Investors Research Corp
Long book
$523.3M
Q1 2026
Positions
848
Top-10 weight
35%
concentration
Last quarter
+9.9%
SPY +14.8%
Turnover
22%
of book per quarter
Strategy in plain words
auto-generated from filingsInvestors Research Corp is a wealth-management firm allocating client money, running a $523.3M US long book across 848 positions.
The portfolio is moderately concentrated (top 10 ≈ 35% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: FIRST TRUST MORN DVD LEAD IN, ISHARES RUSSELL TOP 200 GROW, SS SPDR P S&P 500 GROWTH ETF, SCHWAB US LARGE-CAP ETF, STE STR SPDR PT S&P 500 ETF.
Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-0.4%
Q2 2024
+7.5%
Q3 2024
-0.6%
Q4 2024
-1.9%
Q1 2025
+6.4%
Q2 2025
+7.0%
Q3 2025
+2.1%
Q4 2025
+0.8%
Q1 2026
+9.9%
Sector allocation
Financials 17%
Technology 17%
Other 10%
Services media 8%
Industrials 8%
Energy 7%
Consumer staples 7%
Healthcare 6%
Long book by quarter
What does Investors Research own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 13.6K | $5.0M | 1.0% | +1.9% |
| AAPL APPLE INC | Technology | 14.7K | $3.7M | 0.7% | -18.6% |
| TFC TRUIST FINANCIAL CORP | Financials | 38.5K | $1.8M | 0.3% | -11.8% |
| GOOGL ALPHABET INC-CL A | Technology | 6.2K | $1.8M | 0.3% | -6.7% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 34.8K | $1.7M | 0.3% | -5.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 8.2K | $1.7M | 0.3% | -5.8% |
| UNM UNUM GROUP | Financials | 23.4K | $1.7M | 0.3% | -1.3% |
| SDA SEALED AIR CORP | Services media | 38.7K | $1.6M | 0.3% | Held |
| MCHP MICROCHIP TECHNOLOGY INC | Technology | 24.9K | $1.6M | 0.3% | 0.0% |
| VLO VALERO ENERGY CORP | Energy | 6.4K | $1.6M | 0.3% | -10.5% |
| AES AES CORP | Utilities | 103.7K | $1.5M | 0.3% | Held |
| SLB SLB LTD | Energy | 27.7K | $1.4M | 0.3% | -5.0% |
| CVS CVS HEALTH CORP | Healthcare | 19.8K | $1.4M | 0.3% | -1.9% |
| SMG SCOTTS MIRACLE-GRO CO | Other | 23.0K | $1.4M | 0.3% | -1.3% |
| DVN DEVON ENERGY CORP | Energy | 27.8K | $1.4M | 0.3% | Held |
| WTRG ESSENTIAL UTILITIES INC | Utilities | 34.6K | $1.4M | 0.3% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 2.2K | $1.4M | 0.3% | -14.0% |
| LYB LYONDELLBASELL INDU-CL A | Other | 16.5K | $1.3M | 0.3% | -0.6% |
| PEP PEPSICO INC | Consumer staples | 8.5K | $1.3M | 0.3% | -3.5% |
| NVDA NVIDIA CORP | Technology | 7.6K | $1.3M | 0.3% | +3.8% |
| BLK BLACKROCK INC | Financials | 1.3K | $1.3M | 0.2% | -5.2% |
| SW SMURFIT WESTROCK PLC | Other | 31.6K | $1.3M | 0.2% | -0.6% |
| VLY VALLEY NATIONAL BANCORP | Financials | 101.3K | $1.2M | 0.2% | -1.3% |
| MPC MARATHON PETROLEUM CORP | Energy | 5.0K | $1.2M | 0.2% | -8.7% |
| DOW DOW INC | Materials | 29.1K | $1.2M | 0.2% | -0.1% |
| WMT WALMART INC | Consumer discretionary | 9.7K | $1.2M | 0.2% | -20.5% |
| ACN ACCENTURE PLC-CL A | Services media | 5.9K | $1.2M | 0.2% | +443.8% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 4.0K | $1.2M | 0.2% | -5.0% |
| MS MORGAN STANLEY | Financials | 6.9K | $1.1M | 0.2% | -13.8% |
| IP INTERNATIONAL PAPER CO | Other | 31.6K | $1.1M | 0.2% | -5.6% |
| MDT MEDTRONIC PLC | Healthcare | 12.9K | $1.1M | 0.2% | -5.9% |
| BX BLACKSTONE INC | Financials | 9.7K | $1.1M | 0.2% | +4216.9% |
| LW LAMB WESTON HOLDINGS INC | Consumer staples | 26.0K | $1.1M | 0.2% | +36.8% |
| CAG CONAGRA BRANDS INC | Consumer staples | 69.0K | $1.1M | 0.2% | Held |
| PFE PFIZER INC | Healthcare | 38.5K | $1.1M | 0.2% | -5.9% |
| VAC MARRIOTT VACATIONS WORLD | Real estate | 16.6K | $1.1M | 0.2% | +39.6% |
| T AT&T INC | Communications | 37.2K | $1.1M | 0.2% | -10.4% |
| MRK MERCK & CO. INC. | Healthcare | 9.0K | $1.1M | 0.2% | -3.9% |
| SSB SOUTHSTATE BANK CORP | Financials | 11.3K | $1.0M | 0.2% | Held |
| KMB KIMBERLY-CLARK CORP | Other | 10.8K | $1.0M | 0.2% | +3223.1% |
| BR BROADRIDGE FINANCIAL SOLUTIO | Services media | 6.3K | $1.0M | 0.2% | +12111.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 3, 2026 | 851 | $523.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 6, 2026 | 846 | $546.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 2, 2025 | 870 | $540.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 7, 2025 | 925 | $510.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 8, 2025 | 962 | $461.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 943 | $455.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 973 | $457.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 31, 2024 | 1054 | $428.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 6, 2024 | 1030 | $427.7M | canonical | SEC ↗ |