Investors Research Corp
CIK: 1730630SEC EDGAR →
Portfolio Value
$324.4B
Holdings
805
As of
Q2 2026
New Positions
47
Closed Positions
104
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 780,944 | $23.0B | 7.08% |
| 2 | SPDR SERIES TRUST | 260,841 | $22.9B | 7.07% |
| 3 | VICTORY PORTFOLIOS II | 297,940 | $17.3B | 5.34% |
| 4 | FIDELITY COVINGTON TRUST | 216,139 | $16.7B | 5.15% |
| 5 | FIRST TR EXCHANGE-TRADED FD | 174,122 | $16.4B | 5.04% |
| 6 | SPDR SERIES TRUST | 128,022 | $11.6B | 3.58% |
| 7 | GLOBAL X FDS | 194,312 | $11.4B | 3.53% |
| 8 | AMPLIFY ETF TR | 203,662 | $9.3B | 2.87% |
| 9 | SCHWAB STRATEGIC TR | 290,362 | $9.2B | 2.84% |
| 10 | INVESCO EXCHANGE TRADED FD T | 389,733 | $9.0B | 2.78% |
Quarterly Changes
Top Buys
New Positions (65)
$16.4B · 174K shares
$1.2B · 28K shares
$1.2B · 23K shares
$815.3M · 33K shares
CARNIVAL CORP LTD
$595.4M · 21K shares
$288.0M · 5K shares
PIPER SANDLER COMPANIES
$101.3M · 1K shares
$38.4M · 619 shares
$17.4M · 331 shares
$12.8M · 300 shares
$11.7M · 123 shares
$10.7M · 117 shares
$9.1M · 135 shares
$8.3M · 116 shares
$7.7M · 350 shares
$7.1M · 425 shares
$5.5M · 80 shares
$4.9M · 280 shares
SWARMER INC
$4.9M · 110 shares
XEROX HOLDINGS CORP
$3.9M · 14K shares
$3.4M · 140 shares
$3.4M · 105 shares
$2.3M · 28 shares
$2.1M · 49 shares
$2.0M · 82 shares
$2.0M · 52 shares
$1.9M · 36 shares
$1.8M · 118 shares
$1.4M · 16 shares
$1.3M · 51 shares
$1.1M · 28 shares
$1.0M · 753 shares
$915K · 160 shares
YORK SPACE SYSTEMS INC
$886K · 36 shares
$882K · 30 shares
$368K · 2K shares
$251K · 2K shares
$243K · 321 shares
WHEELS UP EXPERIENCE INC
$179K · 20 shares
COHEN & STEERS QUALITY INCOM
$173K · 12K shares
$122K · 642 shares
FEDEX FGHT HLDG CO INC
$80K · 532 shares
SKY QUARRY INC
$59K · 16 shares
$51K · 382 shares
AUTONOMIX MED INC
$50K · 8 shares
$38K · 127 shares
$38K · 265 shares
$38K · 370 shares
$33K · 224 shares
BANZAI INTERNATIONAL INC
$30K · 10 shares
$29K · 124 shares
$22K · 219 shares
$18K · 55 shares
HONEYWELL INTL INC
$12K · 52 shares
HONEYWELL AEROSPACE INC
$11K · 52 shares
$7K · 64 shares
$6K · 17 shares
SPACE EXPLORATION TECHN CORP
$6K · 35 shares
$6K · 19 shares
$6K · 57 shares
$5K · 40 shares
$3K · 25 shares
$2K · 9 shares
CEREBRAS SYSTEMS INC
$2K · 10 shares
$2K · 10 shares
Closed Positions (108)
$1.6B · 39K shares
$1.2B · 101K shares
$1.2B · 19K shares
$1.2B · 63K shares
$808.7M · 22K shares
$680.5M · 17K shares
$556.8M · 22K shares
$437.8M · 6K shares
$250.0M · 22K shares
$132.8M · 2K shares
$113.7M · 1K shares
$111.5M · 4K shares
$107.2M · 1K shares
$98.5M · 1K shares
$77.6M · 8K shares
$53.5M · 622 shares
$43.1M · 1K shares
$29.7M · 475 shares
$23.2M · 809 shares
$21.9M · 517 shares
$20.8M · 578 shares
$19.5M · 400 shares
$19.3M · 2K shares
$18.9M · 219 shares
$15.6M · 173 shares
$14.8M · 255 shares
$13.9M · 508 shares
$13.6M · 267 shares
$13.4M · 725 shares
$11.8M · 800 shares
$9.8M · 2K shares
$9.3M · 150 shares
$8.4M · 125 shares
$7.1M · 784 shares
$5.7M · 81 shares
$5.3M · 80 shares
$5.2M · 1K shares
$4.6M · 92 shares
$4.5M · 180 shares
$4.2M · 87 shares
$4.0M · 213 shares
$3.5M · 87 shares
$3.0M · 54 shares
$2.8M · 117 shares
$2.8M · 204 shares
$2.5M · 60 shares
$2.2M · 23 shares
$2.1M · 26 shares
$2.0M · 250 shares
$1.7M · 184 shares
$1.7M · 75 shares
$1.7M · 21 shares
$1.7M · 22 shares
$1.6M · 97 shares
$1.5M · 19 shares
$1.5M · 61 shares
$1.4M · 23 shares
$1.3M · 25 shares
$1.2M · 13 shares
$1.2M · 15 shares
$1.2M · 28 shares
$1.2M · 17 shares
$1.1M · 28 shares
$1.1M · 14 shares
$973K · 11 shares
$849K · 25 shares
$749K · 18 shares
$650K · 4K shares
$405K · 12 shares
$291K · 14 shares
$237K · 675 shares
$209K · 405 shares
$190K · 200 shares
$141K · 1K shares
$101K · 3 shares
$95K · 377 shares
$78K · 200 shares
$41K · 16 shares
$35K · 156 shares
$28K · 147 shares
$25K · 128 shares
$25K · 136 shares
$24K · 152 shares
$13K · 49 shares
$9K · 50 shares
$7K · 10 shares
$7K · 23 shares
$6K · 26 shares
$5K · 36 shares
$4K · 12 shares
$4K · 23 shares
$3K · 4 shares
$3K · 8 shares
$3K · 21 shares
$3K · 6 shares
$2K · 6 shares
$2K · 12 shares
$2K · 10 shares
$2K · 9 shares
$1K · 2 shares
$1K · 10 shares
$1K · 5 shares
$1K · 10 shares
$980 · 1 shares
$845 · 3 shares
$833 · 2 shares
$781 · 2 shares
$0 · 6 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 299 | $242.6B | 74.8% |
| Unknown | 67 | $19.4B | 6.0% |
| Consumer Cyclical | 72 | $10.1B | 3.1% |
| Consumer Defensive | 34 | $9.0B | 2.8% |
| Healthcare | 49 | $7.6B | 2.4% |
| Basic Materials | 39 | $7.5B | 2.3% |
| Real Estate | 29 | $6.5B | 2.0% |
| Utilities | 16 | $5.8B | 1.8% |
| Communication Services | 28 | $5.5B | 1.7% |
| Energy | 29 | $4.5B | 1.4% |
| Technology | 86 | $3.8B | 1.2% |
| Industrials | 57 | $2.0B | 0.6% |