Investors Research Corp

CIK

1730630

Location

ATLANTA, GA

Portfolio Value

Small $144,642,101

Diversification

Diversified

Filing Date

Global Rank

#1,432 / 2,968 ▲ 3474

Top Industry

Semiconductors 4.5%

3Y Alpha vs SPY

-3.6%

Period ended 30 days ago

Filed Jul 10, 2026 · 20d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+57.1%

SPY

+67.9%

Annualised alpha

-2.6%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

3.5%

+0.0 pts

Top 5

10.3%

+0.7 pts

Top 10

16.2%

+1.0 pts

HHI

Diversified+2

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%	$18,503,984	82
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%	$2,425,543	6

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
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
BR	Broadridge Financial Solutions, Inc.	+75	6,425	$879,903
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
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
RYN	Rayonier Inc	−969	40,950	$871,416
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AMCR	Amcor plc	28,187	$1,221,906
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
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SEE	SEALED AIR CORP/DE	38,675	$1,626,283
VLY	Valley National Bancorp	101,250	$1,243,350
HST	Host Hotels & Resorts, Inc.	62,783	$1,202,922
MGM	MGM Resorts International	21,850	$808,668
TX	Ternium S.A.	16,950	$680,542
ANDE	Andersons, Inc.	6,099	$437,786
F	Ford Motor Co	21,660	$249,956
BLD	QXO Insulation, LLC	675	$237,127
Q	Qnity Electronics, Inc.	1,225	$141,340
BKR	Baker Hughes Co	2,175	$132,783
FFBC	First Financial Bancorp /Oh/	4,000	$111,520
CSCO	Cisco Systems, Inc.	1,270	$98,539
LION	Lionsgate Studios Corp.	8,093	$77,611
NBR	Nabors Industries Ltd	622	$53,529
HON	Honeywell International Inc	156	$35,260
PANW	Palo Alto Networks Inc	152	$24,368
APA	APA Corp	517	$21,941
CNQ	CANADIAN NATURAL RESOURCES Ltd	400	$19,492
ECVT	Ecovyst Inc.	1,500	$19,290
PFG	Principal Financial Group Inc	173	$15,589
DBA	Invesco Db Agriculture Fund	508	$13,878
TAK	Takeda Pharmaceutical Co Ltd	725	$13,427
MG	Mistras Group, Inc.	800	$11,824
LCUT	Lifetime Brands, Inc	1,700	$9,758
MASI	Masimo Corp	50	$8,893
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	-258	$2,106,696	+19.1%	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	NEW	28,187	NEW	$1,221,906	NEW	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.