INVESTORS RESEARCH CORP

Filed: 4/3/2026ACC: 0001062993-26-001833

📋 What this filing means

INVESTORS RESEARCH CORP filed this quarterly 13F‑HR report disclosing 851 equity positions with a total reported market value of $523.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

851

Positions

$523.26M

Total AUM (reported)

10.59M

Total Shares

Allocation by class

COM$109.66M21.0%

STATE STREET SPD$59.59M11.4%

RUS TP200 GR ETF$20.54M3.9%

US LRG CAP ETF$19.18M3.7%

S&P 100 ETF$18.65M3.6%

LARGE CAP ETF$18.03M3.4%

VICSHS DV AC ETF$16.41M3.1%

Portfolio Concentration

Top 3$60.06M11.5%

4–10$114.32M21.8%

11–25$113.51M21.7%

Rest$235.36M45.0%

Top 3 weight

11.5%

Top 10 weight

33.3%

Voting Authority Distribution

Total shares with voting rights: 10.59M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

10.59M

% of voting shares100.0%

Investment Discretion (by position count)

Sole851

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings851

Rows:

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares82.55K

TypeSH

Market value$20.54M

3.93%

Sole

0.00

Shared

0.00

None

82.55K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares207.77K

TypeSH

Market value$20.34M

3.89%

Sole

0.00

Shared

0.00

None

207.77K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares748.05K

TypeSH

Market value$19.18M

3.67%

Sole

0.00

Shared

0.00

None

748.05K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares250.24K

TypeSH

Market value$19.15M

3.66%

Sole

0.00

Shared

0.00

None

250.24K

ISHARES TR

SOLE

S&P 100 ETF

Shares58.64K

TypeSH

Market value$18.65M

3.56%

Sole

0.00

Shared

0.00

None

58.64K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares60.32K

TypeSH

Market value$18.03M

3.45%

Sole

0.00

Shared

0.00

None

60.32K

VICTORY PORTFOLIOS II

SOLE

VICSHS DV AC ETF

Shares301.04K

TypeSH

Market value$16.41M

3.14%

Sole

0.00

Shared

0.00

None

301.04K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares175.75K

TypeSH

Market value$16.30M

3.12%

Sole

0.00

Shared

0.00

None

175.75K

FIDELITY COVINGTON TRUST

SOLE

MSCI HLTH CARE I

Shares218.25K

TypeSH

Market value$15.36M

2.93%

Sole

0.00

Shared

0.00

None

218.25K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares131.91K

TypeSH

Market value$10.43M

1.99%

Sole

0.00

Shared

0.00

None

131.91K

GLOBAL X FDS

SOLE

US INFR DEV ETF

Shares193.85K

TypeSH

Market value$9.85M

1.88%

Sole

0.00

Shared

0.00

None

193.85K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares62.36K

TypeSH

Market value$9.24M

1.76%

Sole

0.00

Shared

0.00

None

62.36K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares198.20K

TypeSH

Market value$8.89M

1.70%

Sole

0.00

Shared

0.00

None

198.20K

ISHARES TR

SOLE

MORNINGSTAR GRWT

Shares90.85K

TypeSH

Market value$8.67M

1.66%

Sole

0.00

Shared

0.00

None

90.85K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares78.89K

TypeSH

Market value$8.65M

1.65%

Sole

0.00

Shared

0.00

None

78.89K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares60.47K

TypeSH

Market value$8.61M

1.65%

Sole

0.00

Shared

0.00

None

60.47K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares280.22K

TypeSH

Market value$8.60M

1.64%

Sole

0.00

Shared

0.00

None

280.22K

INVESCO EXCHANGE TRADED FD T

SOLE

HIG YLD EQ DIV

Shares377.21K

TypeSH

Market value$8.08M

1.54%

Sole

0.00

Shared

0.00

None

377.21K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares145.48K

TypeSH

Market value$7.39M

1.41%

Sole

0.00

Shared

0.00

None

145.48K

SELECT SECTOR SPDR TR

SOLE

STATE STREET ENE

Shares115.98K

TypeSH

Market value$7.10M

1.36%

Sole

0.00

Shared

0.00

None

115.98K

DBX ETF TR

SOLE

XTRACK MSCI EAFE

Shares131.77K

TypeSH

Market value$6.51M

1.24%

Sole

0.00

Shared

0.00

None

131.77K

INVESCO EXCH TRADED FD TR II

SOLE

PFD ETF

Shares578.28K

TypeSH

Market value$6.29M

1.20%

Sole

0.00

Shared

0.00

None

578.28K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares174.50K

TypeSH

Market value$5.29M

1.01%

Sole

0.00

Shared

0.00

None

174.50K

ISHARES TR

SOLE

10plus YR INVST GRD

Shares104.23K

TypeSH

Market value$5.17M

0.99%

Sole

0.00

Shared

0.00

None

104.23K

VANECK ETF TRUST

SOLE

PREFERRED SECURT

Shares294.16K

TypeSH

Market value$5.16M

0.99%

Sole

0.00

Shared

0.00

None

294.16K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	RUS TP200 GR ETF	82.55K	SH	$20.54M 3.93%	82.55K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	207.77K	SH	$20.34M 3.89%	207.77K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	748.05K	SH	$19.18M 3.67%	748.05K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	250.24K	SH	$19.15M 3.66%	250.24K
ISHARES TRSOLE	S&P 100 ETF	58.64K	SH	$18.65M 3.56%	58.64K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	60.32K	SH	$18.03M 3.45%	60.32K
VICTORY PORTFOLIOS IISOLE	VICSHS DV AC ETF	301.04K	SH	$16.41M 3.14%	301.04K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	175.75K	SH	$16.30M 3.12%	175.75K
FIDELITY COVINGTON TRUSTSOLE	MSCI HLTH CARE I	218.25K	SH	$15.36M 2.93%	218.25K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	131.91K	SH	$10.43M 1.99%	131.91K
GLOBAL X FDSSOLE	US INFR DEV ETF	193.85K	SH	$9.85M 1.88%	193.85K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	62.36K	SH	$9.24M 1.76%	62.36K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	198.20K	SH	$8.89M 1.70%	198.20K
ISHARES TRSOLE	MORNINGSTAR GRWT	90.85K	SH	$8.67M 1.66%	90.85K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	78.89K	SH	$8.65M 1.65%	78.89K
ISHARES TRSOLE	CORE S&P TTL STK	60.47K	SH	$8.61M 1.65%	60.47K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	280.22K	SH	$8.60M 1.64%	280.22K
INVESCO EXCHANGE TRADED FD TSOLE	HIG YLD EQ DIV	377.21K	SH	$8.08M 1.54%	377.21K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	145.48K	SH	$7.39M 1.41%	145.48K
SELECT SECTOR SPDR TRSOLE	STATE STREET ENE	115.98K	SH	$7.10M 1.36%	115.98K
DBX ETF TRSOLE	XTRACK MSCI EAFE	131.77K	SH	$6.51M 1.24%	131.77K
INVESCO EXCH TRADED FD TR IISOLE	PFD ETF	578.28K	SH	$6.29M 1.20%	578.28K
ISHARES TRSOLE	PFD AND INCM SEC	174.50K	SH	$5.29M 1.01%	174.50K
ISHARES TRSOLE	10plus YR INVST GRD	104.23K	SH	$5.17M 0.99%	104.23K
VANECK ETF TRUSTSOLE	PREFERRED SECURT	294.16K	SH	$5.16M 0.99%	294.16K

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