Investors Research Corp — 13F Holdings & Portfolio
CIK 1730630 · latest 13F-HR filed 2026-04-03
Investors Research Corp manages $523.3M in 13F-reported U.S. long-equity assets across 851 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IWY (3.93%), SPYG (3.89%), SCHX (3.67%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 108 new positions, exited 106, added to 187, and trimmed 318.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$523.3M
Long-equity book
851
Distinct positions
2026-03-31
Filed 2026-04-03
+108 / −106 / ↑187 / ↓318
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FIRST TR EXCHANGE-TRADED FD$17.6M +290.0%
- SELECT SECTOR SPDR TR$1.9M +36.8%
- ISHARES TR$1.7M +56.4%
- GLOBAL X FDS$1.5M +17.5%
- SCHWAB STRATEGIC TR$1.3M +17.2%
Top Trims
- ISHARES TR-$2.2M -9.8%
- US BANCORP DEL-$1.8M -99.1%
- SPDR SERIES TRUST-$1.6M -7.4%
- CANADIAN NAT RES LTD-$1.5M -98.7%
- MICROSOFT CORP-$1.4M -22.0%
New Positions
- GENERAL MLS INC$986.7K
- RELX PLC$836.2K
- NOVO-NORDISK A S$679.0K
- KKR & CO INC$622.1K
- SM ENERGY CO$487.0K
Exited Positions
- FIRST TR EXCHANGE-TRADED FD$16.0M
- CF INDS HLDGS INC$2.1M
- CENOVUS ENERGY INC$1.3M
- HUNTINGTON INGALLS INDS INC$986.2K
- SUMITOMO MITSUI FINL GROUP I$942.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IWY | 464289438 | $20.5M | 3.93% | 82,548 | SH |
| 2 | SPDR SERIES TRUST | SPYG | 78464A409 | $20.3M | 3.89% | 207,773 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $19.2M | 3.67% | 748,048 | SH |
| 4 | SPDR SERIES TRUST | SPYM | 78464A854 | $19.2M | 3.66% | 250,238 | SH |
| 5 | ISHARES TR | OEF | 464287101 | $18.7M | 3.56% | 58,637 | SH |
| 6 | VANGUARD INDEX FDS | VV | 922908637 | $18.0M | 3.45% | 60,322 | SH |
| 7 | VICTORY PORTFOLIOS II | VSDA | 92647N667 | $16.4M | 3.14% | 301,036 | SH |
| 8 | FIRST TR EXCHANGE-TRADED FD | FDL | 336917109 | $16.3M | 3.12% | 175,747 | SH |
| 9 | FIDELITY COVINGTON TRUST | FHLC | 316092600 | $15.4M | 2.93% | 218,250 | SH |
| 10 | SPDR SERIES TRUST | SPTM | 78464A805 | $10.4M | 1.99% | 131,905 | SH |
| 11 | GLOBAL X FDS | PAVE | 37954Y673 | $9.8M | 1.88% | 193,855 | SH |
| 12 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $9.2M | 1.76% | 62,358 | SH |
| 13 | AMPLIFY ETF TR | DIVO | 032108409 | $8.9M | 1.70% | 198,200 | SH |
| 14 | ISHARES TR | ILCG | 464287119 | $8.7M | 1.66% | 90,847 | SH |
| 15 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $8.7M | 1.65% | 78,895 | SH |
| 16 | ISHARES TR | ITOT | 464287150 | $8.6M | 1.65% | 60,472 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $8.6M | 1.64% | 280,216 | SH |
| 18 | INVESCO EXCHANGE TRADED FD T | PEY | 46137V563 | $8.1M | 1.54% | 377,215 | SH |
| 19 | FIRST TR EXCHANGE-TRADED FD | FDL | 336917109 | $7.4M | 1.41% | 145,479 | SH |
| 20 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $7.1M | 1.36% | 115,980 | SH |
| 21 | DBX ETF TR | DBEF | 233051200 | $6.5M | 1.24% | 131,770 | SH |
| 22 | INVESCO EXCH TRADED FD TR II | PGX | 46138E511 | $6.3M | 1.20% | 578,277 | SH |
| 23 | ISHARES TR | PFF | 464288687 | $5.3M | 1.01% | 174,498 | SH |
| 24 | ISHARES TR | IGLB | 464289511 | $5.2M | 0.99% | 104,226 | SH |
| 25 | VANECK ETF TRUST | PFXF | 92189F429 | $5.2M | 0.99% | 294,161 | SH |
| 26 | MICROSOFT CORP | MSFT | 594918104 | $5.0M | 0.96% | 13,561 | SH |
| 27 | INVESCO EXCHANGE TRADED FD T | PGF | 46137V621 | $4.9M | 0.93% | 352,719 | SH |
| 28 | ISHARES TR | SCZ | 464288273 | $4.6M | 0.89% | 59,156 | SH |
| 29 | ISHARES TR | IEO | 464288851 | $4.6M | 0.88% | 36,891 | SH |
| 30 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $4.4M | 0.83% | 46,333 | SH |
| 31 | ISHARES TR | IVV | 464287200 | $4.2M | 0.81% | 6,486 | SH |
| 32 | WISDOMTREE TR | DEM | 97717W315 | $4.1M | 0.78% | 81,745 | SH |
| 33 | APPLE INC | AAPL | 037833100 | $3.7M | 0.71% | 14,725 | SH |
| 34 | SPDR SERIES TRUST | PSK | 78464A292 | $2.7M | 0.52% | 88,842 | SH |
| 35 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $2.7M | 0.52% | 92,991 | SH |
| 36 | SPDR SERIES TRUST | MDYG | 78464A821 | $2.3M | 0.44% | 24,129 | SH |
| 37 | INVESCO EXCH TRADED FD TR II | SPLV | 46138E354 | $2.0M | 0.38% | 27,329 | SH |
| 38 | ISHARES TR | DSI | 464288570 | $1.8M | 0.35% | 15,260 | SH |
| 39 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $1.8M | 0.35% | 62,395 | SH |
| 40 | TRUIST FINL CORP | TFC | 89832Q109 | $1.8M | 0.34% | 38,527 | SH |
| 41 | ALPHABET INC | GOOGL | 02079K305 | $1.8M | 0.34% | 6,153 | SH |
| 42 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $1.7M | 0.33% | 34,820 | SH |
| 43 | ISHARES TR | IWR | 464287499 | $1.7M | 0.33% | 17,725 | SH |
| 44 | AMAZON COM INC | AMZN | 023135106 | $1.7M | 0.33% | 8,220 | SH |
| 45 | UNUM GROUP | UNM | 91529Y106 | $1.7M | 0.33% | 23,401 | SH |
| 46 | GLOBAL X FDS | MLPX | 37954Y293 | $1.7M | 0.33% | 23,060 | SH |
| 47 | SSGA ACTIVE ETF TR | SRLN | 78467V608 | $1.7M | 0.32% | 41,198 | SH |
| 48 | SPDR SERIES TRUST | SDY | 78464A763 | $1.6M | 0.31% | 11,291 | SH |
| 49 | INVESCO EXCHANGE TRADED FD T | PWB | 46137V746 | $1.6M | 0.31% | 13,003 | SH |
| 50 | SEALED AIR CORP NEW | SEE | 81211K100 | $1.6M | 0.31% | 38,675 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-03 | $523.3M | 851 | 0001062993-26-001833 |
| 2025-12-31 | 2026-01-06 | $546.1M | 846 | 0001062993-26-000042 |