IR
Investors Research Corp — 13F Portfolio Analysis & Stock Picks (Q3 2026)
Investors Research CorpCIK: 0001730630
Diversified strategyMomentum followerLong-term holder
Total reported value
$569.0M
Reporting period: 2026-09-30 · Number of holdings: 790
Investors Research Corp disclosed 790 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $569.0M and a quarterly turnover rate of 10.7%.
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Personality snowflake
- Concentration
- 7.47
- Portfolio Stability
- 10.74
- Momentum
- 100
- Sector conviction
- 33.9
- Diversification
- 100
- Sizing Uniformity
- 62.9
Investors Research Corp's disclosed holdings carry a Herfindahl concentration index of 0.019 — mathematically equivalent to about 54 equally-sized positions, well below its 790 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.71), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 24% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim ITOT
-30.9% -$2.9M
Add SPYM
+9.0% $2.6M
Add SCHX
+9.0% $2.6M
Add VV
+9.2% $2.5M
Add SPY
+99.7% $2.1M
Add VOO
+123.0% $2.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 790 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.49% | +0.38% | +9.02% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.48% | +0.38% | +8.99% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.42% | +0.04% | -0.59% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 4.25% | +0.38% | +9.24% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 4.22% | -0.03% | -0.35% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.89% | +0.09% | -0.08% | |
| 7 | VSDA | Victoryshares Dividend Accel | ETF-Other | 2.92% | -0.18% | -0.63% | |
| 8 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.92% | -0.07% | -5.97% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 2.87% | -0.06% | -0.05% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.06% | -0.02% | -0.66% | |
| 11 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.88% | -0.03% | -0.06% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.80% | -0.01% | +3.46% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.79% | -0.03% | -0.28% | |
| 14 | PAVE | Global X US Infrastructure | ETF-Other | 1.79% | -0.26% | -0.03% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.73% | +0.08% | +4.22% | |
| 16 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.72% | +0.05% | +3.54% | |
| 17 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 1.62% | — | +3.88% | |
| 18 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.41% | +0.06% | +5.75% | |
| 19 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.38% | +0.06% | +5.47% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.20% | +0.13% | -1.56% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.18% | -0.54% | -30.86% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | +0.28% | -2.63% | |
| 23 | PGX | Invesco Preferred ETF | ETF-Other | 1.15% | -0.03% | +6.64% | |
| 24 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 1.04% | +0.04% | +7.75% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 1.04% | +0.03% | +7.58% | |
| 26 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 1.00% | +0.21% | +8.17% | |
| 27 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.97% | -0.03% | +8.47% | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.96% | +0.08% | +8.48% | |
| 29 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.94% | +0.09% | +9.26% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.12% | +14.62% | |
| 31 | PGF | Invesco Financial Preferred | ETF-Other | 0.92% | -0.01% | +8.70% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.37% | +99.67% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.68% | -0.01% | -12.81% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.66% | -0.17% | -20.61% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.37% | +123.03% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.52% | -0.07% | -0.11% | |
| 37 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.38% | -0.01% | -5.04% | |
| 38 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.38% | +0.01% | -0.10% | |
| 39 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.37% | -0.09% | -12.40% | |
| 40 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.36% | -0.03% | -4.33% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.34% | -0.03% | -11.70% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | -0.04% | -3.85% | |
| 43 | UNM | Unum Group | Stock-Financials | 0.32% | -0.02% | -1.41% | |
| 44 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.32% | -0.03% | -0.73% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | — | -3.74% | |
| 46 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.31% | +0.01% | +2.20% | |
| 47 | VLO | Valero Energy CORP | Stock-Energy | 0.31% | +0.03% | -25.80% | |
| 48 | TFC | Truist Financial CORP | Stock-Financials | 0.30% | -0.04% | -1.92% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | +0.06% | +20.50% | |
| 50 | SPXN | Proshares S&p 500 Ex-financi | ETF-Large Cap & Growth | 0.28% | -0.02% | -7.44% |
1–50 of 200
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q4 2026
+1.2%
Performance Last 4 Quarters
+15.1%
- Stdev
- +11%
- Beta
- +0.82
- Alpha
- -0.3%
- Max Drawdown
- -7.9%
- Annualized Perf
- +19.4%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +3.43
- Stutzer
- +0.49
- Treynor
- +0.23
- Sterling
- +1.25
- Calmar
- +2.47
- Information Ratio
- -0.87
- Tracking Error
- +5.2%
- Stdev Down
- +5.4%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +29.3%
- Worst 12 Months
- +4.3%
- Efficiency Ratio
- +0.67
- Sharpe
- +1.68
- Stdev Sectors
- +4.5%
- Skewness
- -0.2
- Kurtosis
- -0.39
- Upside Potential
- +4.94
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 790 | $569.0M | 11 | ||
| 2026 Q2 | 805 | $558.8M | 23 | ||
| 2026 Q1 | 851 | $523.3M | 24 | ||
| 2025 Q4 | 846 | $546.1M | 10 | ||
| 2025 Q3 | 870 | $540.5M | 26 | ||
| 2025 Q2 | 925 | $510.1M | 0 | ||
| 2025 Q1 | 962 | $461.7M | 100 | ||
| 2024 Q4 | 943 | $455.2M | 0 | ||
| 2024 Q3 | 973 | $457.6M | 0 | ||
| 2024 Q2 | 1054 | $428.0M | 0 | ||
| 2024 Q1 | 1030 | $427.7M | 0 | ||
| 2023 Q4 | 1063 | $414.3M | 0 | ||
| 2023 Q3 | 1074 | $382.9M | 0 | ||
| 2023 Q2 | 1087 | $396.2M | 0 | ||
| 2023 Q1 | 1127 | $385.0M | 0 | ||
| 2022 Q4 | 1145 | $369.6M | 0 | ||
| 2022 Q3 | 1153 | $326.5M | 0 | ||
| 2022 Q2 | 1152 | $332.7M | 0 | ||
| 2022 Q1 | 1100 | $354.1M | 0 | ||
| 2021 Q4 | 1060 | $330.3M | 0 | ||
| 2021 Q3 | 1048 | $296.2M | 0 | ||
| 2021 Q2 | 1022 | $289.0M | 100 | ||
| 2021 Q1 | 1002 | $265.5M | 28 | ||
| 2020 Q4 | 1094 | $254.1M | 27 | ||
| 2020 Q3 | 1119 | $206.1M | 18 | ||
| 2020 Q2 | 1145 | $199.3M | 33 | ||
| 2020 Q1 | 1145 | $160.3M | 52 | ||
| 2019 Q4 | 1130 | $216.8M | 17 | ||
| 2019 Q3 | 1130 | $197.2M | 19 | ||
| 2019 Q2 | 1082 | $191.5M | 20 | ||
| 2019 Q1 | 1048 | $187.5M | 37 | ||
| 2018 Q4 | 318 | $143.2M | 28 | ||
| 2018 Q3 | 340 | $174.9M | 18 | ||
| 2018 Q2 | 337 | $172.4M | 27 | ||
| 2018 Q1 | 338 | $164.4M | 23 | ||
| 2017 Q4 | 331 | $161.7M | — |
Holding changes this quarter
Investors Research Corp's most significant position changes for 2026-09-30: New buy: Cme Group Inc (CME); New buy: Expand Energy CORP (EXE); New buy: ; New buy: Dte Energy Company (DTE); Sold out: Exxon Mobil CORP (XOM).
Showing top 200 changes by size (of 849 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +8.99% | Add |
| 2 | SCHX | Schwab US Large-cap ETF | +0.4% | +9.02% | Add |
| 3 | VV | Vanguard Large-cap ETF | +0.4% | +9.24% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +99.67% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | +123.03% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | -2.63% | Trim |
| 7 | IEO | Ishares U.s. Oil & Gas Explo | +0.2% | +8.17% | Add |
| 8 | XLE | Ss Energy Select Sector | +0.1% | -1.56% | Trim |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.62% | Add |
| 10 | BSX | Boston Scientific CORP | +0.1% | +5191.67% | Add |
| 11 | CME | Cme Group Inc | +0.1% | NEW | New buy |
| 12 | EXE | Expand Energy CORP | +0.1% | NEW | New buy |
| 13 | ✓ | +0.1% | NEW | New buy | |
| 14 | OEF | Ishares S&p 100 ETF | +0.1% | -0.08% | Trim |
| 15 | DEM | Wisdomtree Emerging Markets | +0.1% | +9.26% | Add |
| 16 | DTE | Dte Energy Company | +0.1% | NEW | New buy |
| 17 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +4.22% | Add |
| 18 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +8.48% | Add |
| 19 | HSY | Hershey Co/the | +0.1% | NEW | New buy |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +5.75% | Add |
| 21 | FDL | First Trust Morn Dvd Lead In | +0.1% | +5.47% | Add |
| 22 | VZ | Verizon Communications Inc | +0.1% | +20.50% | Add |
| 23 | ACN | Accenture plc | +0.1% | -1.04% | Trim |
| 24 | FISV | Fiserv Inc | +0.1% | +1165.82% | Add |
| 25 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +3.54% | Add |
| 26 | MPC | Marathon Petroleum CORP | +0.1% | -18.95% | Trim |
| 27 | PSX | Phillips 66 | +0.1% | -11.29% | Trim |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -0.59% | Trim |
| 29 | PFXF | Vaneck Pref Sec X-financials | 0% | +7.75% | Add |
| 30 | NOW | Servicenow Inc | 0% | -1.95% | Trim |
| 31 | ✓ | 0% | NEW | New buy | |
| 32 | MMS | Maximus Inc | 0% | NEW | New buy |
| 33 | SGI | Somnigroup International Inc | 0% | NEW | New buy |
| 34 | MKTX | Marketaxess Holdings Inc | 0% | +5681.82% | Add |
| 35 | PFF | Ishares Preferred & Income S | 0% | +7.58% | Add |
| 36 | NVDA | Nvidia CORP | 0% | +2.84% | Add |
| 37 | VEEV | Veeva Systems Inc-class A | 0% | — | Unchanged |
| 38 | KMX | Carmax Inc | 0% | NEW | New buy |
| 39 | VLO | Valero Energy CORP | 0% | -25.80% | Trim |
| 40 | SAP | Sap Se-sponsored Adr | 0% | -1.16% | Trim |
| 41 | ICE | Intercontinental Exchange In | 0% | -4.22% | Trim |
| 42 | PFE | Pfizer Inc | 0% | -1.91% | Trim |
| 43 | BR | Broadridge Financial Solutio | 0% | -1.17% | Trim |
| 44 | ADP | Automatic Data Processing | 0% | -1.87% | Trim |
| 45 | IQV | Iqvia Holdings Inc | 0% | -3.24% | Trim |
| 46 | MET | Metlife Inc | 0% | — | Unchanged |
| 47 | BND | Vanguard Total Bond Market | 0% | +155.85% | Add |
| 48 | SHEL | Shell Plc-adr | 0% | -1.20% | Trim |
| 49 | HMC | Honda Motor Co Ltd-spons Adr | 0% | -0.73% | Trim |
| 50 | CRM | Salesforce Inc | 0% | -4.63% | Trim |
1–50 of 200
Filing History
FAQ
What is Investors Research Corp and what type of investor is it?
Investors Research Corp is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $569.0M, spread across 790 disclosed positions.
What are Investors Research Corp's largest equity positions?
Based on the latest 13F filing, Investors Research Corp's top holdings by market value are:
1. Schwab US Large-cap ETF (SCHX) — $25.5M (4.5%)
2. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $25.5M (4.5%)
3. Ss Spdr P S&p 500 Growth ETF (SPYG) — $25.2M (4.4%)
4. Vanguard Large-cap ETF (VV) — $24.2M (4.3%)
5. Ishares Russell Top 200 Grow (IWY) — $24.0M (4.2%)
What changes did Investors Research Corp make in its most recent portfolio filing?
In the latest reported quarter, Investors Research Corp made 187 notable position adjustments: 10 new positions were initiated, 35 existing holdings were added to, 135 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Cme Group Inc (CME); New buy: Expand Energy CORP (EXE); New buy: ; New buy: Dte Energy Company (DTE); Sold out: Exxon Mobil CORP (XOM)
What sectors does Investors Research Corp focus on?
Investors Research Corp is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 18.7%
• Financials: 16.4%
• Consumer Discretionary: 10.6%
• Health Care: 10.2%
• Consumer Staples: 9.3%
• Energy: 7.5%
Investment Profile
Investors Research Corp returned an annualized 19.4% over the trailing 36 months — underperforming the S&P 500 by 0.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.82 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
Its turnover score has fallen from 26 to 11 over the past 4 quarters — a shift toward longer holding periods.
It has added to its SPYM position over the past two quarters (+$6.4M, now $25.5M), while trimming MLPX over the same stretch (-$1.1M, still holding $654.4K).
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Developer Access
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