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Investors Research Corp — 13F Holdings & Portfolio

CIK 1730630 · latest 13F-HR filed 2026-10-07

Backtest portfolio

Investors Research Corp manages $569.0M in 13F-reported U.S. long-equity assets across 790 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SCHX (4.49%), SPYM (4.48%), SPYG (4.42%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 44 new positions and exited 59; 177 existing positions rose in reported value and 372 fell.

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.

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AUM
$569.0M

Long-equity book

Holdings
790

Distinct positions

Period
2026-09-30

Filed 2026-10-07

Q/Q Activity
+44 / −59 / ↑177 / ↓372

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
SCHX4.5% · +9%SPYM4.5% · +9%SPYG4.4% · -1%VV4.3% · +9%IWY4.2% · -0%OEF3.9% · -0%VSDA2.9% · -1%FHLC2.9% · -6%FTCS2.9% · -0%SPTM2.1% · -1%ILCG1.9% · -0%VYM1.8% · +4%VONG1.8% · -0%PAVE1.8% · -0%SCHD1.7% · +4%DIVO1.7% · +4%PEY1.6% · +4%DBEF1.4% · +6%FDL1.4% · +6%XLE1.2% · -2%ITOT1.2% · -31%MSFT1.2% · -3%PGX1.1% · +7%PFXF1.0% · +8%PFF1.0% · +8%IEO1.0% · +8%IGLB1.0% · +8%VYMI1.0% · +8%DEM0.9% · +9%IVV0.9% · +15%PGF0.9% · +9%SPY0.7% · +100%AAPL0.7% · -13%SCZ0.7% · -21%VOO0.7% · +123%SCHA0.5% · -0%FTEC0.4% · -5%DSI0.4% · -0%PSK0.4% · -12%PWB0.4% · -4%SCHG0.3% · -12%GOOGL0.3% · -4%UNM0.3% · -1%MDYG0.3% · -1%AMZN0.3% · -4%IUSG0.3% · +2%VLO0.3% · -26%TFC0.3% · -2%VZ0.3% · +20%SPXN0.3% · -7%AMD0.3% · -3%SRLN0.3% · -3%NVDA0.3% · +3%QUAL0.3% · -7%SDY0.3% · -2%SPHQ0.3% · -7%MPC0.3% · -19%AES0.3% · -2%VAC0.3% · -14%SLYG0.2% · -0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 36.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 25, 2026.

Assets Under Management
$666.7M
Discretionary
$608.7M
Employees
11
Accounts
1,076
Address
3050 PEACHTREE ROAD NW
SUITE 220
ATLANTA, GA 30305
Phone
(404) 968-9348
Website
Name Title / Status Ownership Type
RAGLAND, DAVID, MAX ControlPRESIDENT, CHIEF COMPLIANCE OFFICER
since Mar 1995
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Mar 19, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 29, 2016 filing
  • ChangedRAGLAND, DAVID, MAX · title CHIEF COMPLIANCE OFFICER / PRESIDENT → PRESIDENT, CHIEF COMPLIANCE OFFICER
Mar 19, 2012 filing (earliest on record)
  • ListedRAGLAND, DAVID, MAX · CHIEF COMPLIANCE OFFICER / PRESIDENT · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 177 →

Top Trims

Show all 372 →

New Positions

Show all 44 →

Exited Positions

Show all 59 →

Investors Research Corp Holdings (2026-09-30)

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 SCHWAB STRATEGIC TR SCHX 808524201 $25.5M 4.49% 851,421 SH
2 SPDR SERIES TRUST SPYM 78464A854 $25.5M 4.48% 284,296 SH
3 SPDR SERIES TRUST SPYG 78464A409 $25.2M 4.42% 204,395 SH
4 VANGUARD INDEX FDS VV 922908637 $24.2M 4.25% 68,738 SH
5 ISHARES TR IWY 464289438 $24.0M 4.22% 81,409 SH
6 ISHARES TR OEF 464287101 $22.1M 3.89% 57,947 SH
7 VICTORY PORTFOLIOS II VSDA 92647N667 $16.6M 2.92% 296,060 SH
8 FIDELITY COVINGTON TRUST FHLC 316092600 $16.6M 2.92% 203,231 SH
9 FIRST TR EXCHANGE-TRADED FD FTCS 33733E104 $16.3M 2.87% 174,028 SH
10 SPDR SERIES TRUST SPTM 78464A805 $11.7M 2.06% 127,175 SH
11 ISHARES TR ILCG 464287119 $10.7M 1.88% 91,256 SH
12 VANGUARD WHITEHALL FDS VYM 921946406 $10.3M 1.80% 66,088 SH
13 VANGUARD SCOTTSDALE FDS VONG 92206C680 $10.2M 1.79% 79,143 SH
14 GLOBAL X FDS PAVE 37954Y673 $10.2M 1.79% 194,249 SH
15 SCHWAB STRATEGIC TR SCHD 808524797 $9.8M 1.73% 302,624 SH
16 AMPLIFY ETF TR DIVO 032108409 $9.8M 1.72% 210,864 SH
17 INVESCO EXCHANGE TRADED FD T PEY 46137V563 $9.2M 1.62% 404,850 SH
18 DBX ETF TR DBEF 233051200 $8.0M 1.41% 145,488 SH
19 FIRST TR EXCHANGE-TRADED FD FDL 336917109 $7.9M 1.38% 160,279 SH
20 SELECT SECTOR SPDR TR XLE 81369Y506 $6.8M 1.20% 110,858 SH
21 ISHARES TR ITOT 464287150 $6.7M 1.18% 40,390 SH
22 MICROSOFT CORP MSFT 594918104 $6.7M 1.18% 13,088 SH
23 INVESCO EXCH TRADED FD TR II PGX 46138E511 $6.5M 1.15% 649,529 SH
24 VANECK ETF TRUST PFXF 92189F429 $5.9M 1.04% 337,664 SH
25 ISHARES TR PFF 464288687 $5.9M 1.04% 199,788 SH
26 ISHARES TR IEO 464288851 $5.7M 1.00% 43,319 SH
27 ISHARES TR IGLB 464289511 $5.5M 0.97% 121,175 SH
28 VANGUARD WHITEHALL FDS VYMI 921946794 $5.5M 0.96% 54,164 SH
29 WISDOMTREE TR DEM 97717W315 $5.4M 0.94% 96,781 SH
30 ISHARES TR IVV 464287200 $5.3M 0.92% 6,859 SH
31 INVESCO EXCHANGE TRADED FD T PGF 46137V621 $5.2M 0.92% 411,899 SH
32 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.2M 0.74% 5,495 SH
33 APPLE INC AAPL 037833100 $3.8M 0.68% 11,539 SH
34 ISHARES TR SCZ 464288273 $3.8M 0.66% 44,612 SH
35 VANGUARD INDEX FDS VOO 922908363 $3.7M 0.66% 5,326 SH
36 SCHWAB STRATEGIC TR SCHA 808524607 $3.0M 0.52% 90,611 SH
37 FIDELITY COVINGTON TRUST FTEC 316092808 $2.2M 0.38% 7,211 SH
38 ISHARES TR DSI 464288570 $2.1M 0.38% 14,679 SH
39 SPDR SERIES TRUST PSK 78464A292 $2.1M 0.37% 73,992 SH
40 INVESCO EXCHANGE TRADED FD T PWB 46137V746 $2.0M 0.36% 12,483 SH
41 SCHWAB STRATEGIC TR SCHG 808524300 $2.0M 0.34% 54,401 SH
42 ALPHABET INC GOOGL 02079K305 $2.0M 0.34% 5,668 SH
43 UNUM GROUP UNM 91529Y106 $1.8M 0.32% 21,001 SH
44 SPDR SERIES TRUST MDYG 78464A821 $1.8M 0.32% 17,381 SH
45 AMAZON COM INC AMZN 023135106 $1.8M 0.32% 7,227 SH
46 ISHARES TR IUSG 464287671 $1.8M 0.31% 9,164 SH
47 VALERO ENERGY CORP VLO 91913Y100 $1.7M 0.31% 4,509 SH
48 TRUIST FINL CORP TFC 89832Q109 $1.7M 0.30% 37,417 SH
49 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.6M 0.28% 35,008 SH
50 PROSHARES TR SPXN 74347B573 $1.6M 0.28% 18,910 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-07 $569.0M 790 0001062993-26-005232
2026-06-30 2026-07-10 $558.8M 805 0001062993-26-003593
2026-03-31 2026-04-03 $523.3M 851 0001062993-26-001833
2025-12-31 2026-01-06 $546.1M 846 0001062993-26-000042
Filer Information
Address
3050 PEACHTREE ROAD NW
SUITE 220
ATLANTA, GA 30305
Phone
(404) 968-9348
Filing Manager
Investors Research Corp
ATLANTA, GA
Signatory
DAVID M RAGLAND
CEO