Investors Research Corp

Registered adviser

CIK

1730630

Location

ATLANTA, GA

Portfolio Value

Small $516,753,898

Diversification

Diversified

Filing Date

Global Rank

#3,591 / 8,827 ▼ 87 · as of Jun 2026

Top Industry

Software - Infrastructure 5.1%

Period ended 38 days ago

Filed Oct 7, 2026 · 31d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 132022

Roster of Nov 1, 2026

Regulatory AUM

$666,716,622

Main clients

Individuals and high net worth (95% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$666,716,622	Individuals and high net worth (95%)
Mar 2025 to Feb 2026	$578,150,873	Individuals and high net worth (95%)
Apr 2024 to Feb 2025	$518,771,936	Individuals and high net worth (94%)
May 2023 to Mar 2024	$432,287,700	Individuals and high net worth (94%)
Apr 2023	$432,287,700	Individuals and high net worth (94%)
Apr 2022 to Mar 2023	$436,311,929	Individuals and high net worth (94%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 61.7% of the book (60%+)

Turnover

Low turnover

20.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.6 quarters (12+), a floor since 49.2% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 78.7%; sector active share 60.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

790 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

14.7%

+0.8 pts

Top 5

46.6%

+2.1 pts

Top 10

61.6%

−0.2 pts

HHI

585

Diversified+44

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.3%	$373,573,196	237
Technology	4.9%	$25,277,539	80
Financial Services	4.4%	$22,964,543	88
Consumer Cyclical	3.2%	$16,723,339	84
Healthcare	2.7%	$13,997,962	52
Consumer Defensive	2.5%	$13,069,146	39
Energy	2.1%	$10,669,867	30
Communication Services	1.9%	$9,992,601	28
Industrials	1.9%	$9,853,160	70
Real Estate	1.4%	$7,461,461	29
Basic Materials	1.4%	$7,107,661	37
Utilities	1.2%	$6,063,423	16

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	+70,477	851,421	$25,542,630
PGX	Invesco Ltd.	+40,452	649,529	$0
PGF	Victory Portfolios II	+32,958	411,899	$0
PFXF	VanEck Preferred Securities ex Financials ETF	+24,278	337,664	$5,915,873
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+23,455	284,296	$25,518,408
BSX	Boston Scientific Corp	+15,575	15,875	$692,943
PEY	Victory Portfolios II	+15,117	404,850	$0
PFF	iShares Preferred and Income Securities ETF	+14,085	199,788	$5,893,746
SCHD	Schwab U.S. Dividend Equity ETF	+12,262	302,624	$9,844,358
IGLB	iShares 10+ Year Investment Grade Corporate Bond ETF	+9,457	121,175	$5,532,850
FDL	First Trust Morningstar Dividend Leaders Index Fund	+8,310	160,279	$7,871,301
DEM	WisdomTree Emerging Markets High Dividend Fund	+8,203	96,781	$5,352,957
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	+7,912	145,488	$7,994,565
DIVO	Amplify CWP Enhanced Dividend Income ETF	+7,202	210,864	$9,803,067
FISV	Fiserv Inc	+6,412	6,962	$314,543
VZ	Verizon Communications Inc	+5,956	35,008	$1,605,816
VV	VANGUARD LARGE-CAP INDEX FUND	+5,812	68,738	$24,185,465
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+4,233	54,164	$5,477,605
IEO	iShares U.S. Oil & Gas Exploration & Production ETF	+3,272	43,319	$5,718,108
VOO	VANGUARD 500 INDEX FUND	+2,938	5,326	$3,732,780
SPY	Spdr S&P 500 ETF Trust	+2,743	5,495	$4,190,651
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+2,211	66,088	$10,256,857
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+1,825	2,996	$210,169
MKTX	Marketaxess Holdings Inc	+1,250	1,272	$208,506
FBCG	Fidelity Covington Trust	+982	1,601	$101,199
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−18,030	40,390	$6,716,049
FHLC	Fidelity MSCI Health Care Index ETF	−12,908	203,231	$16,603,972
ABEV	Ambev S.A.	−11,888	203,687	$594,766
SCZ	iShares MSCI EAFE Small-Cap ETF	−11,584	44,612	$3,766,145
SPLV	Invesco S&P 500 Low Volatility ETF	−10,585	16,035	$1,130,627
PSK	State Street(R) SPDR(R) ICE Preferred Securities ETF	−10,478	73,992	$2,096,933
SCHG	Schwab U.S. Large-Cap Growth ETF	−7,207	54,401	$1,954,627
TEVA	Teva Pharmaceutical Industries Ltd	−6,775	6,199	$245,480
ICL	ICL Group Ltd.	−6,759	127,508	$640,090
IWR	iShares Russell Mid-Cap ETF	−5,606	7,034	$750,598
PK	Park Hotels & Resorts Inc.	−2,763	50,569	$779,773
CNH	CNH Industrial N.V.	−2,596	65,495	$841,610
PFFD	Global X U.S. Preferred ETF	−2,549	62,527	$1,100,475
AES	Aes Corp	−2,421	99,346	$1,480,255
VAC	MARRIOTT VACATIONS WORLDWIDE Corp	−2,358	14,058	$1,437,852
SOLV	Solventum Corp	−2,315	43	$3,790
STLA	Stellantis N.V.	−1,959	58,485	$254,994
VSDA	VictoryShares Dividend Accelerator ETF	−1,880	296,060	$16,619,032
DON	WisdomTree U.S. Midcap Dividend Fund	−1,814	2,913	$157,156
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−1,758	110,858	$6,817,767
PHG	Koninklijke Philips NV	−1,727	5,455	$133,265
AAPL	Apple Inc.	−1,695	11,539	$3,842,717
FLG	Flagstar Bank, National Association	−1,656	18,467	$215,509
CMCSA	Comcast Corp	−1,616	19,958	$434,286
HUN	Huntsman CORP	−1,600	60,879	$511,383
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CME	Cme Group Inc.	2,550	$668,049
EXE	EXPAND ENERGY Corp	6,550	$550,789
DTE	Dte Energy Co	4,275	$520,695
HSY	Hershey Co	2,825	$445,248
MMS	Maximus, Inc.	4,375	$232,706
SGI	Somnigroup International Inc.	3,737	$232,105
KMX	Carmax Inc	3,440	$189,578
DFIV	Dimensional International Value ETF	1,853	$103,508
AVEM	Avantis Emerging Markets Equity ETF	411	$38,642
FENI	Fidelity Enhanced International ETF	765	$30,531
FAD	First Trust Multi Cap Growth AlphaDEX Fund	155	$28,098
AVLV	Avantis U.S. Large Cap Value ETF	275	$24,871
LLY	ELI LILLY & Co	21	$24,298
DUHP	Dimensional US High Profitability ETF	557	$23,343
SNDK	Sandisk Corp	12	$20,878
FYX	First Trust Small Cap Core AlphaDEX Fund	142	$19,111
GLTR	abrdn Precious Metals Basket ETF Trust	84	$15,649
MBGL	Mobility Global Inc.	787	$13,497
EFA	iShares MSCI EAFE ETF	83	$8,622
CTMX	CytomX Therapeutics, Inc.	3,134	$8,524
AVEX	AEVEX Corp.	372	$5,632
AVAV	AeroVironment Inc	39	$5,546
SGML	Sigma Lithium Corp	506	$4,756
LAR	Lithium Argentina AG	838	$4,609
VUG	VANGUARD GROWTH INDEX FUND	43	$3,874
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
—		26,744	$313,172
—		1,366	$285,412
WKC	World Kinect Corp	7,100	$233,874
RWX	State Street(R) SPDR(R) Dow Jones(R) International Real Estate ETF	3,740	$101,017
MRNA	Moderna, Inc.	1,302	$91,179
AFL	Aflac Inc	232	$27,202
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	455	$19,296
USMV	iShares MSCI USA Min Vol Factor ETF	186	$17,941
CWI	Spdr Index Shares Funds	430	$17,488
OGN	Organon & Co.	1,009	$13,661
EG	Everest Group, Ltd.	38	$13,574
ACWV	iShares Trust	99	$11,902
—		81	$11,859
IXUS	iShares Core MSCI Total International Stock ETF	123	$11,739
NEM	NEWMONT Corp	120	$11,208
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	245	$11,108
STRZ	Starz Entertainment Corp	315	$9,090
IEX	Idex Corp	39	$8,851
FV	First Trust Dorsey Wright Focus 5 ETF	109	$8,270
CORN		425	$7,118
DE	Deere & Co	11	$6,977
CF	CF Industries Holdings, Inc.	64	$6,928
HBB	Hamilton Beach Brands Holding Co	300	$6,909
CNI	Canadian National Railway Co	57	$6,796
SON	Sonoco Products Co	106	$5,973
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

790 tracked positions · $516,753,898 total · filing declares 790 positions · $568,991,431 · as of Sep 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 790 positions by value · page 1 of 16

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHX	Schwab U.S. Large-Cap ETF	Added	851,421	+70,477	$25,542,630	+11.1%	4.94%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	284,296	+23,455	$25,518,408	+11.3%	4.94%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	204,395	-1,218	$25,156,936	+2.8%	4.87%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	68,738	+5,812	$24,185,465	+11.8%	4.68%
OEF	iShares S&P 100 ETF	Reduced	57,947	-49	$22,140,389	+4.3%	4.28%
VSDA	VictoryShares Dividend Accelerator ETF	Reduced	296,060	-1,880	$16,619,032	−4.1%	3.22%
FHLC	Fidelity MSCI Health Care Index ETF	Reduced	203,231	-12,908	$16,603,972	−0.6%	3.21%
FTCS	First Trust Capital Strength ETF	Reduced	174,028	-94	$16,332,527	−0.1%	3.16%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	127,175	-847	$11,706,458	+0.7%	2.27%
ILCG	iShares Morningstar Growth ETF	Reduced	91,256	-53	$10,674,214	−0.1%	2.07%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	66,088	+2,211	$10,256,857	+1.6%	1.98%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Reduced	79,143	-221	$10,203,906	+0.6%	1.97%
PAVE	Global X U.S. Infrastructure Development ETF	Reduced	194,249	-63	$10,198,072	−10.9%	1.97%
SCHD	Schwab U.S. Dividend Equity ETF	Added	302,624	+12,262	$9,844,358	+6.9%	1.91%
DIVO	Amplify CWP Enhanced Dividend Income ETF	Added	210,864	+7,202	$9,803,067	+5.3%	1.90%
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	Added	145,488	+7,912	$7,994,565	+6.4%	1.55%
FDL	First Trust Morningstar Dividend Leaders Index Fund	Added	160,279	+8,310	$7,871,301	+6.4%	1.52%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	110,858	-1,758	$6,817,767	+14.0%	1.32%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	40,390	-18,030	$6,716,049	−30.0%	1.30%
MSFT	Microsoft Corp Technology	Reduced	13,088	-353	$6,712,835	+33.9%	1.30%
PFXF	VanEck Preferred Securities ex Financials ETF	Added	337,664	+24,278	$5,915,873	+5.8%	1.14%
PFF	iShares Preferred and Income Securities ETF	Added	199,788	+14,085	$5,893,746	+4.1%	1.14%
IEO	iShares U.S. Oil & Gas Exploration & Production ETF	Added	43,319	+3,272	$5,718,108	+30.0%	1.11%
IGLB	iShares 10+ Year Investment Grade Corporate Bond ETF	Added	121,175	+9,457	$5,532,850	−1.0%	1.07%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	54,164	+4,233	$5,477,605	+11.7%	1.06%
DEM	WisdomTree Emerging Markets High Dividend Fund	Added	96,781	+8,203	$5,352,957	+12.3%	1.04%
IVV	iShares Core S&P 500 ETF	Added	6,859	+875	$5,252,965	+17.2%	1.02%
SPY	Spdr S&P 500 ETF Trust	Added	5,495	+2,743	$4,190,651	+103.9%	0.81%
AAPL	Apple Inc. Technology	Reduced	11,539	-1,695	$3,842,717	+0.3%	0.74%
SCZ	iShares MSCI EAFE Small-Cap ETF	Reduced	44,612	-11,584	$3,766,145	−18.5%	0.73%
VOO	VANGUARD 500 INDEX FUND	Added	5,326	+2,938	$3,732,780	+127.6%	0.72%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	90,611	-104	$2,956,636	−9.8%	0.57%
FTEC	Fidelity MSCI Information Technology Index ETF	Reduced	7,211	-383	$2,163,732	−0.2%	0.42%
DSI	iShares ESG MSCI KLD 400 ETF	Reduced	14,679	-15	$2,145,776	+2.6%	0.42%
PSK	State Street(R) SPDR(R) ICE Preferred Securities ETF	Reduced	73,992	-10,478	$2,096,933	−18.7%	0.41%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	54,401	-7,207	$1,954,627	−6.2%	0.38%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,668	-227	$1,950,245	−7.4%	0.38%
UNM	Unum Group Financial Services	Reduced	21,001	-300	$1,842,417	−3.3%	0.36%
MDYG	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF	Reduced	17,381	-128	$1,816,835	−7.4%	0.35%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,227	-281	$1,800,607	+0.6%	0.35%
IUSG	iShares Core S&P U.S. Growth ETF	Added	9,164	+197	$1,775,525	+5.3%	0.34%
VLO	Valero Energy Corp Energy	Reduced	4,509	-1,568	$1,747,733	+10.4%	0.34%
TFC	Truist Financial Corp Financial Services	Reduced	37,417	-733	$1,732,407	−8.9%	0.34%
VZ	Verizon Communications Inc Communication Services	Added	35,008	+5,956	$1,605,816	+30.5%	0.31%
SPXN	ProShares S&P 500 Ex-Financials ETF	Reduced	18,910	-1,520	$1,597,913	−4.9%	0.31%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,572	-87	$1,573,446	+1.9%	0.30%
SRLN	State Street(R) Blackstone Senior Loan ETF	Reduced	38,762	-1,295	$1,565,597	−3.0%	0.30%
NVDA	Nvidia Corp Technology	Added	6,844	+189	$1,563,032	+17.4%	0.30%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	6,884	-528	$1,529,900	−5.9%	0.30%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Reduced	10,412	-244	$1,525,149	−5.9%	0.30%

Showing the top 50 of 790 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.