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CIK: 0001730630
Total reported value
$569.0M
$569.0M
805 檔
20.3%
At the close of Q2 2026, Investors Research Corp disclosed equity holdings valued at approximately $569.0M, spread across 805 reported holdings.
In Q2 2026, Investors Research Corp adopted a defensive or profit-taking posture, trimming 102 positions and completely liquidating 19 holdings to manage risk exposure.
Showing top 200 holdings (of 805 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.38% | +0.04% | -1.04% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 4.25% | -0.03% | -1.04% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.11% | +0.38% | +4.40% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.10% | +0.38% | +4.24% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 3.87% | +0.38% | +4.32% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.80% | +0.09% | -1.09% | |
| 7 | VSDA | Victoryshares Dividend Accel | ETF-Other | 3.10% | -0.18% | -1.03% | |
| 8 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.99% | -0.07% | -0.97% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 2.93% | -0.06% | — | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.08% | -0.02% | -2.94% | |
| 11 | PAVE | Global X US Infrastructure | ETF-Other | 2.05% | -0.26% | +0.24% | |
| 12 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.91% | -0.03% | +0.51% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.82% | -0.03% | +0.59% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.81% | -0.01% | +2.44% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.72% | -0.54% | -3.39% | |
| 16 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.67% | +0.05% | +2.76% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.65% | +0.08% | +3.62% | |
| 18 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 1.62% | — | +3.32% | |
| 19 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.35% | +0.06% | +4.41% | |
| 20 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.32% | +0.06% | -52.69% | |
| 21 | PGX | Invesco Preferred ETF | ETF-Other | 1.18% | -0.03% | +5.33% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 1.07% | +0.13% | -2.90% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 1.01% | +0.03% | +6.42% | |
| 24 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 1.00% | +0.04% | +6.54% | |
| 25 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 1.00% | -0.03% | +7.19% | |
| 26 | PGF | Invesco Financial Preferred | ETF-Other | 0.93% | -0.01% | +7.43% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | +0.28% | -0.88% | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.88% | +0.08% | +7.77% | |
| 29 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.85% | +0.09% | +8.36% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.83% | -0.17% | -5.00% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.12% | -7.74% | |
| 32 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.79% | +0.21% | +8.55% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.69% | -0.01% | -10.13% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.59% | -0.07% | -2.45% | |
| 35 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.46% | -0.09% | -4.92% | |
| 36 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.39% | -0.03% | +0.35% | |
| 37 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.39% | -0.01% | +0.20% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | -0.04% | -4.19% | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.37% | +0.01% | -3.71% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.37% | -0.03% | -1.26% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | +0.37% | +168.49% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.36% | -0.16% | -2.59% | |
| 43 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.35% | -0.03% | -27.44% | |
| 44 | UNM | Unum Group | Stock-Financials | 0.34% | -0.02% | -8.97% | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.34% | -0.04% | -0.98% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | — | -8.66% | |
| 47 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.31% | -0.04% | -1.27% | |
| 48 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.30% | +0.01% | +0.54% | |
| 49 | SPXN | Proshares S&p 500 Ex-financi | ETF-Large Cap & Growth | 0.30% | -0.02% | -1.67% | |
| 50 | VAC | Marriott Vacations World | Stock-Consumer Disc | 0.30% | -0.05% | -0.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTCS | First Trust Capital Strength | +2.9% | NEW | New buy |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.5% | -1.04% | Trim |
| 3 | SCHX | Schwab US Large-cap ETF | +0.4% | +4.40% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +4.24% | Add |
| 5 | VV | Vanguard Large-cap ETF | +0.4% | +4.32% | Add |
| 6 | IWY | Ishares Russell Top 200 Grow | +0.3% | -1.04% | Trim |
| 7 | ILCG | Ishares Morningstar Growth E | +0.3% | +0.51% | Add |
| 8 | OEF | Ishares S&p 100 ETF | +0.2% | -1.09% | Trim |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +168.49% | Add |
| 10 | AMCR | Amcor plc | +0.2% | NEW | New buy |
| 11 | MKC | Mccormick & Co-non Vtg Shrs | +0.2% | NEW | New buy |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | +206.55% | Add |
| 13 | PAVE | Global X US Infrastructure | +0.2% | +0.24% | Add |
| 14 | VONG | Vanguard Russell 1000 Growth | +0.2% | +0.59% | Add |
| 15 | HRL | Hormel Foods CORP | +0.2% | NEW | New buy |
| 16 | AMD | Advanced Micro Devices | +0.1% | -24.63% | Trim |
| 17 | NOW | Servicenow Inc | +0.1% | +787.17% | Add |
| 18 | ✓ | Carnival CORP LTD F | +0.1% | NEW | New buy |
| 19 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +4.41% | Add |
| 20 | ABT | Abbott Laboratories | +0.1% | +7781.25% | Add |
| 21 | DHR | Danaher CORP | +0.1% | +28000.00% | Add |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | -2.94% | Trim |
| 23 | VAC | Marriott Vacations World | +0.1% | -0.95% | Trim |
| 24 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +0.20% | Add |
| 25 | PEY | Invesco High Yield Equity Di | +0.1% | +3.32% | Add |
| 26 | PWB | Invesco Large Cap Growth ETF | +0.1% | +0.35% | Add |
| 27 | SAP | Sap Se-sponsored Adr | +0.1% | +5409.09% | Add |
| 28 | NOC | Northrop Grumman CORP | +0.1% | +3460.00% | Add |
| 29 | V | Visa Inc-class A Shares | +0.1% | +301.76% | Add |
| 30 | ITOT | Ishares Core S&p Total U.s. | +0.1% | -3.39% | Trim |
| 31 | DEM | Wisdomtree Emerging Markets | +0.1% | +8.36% | Add |
| 32 | SCHA | Schwab US Small-cap ETF | +0.1% | -2.45% | Trim |
| 33 | VEEV | Veeva Systems Inc-class A | +0.1% | NEW | New buy |
| 34 | FHLC | Fidelity Msci Health Care | +0.1% | -0.97% | Trim |
| 35 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +2.44% | Add |
| 36 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +7.77% | Add |
| 37 | HUM | Humana Inc | +0.1% | -27.93% | Trim |
| 38 | AVGO | Broadcom Inc | +0.1% | +16.05% | Add |
| 39 | GEHC | GE Healthcare Technology | +0.1% | NEW | New buy |
| 40 | GOOGL | Alphabet Inc-cl A | 0% | -4.19% | Trim |
| 41 | IUSG | Ishares Core S&p U.s. Growth | 0% | +0.54% | Add |
| 42 | MS | Morgan Stanley | 0% | -0.29% | Trim |
| 43 | R | Ryder System Inc | 0% | — | Unchanged |
| 44 | SWK | Stanley Black & Decker Inc | 0% | -1.49% | Trim |
| 45 | ZS | Zscaler Inc | 0% | NEW | New buy |
| 46 | MCK | Mckesson CORP | 0% | NEW | New buy |
| 47 | SPHQ | Invesco S&p 500 Quality ETF | 0% | -1.27% | Trim |
| 48 | ICE | Intercontinental Exchange In | 0% | +76.13% | Add |
| 49 | FPX | First Trust US Equity Opport | 0% | — | Unchanged |
| 50 | MET | Metlife Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Investors Research Corp reported a total U.S. public equity portfolio value of $569.0M across 805 disclosed positions in Q2 2026.
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 SPYG, IWY, SCHX) accounted for 20.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
FTCS
市值: $16.4M
Top Position Liquidated / Trimmed
SDA
前期市值: $1.6M
During Q2 2026, Investors Research Corp's top holdings by market value included SPYG (4.4%)、IWY (4.3%)、SCHX (4.1%). The largest single position, SPYG, represented 4.4% of total portfolio value.
In Q2 2026, Investors Research Corp made 180 total portfolio adjustments, initiating 12 new buys, adding to 47 positions, trimming 102 holdings, and fully liquidating 19 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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