Investors Research Corp — 13F Holdings & Portfolio
CIK 1730630 · latest 13F-HR filed 2026-07-10
Investors Research Corp manages $558.8M in 13F-reported U.S. long-equity assets across 805 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYG (4.38%), IWY (4.25%), SCHX (4.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 65 new positions, exited 108, added to 351, and trimmed 195.
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.
SUITE 220
ATLANTA, GA 30305
$558.8M
Long-equity book
805
Distinct positions
2026-06-30
Filed 2026-07-10
+65 / −108 / ↑351 / ↓195
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$4.1M +20.3%
- SCHWAB STRATEGIC TR$3.8M +19.8%
- SPDR SERIES TRUST$3.8M +19.7%
- VANGUARD INDEX FDS$3.6M +20.0%
- ISHARES TR$3.2M +15.6%
Top Trims
- FIRST TR EXCHANGE-TRADED FD-$16.3M -68.8%
- SLB LIMITED-$1.4M -99.3%
- SELECT SECTOR SPDR TR-$1.1M -15.8%
- GLOBAL X FDS-$1.0M -58.7%
- DOW HLDGS INC-$735.2K -60.7%
New Positions
- FIRST TR EXCHANGE-TRADED FD$16.4M
- AMCOR PLC$1.2M
- MCCORMICK & CO INC$1.2M
- HORMEL FOODS CORP$815.3K
- CARNIVAL CORP LTD$595.4K
Exited Positions
- SEALED AIR CORP NEW$1.6M
- VALLEY NATL BANCORP$1.2M
- VANGUARD WHITEHALL FDS$1.2M
- HOST HOTELS & RESORTS INC$1.2M
- MGM RESORTS INTERNATIONAL$808.7K
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 | SPDR SERIES TRUST | SPYG | 78464A409 | $24.5M | 4.38% | 205,613 | SH |
| 2 | ISHARES TR | IWY | 464289438 | $23.7M | 4.25% | 81,693 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $23.0M | 4.11% | 780,944 | SH |
| 4 | SPDR SERIES TRUST | SPYM | 78464A854 | $22.9M | 4.10% | 260,841 | SH |
| 5 | VANGUARD INDEX FDS | VV | 922908637 | $21.6M | 3.87% | 62,926 | SH |
| 6 | ISHARES TR | OEF | 464287101 | $21.2M | 3.80% | 57,996 | SH |
| 7 | VICTORY PORTFOLIOS II | VSDA | 92647N667 | $17.3M | 3.10% | 297,940 | SH |
| 8 | FIDELITY COVINGTON TRUST | FHLC | 316092600 | $16.7M | 2.99% | 216,139 | SH |
| 9 | FIRST TR EXCHANGE-TRADED FD | FTCS | 33733E104 | $16.4M | 2.93% | 174,122 | SH |
| 10 | SPDR SERIES TRUST | SPTM | 78464A805 | $11.6M | 2.08% | 128,022 | SH |
| 11 | GLOBAL X FDS | PAVE | 37954Y673 | $11.4M | 2.05% | 194,312 | SH |
| 12 | ISHARES TR | ILCG | 464287119 | $10.7M | 1.91% | 91,309 | SH |
| 13 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $10.1M | 1.82% | 79,364 | SH |
| 14 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $10.1M | 1.81% | 63,877 | SH |
| 15 | ISHARES TR | ITOT | 464287150 | $9.6M | 1.72% | 58,420 | SH |
| 16 | AMPLIFY ETF TR | DIVO | 032108409 | $9.3M | 1.67% | 203,662 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $9.2M | 1.65% | 290,362 | SH |
| 18 | INVESCO EXCHANGE TRADED FD T | PEY | 46137V563 | $9.0M | 1.62% | 389,733 | SH |
| 19 | DBX ETF TR | DBEF | 233051200 | $7.5M | 1.35% | 137,576 | SH |
| 20 | FIRST TR EXCHANGE-TRADED FD | FDL | 336917109 | $7.4M | 1.32% | 151,969 | SH |
| 21 | INVESCO EXCH TRADED FD TR II | PGX | 46138E511 | $6.6M | 1.18% | 609,077 | SH |
| 22 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $6.0M | 1.07% | 112,616 | SH |
| 23 | ISHARES TR | PFF | 464288687 | $5.7M | 1.01% | 185,703 | SH |
| 24 | VANECK ETF TRUST | PFXF | 92189F429 | $5.6M | 1.00% | 313,386 | SH |
| 25 | ISHARES TR | IGLB | 464289511 | $5.6M | 1.00% | 111,718 | SH |
| 26 | INVESCO EXCHANGE TRADED FD T | PGF | 46137V621 | $5.2M | 0.93% | 378,941 | SH |
| 27 | MICROSOFT CORP | MSFT | 594918104 | $5.0M | 0.90% | 13,441 | SH |
| 28 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $4.9M | 0.88% | 49,931 | SH |
| 29 | WISDOMTREE TR | DEM | 97717W315 | $4.8M | 0.85% | 88,578 | SH |
| 30 | ISHARES TR | SCZ | 464288273 | $4.6M | 0.83% | 56,196 | SH |
| 31 | ISHARES TR | IVV | 464287200 | $4.5M | 0.80% | 5,984 | SH |
| 32 | ISHARES TR | IEO | 464288851 | $4.4M | 0.79% | 40,047 | SH |
| 33 | APPLE INC | AAPL | 037833100 | $3.8M | 0.69% | 13,234 | SH |
| 34 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $3.3M | 0.59% | 90,715 | SH |
| 35 | SPDR SERIES TRUST | PSK | 78464A292 | $2.6M | 0.46% | 84,470 | SH |
| 36 | INVESCO EXCHANGE TRADED FD T | PWB | 46137V746 | $2.2M | 0.39% | 13,048 | SH |
| 37 | FIDELITY COVINGTON TRUST | FTEC | 316092808 | $2.2M | 0.39% | 7,594 | SH |
| 38 | ALPHABET INC | GOOGL | 02079K305 | $2.1M | 0.38% | 5,895 | SH |
| 39 | ISHARES TR | DSI | 464288570 | $2.1M | 0.37% | 14,694 | SH |
| 40 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $2.1M | 0.37% | 61,608 | SH |
| 41 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.1M | 0.37% | 2,752 | SH |
| 42 | INVESCO EXCH TRADED FD TR II | SPLV | 46138E354 | $2.0M | 0.36% | 26,620 | SH |
| 43 | SPDR SERIES TRUST | MDYG | 78464A821 | $2.0M | 0.35% | 17,509 | SH |
| 44 | UNUM GROUP | UNM | 91529Y106 | $1.9M | 0.34% | 21,301 | SH |
| 45 | TRUIST FINL CORP | TFC | 89832Q109 | $1.9M | 0.34% | 38,150 | SH |
| 46 | AMAZON COM INC | AMZN | 023135106 | $1.8M | 0.32% | 7,508 | SH |
| 47 | INVESCO EXCHANGE TRADED FD T | SPHQ | 46137V241 | $1.7M | 0.31% | 19,403 | SH |
| 48 | ISHARES TR | IUSG | 464287671 | $1.7M | 0.30% | 8,967 | SH |
| 49 | PROSHARES TR | SPXN | 74347B573 | $1.7M | 0.30% | 20,430 | SH |
| 50 | MARRIOTT VACATIONS WORLDWIDE | VAC | 57164Y107 | $1.7M | 0.30% | 16,416 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |