Investors Research Corp
Holdings as of 2026-09-30, filed 2026-10-07 · recorded 2026-10-08 03:50:53.888 UTC
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 7 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
790
Value reported by manager
$569M
Sum of our stored positions
$569M
should match the line above
Disclosure lag
7 d
quarter end to filing
Top 5 concentration
23.4%
of the positions shown
New positions
44
vs previous quarter
Exited
59
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $25.5M | 851,421 | — | 808524201 |
| SPDR SERIES TRUST | ST STR P500ETF | $25.5M | 284,296 | — | 78464A854 |
| SPDR SERIES TRUST | ST STR P500GRW | $25.2M | 204,395 | — | 78464A409 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | $24.2M | 68,738 | — | 922908637 |
| ISHARES TR | RUS TP200 GR ETF | $24M | 81,409 | — | 464289438 |
| ISHARES TR | S&P 100 ETF | $22.1M | 57,947 | — | 464287101 |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | $16.6M | 296,060 | — | 92647N667 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $16.6M | 203,231 | — | 316092600 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $16.3M | 174,028 | — | 33733E104 |
| SPDR SERIES TRUST | ST STR PR SP1500 | $11.7M | 127,175 | — | 78464A805 |
| ISHARES TR | MORNINGSTAR GRWT | $10.7M | 91,256 | — | 464287119 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $10.3M | 66,088 | — | 921946406 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $10.2M | 79,143 | — | 92206C680 |
| GLOBAL X FDS | US INFR DEV ETF | $10.2M | 194,249 | — | 37954Y673 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $9.8M | 302,624 | — | 808524797 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $9.8M | 210,864 | — | 032108409 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | $9.2M | 404,850 | — | 46137V563 |
| DBX ETF TR | XTRACK MSCI EAFE | $8M | 145,488 | — | 233051200 |
| FIRST TR EXCHANGE-TRADED FD | SHS | $7.9M | 160,279 | — | 336917109 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $6.8M | 110,858 | — | 81369Y506 |
| ISHARES TR | CORE S&P TTL STK | $6.7M | 40,390 | — | 464287150 |
| MICROSOFT CORP | COM | $6.7M | 13,088 | — | 594918104 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $6.5M | 649,529 | — | 46138E511 |
| VANECK ETF TRUST | PREFERRED SECURT | $5.9M | 337,664 | — | 92189F429 |
| ISHARES TR | PFD AND INCM SEC | $5.9M | 199,788 | — | 464288687 |
| ISHARES TR | US OIL GS EX ETF | $5.7M | 43,319 | — | 464288851 |
| ISHARES TR | 10+ YR INVST GRD | $5.5M | 121,175 | — | 464289511 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $5.5M | 54,164 | — | 921946794 |
| WISDOMTREE TR | EMER MKT HIGH FD | $5.4M | 96,781 | — | 97717W315 |
| ISHARES TR | CORE S&P500 ETF | $5.3M | 6,859 | — | 464287200 |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | $5.2M | 411,899 | — | 46137V621 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.2M | 5,495 | — | 78462F103 |
| APPLE INC | COM | $3.8M | 11,539 | — | 037833100 |
| ISHARES TR | EAFE SML CP ETF | $3.8M | 44,612 | — | 464288273 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.7M | 5,326 | — | 922908363 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $3M | 90,611 | — | 808524607 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $2.2M | 7,211 | — | 316092808 |
| ISHARES TR | ESG MSCI KLD ETF | $2.1M | 14,679 | — | 464288570 |
| SPDR SERIES TRUST | ST STR PFD ETF | $2.1M | 73,992 | — | 78464A292 |
| INVESCO EXCHANGE TRADED FD T | LARG CAP GRO ETF | $2M | 12,483 | — | 46137V746 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2M | 54,401 | — | 808524300 |
| ALPHABET INC | CAP STK CL A | $2M | 5,668 | — | 02079K305 |
| UNUM GROUP | COM | $1.8M | 21,001 | — | 91529Y106 |
| SPDR SERIES TRUST | ST STR SP400GRW | $1.8M | 17,381 | — | 78464A821 |
| AMAZON COM INC | COM | $1.8M | 7,227 | — | 023135106 |
| ISHARES TR | CORE S&P US GWT | $1.8M | 9,164 | — | 464287671 |
| VALERO ENERGY CORP | COM | $1.7M | 4,509 | — | 91913Y100 |
| TRUIST FINL CORP | COM | $1.7M | 37,417 | — | 89832Q109 |
| VERIZON COMMUNICATIONS INC | COM | $1.6M | 35,008 | — | 92343V104 |
| PROSHARES TR | SP500 EX FINLS | $1.6M | 18,910 | — | 74347B573 |
| ADVANCED MICRO DEVICES INC | COM | $1.6M | 2,572 | — | 007903107 |
| SSGA ACTIVE ETF TR | ST STR BL LN ETF | $1.6M | 38,762 | — | 78467V608 |
| NVIDIA CORPORATION | COM | $1.6M | 6,844 | — | 67066G104 |
| ISHARES TR | MSCI USA QLT FCT | $1.5M | 6,884 | — | 46432F339 |
| SPDR SERIES TRUST | ST STR SP DIV | $1.5M | 10,412 | — | 78464A763 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $1.5M | 18,080 | — | 46137V241 |
| MARATHON PETE CORP | COM | $1.5M | 3,806 | — | 56585A102 |
| AES CORP | COM | $1.5M | 99,346 | — | 00130H105 |
| MARRIOTT VACATIONS WORLDWIDE | COM | $1.4M | 14,058 | — | 57164Y107 |
| SPDR SERIES TRUST | ST STR SP600GRWO | $1.4M | 13,224 | — | 78464A201 |
| SMURFIT WESTROCK PLC | SHS | $1.4M | 31,620 | — | G8267P108 |
| METLIFE INC | COM | $1.3M | 14,273 | — | 59156R108 |
| MICROCHIP TECHNOLOGY INC. | COM | $1.3M | 17,238 | — | 595017104 |
| BLACKROCK INC | COM | $1.3M | 1,231 | — | 09290D101 |
| ESSENTIAL UTILS INC | COM | $1.3M | 32,558 | — | 29670G102 |
| MORGAN STANLEY | COM NEW | $1.2M | 6,633 | — | 617446448 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | $1.2M | 27,870 | — | 33738D309 |
| DEVON ENERGY CORP NEW | COM | $1.2M | 26,958 | — | 25179M103 |
| FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | $1.2M | 62,612 | — | 33738D606 |
| AUTOMATIC DATA PROCESSING IN | COM | $1.2M | 4,729 | — | 053015103 |
| VICTORY PORTFOLIOS II | VCSHS US SMCP HG | $1.2M | 19,236 | — | 92647N873 |
| SPDR SERIES TRUST | ST STR CONV ETF | $1.2M | 11,546 | — | 78464A359 |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | $1.2M | 12,325 | — | 316092204 |
| MERCK & CO INC | COM | $1.2M | 8,031 | — | 58933Y105 |
| AMCOR PLC | COM NEW | $1.2M | 27,824 | — | G0250X149 |
| CVS HEALTH CORP | COM | $1.1M | 13,371 | — | 126650100 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $1.1M | 16,035 | — | 46138E354 |
| SOUTHSTATE BK CORP | COM | $1.1M | 11,347 | — | 84472E102 |
| RYDER SYS INC | COM | $1.1M | 4,925 | — | 783549108 |
| GLOBAL X FDS | US PFD ETF | $1.1M | 62,527 | — | 37954Y657 |
| PFIZER INC | COM | $1.1M | 38,216 | — | 717081103 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.1M | 5,879 | — | G1151C101 |
| LOCKHEED MARTIN CORP | COM | $1.1M | 2,116 | — | 539830109 |
| AIR PRODUCTS AND CHEMICALS I | COM | $1.1M | 3,858 | — | 009158106 |
| STANLEY BLACK & DECKER INC | COM | $1.1M | 12,071 | — | 854502101 |
| BLACKSTONE INC | COM | $1.1M | 9,513 | — | 09260D107 |
| MEDTRONIC PLC | SHS | $1.1M | 12,315 | — | G5960L103 |
| SCOTTS MIRACLE-GRO CO | CL A | $1.1M | 21,143 | — | 810186106 |
| PHILLIPS 66 | COM | $1.1M | 4,125 | — | 718546104 |
| REALTY INCOME CORP | COM | $1.1M | 19,350 | — | 756109104 |
| MCCORMICK & CO INC | COM NON VTG | $1M | 22,550 | — | 579780206 |
| LAMB WESTON HLDGS INC | COM | $1M | 24,937 | — | 513272104 |
| KIMBERLY-CLARK CORP | COM | $1M | 10,500 | — | 494368103 |
| BROADRIDGE FINL SOLUTIONS IN | COM | $1M | 6,350 | — | 11133T103 |
| INTERNATIONAL PAPER CO | COM | $1M | 30,525 | — | 460146103 |
| SERVICENOW INC | COM | $1M | 7,524 | — | 81762P102 |
| INTERCONTINENTAL EXCHANGE IN | COM | $993.8K | 6,537 | — | 45866F104 |
| BROADCOM INC | COM | $960.2K | 2,734 | — | 11135F101 |
| UGI CORP NEW | COM | $955.7K | 26,792 | — | 902681105 |
| VICTORY PORTFOLIOS II | VCSHS US LRG CAP | $946.1K | 12,671 | — | 92647N865 |
| VICI PPTYS INC | COM | $941.1K | 40,972 | — | 925652109 |
| UNITED PARCEL SVCS INC | CL B | $924.3K | 9,892 | — | 911312106 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | $918.9K | 15,989 | — | N53745100 |
| ALPHABET INC | CAP STK CL C | $904K | 2,653 | — | 02079K107 |
| GLOBAL PMTS INC | COM | $899.8K | 11,018 | — | 37940X102 |
| CROWN CASTLE INC | COM | $897.6K | 13,467 | — | 22822V101 |
| PNC FINL SVCS GROUP INC | COM | $885.3K | 3,983 | — | 693475105 |
| CONAGRA BRANDS INC | COM | $881.6K | 65,595 | — | 205887102 |
| OMNICOM GROUP INC | COM | $880K | 11,951 | — | 681919106 |
| PEPSICO INC | COM | $876K | 6,913 | — | 713448108 |
| SIMON PPTY GROUP INC NEW | COM | $864.5K | 4,306 | — | 828806109 |
| HONDA MOTOR CO LTD | ADR ECH CNV IN 3 | $857.4K | 27,133 | — | 438128308 |
| CNH INDL N V | SHS | $841.6K | 65,495 | — | N20944109 |
| GENERAL MILLS INC | COM | $831.2K | 25,847 | — | 370334104 |
| ISHARES TR | S&P 500 GRWT ETF | $818.3K | 5,752 | — | 464287309 |
| DISNEY WALT CO | COM | $797.1K | 7,599 | — | 254687106 |
| RELX PLC | SPONSORED ADR | $795.5K | 23,975 | — | 759530108 |
| PORTLAND GEN ELEC CO | COM NEW | $788.6K | 17,670 | — | 736508847 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | $786.8K | 13,480 | — | 46137V266 |
| HUMANA INC | COM | $782.6K | 2,051 | — | 444859102 |
| PARK HOTELS & RESORTS INC | COM | $779.8K | 50,569 | — | 700517105 |
| JPMORGAN CHASE & CO | COM | $768.5K | 2,323 | — | 46625H100 |
| WALMART INC | COM | $761.2K | 7,325 | — | 931142103 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $752.2K | 11,825 | — | 46137V233 |
| ENTERPRISE PRODS PARTNERS L | COM | $752.1K | 21,121 | — | 293792107 |
| ISHARES TR | RUS MID CAP ETF | $750.6K | 7,034 | — | 464287499 |
| GAMING & LEISURE P | COM | $748.2K | 19,705 | — | 36467J108 |
| COCA COLA CO | COM | $747.7K | 8,686 | — | 191216100 |
| AT&T INC | COM | $736.7K | 30,193 | — | 00206R102 |
| RAYONIER INC | COM | $729.7K | 39,744 | — | 754907103 |
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | $704.5K | 3,954 | — | 336920103 |
| PRUDENTIAL FINL INC | COM | $696K | 6,128 | — | 744320102 |
| BOSTON SCIENTIFIC CORP | COM | $692.9K | 15,875 | — | 101137107 |
| GSK PLC | SPONSORED ADR | $690.1K | 14,326 | — | 37733W204 |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | $677.4K | 14,060 | — | 46138E362 |
| NOVO-NORDISK A S | ADR | $675.7K | 17,825 | — | 670100205 |
| KRAFT HEINZ CO | COM | $674.7K | 29,695 | — | 500754106 |
| SHELL PLC | SPON ADS | $672.7K | 7,077 | — | 780259305 |
| CME GROUP INC | COM | $668K | 2,550 | — | 12572Q105 |
| SANOFI SA | SPONSORED ADR | $665.6K | 16,143 | — | 80105N105 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $664.3K | 4,527 | — | 46137V464 |
| GLOBAL X FDS | GLB X MLP ENRG I | $654.4K | 9,372 | — | 37954Y293 |
| HORMEL FOODS CORP | COM | $640.6K | 32,125 | — | 440452100 |
| ICL GROUP LTD | SHS | $640.1K | 127,508 | — | M53213100 |
| BANK OF AMER CORP | COM | $638.4K | 11,728 | — | 060505104 |
| TELUS CORPORATION | COM | $631.3K | 75,243 | — | 87971M103 |
| SAP SE | SPON ADR | $624.4K | 2,995 | — | 803054204 |
| DANAHER CORP DEL | COM | $622.6K | 2,810 | — | 235851102 |
| ISHARES TR | RUS TOP 200 ETF | $616.5K | 3,242 | — | 464289446 |
| ABBOTT LABORATORIES | COM | $615.7K | 6,230 | — | 002824100 |
| JANUS DETROIT STR TR | HENDERSN SML ETF | $612.2K | 6,856 | — | 47103U209 |
| POLARIS INC | COM | $607K | 11,640 | — | 731068102 |
| STARBUCKS CORP | COM | $602.9K | 6,417 | — | 855244109 |
| KKR & CO INC | COM | $600.3K | 6,575 | — | 48251W104 |
| PRICE T ROWE GROUP INC | COM | $599.8K | 5,765 | — | 74144T108 |
| AMBEV SA | SPONSORED ADR | $594.8K | 203,687 | — | 02319V103 |
| VEEVA SYS INC | CL A COM | $592.3K | 2,075 | — | 922475108 |
| CITIGROUP INC | COM NEW | $572.9K | 4,425 | — | 172967424 |
| VISA INC | COM CL A | $563.4K | 1,568 | — | 92826C839 |
| EXPAND ENERGY CORPORATION | COM | $550.8K | 6,550 | — | 165167735 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $545.7K | 3,353 | — | 30233Q108 |
| IQVIA HLDGS INC | COM | $538.5K | 2,003 | — | 46266C105 |
| ETHAN ALLEN INTERIORS INC | COM | $534.8K | 25,575 | — | 297602104 |
| DIAGEO PLC | SPON ADR NEW | $523.3K | 6,113 | — | 25243Q205 |
| ASML HLDG NV | N Y REGISTRY SHS | $521.8K | 288 | — | N07059210 |
| DTE ENERGY CO | COM | $520.7K | 4,275 | — | 233331107 |
| NUTRIEN LTD | COM | $516.3K | 7,349 | — | 67077M108 |
| SM ENERGY COMPANY | COM | $513.5K | 15,201 | — | 78454L100 |
| HUNTSMAN CORP | COM | $511.4K | 60,879 | — | 447011107 |
| BRISTOL-MYERS SQUIBB CO | COM | $507.6K | 8,135 | — | 110122108 |
| INVESCO EXCH TRADED FD TR II | S&P MDCP 400 REV | $499.4K | 3,609 | — | 46138G672 |
| CARNIVAL CORP LTD | COMMON SHARES | $499.1K | 20,340 | — | G2004J103 |
| BP PLC | SPONSORED ADR | $481.3K | 10,940 | — | 055622104 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | $476.5K | 10,041 | — | 015271109 |
| THE CAMPBELLS COMPANY | COM | $476K | 24,005 | — | 134429109 |
| DOMINION ENERGY INC | COM | $475K | 7,848 | — | 25746U109 |
| EMERSON ELEC CO | COM | $471K | 3,037 | — | 291011104 |
| HOME DEPOT INC | COM | $470.5K | 1,654 | — | 437076102 |
| AMERICAN EXPRESS CO | COM | $466.5K | 1,534 | — | 025816109 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $462.1K | 3,889 | — | 46137V431 |
| KILROY REALTY CORP | COM | $461.1K | 13,858 | — | 49427F108 |
| INVESCO EXCHANGE TRADED FD T | S&P SML600 GWT | $459.1K | 7,349 | — | 46137V175 |
| MOLSON COORS BEVERAGE CO | CL B | $452.7K | 12,412 | — | 60871R209 |
| DOW HLDGS INC | COM | $448.8K | 16,295 | — | 260557103 |
| EASTMAN CHEM CO | COM | $446K | 6,879 | — | 277432100 |
| HERSHEY CO | COM | $445.2K | 2,825 | — | 427866108 |
| SOUTHERN CO | COM | $442.1K | 5,333 | — | 842587107 |
| ADOBE INC | COM | $436.7K | 1,820 | — | 00724F101 |
| COMCAST CORP NEW | CL A | $434.3K | 19,958 | — | 20030N101 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $427.7K | 2,185 | — | 81369Y803 |
| NORTHROP GRUMMAN CORP | COM | $424.5K | 878 | — | 666807102 |
| ROGERS COMMUNICATIONS INC | CL B | $415K | 13,475 | — | 775109200 |
| ISHARES TR | RUS 1000 GRW ETF | $408K | 3,257 | — | 464287614 |
| SALESFORCE INC | COM | $401.7K | 1,750 | — | 79466L302 |
| VODAFONE GROUP PLC | SPONSORED ADR | $392.9K | 24,326 | — | 92857W308 |
| UBS GROUP AG | SHS | $386.8K | 8,036 | — | H42097107 |
| UNITEDHEALTH GROUP INC | COM | $385.1K | 1,049 | — | 91324P102 |
| GLOBAL X FDS | SUPERDVDND REIT | $384K | 19,169 | — | 37960A651 |
| G III APPAREL GROUP LTD | COM | $381K | 14,050 | — | 36237H101 |
| NIKE INC | CL B | $376.3K | 10,629 | — | 654106103 |
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 2026-10-07