Investors Research Corp

CIK

1730630

Location

ATLANTA, GA

Portfolio Value

Small $144,642,101

Diversification

Diversified

Filing Date

Global Rank

#5,315 / 8,700 ▼ 1854

Top Industry

Semiconductors 4.5%

Period ended 2 months ago

Filed Jul 10, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

556 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.5%

−10.4 pts

Top 5

10.3%

−32.8 pts

Top 10

16.2%

−42.9 pts

HHI

Diversified−433

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	16.0%	$23,079,104	86
Technology	15.5%	$22,347,977	80
Consumer Cyclical	12.8%	$18,504,140	83
Consumer Defensive	9.6%	$13,818,975	38
Healthcare	9.5%	$13,787,192	57
Industrials	7.2%	$10,485,870	66
Energy	6.2%	$8,929,599	30
Communication Services	6.1%	$8,888,711	27
Real Estate	6.0%	$8,615,528	30
Basic Materials	5.4%	$7,848,196	38
Utilities	4.1%	$5,911,422	16
Unclassified	1.7%	$2,425,387	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMCR	Amcor plc	+28,100	28,187	$1,221,906
NOW	ServiceNow, Inc.	+6,809	7,674	$761,874
ABT	Abbott Laboratories	+6,225	6,305	$572,115
SAP	Sap SE	+2,975	3,030	$466,953
ICE	Intercontinental Exchange, Inc.	+2,950	6,825	$840,225
DHR	Danaher Corp /De/	+2,800	2,810	$535,248
SPY	Spdr S&P 500 ETF Trust	+1,727	2,752	$2,055,111
V	Visa Inc.	+1,198	1,595	$547,228
NOC	Northrop Grumman Corp /De/	+865	890	$453,285
EW	Edwards Lifesciences Corp	+804	898	$81,233
D	Dominion Energy, Inc	+798	7,865	$537,100
PFE	Pfizer Inc	+481	38,962	$938,204
AVGO	Broadcom Inc.	+393	2,841	$1,073,187
BA	Boeing Co	+333	382	$82,691
BAX	Baxter International Inc	+301	12,777	$272,405
PHG	Koninklijke Philips NV	+257	7,182	$195,278
RTX	RTX Corp	+233	1,563	$296,547
CARR	CARRIER GLOBAL Corp	+233	262	$19,217
USAR	USA Rare Earth, Inc.	+200	615	$13,271
GPC	Genuine Parts Co	+200	596	$70,316
SPG	Simon Property Group Inc.	+141	4,431	$990,993
NOV	NOV Inc.	+124	1,524	$28,270
DNOW	DNOW Inc.	+110	3,111	$40,349
INTU	Intuit Inc.	+100	1,077	$281,097
DPZ	Dominos Pizza Inc	+99	100	$29,604
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLB	Slb Limited/Nv	−27,470	211	$9,809
CC	Chemours Co	−21,795	1,200	$24,624
STM	STMicroelectronics N.V.	−14,025	95	$7,114
DOW	Dow Inc.	−11,691	17,373	$475,325
MCHP	Microchip Technology Inc	−7,309	17,625	$1,607,400
INTC	Intel Corp	−6,922	138	$19,268
T	At&T Inc.	−6,201	31,018	$642,072
CVS	CVS HEALTH Corp	−6,007	13,760	$1,423,472
VZ	Verizon Communications Inc	−5,768	29,052	$1,230,061
TD	Toronto Dominion Bank	−5,589	498	$60,472
ABEV	Ambev S.A.	−5,200	215,575	$676,905
GOOGL	Alphabet Inc.	−3,199	5,895	$2,106,696
ICL	ICL Group Ltd.	−2,958	134,267	$668,649
CNH	CNH Industrial N.V.	−2,584	68,091	$764,661
UNM	Unum Group	−2,100	21,301	$1,904,309
WMT	Walmart Inc.	−2,020	7,675	$869,270
ALB	Albemarle Corp	−2,009	2,341	$316,105
CAG	Conagra Brands Inc.	−1,983	67,042	$902,385
AES	Aes Corp	−1,958	101,767	$1,491,904
GT	Goodyear Tire & Rubber Co /Oh/	−1,625	37,125	$245,025
XOM	ExxonMobil Holdings Corp	−1,595	3,484	$476,332
HUN	Huntsman CORP	−1,500	62,479	$663,526
AAPL	Apple Inc.	−1,491	13,234	$3,829,390
PEP	Pepsico Inc	−1,387	7,121	$964,183
DAVA	Endava plc	−1,325	10,425	$29,502
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MKC	Mccormick & Co Inc	22,850	$1,152,097
HRL	Hormel Foods Corp /De/	32,850	$815,337
VEEV	Veeva Systems Inc	2,075	$368,250
GEHC	GE HealthCare Technologies Inc.	4,500	$288,045
ZS	Zscaler, Inc.	1,775	$250,541
MCK	Mckesson Corp	321	$242,547
AZN	Astrazeneca PLC	642	$121,736
FDXF	FedEx Freight Holding Company, Inc.	532	$80,332
A	Agilent Technologies, Inc.	382	$50,741
CAH	Cardinal Health Inc	124	$29,457
PNFP	Pinnacle Financial Partners, Inc.	219	$22,092
SIMO	Silicon Motion Technology CORP	55	$18,333
BSX	Boston Scientific Corp	300	$12,804
DXCM	Dexcom Inc	135	$9,092
OTIS	Otis Worldwide Corp	116	$8,305
CF	CF Industries Holdings, Inc.	64	$6,928
VICR	Vicor Corp	17	$6,456
NSC	Norfolk Southern Corp	19	$5,977
J	Jacobs Solutions Inc.	40	$5,040
VELO	Velo3D, Inc.	280	$4,914
SWMR	Swarmer, Inc	110	$4,874
VOYG	Voyager Technologies, Inc./TX	105	$3,386
CBRS	Cerebras Systems Inc.	10	$2,210
QBTS	D-Wave Quantum Inc.	82	$1,967
IONQ	IonQ, Inc.	36	$1,917
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	685,118	$71,068,587
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	751,123	$59,515,175
ABI	VictoryShares Pioneer Asset-Based Income ETF	1,136,290	$37,089,250
FNDA	Schwab Fundamental U.S. Small Company ETF	1,200,513	$32,718,156
—		87,884	$20,886,499
VB	Vanguard Morningstar Small-Cap ETF	61,802	$18,646,285
FBCG	Fidelity Blue Chip Growth ETF	240,024	$18,211,841
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	325,887	$17,042,345
VIGI	Vanguard International Dividend Appreciation ETF	127,306	$14,824,459
AGNG	Global X Funds Global X Aging Population ETF	312,111	$13,423,790
BNDW	Vanguard Total World Bond ETF	83,917	$9,050,047
AIEQ	Amplify AI Powered Equity ETF	198,200	$8,889,270
IVZ	Invesco Ltd.	618,990	$8,072,087
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	120,699	$7,628,258
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	131,824	$6,511,132
AFK	VanEck Africa Index ETF	301,297	$5,394,853
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	89,691	$4,546,192
CAAA	First Trust AAA CMBS ETF	94,559	$2,721,344
BAB	Invesco Taxable Municipal Bond ETF	27,390	$2,000,310
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	42,020	$1,686,345
CVY	Invesco Zacks Multi-Asset Income ETF	19,653	$1,477,709
ANEW	ProShares MSCI Transformational Changes ETF	20,778	$1,472,495
VLY	Valley National Bancorp	101,250	$1,243,350
HST	Host Hotels & Resorts, Inc.	62,783	$1,202,922
BNDC	FlexShares Core Select Bond Fund	23,123	$879,858
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

556 tracked positions · $144,642,101 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 556 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	13,441	-120	$5,013,761	−0.1%	3.47%
AAPL	Apple Inc. Technology	Reduced	13,234	-1,491	$3,829,390	+2.5%	2.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,895	-3,199	$2,106,696	−19.4%	1.46%
SPY	Spdr S&P 500 ETF Trust	Added	2,752	+1,727	$2,055,111	+208.3%	1.42%
UNM	Unum Group Financial Services	Reduced	21,301	-2,100	$1,904,309	+11.4%	1.32%
TFC	Truist Financial Corp Financial Services	Reduced	38,150	-377	$1,900,633	+7.3%	1.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,508	-712	$1,789,456	+4.5%	1.24%
VAC	MARRIOTT VACATIONS WORLDWIDE Corp Consumer Cyclical	Reduced	16,416	-158	$1,672,462	+55.0%	1.16%
MCHP	Microchip Technology Inc Technology	Reduced	17,625	-7,309	$1,607,400	−0.2%	1.11%
VLO	Valero Energy Corp/Tx Energy	Reduced	6,077	-325	$1,582,693	+0.1%	1.09%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,659	-869	$1,544,639	+115.2%	1.07%
SMG	Scotts Miracle-Gro Co Basic Materials	Reduced	22,289	-745	$1,518,103	+8.4%	1.05%
AES	Aes Corp Utilities	Reduced	101,767	-1,958	$1,491,904	+2.1%	1.03%
SW	Smurfit Westrock plc Consumer Cyclical	Held	31,620	0	$1,462,741	+16.1%	1.01%
MS	Morgan Stanley Financial Services	Reduced	6,883	-20	$1,438,822	+26.7%	0.99%
CVS	CVS HEALTH Corp Healthcare	Reduced	13,760	-6,007	$1,423,472	+0.3%	0.98%
NVDA	Nvidia Corp Technology	Reduced	6,655	-909	$1,331,598	+0.9%	0.92%
R	Ryder System Inc Industrials	Held	4,925	0	$1,299,067	+28.9%	0.90%
WTRG	Essential Utilities, Inc. Utilities	Reduced	33,767	-883	$1,293,613	−7.3%	0.89%
BLK	BlackRock, Inc. Financial Services	Reduced	1,307	-17	$1,256,758	−1.3%	0.87%
VZ	Verizon Communications Inc Communication Services	Reduced	29,052	-5,768	$1,230,061	−29.6%	0.85%
O	Realty Income Corp Real Estate	Reduced	19,746	-384	$1,223,462	−0.7%	0.85%
AMCR	Amcor plc Consumer Cyclical	Added	28,187	+28,100	$1,221,906	+35235.6%	0.84%
MET	Metlife Inc Financial Services	Held	14,273	0	$1,207,638	+19.6%	0.83%
MPC	Marathon Petroleum Corp Energy	Reduced	4,696	-275	$1,200,626	−1.1%	0.83%
SWK	Stanley Black & Decker, Inc. Industrials	Reduced	12,588	-191	$1,184,782	+30.5%	0.82%
IP	International Paper Co /New/ Consumer Cyclical	Reduced	31,051	-514	$1,183,043	+5.0%	0.82%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	10,650	-150	$1,169,050	+12.2%	0.81%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	3,983	-50	$1,167,735	−0.3%	0.81%
MKC	Mccormick & Co Inc Consumer Defensive	NEW	22,850	NEW	$1,152,097	NEW	0.80%
BX	Blackstone Inc. Financial Services	Reduced	9,638	-75	$1,134,103	+1.5%	0.78%
SSB	SouthState Bank Corp Financial Services	Held	11,347	0	$1,133,565	+8.0%	0.78%
DVN	Devon Energy Corp/De Energy	Reduced	27,416	-359	$1,132,829	−18.9%	0.78%
MRK	Merck & Co., Inc. Healthcare	Reduced	8,779	-179	$1,128,101	+4.7%	0.78%
LMT	Lockheed Martin Corp Industrials	Reduced	2,195	-42	$1,118,264	−17.3%	0.77%
VICI	Vici Properties Inc. Real Estate	Reduced	41,509	-350	$1,102,063	−3.6%	0.76%
LW	Lamb Weston Holdings, Inc. Consumer Defensive	Reduced	25,450	-575	$1,098,931	−0.1%	0.76%
ADP	Automatic Data Processing Inc Technology	Reduced	4,819	-52	$1,079,215	+9.0%	0.75%
UPS	United Parcel Service Inc Industrials	Reduced	10,026	-27	$1,077,795	+9.0%	0.75%
AVGO	Broadcom Inc. Technology	Added	2,841	+393	$1,073,187	+41.6%	0.74%
CCI	Crown Castle Inc. Real Estate	Reduced	13,999	-250	$1,060,144	−8.5%	0.73%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	4,128	-198	$1,016,396	+12.9%	0.70%
MDT	Medtronic plc Healthcare	Reduced	12,688	-223	$992,582	−11.3%	0.69%
SPG	Simon Property Group Inc. Real Estate	Added	4,431	+141	$990,993	+23.8%	0.69%
PEP	Pepsico Inc Consumer Defensive	Reduced	7,121	-1,387	$964,183	−27.0%	0.67%
UGI	Ugi Corp /Pa/ Utilities	Reduced	27,584	-291	$952,751	−6.2%	0.66%
POR	Portland General Electric Co /Or/ Utilities	Reduced	18,317	-508	$949,370	−4.4%	0.66%
PFE	Pfizer Inc Healthcare	Added	38,962	+481	$938,204	−13.2%	0.65%
GIS	General Mills Inc Consumer Defensive	Reduced	26,185	-325	$911,238	−7.6%	0.63%
GLPI	Gaming & Leisure Properties, Inc. Real Estate	Reduced	20,309	-491	$904,359	−2.0%	0.63%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.