1y return+18.3%S&P 500 +20.9%
3y return+46.2%S&P 500 +68.5%
5y return+41.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $181 against $280 in the S&P 500.2
Investors Research CorpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYGSpdr Series Trust | $24.5M | 4.4% | −1.0% |
| IWYIshares Tr | $23.7M | 4.2% | −1.0% |
| SCHXSchwab Strategic Tr | $23.0M | 4.1% | +4.4% |
| SPYMSpdr Series Trust | $22.9M | 4.1% | +4.2% |
| VVVanguard Index Fds | $21.6M | 3.9% | +4.3% |
| OEFIshares Tr | $21.2M | 3.8% | −1.1% |
| VSDAVictory Portfolios II | $17.3M | 3.1% | −1.0% |
| FHLCFidelity Covington Trust | $16.7M | 3.0% | |
| FTCSFirst Tr Exchange-traded Fd | $16.4M | 2.9% | New |
| SPTMSpdr Series Trust | $11.6M | 2.1% | −2.9% |
| PAVEGlobal X Fds | $11.4M | 2.0% | |
| ILCGIshares Tr | $10.7M | 1.9% | |
| VONGVanguard Scottsdale Fds | $10.1M | 1.8% | |
| VYMVanguard Whitehall Fds | $10.1M | 1.8% | +2.4% |
| ITOTIshares Tr | $9.6M | 1.7% | −3.4% |
| DIVOAmplify Etf Tr | $9.3M | 1.7% | +2.8% |
| SCHDSchwab Strategic Tr | $9.2M | 1.6% | +3.6% |
| PEYInvesco Exchange Traded Fd T | $9.0M | 1.6% | +3.3% |
| DBEFDbx Etf Tr | $7.5M | 1.3% | +4.4% |
| FDLFirst Tr Exchange-traded Fd | $7.4M | 1.3% | −52.7% |
| PGXInvesco Exch Traded Fd Tr II | $6.6M | 1.2% | +5.3% |
| XLESelect Sector Spdr Tr | $6.0M | 1.1% | −2.9% |
| PFFIshares Tr | $5.7M | 1.0% | +6.4% |
| PFXFVaneck Etf Trust | $5.6M | 1.0% | +6.5% |
| IGLBIshares Tr | $5.6M | 1.0% | +7.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $2.1M |
| FTECFidelity Covington Trust | June 30, 2020 | +247.3% | $2.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $3.8M |
| PWBInvesco Exchange Traded Fd T | June 30, 2020 | +207.5% | $2.2M |
| XLESelect Sector Spdr Tr | June 30, 2020 | +180.6% | $6.0M |
| IWYIshares Tr | June 30, 2020 | +172.6% | $23.7M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $2.1M |
| SPYGSpdr Series Trust | June 30, 2020 | +164.9% | $24.5M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $4.5M |
| DSIIshares Tr | June 30, 2020 | +141.3% | $2.1M |
Sold off last quarter
- Sealed Air Corp NewCUSIP 81211K100 was $1.6M
- VLYValley Natl Bancorp was $1.2M
- VWOBVanguard Whitehall Fds was $1.2M
- HSTHost Hotels & Resorts Inc was $1.2M
- MGMMgm Resorts International was $809K
- TXTernium Sa was $681K
- DVYIshares Tr was $650K
- Carnival CorpCUSIP 143658300 was $557K
- ANDEAndersons Inc was $438K
- FFord Mtr Co was $250K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.1% | +14.8% |
| March 31, 2026 | +0.2% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +5.8% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | −1.3% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −1.9% | −3.6% |
| June 30, 2023 | +2.8% | +8.3% |
| March 31, 2023 | +2.8% | +7.0% |
| December 31, 2022 | +9.7% | +7.1% |
| September 30, 2022 | −6.6% | −5.3% |
| June 30, 2022 | −13.9% | −16.5% |
| March 31, 2022 | +0.2% | −4.9% |
| December 31, 2021 | +6.0% | +10.7% |
| September 30, 2021 | −2.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Investors Research Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730630&type=13F-HR&dateb=&owner=include&count=40CIK 1730630
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730630/000106299326003593/Filed July 10, 2026 · accession 0001062993-26-003593