# Investors Research Corp

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1730630. Source: https://holderbook.com/funds/1730630-investors-research-corp/

- Reported value: $569.0M
- Positions: 790
- Weight of the ten largest: 36.5%
- Filed: 2026-10-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $25.5M | 851,421 | 4.5% | 31 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $25.5M | 284,296 | 4.5% | 25 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $25.2M | 204,395 | 4.4% | 30 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $24.2M | 68,738 | 4.3% | 25 |
| ISHARES TR | [IWY](https://holderbook.com/stocks/IWY/) | $24.0M | 81,409 | 4.2% | 29 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $22.1M | 57,947 | 3.9% | 25 |
| VICTORY PORTFOLIOS II | [VSDA](https://holderbook.com/stocks/VSDA/) | $16.6M | 296,060 | 2.9% | 25 |
| FIDELITY COVINGTON TRUST | [FHLC](https://holderbook.com/stocks/FHLC/) | $16.6M | 203,231 | 2.9% | 25 |
| FIRST TR EXCHANGE-TRADED FD | [FTCS](https://holderbook.com/stocks/FTCS/) | $16.3M | 174,028 | 2.9% | 2 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $11.7M | 127,175 | 2.1% | 30 |
| ISHARES TR | [ILCG](https://holderbook.com/stocks/ILCG/) | $10.7M | 91,256 | 1.9% | 13 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $10.3M | 66,088 | 1.8% | 30 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $10.2M | 79,143 | 1.8% | 15 |
| GLOBAL X FDS | [PAVE](https://holderbook.com/stocks/PAVE/) | $10.2M | 194,249 | 1.8% | 13 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $9.8M | 302,624 | 1.7% | 25 |
| AMPLIFY ETF TR | [DIVO](https://holderbook.com/stocks/DIVO/) | $9.8M | 210,864 | 1.7% | 30 |
| INVESCO EXCHANGE TRADED FD T | [PEY](https://holderbook.com/stocks/PEY/) | $9.2M | 404,850 | 1.6% | 30 |
| DBX ETF TR | [DBEF](https://holderbook.com/stocks/DBEF/) | $8.0M | 145,488 | 1.4% | 32 |
| FIRST TR EXCHANGE-TRADED FD | [FDL](https://holderbook.com/stocks/FDL/) | $7.9M | 160,279 | 1.4% | 25 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $6.8M | 110,858 | 1.2% | 26 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $6.7M | 40,390 | 1.2% | 30 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.7M | 13,088 | 1.2% | 32 |
| INVESCO EXCH TRADED FD TR II | [PGX](https://holderbook.com/stocks/PGX/) | $6.5M | 649,529 | 1.1% | 25 |
| VANECK ETF TRUST | [PFXF](https://holderbook.com/stocks/PFXF/) | $5.9M | 337,664 | 1.0% | 19 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $5.9M | 199,788 | 1.0% | 28 |
| ISHARES TR | [IEO](https://holderbook.com/stocks/IEO/) | $5.7M | 43,319 | 1.0% | 19 |
| ISHARES TR | [IGLB](https://holderbook.com/stocks/IGLB/) | $5.5M | 121,175 | 1.0% | 23 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $5.5M | 54,164 | 1.0% | 13 |
| WISDOMTREE TR | [DEM](https://holderbook.com/stocks/DEM/) | $5.4M | 96,781 | 0.9% | 13 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $5.3M | 6,859 | 0.9% | 31 |
| INVESCO EXCHANGE TRADED FD T | [PGF](https://holderbook.com/stocks/PGF/) | $5.2M | 411,899 | 0.9% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.2M | 5,495 | 0.7% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.8M | 11,539 | 0.7% | 32 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $3.8M | 44,612 | 0.7% | 25 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $3.7M | 5,326 | 0.7% | 19 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $3.0M | 90,611 | 0.5% | 32 |
| FIDELITY COVINGTON TRUST | [FTEC](https://holderbook.com/stocks/FTEC/) | $2.2M | 7,211 | 0.4% | 29 |
| ISHARES TR | [DSI](https://holderbook.com/stocks/DSI/) | $2.1M | 14,679 | 0.4% | 30 |
| SPDR SERIES TRUST | [PSK](https://holderbook.com/stocks/PSK/) | $2.1M | 73,992 | 0.4% | 30 |
| INVESCO EXCHANGE TRADED FD T | [PWB](https://holderbook.com/stocks/PWB/) | $2.0M | 12,483 | 0.4% | 29 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $2.0M | 54,401 | 0.3% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.0M | 5,668 | 0.3% | 31 |
| UNUM GROUP | [UNM](https://holderbook.com/stocks/UNM/) | $1.8M | 21,001 | 0.3% | 31 |
| SPDR SERIES TRUST | [MDYG](https://holderbook.com/stocks/MDYG/) | $1.8M | 17,381 | 0.3% | 32 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.8M | 7,227 | 0.3% | 32 |
| ISHARES TR | [IUSG](https://holderbook.com/stocks/IUSG/) | $1.8M | 9,164 | 0.3% | 29 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $1.7M | 4,509 | 0.3% | 31 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $1.7M | 37,417 | 0.3% | 28 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $1.6M | 35,008 | 0.3% | 32 |
| PROSHARES TR | [SPXN](https://holderbook.com/stocks/SPXN/) | $1.6M | 18,910 | 0.3% | 29 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.6M | 2,572 | 0.3% | 21 |
| SSGA ACTIVE ETF TR | [SRLN](https://holderbook.com/stocks/SRLN/) | $1.6M | 38,762 | 0.3% | 25 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.6M | 6,844 | 0.3% | 31 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $1.5M | 6,884 | 0.3% | 29 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $1.5M | 10,412 | 0.3% | 19 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $1.5M | 18,080 | 0.3% | 29 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $1.5M | 3,806 | 0.3% | 31 |
| AES CORP | [AES](https://holderbook.com/stocks/AES/) | $1.5M | 99,346 | 0.3% | 7 |
| MARRIOTT VACATIONS WORLDWIDE | [VAC](https://holderbook.com/stocks/VAC/) | $1.4M | 14,058 | 0.3% | 9 |
| SPDR SERIES TRUST | [SLYG](https://holderbook.com/stocks/SLYG/) | $1.4M | 13,224 | 0.2% | 31 |
| SMURFIT WESTROCK PLC | [SW](https://holderbook.com/stocks/SW/) | $1.4M | 31,620 | 0.2% | 9 |
| METLIFE INC | [MET](https://holderbook.com/stocks/MET/) | $1.3M | 14,273 | 0.2% | 31 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $1.3M | 17,238 | 0.2% | 6 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $1.3M | 1,231 | 0.2% | 8 |
| ESSENTIAL UTILS INC | [WTRG](https://holderbook.com/stocks/WTRG/) | $1.3M | 32,558 | 0.2% | 7 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $1.2M | 6,633 | 0.2% | 32 |
| FIRST TR EXCHANGE-TRADED FD | [FTSL](https://holderbook.com/stocks/FTSL/) | $1.2M | 27,870 | 0.2% | 25 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $1.2M | 26,958 | 0.2% | 31 |
| FIRST TR EXCHANGE-TRADED FD | [LGOV](https://holderbook.com/stocks/LGOV/) | $1.2M | 62,612 | 0.2% | 25 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $1.2M | 4,729 | 0.2% | 31 |
| VICTORY PORTFOLIOS II | [CSB](https://holderbook.com/stocks/CSB/) | $1.2M | 19,236 | 0.2% | 30 |
| SPDR SERIES TRUST | [CWB](https://holderbook.com/stocks/CWB/) | $1.2M | 11,546 | 0.2% | 30 |
| FIDELITY COVINGTON TRUST | [FDIS](https://holderbook.com/stocks/FDIS/) | $1.2M | 12,325 | 0.2% | 29 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.2M | 8,031 | 0.2% | 32 |
| AMCOR PLC | [AMCR](https://holderbook.com/stocks/AMCR/) | $1.2M | 27,824 | 0.2% | 2 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $1.1M | 13,371 | 0.2% | 32 |
| INVESCO EXCH TRADED FD TR II | [SPLV](https://holderbook.com/stocks/SPLV/) | $1.1M | 16,035 | 0.2% | 32 |
| SOUTHSTATE BK CORP | [SSB](https://holderbook.com/stocks/SSB/) | $1.1M | 11,347 | 0.2% | 4 |
| RYDER SYS INC | [R](https://holderbook.com/stocks/R/) | $1.1M | 4,925 | 0.2% | 27 |
| GLOBAL X FDS | [PFFD](https://holderbook.com/stocks/PFFD/) | $1.1M | 62,527 | 0.2% | 19 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $1.1M | 38,216 | 0.2% | 32 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $1.1M | 5,879 | 0.2% | 16 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $1.1M | 2,116 | 0.2% | 32 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $1.1M | 3,858 | 0.2% | 19 |
| STANLEY BLACK & DECKER INC | [SWK](https://holderbook.com/stocks/SWK/) | $1.1M | 12,071 | 0.2% | 18 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $1.1M | 9,513 | 0.2% | 6 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $1.1M | 12,315 | 0.2% | 31 |
| SCOTTS MIRACLE-GRO CO | [SMG](https://holderbook.com/stocks/SMG/) | $1.1M | 21,143 | 0.2% | 31 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $1.1M | 4,125 | 0.2% | 31 |
| REALTY INCOME CORP | [O](https://holderbook.com/stocks/O/) | $1.1M | 19,350 | 0.2% | 31 |
| MCCORMICK & CO INC | [MKC](https://holderbook.com/stocks/MKC/) | $1.0M | 22,550 | 0.2% | 2 |
| LAMB WESTON HLDGS INC | [LW](https://holderbook.com/stocks/LW/) | $1.0M | 24,937 | 0.2% | 7 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $1.0M | 10,500 | 0.2% | 4 |
| BROADRIDGE FINL SOLUTIONS IN | [BR](https://holderbook.com/stocks/BR/) | $1.0M | 6,350 | 0.2% | 31 |
| INTERNATIONAL PAPER CO | [IP](https://holderbook.com/stocks/IP/) | $1.0M | 30,525 | 0.2% | 32 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $1.0M | 7,524 | 0.2% | 7 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $993.8K | 6,537 | 0.2% | 18 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $960.2K | 2,734 | 0.2% | 12 |
| UGI CORP NEW | [UGI](https://holderbook.com/stocks/UGI/) | $955.7K | 26,792 | 0.2% | 27 |
| VICTORY PORTFOLIOS II | [CDL](https://holderbook.com/stocks/CDL/) | $946.1K | 12,671 | 0.2% | 30 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.3% | +14.8% | -5.5% | 99% |
| Q1 2026 | +0.2% | -4.6% | +4.9% | 100% |
| Q4 2025 | +1.6% | +2.4% | -0.8% | 100% |
| Q3 2025 | +6.6% | +7.8% | -1.3% | 100% |
| Q2 2025 | +5.8% | +10.5% | -4.7% | 100% |
| Q1 2025 | -2.4% | -4.6% | +2.1% | 100% |
| Q4 2024 | -1.3% | +2.1% | -3.5% | 100% |
| Q3 2024 | +7.0% | +5.4% | +1.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $569.0M | 790 |
| Q2 2026 | $558.8M | 805 |
| Q1 2026 | $523.3M | 846 |
| Q4 2025 | $546.1M | 844 |
| Q3 2025 | $540.5M | 868 |
| Q2 2025 | $510.1M | 922 |
| Q1 2025 | $461.7M | 960 |
| Q4 2024 | $455.2M | 941 |
| Q3 2024 | $457.6M | 971 |
| Q2 2024 | $428.0M | 1,053 |
| Q1 2024 | $427.7M | 1,029 |
| Q4 2023 | $414.3M | 1,063 |