Q3 2026 13F · SEC CIK 1730630

Investors Research Corp

Wealth managerFiled 2026-10-07 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $569.0M
Reported positions: 789
Top holdings a year, 3 yrs: +16.1%
Assets under management: $666.7M

Investors Research Corp is a wealth manager that reported 789 positions worth $569.0M in its Q3 2026 13F, filed 2026-10-07. Its largest holdings were Schwab Strategic Tr (SCHX, 4.5%), Spdr Series Trust (SPLG, 4.5%), State Street Spdr Portfolio S&p 500 Grow (SPYG, 4.4%). A portfolio copying its top holdings returned 16.1% a year over the last 3 years, against 20.4% for the S&P 500.

Investors Research Corp holdings largest 50 of 789 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investors Research Corp 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SCHXSchwab Strategic Tr	4.5%	4.1%	851,421	+9.0%	$25.5M
SPLGSpdr Series Trust	4.5%	4.1%	284,296	+9.0%	$25.5M
SPYGState Street Spdr Portfolio S&p 500 Grow	4.4%	4.4%	204,395	-0.6%	$25.2M
VVVanguard Index Fds	4.3%	3.9%	68,738	+9.2%	$24.2M
IWYIshares Tr	4.2%	4.2%	81,409	-0.3%	$24.0M
OEFIshares Tr	3.9%	3.8%	57,947	-0.1%	$22.1M
VSDAVictory Portfolios II	2.9%	3.1%	296,060	-0.6%	$16.6M
FHLCFidelity Covington Trust	2.9%	3.0%	203,231	-6.0%	$16.6M
FTCSFirst Tr Exchange-Traded Fd	2.9%	2.9%	174,028	-0.1%	$16.3M
SPTMSpdr Series Trust	2.1%	2.1%	127,175	-0.7%	$11.7M
JKEIshares Tr	1.9%	1.9%	91,256	-0.1%	$10.7M
VYMVanguard Whitehall Fds	1.8%	1.8%	66,088	+3.5%	$10.3M
VONGVanguard Scottsdale Fds	1.8%	1.8%	79,143	-0.3%	$10.2M
PAVEGlobal X U.s. Infrastructure Development	1.8%	2.0%	194,249	-0.0%	$10.2M
SCHDSchwab Strategic Tr	1.7%	1.6%	302,624	+4.2%	$9.8M
DIVOAmplify ETF Tr	1.7%	1.7%	210,864	+3.5%	$9.8M
PEYInvesco High Yield Equity Dividend Achie	1.6%	1.6%	404,850	+3.9%	$9.2M
DBEFDbx ETF Tr	1.4%	1.3%	145,488	+5.8%	$8.0M
FDLFirst Tr Exchange-Traded Fd	1.4%	1.3%	160,279	+5.5%	$7.9M
XLESelect Sector Spdr Tr	1.2%	1.1%	110,858	-1.6%	$6.8M
ITOTIshares Tr	1.2%	1.7%	40,390	-30.9%	$6.7M
MSFTMicrosoft Corp	1.2%	0.9%	13,088	-2.6%	$6.7M
PGXInvesco Exch Traded Fd Tr II	1.1%	1.2%	649,529	+6.6%	$6.5M
PFXFVaneck ETF Trust	1.0%	1.0%	337,664	+7.7%	$5.9M
PFFIshares Tr	1.0%	1.0%	199,788	+7.6%	$5.9M
IEOIshares Tr	1.0%	0.8%	43,319	+8.2%	$5.7M
IGLBIshares Tr	1.0%	1.0%	121,175	+8.5%	$5.5M
VYMIVanguard Whitehall Fds	1.0%	0.9%	54,164	+8.5%	$5.5M
DEMWisdomtree Tr	0.9%	0.9%	96,781	+9.3%	$5.4M
IVVIshares Tr	0.9%	0.8%	6,859	+14.6%	$5.3M
PGFInvesco Exchange Traded Fd T	0.9%	0.9%	411,899	+8.7%	$5.2M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.4%	5,495	+99.7%	$4.2M
AAPLApple Inc	0.7%	0.7%	11,539	-12.8%	$3.8M
SCZIshares Tr	0.7%	0.8%	44,612	-20.6%	$3.8M
VOOVanguard Index Fds	0.7%	—	5,326	—	$3.7M
SCHASchwab Strategic Tr	0.5%	0.6%	90,611	-0.1%	$3.0M
FTECFidelity Covington Trust	0.4%	0.4%	7,211	-5.0%	$2.2M
DSIIshares Tr	0.4%	0.4%	14,679	-0.1%	$2.1M
PSKSpdr Series Trust	0.4%	0.5%	73,992	-12.4%	$2.1M
PWBInvesco Large Cap Growthetf	0.4%	0.4%	12,483	-4.3%	$2.0M
SCHGSchwab Strategic Tr	0.3%	0.4%	54,401	-11.7%	$2.0M
GOOGLAlphabet Inc	0.3%	0.4%	5,668	-3.9%	$2.0M
UNMUnum Group	0.3%	0.3%	21,001	-1.4%	$1.8M
MDYGSpdr Ser Tr	0.3%	0.4%	17,381	-0.7%	$1.8M
AMZNAmazon Com Inc	0.3%	0.3%	7,227	-3.7%	$1.8M
IUSGIshares Tr	0.3%	0.3%	9,164	+2.2%	$1.8M
VLOValero Energy Corp	0.3%	—	4,509	—	$1.7M
TFCTruist Finl Corp	0.3%	0.3%	37,417	-1.9%	$1.7M
VZVerizon Communications Inc	0.3%	—	35,008	—	$1.6M
SPXNProshares Tr	0.3%	0.3%	18,910	-7.4%	$1.6M

What Investors Research Corp bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +16.1% /yr; S&P 500 +20.4%
5 years: +8.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$569.0M	789
Q2 2026	$558.8M	804
Q1 2026	$523.3M	846
Q4 2025	$546.1M	844
Q3 2025	$540.5M	868
Q2 2025	$510.1M	922
Q1 2025	$461.7M	960
Q4 2024	$455.2M	941
Q3 2024	$457.6M	971
Q2 2024	$428.0M	1,053
Q1 2024	$427.7M	1,029
Q4 2023	$414.3M	1,063

Questions about Investors Research Corp's portfolio

What stocks does Investors Research Corp own?

Investors Research Corp's latest 13F, for Q3 2026 and filed Oct 7, 2026, lists 789 positions worth $569.0M. The largest are Schwab Strategic Tr (SCHX) at 4.5%, Spdr Series Trust (SPLG) at 4.5%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 4.4%, Vanguard Index Fds (VV) at 4.3% and Ishares Tr (IWY) at 4.2%.

What did Investors Research Corp buy last quarter?

In Q3 2026, Investors Research Corp added State Str Spdr S&p 500 ETF T (SPY) (+99.7% shares), Ishares Tr (IVV) (+14.6% shares) and Wisdomtree Tr (DEM) (+9.3% shares), compared with its Q2 2026 filing.

What did Investors Research Corp sell last quarter?

In Q3 2026, Investors Research Corp cut from its top 50 Invesco Exch Traded Fd Tr II (SPLV), cut from its top 50 Invesco Exchange Traded Fd T (SPHQ), cut from its top 50 Marriott Vacations Worldwide (VAC), Ishares Tr (ITOT) (-30.9% shares), Ishares Tr (SCZ) (-20.6% shares) and Apple Inc (AAPL) (-12.8% shares), compared with its Q2 2026 filing.

How has Investors Research Corp's portfolio performed?

A portfolio copying Investors Research Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.1% against +20.1%. Over 5 years: +8.4% a year against +11.6%.

When is Investors Research Corp's next 13F filing due?

13F filings are due 45 days after each quarter ends. Investors Research Corp's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Investors Research Corp manage?

Investors Research Corp reported $666.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $569.0M.