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CIK: 0001730630
Total reported value
$558.8M
$558.8M
846 檔
18.7%
In Q4 2025, Investors Research Corp's U.S. equity holdings reached a combined market value of $558.8M, distributed across 846 disclosed stock positions.
Investors Research Corp executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 18 positions.
Showing top 200 holdings (of 846 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 4.17% | +0.32% | +2.05% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.02% | +0.49% | +2.58% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.67% | +0.24% | +2.54% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.65% | +0.44% | +3.21% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.65% | +0.44% | +2.93% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 3.45% | +0.42% | +2.69% | |
| 7 | FTCS | First Trust Capital Strength | ETF-Other | 2.92% | +2.93% | NEW | |
| 8 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.90% | +0.06% | +3.72% | |
| 9 | VSDA | Victoryshares Dividend Accel | ETF-Other | 2.85% | -0.04% | +3.67% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.13% | +0.09% | -1.33% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.78% | +0.07% | -2.23% | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.58% | +0.17% | +8.29% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.56% | +0.05% | +3.94% | |
| 14 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.55% | +0.25% | +8.38% | |
| 15 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.55% | -0.03% | +4.24% | |
| 16 | PAVE | Global X US Infrastructure | ETF-Other | 1.54% | +0.17% | +8.63% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.34% | +0.01% | +5.05% | |
| 18 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 1.34% | +0.08% | +5.15% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.06% | -0.19% | |
| 20 | PGX | Invesco Preferred ETF | ETF-Other | 1.11% | -0.02% | +6.35% | |
| 21 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.11% | -3.21% | +6.36% | |
| 22 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.09% | +0.10% | +5.03% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.95% | -0.29% | +96.99% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.93% | -0.06% | -9.99% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 0.92% | — | +7.80% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.90% | -0.02% | -0.60% | |
| 27 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.89% | +0.01% | +7.44% | |
| 28 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.88% | +0.01% | +8.21% | |
| 29 | PGF | Invesco Financial Preferred | ETF-Other | 0.84% | — | +8.65% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | -0.01% | +0.17% | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.69% | +0.05% | +10.54% | |
| 32 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.63% | +0.07% | +11.85% | |
| 33 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.54% | -0.09% | +13.29% | |
| 34 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.53% | -0.06% | -2.01% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.49% | +0.07% | -0.27% | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.48% | -0.09% | -1.29% | |
| 37 | TFC | Truist Financial CORP | Stock-Financials | 0.39% | — | — | |
| 38 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.38% | — | NEW | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.04% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | -0.01% | -0.46% | |
| 41 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.36% | +0.02% | +0.28% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.36% | -0.02% | -4.49% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.36% | +0.02% | -0.80% | |
| 44 | UNM | Unum Group | Stock-Financials | 0.34% | +0.01% | -2.77% | |
| 45 | USB | US Bancorp | Stock-Financials | 0.33% | — | -3.03% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.31% | -0.03% | -1.69% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.31% | -0.08% | — | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.30% | +0.09% | -1.66% | |
| 49 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.30% | -0.07% | -3.85% | |
| 50 | NTR | Nutrien LTD | Stock-Materials | 0.30% | -0.03% | -0.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FHLC | Fidelity Msci Health Care | +0.4% | +3.72% | Add |
| 2 | DVN | Devon Energy CORP | +0.2% | +13787.50% | Add |
| 3 | OEF | Ishares S&p 100 ETF | +0.2% | +2.54% | Add |
| 4 | SCHX | Schwab US Large-cap ETF | +0.2% | +3.21% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +2.93% | Add |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +2.58% | Add |
| 7 | VV | Vanguard Large-cap ETF | +0.1% | +2.69% | Add |
| 8 | VONG | Vanguard Russell 1000 Growth | +0.1% | +8.29% | Add |
| 9 | PAVE | Global X US Infrastructure | +0.1% | +8.63% | Add |
| 10 | ILCG | Ishares Morningstar Growth E | +0.1% | +8.38% | Add |
| 11 | IWY | Ishares Russell Top 200 Grow | +0.1% | +2.05% | Add |
| 12 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +10.54% | Add |
| 13 | ZTS | Zoetis Inc | +0.1% | +4661.25% | Add |
| 14 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +5.03% | Add |
| 15 | FDL | First Trust Morn Dvd Lead In | +0.1% | +6.36% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 17 | DEO | Diageo Plc-sponsored Adr | +0.1% | +7839.68% | Add |
| 18 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +3.94% | Add |
| 19 | DEM | Wisdomtree Emerging Markets | +0.1% | +11.85% | Add |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +5.05% | Add |
| 21 | PFXF | Vaneck Pref Sec X-financials | +0.1% | +8.21% | Add |
| 22 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +4.24% | Add |
| 23 | VSDA | Victoryshares Dividend Accel | 0% | +3.67% | Add |
| 24 | FTCS | First Trust Capital Strength | 0% | +3.62% | Add |
| 25 | FMC | Fmc CORP | -0.1% | -6.74% | Trim |
| 26 | HA7 | Enviri CORP | -0.1% | -91.76% | Trim |
| 27 | IVZ | Invesco Ltd. | -0.1% | -56.57% | Trim |
| 28 | TD | Toronto-dominion Bank | -0.1% | -47.26% | Trim |
| 29 | LW | Lamb Weston Holdings Inc | -0.1% | -3.67% | Trim |
| 30 | ARE | Alexandria Real Estate Equit | -0.1% | -3.28% | Trim |
| 31 | ERIC | Ericsson (lm) Tel-sp Adr | -0.1% | -98.88% | Trim |
| 32 | CF | Cf Industries Holdings Inc | -0.1% | -1.11% | Trim |
| 33 | CMA | Comerica Inc | -0.1% | -48.57% | Trim |
| 34 | VAC | Marriott Vacations World | -0.1% | -29.94% | Trim |
| 35 | AMX | America Movil Sab De Cv | -0.1% | -91.83% | Trim |
| 36 | MMM | 3m Co | -0.1% | -84.67% | Trim |
| 37 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | -9.99% | Trim |
| 38 | MSFT | Microsoft CORP | -0.1% | -0.19% | Trim |
| 39 | SW | Smurfit Westrock Plc | -0.1% | -27.31% | Trim |
| 40 | FHN | First Horizon CORP | -0.1% | -45.81% | Trim |
| 41 | TU | Telus CORP | -0.1% | -40.77% | Trim |
| 42 | HII | Huntington Ingalls Industrie | -0.1% | -52.26% | Trim |
| 43 | SSBUSD | Southstate Bank CORP | — | EXIT | Sold out |
| 44 | SSB | Southstate Bank CORP | — | NEW | New buy |
| 45 | IPG | Interpublic Group Of Cos Inc | — | EXIT | Sold out |
| 46 | OMC | Omnicom Group | — | NEW | New buy |
| 47 | TTE | TotalEnergies SE | — | NEW | New buy |
| 48 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 49 | CNH | CNH Industrial N.V. | — | NEW | New buy |
| 50 | KN | Knowles CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Investors Research Corp reported a total U.S. public equity portfolio value of $558.8M across 846 disclosed positions in Q4 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, OEF) accounted for 18.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
SSB
市值: $1.1M
Top Position Liquidated / Trimmed
SSBUSD
前期市值: $1.2M
During Q4 2025, Investors Research Corp's top holdings by market value included IWY (4.2%)、SPYG (4.0%)、OEF (3.7%). The largest single position, IWY, represented 4.2% of total portfolio value.
In Q4 2025, Investors Research Corp made 49 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 18 holdings, and fully liquidating 4 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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