | $744.6K | 5,414 | — | 464287309 |
| HONDA MOTOR CO LTD | ADR ECH CNV IN 3 | $741K | 27,333 | — | 438128308 |
| COCA COLA CO | COM | $740.2K | 9,108 | — | 191216100 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $739.3K | 5,941 | — | G1151C101 |
| KRAFT HEINZ CO | COM | $730.9K | 30,942 | — | 500754106 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $719.4K | 4,228 | — | 46137V464 |
| BANK OF AMER CORP | COM | $716.6K | 12,577 | — | 060505104 |
| GLOBAL X FDS | GLB X MLP ENRG I | $708K | 9,612 | — | 37954Y293 |
| SANOFI SA | SPONSORED ADR | $702.5K | 16,468 | — | 80105N105 |
| PRICE T ROWE GROUP INC | COM | $685.3K | 6,028 | — | 74144T108 |
| PRUDENTIAL FINL INC | COM | $683K | 6,328 | — | 744320102 |
| AMBEV SA | SPONSORED ADR | $676.9K | 215,575 | — | 02319V103 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $675.8K | 11,037 | — | 46137V233 |
| STARBUCKS CORP | COM | $672.8K | 6,584 | — | 855244109 |
| ICL GROUP LTD | SHS | $668.7K | 134,267 | — | M53213100 |
| HUNTSMAN CORP | COM | $663.5K | 62,479 | — | 447011107 |
| AT&T INC | COM | $642.1K | 31,018 | — | 00206R102 |
| ISHARES TR | RUS TOP 200 ETF | $621.8K | 3,362 | — | 464289446 |
| CITIGROUP INC | COM NEW | $619.3K | 4,425 | — | 172967424 |
| KKR & CO INC | COM | $603.5K | 6,575 | — | 48251W104 |
| INVESCO EXCH TRADED FD TR II | S&P MDCP 400 REV | $599.5K | 4,099 | — | 46138G672 |
| HOME DEPOT INC | COM | $597.4K | 1,694 | — | 437076102 |
| ASML HLDG NV | N Y REGISTRY SHS | $596.8K | 300 | — | N07059210 |
| CARNIVAL CORP LTD | COMMON SHARES | $595.4K | 20,840 | — | G2004J103 |
| ISHARES TR | RUSSELL 2000 ETF | $584.4K | 1,945 | — | 464287655 |
| ETHAN ALLEN INTERIORS INC | COM | $579.2K | 25,925 | — | 297602104 |
| ABBOTT LABORATORIES | COM | $572.1K | 6,305 | — | 002824100 |
| SHELL PLC | SPON ADS | $555.4K | 7,163 | — | 780259305 |
| THE CAMPBELLS COMPANY | COM | $551.9K | 24,784 | — | 134429109 |
| KILROY REALTY CORP | COM | $551.4K | 14,716 | — | 49427F108 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | $548.1K | 10,370 | — | 015271109 |
| VISA INC | COM CL A | $547.2K | 1,595 | — | 92826C839 |
| SOUTHERN CO | COM | $543.3K | 5,676 | — | 842587107 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $540.4K | 4,419 | — | 46137V431 |
| DOMINION ENERGY INC | COM | $537.1K | 7,865 | — | 25746U109 |
| DANAHER CORP DEL | COM | $535.2K | 2,810 | — | 235851102 |
| INVESCO EXCHANGE TRADED FD T | S&P SML600 GWT | $534.2K | 7,349 | — | 46137V175 |
| COMCAST CORP NEW | CL A | $529.6K | 21,574 | — | 20030N101 |
| AMERICAN EXPRESS CO | COM | $518.9K | 1,534 | — | 025816109 |
| DIAGEO PLC | SPON ADR NEW | $503.4K | 6,263 | — | 25243Q205 |
| BRISTOL-MYERS SQUIBB CO | COM | $497.1K | 8,628 | — | 110122108 |
| EASTMAN CHEM CO | COM | $495.1K | 7,392 | — | 277432100 |
| MOLSON COORS BEVERAGE CO | CL B | $492.8K | 12,650 | — | 60871R209 |
| EXXON MOBIL CORP | COM | $476.3K | 3,484 | — | 30231G102 |
| EMERSON ELEC CO | COM | $476K | 3,325 | — | 291011104 |
| DOW HLDGS INC | COM | $475.3K | 17,373 | — | 260557103 |
| NIKE INC | CL B | $474.4K | 11,557 | — | 654106103 |
| G III APPAREL GROUP LTD | COM | $473.6K | 14,050 | — | 36237H101 |
| GLOBAL X FDS | SUPERDVDND REIT | $467.7K | 20,631 | — | 37960A651 |
| SAP SE | SPON ADR | $467K | 3,030 | — | 803054204 |
| UNITEDHEALTH GROUP INC | COM | $465.1K | 1,119 | — | 91324P102 |
| NUTRIEN LTD | COM | $462.6K | 7,349 | — | 67077M108 |
| NORTHROP GRUMMAN CORP | COM | $453.3K | 890 | — | 666807102 |
| ROGERS COMMUNICATIONS INC | CL B | $442.8K | 13,625 | — | 775109200 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | $439.6K | 12,974 | — | 881624209 |
| TYSON FOODS INC | CL A | $421.9K | 7,370 | — | 902494103 |
| BP PLC | SPONSORED ADR | $413.5K | 11,190 | — | 055622104 |
| LAS VEGAS SANDS CORP | COM | $409.8K | 8,871 | — | 517834107 |
| SM ENERGY COMPANY | COM | $407.6K | 15,618 | — | 78454L100 |
| IQVIA HLDGS INC | COM | $400K | 2,070 | — | 46266C105 |
| UBS GROUP AG | SHS | $398.3K | 8,036 | — | H42097107 |
| ISHARES TR | RUS 1000 GRW ETF | $395.4K | 3,184 | — | 464287614 |
| COMPANIA CERVECERIAS UNIDAS | SPONSORED ADR | $385K | 34,375 | — | 204429104 |
| CAPRI HOLDINGS LIMITED | SHS | $383.8K | 20,669 | — | G1890L107 |
| ADOBE INC | COM | $381.7K | 1,862 | — | 00724F101 |
| O-I GLASS INC | COM | $375.2K | 38,960 | — | 67098H104 |
| NETFLIX INC. | COM | $369.4K | 5,174 | — | 64110L106 |
| VEEVA SYS INC | CL A COM | $368.3K | 2,075 | — | 922475108 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-10