Investors Research Corp
Filing Date
Global Rank
#4,895
/ 8,588
▼ 167
Top Industry
Banks - Regional
4.4%
3Y Alpha vs SPY
-3.9%
Period ended 3 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
+60.1%
SPY
+76.8%
Annualised alpha
-3.9%
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. | ||||
38 positions ·
$13,179,668 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 8,508 | $1,321,207 | 10.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 9,695 | $1,204,894 | 9.14% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
Added | 26,025 | $1,099,816 | 8.34% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Held | 69,025 | $1,085,073 | 8.23% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 10,800 | $1,041,876 | 7.91% | |
| GIS |
General Mills Inc
Consumer Defensive
|
NEW | 26,510 | $986,702 | 7.49% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 9,875 | $750,993 | 5.70% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Added | 31,300 | $703,937 | 5.34% | |
| ABEV |
Ambev S.A.
Consumer Defensive
|
Held | 220,775 | $644,663 | 4.89% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
Reduced | 13,025 | $560,856 | 4.26% | |
| CPB |
CAMPBELL'S Co
Consumer Defensive
|
Reduced | 25,125 | $559,533 | 4.25% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Reduced | 7,525 | $482,126 | 3.66% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Added | 6,408 | $477,075 | 3.62% | |
| ANDE |
Andersons, Inc.
Consumer Defensive
|
Reduced | 6,099 | $437,786 | 3.32% | |
| CCU |
United Breweries Co Inc
Consumer Defensive
|
Reduced | 34,775 | $394,696 | 2.99% | |
| SAM |
Boston Beer Co Inc
Consumer Defensive
|
Reduced | 1,125 | $259,200 | 1.97% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 3,125 | $206,218 | 1.56% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Held | 1,949 | $139,879 | 1.06% | |
| NWL |
Newell Brands Inc.
Consumer Defensive
|
Added | 32,922 | $112,922 | 0.86% | |
| ACI |
Albertsons Companies, Inc.
Consumer Defensive
|
Held | 6,223 | $106,039 | 0.80% | |
| TGT |
Target Corp
Consumer Defensive
|
Held | 837 | $101,444 | 0.77% | |
| BGS |
B&G Foods, Inc.
Consumer Defensive
|
Added | 17,950 | $86,339 | 0.66% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 566 | $81,753 | 0.62% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
Reduced | 400 | $76,696 | 0.58% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 46 | $45,835 | 0.35% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 223 | $36,870 | 0.28% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 630 | $36,313 | 0.28% | |
| COTY |
Coty Inc.
Consumer Defensive
|
Added | 16,600 | $33,366 | 0.25% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Held | 282 | $27,196 | 0.21% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Held | 1,302 | $22,446 | 0.17% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Held | 124 | $18,600 | 0.14% | |
| NUS |
Nu Skin Enterprises, Inc.
Consumer Defensive
|
Held | 1,515 | $11,029 | 0.08% | |
| EPC |
EDGEWELL PERSONAL CARE Co
Consumer Defensive
|
Held | 500 | $10,670 | 0.08% | |
| MAGN |
Magnera Corp
Consumer Defensive
|
Reduced | 846 | $8,045 | 0.06% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Held | 38 | $3,937 | 0.03% | |
| ELF |
e.l.f. Beauty, Inc.
Consumer Defensive
|
Reduced | 44 | $2,666 | 0.02% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 11 | $937 | 0.01% | |
| BYND |
Beyond Meat, Inc.
Consumer Defensive
|
Held | 50 | $35 | 0.00% |