Investors Research Corp
Filing Date
Global Rank
#4,554
/ 8,232
▼ 55
Top Industry
Banks - Regional
4.4%
3Y Alpha vs SPY
-3.1%
Period ended 2 months ago
Filed Apr 3, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.1%
SPY
+76.3%
Annualised alpha
-3.1%
Max drawdown
−19.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
588 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
3.4%
−0.4 pts
Top 5
9.6%
−0.9 pts
Top 10
15.2%
−0.6 pts
HHI
74
Diversified+1
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 15.3% | $22,401,699 |
| Technology | 14.7% | $21,555,359 |
| Consumer Cyclical | 12.9% | $18,880,452 |
| Consumer Defensive | 9.0% | $13,179,668 |
| Energy | 8.1% | $11,850,172 |
| Basic Materials | 7.7% | $11,244,211 |
| Healthcare | 7.6% | $11,087,459 |
| Communication Services | 6.9% | $10,091,904 |
| Industrials | 6.6% | $9,703,219 |
| Real Estate | 6.4% | $9,412,504 |
| Utilities | 4.1% | $6,014,126 |
| Unclassified | 0.7% | $1,070,168 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VICI | Vici Properties Inc. | +41,775 | 41,859 | $1,143,587 | |
| TU | Telus Corp | +28,325 | 76,806 | $985,420 | |
| STLA | Stellantis N.V. | +22,150 | 61,302 | $434,631 | |
| SNY | Sanofi | +16,725 | 16,993 | $818,722 | |
| ABR | Arbor Realty Trust Inc | +13,770 | 23,664 | $182,449 | |
| KMB | Kimberly Clark Corp | +10,475 | 10,800 | $1,041,876 | |
| BX | Blackstone Inc. | +9,488 | 9,713 | $1,116,897 | |
| LW | Lamb Weston Holdings, Inc. | +7,000 | 26,025 | $1,099,816 | |
| BR | Broadridge Financial Solutions, Inc. | +6,298 | 6,350 | $1,031,748 | |
| ACN | Accenture plc | +4,828 | 5,916 | $1,173,083 | |
| VAC | MARRIOTT VACATIONS WORLDWIDE Corp | +4,699 | 16,574 | $1,079,298 | |
| ADP | Automatic Data Processing Inc | +4,450 | 4,871 | $989,689 | |
| ACCO | ACCO BRANDS Corp | +3,400 | 25,615 | $76,845 | |
| KHC | Kraft Heinz Co | +3,233 | 31,300 | $703,937 | |
| HUM | Humana Inc | +2,925 | 2,950 | $511,500 | |
| NKE | NIKE, Inc. | +2,446 | 11,773 | $621,849 | |
| CNC | Centene Corp | +2,224 | 4,424 | $144,841 | |
| ARCC | Ares Capital Corp | +1,850 | 4,296 | $77,413 | |
| LEG | Leggett & Platt Inc | +1,690 | 27,477 | $271,472 | |
| KRO | Kronos Worldwide Inc | +1,500 | 33,750 | $221,737 | |
| XRX | Xerox Holdings Corp | +1,442 | 28,473 | $36,730 | |
| GT | Goodyear Tire & Rubber Co /Oh/ | +1,425 | 38,750 | $256,912 | |
| DEO | Diageo PLC | +1,406 | 6,408 | $477,075 | |
| MATV | Mativ Holdings, Inc. | +1,250 | 18,554 | $161,419 | |
| PK | Park Hotels & Resorts Inc. | +1,134 | 54,211 | $570,841 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| APA | APA Corp | −46,190 | 517 | $21,941 | |
| TAK | Takeda Pharmaceutical Co Ltd | −43,794 | 725 | $13,427 | |
| CNQ | Canadian Natural Resources Ltd | −43,325 | 400 | $19,492 | |
| USB | US Bancorp De | −33,453 | 329 | $17,111 | |
| AEO | American Eagle Outfitters Inc | −33,100 | 7,789 | $130,076 | |
| INTC | Intel Corp | −32,937 | 7,060 | $311,557 | |
| ING | Ing Groep NV | −30,035 | 10,280 | $267,794 | |
| MAT | Mattel Inc /De/ | −20,592 | 10,000 | $145,300 | |
| NTR | Nutrien Ltd. | −18,449 | 7,719 | $582,475 | |
| SU | Suncor Energy Inc | −16,822 | 80 | $5,288 | |
| SKM | Sk Telecom Co Ltd | −16,678 | 2,200 | $64,438 | |
| KMT | Kennametal Inc | −14,725 | 500 | $18,065 | |
| M | Macy's, Inc. | −13,641 | 350 | $6,331 | |
| VTRS | Viatris Inc | −6,425 | 204 | $2,756 | |
| TFC | Truist Financial Corp | −5,151 | 38,527 | $1,771,086 | |
| T | At&T Inc. | −4,310 | 37,219 | $1,078,978 | |
| WBD | Warner Bros. Discovery, Inc. | −3,982 | 130 | $3,569 | |
| AA | Alcoa Corp | −3,783 | 55 | $3,648 | |
| AAPL | Apple Inc. | −3,362 | 14,725 | $3,737,057 | |
| ANDE | Andersons, Inc. | −3,067 | 6,099 | $437,786 | |
| SHEL | Shell plc | −2,944 | 7,163 | $666,159 | |
| EPD | Enterprise Products Partners L.P. | −2,850 | 21,121 | $799,218 | |
| FDX | Fedex Corp | −2,566 | 1,150 | $409,607 | |
| WMT | Walmart Inc. | −2,503 | 9,695 | $1,204,894 | |
| GSK | GSK plc | −2,480 | 15,528 | $856,990 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GIS | General Mills Inc | 26,510 | $986,702 | |
| RELX | Relx PLC | 25,225 | $836,208 | |
| NVO | Novo Nordisk A S | 18,475 | $678,956 | |
| KKR | KKR & Co. Inc. | 6,725 | $622,062 | |
| SM | SM Energy Co | 15,618 | $486,969 | |
| INTU | Intuit Inc. | 977 | $422,435 | |
| BXSL | Blackstone Secured Lending Fund | 2,875 | $68,108 | |
| VSNT | Versant Media Group, Inc. | 867 | $32,096 | |
| FISV | Fiserv Inc | 550 | $30,690 | |
| PANW | Palo Alto Networks Inc | 152 | $24,368 | |
| DBA | Invesco Db Agriculture Fund | 508 | $13,878 | |
| COMP | Compass, Inc. | 1,005 | $7,346 | |
| ONDS | Ondas Inc. | 784 | $7,087 | |
| PSLV | Sprott Physical Silver Trust | 288 | $7,024 | |
| RKLB | Rocket Lab Corp | 107 | $6,871 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | 81 | $5,711 | |
| CDRE | Cadre Holdings, Inc. | 170 | $5,215 | |
| DOC | Healthpeak Properties, Inc. | 287 | $4,715 | |
| ETN | Eaton Corp plc | 12 | $4,292 | |
| ROK | Rockwell Automation, Inc | 11 | $3,947 | |
| GEV | GE Vernova Inc. | 4 | $3,491 | |
| AZO | Autozone Inc | 1 | $3,377 | |
| STX | Seagate Technology Holdings plc | 8 | $3,134 | |
| COF | Capital One Financial Corp | 17 | $3,101 | |
| WAT | Waters Corp /De/ | 10 | $2,978 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CF | CF Industries Holdings, Inc. | 26,690 | $2,064,204 | |
| CVE | Cenovus Energy Inc. | 79,125 | $1,338,795 | |
| HII | Huntington Ingalls Industries, Inc. | 2,900 | $986,203 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | 48,775 | $942,820 | |
| RIO | Rio Tinto PLC | 11,715 | $937,551 | |
| TTE | TotalEnergies SE | 12,692 | $830,310 | |
| FHN | First Horizon Corp | 32,555 | $778,064 | |
| GEF | Greif, Inc | 10,175 | $688,847 | |
| HAS | Hasbro, Inc. | 7,581 | $621,642 | |
| GM | General Motors Co | 7,575 | $615,999 | |
| EXC | Exelon Corp | 13,234 | $576,870 | |
| BG | Bunge Global SA | 5,575 | $496,621 | |
| AVT | Avnet Inc | 10,100 | $485,608 | |
| JNJ | Johnson & Johnson | 2,317 | $479,503 | |
| IVZ | Invesco Ltd. | 13,600 | $357,272 | |
| NGG | National Grid PLC | 4,227 | $326,958 | |
| E | Eni Spa | 7,950 | $301,623 | |
| EQNR | Equinor ASA | 12,108 | $286,112 | |
| BCS | Barclays PLC | 8,100 | $206,145 | |
| DINO | HF Sinclair Corp | 4,400 | $202,752 | |
| DAN | DANA Inc | 7,900 | $187,704 | |
| DGX | Quest Diagnostics Inc | 1,054 | $182,900 | |
| GVA | Granite Construction Inc | 1,431 | $165,065 | |
| ENB | Enbridge Inc | 2,738 | $130,958 | |
| NXST | Nexstar Media Group, Inc. | 497 | $100,915 | |
| No positions match the current search. | ||||
588 positions ·
$146,490,941 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 588 positions by value
· page 1 of 12
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 13,561 | $5,019,875 | 3.43% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 14,725 | $3,737,057 | 2.55% | |
| TFC |
Truist Financial Corp
Financial Services
|
Reduced | 38,527 | $1,771,086 | 1.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,153 | $1,769,356 | 1.21% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 34,820 | $1,747,964 | 1.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 8,220 | $1,711,979 | 1.17% | |
| UNM |
Unum Group
Financial Services
|
Reduced | 23,401 | $1,708,975 | 1.17% | |
| SEE |
SEALED AIR CORP/DE
Consumer Cyclical
|
Held | 38,675 | $1,626,283 | 1.11% | |
| MCHP |
Microchip Technology Inc
Technology
|
Added | 24,934 | $1,610,985 | 1.10% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 6,402 | $1,581,806 | 1.08% | |
| AES |
Aes Corp
Utilities
|
Held | 103,725 | $1,461,485 | 1.00% | |
| SLB |
Slb Limited/Nv
Energy
|
Reduced | 27,681 | $1,422,526 | 0.97% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 19,767 | $1,419,665 | 0.97% | |
| SMG |
Scotts Miracle-Gro Co
Basic Materials
|
Reduced | 23,034 | $1,400,697 | 0.96% | |
| DVN |
Devon Energy Corp/De
Energy
|
Held | 27,775 | $1,397,638 | 0.95% | |
| WTRG |
Essential Utilities, Inc.
Utilities
|
Held | 34,650 | $1,395,355 | 0.95% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 2,237 | $1,352,020 | 0.92% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Reduced | 16,506 | $1,329,723 | 0.91% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 8,508 | $1,321,207 | 0.90% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,564 | $1,319,161 | 0.90% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 1,324 | $1,273,304 | 0.87% | |
| SW |
Smurfit Westrock plc
Consumer Cyclical
|
Reduced | 31,620 | $1,260,057 | 0.86% | |
| VLY |
Valley National Bancorp
Financial Services
|
Reduced | 101,250 | $1,243,350 | 0.85% | |
| O |
Realty Income Corp
Real Estate
|
Reduced | 20,130 | $1,231,553 | 0.84% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 4,971 | $1,213,818 | 0.83% | |
| DOW |
Dow Inc.
Basic Materials
|
Reduced | 29,064 | $1,210,515 | 0.83% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 9,695 | $1,204,894 | 0.82% | |
| HST |
Host Hotels & Resorts, Inc.
Real Estate
|
Held | 62,783 | $1,202,922 | 0.82% | |
| ACN |
Accenture plc
Technology
|
Added | 5,916 | $1,173,083 | 0.80% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 4,033 | $1,171,546 | 0.80% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Reduced | 14,249 | $1,158,586 | 0.79% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Added | 41,859 | $1,143,587 | 0.78% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 6,903 | $1,136,026 | 0.78% | |
| IP |
International Paper Co /New/
Consumer Cyclical
|
Reduced | 31,565 | $1,126,870 | 0.77% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 12,911 | $1,118,738 | 0.76% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 9,713 | $1,116,897 | 0.76% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
Added | 26,025 | $1,099,816 | 0.75% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Held | 69,025 | $1,085,073 | 0.74% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 38,481 | $1,080,546 | 0.74% | |
| VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
Consumer Cyclical
|
Added | 16,574 | $1,079,298 | 0.74% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 37,219 | $1,078,978 | 0.74% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 8,958 | $1,077,557 | 0.74% | |
| SSB |
SouthState Bank Corp
Financial Services
|
Held | 11,347 | $1,049,824 | 0.72% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 10,800 | $1,041,876 | 0.71% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Added | 6,350 | $1,031,748 | 0.70% | |
| UGI |
Ugi Corp /Pa/
Utilities
|
Reduced | 27,875 | $1,015,207 | 0.69% | |
| MET |
Metlife Inc
Financial Services
|
Held | 14,273 | $1,009,386 | 0.69% | |
| R |
Ryder System Inc
Industrials
|
Reduced | 4,925 | $1,008,196 | 0.69% | |
| POR |
Portland General Electric Co /Or/
Utilities
|
Reduced | 18,825 | $993,395 | 0.68% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 4,871 | $989,689 | 0.68% |