Filed: 1/6/2026ACC: 0001062993-26-000042
📋 What this filing means
INVESTORS RESEARCH CORP filed this quarterly 13F‑HR report disclosing 846 equity positions with a total reported market value of $546.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
846
Positions
$546.09M
Total AUM (reported)
11.03M
Total Shares
Allocation by class
COM$124.87M22.9%
STATE STREET SPD$63.54M11.6%
RUS TP200 GR ETF$22.76M4.2%
S&P 100 ETF$20.04M3.7%
US LRG CAP ETF$19.94M3.7%
LARGE CAP ETF$18.86M3.5%
CAP STRENGTH ETF$15.96M2.9%
Portfolio Concentration
Top 3$64.77M11.9%
4–10$117.71M21.6%
11–25$106.65M19.5%
Rest$256.95M47.1%
Top 3 weight
11.9%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 11.03M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole846
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings846
Rows:
ISHARES TR
SOLEShares82.20K
TypeSH
Market value$22.76M
4.17%
Sole
0.00
Shared
0.00
None
82.20K
SPDR SERIES TRUST
SOLEShares205.90K
TypeSH
Market value$21.97M
4.02%
Sole
0.00
Shared
0.00
None
205.90K
ISHARES TR
SOLEShares58.42K
TypeSH
Market value$20.04M
3.67%
Sole
0.00
Shared
0.00
None
58.42K
SCHWAB STRATEGIC TR
SOLEShares741.08K
TypeSH
Market value$19.94M
3.65%
Sole
0.00
Shared
0.00
None
741.08K
SPDR SERIES TRUST
SOLEShares248.25K
TypeSH
Market value$19.91M
3.65%
Sole
0.00
Shared
0.00
None
248.25K
VANGUARD INDEX FDS
SOLEShares59.91K
TypeSH
Market value$18.86M
3.45%
Sole
0.00
Shared
0.00
None
59.91K
FIRST TR EXCHANGE-TRADED FD
SOLEShares172.56K
TypeSH
Market value$15.96M
2.92%
Sole
0.00
Shared
0.00
None
172.56K
FIDELITY COVINGTON TRUST
SOLEShares213.08K
TypeSH
Market value$15.83M
2.90%
Sole
0.00
Shared
0.00
None
213.08K
VICTORY PORTFOLIOS II
SOLEShares294.79K
TypeSH
Market value$15.56M
2.85%
Sole
0.00
Shared
0.00
None
294.79K
SPDR SERIES TRUST
SOLEShares141.15K
TypeSH
Market value$11.64M
2.13%
Sole
0.00
Shared
0.00
None
141.15K
ISHARES TR
SOLEShares65.42K
TypeSH
Market value$9.73M
1.78%
Sole
0.00
Shared
0.00
None
65.42K
VANGUARD SCOTTSDALE FDS
SOLEShares70.72K
TypeSH
Market value$8.61M
1.58%
Sole
0.00
Shared
0.00
None
70.72K
VANGUARD WHITEHALL FDS
SOLEShares59.41K
TypeSH
Market value$8.53M
1.56%
Sole
0.00
Shared
0.00
None
59.41K
ISHARES TR
SOLEShares81.51K
TypeSH
Market value$8.48M
1.55%
Sole
0.00
Shared
0.00
None
81.51K
AMPLIFY ETF TR
SOLEShares189.75K
TypeSH
Market value$8.44M
1.55%
Sole
0.00
Shared
0.00
None
189.75K
GLOBAL X FDS
SOLEShares175.47K
TypeSH
Market value$8.39M
1.54%
Sole
0.00
Shared
0.00
None
175.47K
SCHWAB STRATEGIC TR
SOLEShares267.44K
TypeSH
Market value$7.34M
1.34%
Sole
0.00
Shared
0.00
None
267.44K
INVESCO EXCHANGE TRADED FD T
SOLEShares359.09K
TypeSH
Market value$7.32M
1.34%
Sole
0.00
Shared
0.00
None
359.09K
MICROSOFT CORP
SOLEShares13.31K
TypeSH
Market value$6.44M
1.18%
Sole
0.00
Shared
0.00
None
13.31K
INVESCO EXCH TRADED FD TR II
SOLEShares540.52K
TypeSH
Market value$6.08M
1.11%
Sole
0.00
Shared
0.00
None
540.52K
FIRST TR EXCHANGE-TRADED FD
SOLEShares137K
TypeSH
Market value$6.07M
1.11%
Sole
0.00
Shared
0.00
None
137K
DBX ETF TR
SOLEShares123.91K
TypeSH
Market value$5.96M
1.09%
Sole
0.00
Shared
0.00
None
123.91K
SELECT SECTOR SPDR TR
SOLEShares116.18K
TypeSH
Market value$5.19M
0.95%
Sole
0.00
Shared
0.00
None
116.18K
ISHARES TR
SOLEShares65.60K
TypeSH
Market value$5.09M
0.93%
Sole
0.00
Shared
0.00
None
65.60K
ISHARES TR
SOLEShares161.41K
TypeSH
Market value$5.00M
0.92%
Sole
0.00
Shared
0.00
None
161.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS TP200 GR ETF | 82.20K | SH | $22.76M 4.17% | 0.00 | 0.00 | 82.20K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 205.90K | SH | $21.97M 4.02% | 0.00 | 0.00 | 205.90K |
ISHARES TRSOLE | S&P 100 ETF | 58.42K | SH | $20.04M 3.67% | 0.00 | 0.00 | 58.42K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 741.08K | SH | $19.94M 3.65% | 0.00 | 0.00 | 741.08K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 248.25K | SH | $19.91M 3.65% | 0.00 | 0.00 | 248.25K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 59.91K | SH | $18.86M 3.45% | 0.00 | 0.00 | 59.91K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 172.56K | SH | $15.96M 2.92% | 0.00 | 0.00 | 172.56K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 213.08K | SH | $15.83M 2.90% | 0.00 | 0.00 | 213.08K |
VICTORY PORTFOLIOS IISOLE | VICSHS DV AC ETF | 294.79K | SH | $15.56M 2.85% | 0.00 | 0.00 | 294.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 141.15K | SH | $11.64M 2.13% | 0.00 | 0.00 | 141.15K |
ISHARES TRSOLE | CORE S&P TTL STK | 65.42K | SH | $9.73M 1.78% | 0.00 | 0.00 | 65.42K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 70.72K | SH | $8.61M 1.58% | 0.00 | 0.00 | 70.72K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 59.41K | SH | $8.53M 1.56% | 0.00 | 0.00 | 59.41K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 81.51K | SH | $8.48M 1.55% | 0.00 | 0.00 | 81.51K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 189.75K | SH | $8.44M 1.55% | 0.00 | 0.00 | 189.75K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 175.47K | SH | $8.39M 1.54% | 0.00 | 0.00 | 175.47K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 267.44K | SH | $7.34M 1.34% | 0.00 | 0.00 | 267.44K |
INVESCO EXCHANGE TRADED FD TSOLE | HIG YLD EQ DIV | 359.09K | SH | $7.32M 1.34% | 0.00 | 0.00 | 359.09K |
MICROSOFT CORPSOLE | COM | 13.31K | SH | $6.44M 1.18% | 0.00 | 0.00 | 13.31K |
INVESCO EXCH TRADED FD TR IISOLE | PFD ETF | 540.52K | SH | $6.08M 1.11% | 0.00 | 0.00 | 540.52K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 137K | SH | $6.07M 1.11% | 0.00 | 0.00 | 137K |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 123.91K | SH | $5.96M 1.09% | 0.00 | 0.00 | 123.91K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 116.18K | SH | $5.19M 0.95% | 0.00 | 0.00 | 116.18K |
ISHARES TRSOLE | EAFE SML CP ETF | 65.60K | SH | $5.09M 0.93% | 0.00 | 0.00 | 65.60K |
ISHARES TRSOLE | PFD AND INCM SEC | 161.41K | SH | $5.00M 0.92% | 0.00 | 0.00 | 161.41K |
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