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CIK: 0001730630
Total reported value
$558.8M
$558.8M
925 檔
15.7%
During the Q2 2025 filing period, Investors Research Corp (CIK: 0001730630) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $558.8M across 925 reported positions.
In Q2 2025, Investors Research Corp displayed an active expansion posture, initiating 4 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 925 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.76% | +0.32% | +7.19% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.61% | +0.49% | +7.90% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.31% | +0.44% | +7.78% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.30% | +0.44% | +7.64% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.28% | +0.24% | +7.23% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 3.14% | +0.42% | +7.50% | |
| 7 | FTCS | First Trust Capital Strength | ETF-Other | 2.84% | +2.93% | NEW | |
| 8 | VSDA | Victoryshares Dividend Accel | ETF-Other | 2.76% | -0.04% | +8.86% | |
| 9 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.44% | +0.06% | +9.69% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.12% | +0.09% | -2.09% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.80% | +0.07% | -2.72% | |
| 12 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.46% | -0.03% | +6.09% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.44% | +0.05% | +5.68% | |
| 14 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 1.31% | +0.08% | +6.91% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.06% | +1.11% | |
| 16 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.29% | +0.25% | +23.34% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.27% | +0.01% | +6.60% | |
| 18 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.27% | +0.17% | +23.44% | |
| 19 | PAVE | Global X US Infrastructure | ETF-Other | 1.24% | +0.17% | +24.31% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.22% | -0.06% | -14.62% | |
| 21 | PGX | Invesco Preferred ETF | ETF-Other | 1.05% | -0.02% | +8.43% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 1.04% | -0.29% | -2.84% | |
| 23 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.00% | -3.21% | +9.01% | |
| 24 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.95% | +0.10% | +10.36% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 0.84% | — | +10.77% | |
| 26 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.83% | +0.01% | +10.38% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -0.01% | — | |
| 28 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.78% | +0.01% | +11.98% | |
| 29 | PGF | Invesco Financial Preferred | ETF-Other | 0.76% | — | +11.99% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.76% | -0.02% | +4.36% | |
| 31 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.58% | -0.06% | -0.92% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.54% | +0.05% | +18.54% | |
| 33 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.52% | +0.07% | +19.68% | |
| 34 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.50% | -0.09% | -0.07% | |
| 35 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.49% | — | NEW | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.47% | +0.07% | -0.43% | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.45% | — | -1.80% | |
| 38 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.45% | -0.09% | +23.61% | |
| 39 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.42% | -0.07% | -0.48% | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.42% | -0.02% | -4.64% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.41% | -0.01% | — | |
| 42 | UNM | Unum Group | Stock-Financials | 0.39% | +0.01% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | -0.01% | +1.56% | |
| 44 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.37% | +0.02% | — | |
| 45 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 0.37% | -0.08% | -0.73% | |
| 46 | TFC | Truist Financial CORP | Stock-Financials | 0.37% | — | — | |
| 47 | MCHP | Microchip Technology Inc | Stock-Tech | 0.35% | -0.02% | — | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.35% | +0.02% | +0.71% | |
| 49 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.34% | -0.03% | -0.14% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.33% | +0.02% | +8.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.5% | +7.90% | Add |
| 2 | IWY | Ishares Russell Top 200 Grow | +0.4% | +7.19% | Add |
| 3 | MCHP | Microchip Technology Inc | +0.4% | NEW | New buy |
| 4 | ILCG | Ishares Morningstar Growth E | +0.3% | +23.34% | Add |
| 5 | VONG | Vanguard Russell 1000 Growth | +0.3% | +23.44% | Add |
| 6 | OEF | Ishares S&p 100 ETF | +0.3% | +7.23% | Add |
| 7 | PAVE | Global X US Infrastructure | +0.3% | +24.31% | Add |
| 8 | SCHX | Schwab US Large-cap ETF | +0.3% | +7.78% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +7.64% | Add |
| 10 | VV | Vanguard Large-cap ETF | +0.2% | +7.50% | Add |
| 11 | MSFT | Microsoft CORP | +0.2% | +1.11% | Add |
| 12 | HST | Host Hotels & Resorts Inc | +0.2% | +27671.67% | Add |
| 13 | NVDA | Nvidia CORP | +0.2% | +191.75% | Add |
| 14 | POR | Portland General Electric Co | +0.2% | NEW | New buy |
| 15 | CPB | THE Campbell's Company | +0.2% | NEW | New buy |
| 16 | ARE | Alexandria Real Estate Equit | +0.2% | +17580.65% | Add |
| 17 | AMD | Advanced Micro Devices | +0.2% | +1791.80% | Add |
| 18 | SMG | Scotts Miracle-gro Co | +0.1% | +64.83% | Add |
| 19 | PEP | Pepsico Inc | +0.1% | +207.13% | Add |
| 20 | SLB | Slb LTD | +0.1% | +226.60% | Add |
| 21 | KRC | Kilroy Realty CORP | +0.1% | NEW | New buy |
| 22 | SO | Southern Co/the | +0.1% | +1982.59% | Add |
| 23 | DOW | Dow Inc | +0.1% | +238.25% | Add |
| 24 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +18.54% | Add |
| 25 | DEM | Wisdomtree Emerging Markets | +0.1% | +19.68% | Add |
| 26 | PWB | Invesco Large Cap Growth ETF | +0.1% | +10.38% | Add |
| 27 | CF | Cf Industries Holdings Inc | 0% | — | Unchanged |
| 28 | PFXF | Vaneck Pref Sec X-financials | 0% | +11.98% | Add |
| 29 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | +10.36% | Add |
| 30 | DIVO | Amplify Cwp Enhan Divid ETF | — | +6.09% | Add |
| 31 | PFF | Ishares Preferred & Income S | — | +10.77% | Add |
| 32 | IGLB | Ishares 10+ Year Inv Gr CORP | — | +10.38% | Add |
| 33 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 34 | PGF | Invesco Financial Preferred | — | +11.99% | Add |
| 35 | FTCS | First Trust Capital Strength | 0% | +8.29% | Add |
| 36 | VYM | Vanguard High Dvd Yield ETF | 0% | +5.68% | Add |
| 37 | VSDA | Victoryshares Dividend Accel | 0% | +8.86% | Add |
| 38 | PGX | Invesco Preferred ETF | 0% | +8.43% | Add |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | -2.09% | Trim |
| 40 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -2.72% | Trim |
| 41 | RZG | Invesco S&p Smallcap 600 Pur | -0.1% | -38.74% | Trim |
| 42 | PDCOEUR | Patterson Cos Inc | -0.1% | EXIT | Sold out |
| 43 | BCH | Banco De Chile-adr | -0.1% | -94.06% | Trim |
| 44 | VIV | Telefonica Brasil-adr | -0.1% | -94.43% | Trim |
| 45 | PPL | Ppl CORP | -0.1% | -96.32% | Trim |
| 46 | CWI | State Street Spdr Msci Acwi | -0.2% | -75.70% | Trim |
| 47 | SRJ | Spartannash Co | -0.2% | -84.49% | Trim |
| 48 | RPG | Invesco S&p 500 Pure Growth | -0.2% | -57.32% | Trim |
| 49 | DLS | Wisdomtree Intl S/c Dvd Fund | -0.3% | -78.71% | Trim |
| 50 | XLE | Ss Energy Select Sector | -0.3% | -2.84% | Trim |
According to official SEC Form 13F filings, Investors Research Corp reported a total U.S. public equity portfolio value of $558.8M across 925 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWY, SPYG, SCHX) accounted for 15.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
MCHP
市值: $1.8M
Top Position Liquidated / Trimmed
PDCOEUR
前期市值: $516.2K
During Q2 2025, Investors Research Corp's top holdings by market value included IWY (3.8%)、SPYG (3.6%)、SCHX (3.3%). The largest single position, IWY, represented 3.8% of total portfolio value.
In Q2 2025, Investors Research Corp made 48 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 11 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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