INVESTORS RESEARCH CORP

Filed: 7/10/2026ACC: 0001062993-26-003593

📋 What this filing means

INVESTORS RESEARCH CORP filed this quarterly 13F‑HR report disclosing 805 equity positions with a total reported market value of $558.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

805

Positions

$558.78M

Total AUM (reported)

10.31M

Total Shares

Allocation by class

COM$106.57M19.1%

ST STR P500GRW$24.47M4.4%

RUS TP200 GR ETF$23.74M4.2%

US LRG CAP ETF$22.98M4.1%

ST STR P500ETF$22.92M4.1%

LARGE CAP ETF$21.64M3.9%

S&P 100 ETF$21.22M3.8%

Portfolio Concentration

Top 3$71.19M12.7%

4–10$127.79M22.9%

11–25$123.85M22.2%

Rest$235.94M42.2%

Top 3 weight

12.7%

Top 10 weight

35.6%

Voting Authority Distribution

Total shares with voting rights: 10.31M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

10.31M

% of voting shares100.0%

Investment Discretion (by position count)

Sole805

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings805

Rows:

SPDR SERIES TRUST

SOLE

ST STR P500GRW

Shares205.61K

TypeSH

Market value$24.47M

4.38%

Sole

0.00

Shared

0.00

None

205.61K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares81.69K

TypeSH

Market value$23.74M

4.25%

Sole

0.00

Shared

0.00

None

81.69K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares780.94K

TypeSH

Market value$22.98M

4.11%

Sole

0.00

Shared

0.00

None

780.94K

SPDR SERIES TRUST

SOLE

ST STR P500ETF

Shares260.84K

TypeSH

Market value$22.92M

4.10%

Sole

0.00

Shared

0.00

None

260.84K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares62.93K

TypeSH

Market value$21.64M

3.87%

Sole

0.00

Shared

0.00

None

62.93K

ISHARES TR

SOLE

S&P 100 ETF

Shares58K

TypeSH

Market value$21.22M

3.80%

Sole

0.00

Shared

0.00

None

58K

VICTORY PORTFOLIOS II

SOLE

VICSHS DV AC ETF

Shares297.94K

TypeSH

Market value$17.33M

3.10%

Sole

0.00

Shared

0.00

None

297.94K

FIDELITY COVINGTON TRUST

SOLE

MSCI HLTH CARE I

Shares216.14K

TypeSH

Market value$16.70M

2.99%

Sole

0.00

Shared

0.00

None

216.14K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares174.12K

TypeSH

Market value$16.35M

2.93%

Sole

0.00

Shared

0.00

None

174.12K

SPDR SERIES TRUST

SOLE

ST STR PR SP1500

Shares128.02K

TypeSH

Market value$11.62M

2.08%

Sole

0.00

Shared

0.00

None

128.02K

GLOBAL X FDS

SOLE

US INFR DEV ETF

Shares194.31K

TypeSH

Market value$11.45M

2.05%

Sole

0.00

Shared

0.00

None

194.31K

ISHARES TR

SOLE

MORNINGSTAR GRWT

Shares91.31K

TypeSH

Market value$10.68M

1.91%

Sole

0.00

Shared

0.00

None

91.31K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares79.36K

TypeSH

Market value$10.14M

1.82%

Sole

0.00

Shared

0.00

None

79.36K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares63.88K

TypeSH

Market value$10.09M

1.81%

Sole

0.00

Shared

0.00

None

63.88K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares58.42K

TypeSH

Market value$9.60M

1.72%

Sole

0.00

Shared

0.00

None

58.42K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares203.66K

TypeSH

Market value$9.31M

1.67%

Sole

0.00

Shared

0.00

None

203.66K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares290.36K

TypeSH

Market value$9.21M

1.65%

Sole

0.00

Shared

0.00

None

290.36K

INVESCO EXCHANGE TRADED FD T

SOLE

HIG YLD EQ DIV

Shares389.73K

TypeSH

Market value$9.03M

1.62%

Sole

0.00

Shared

0.00

None

389.73K

DBX ETF TR

SOLE

XTRACK MSCI EAFE

Shares137.58K

TypeSH

Market value$7.52M

1.35%

Sole

0.00

Shared

0.00

None

137.58K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares151.97K

TypeSH

Market value$7.39M

1.32%

Sole

0.00

Shared

0.00

None

151.97K

INVESCO EXCH TRADED FD TR II

SOLE

PFD ETF

Shares609.08K

TypeSH

Market value$6.60M

1.18%

Sole

0.00

Shared

0.00

None

609.08K

SELECT SECTOR SPDR TR

SOLE

ST STR ENERG ETF

Shares112.62K

TypeSH

Market value$5.98M

1.07%

Sole

0.00

Shared

0.00

None

112.62K

ISHARES TR

SOLE

PFD AND INCM SEC

Shares185.70K

TypeSH

Market value$5.66M

1.01%

Sole

0.00

Shared

0.00

None

185.70K

VANECK ETF TRUST

SOLE

PREFERRED SECURT

Shares313.39K

TypeSH

Market value$5.59M

1.00%

Sole

0.00

Shared

0.00

None

313.39K

ISHARES TR

SOLE

10+ YR INVST GRD

Shares111.72K

TypeSH

Market value$5.59M

1.00%

Sole

0.00

Shared

0.00

None

111.72K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	ST STR P500GRW	205.61K	SH	$24.47M 4.38%	205.61K
ISHARES TRSOLE	RUS TP200 GR ETF	81.69K	SH	$23.74M 4.25%	81.69K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	780.94K	SH	$22.98M 4.11%	780.94K
SPDR SERIES TRUSTSOLE	ST STR P500ETF	260.84K	SH	$22.92M 4.10%	260.84K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	62.93K	SH	$21.64M 3.87%	62.93K
ISHARES TRSOLE	S&P 100 ETF	58K	SH	$21.22M 3.80%	58K
VICTORY PORTFOLIOS IISOLE	VICSHS DV AC ETF	297.94K	SH	$17.33M 3.10%	297.94K
FIDELITY COVINGTON TRUSTSOLE	MSCI HLTH CARE I	216.14K	SH	$16.70M 2.99%	216.14K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	174.12K	SH	$16.35M 2.93%	174.12K
SPDR SERIES TRUSTSOLE	ST STR PR SP1500	128.02K	SH	$11.62M 2.08%	128.02K
GLOBAL X FDSSOLE	US INFR DEV ETF	194.31K	SH	$11.45M 2.05%	194.31K
ISHARES TRSOLE	MORNINGSTAR GRWT	91.31K	SH	$10.68M 1.91%	91.31K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	79.36K	SH	$10.14M 1.82%	79.36K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	63.88K	SH	$10.09M 1.81%	63.88K
ISHARES TRSOLE	CORE S&P TTL STK	58.42K	SH	$9.60M 1.72%	58.42K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	203.66K	SH	$9.31M 1.67%	203.66K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	290.36K	SH	$9.21M 1.65%	290.36K
INVESCO EXCHANGE TRADED FD TSOLE	HIG YLD EQ DIV	389.73K	SH	$9.03M 1.62%	389.73K
DBX ETF TRSOLE	XTRACK MSCI EAFE	137.58K	SH	$7.52M 1.35%	137.58K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	151.97K	SH	$7.39M 1.32%	151.97K
INVESCO EXCH TRADED FD TR IISOLE	PFD ETF	609.08K	SH	$6.60M 1.18%	609.08K
SELECT SECTOR SPDR TRSOLE	ST STR ENERG ETF	112.62K	SH	$5.98M 1.07%	112.62K
ISHARES TRSOLE	PFD AND INCM SEC	185.70K	SH	$5.66M 1.01%	185.70K
VANECK ETF TRUSTSOLE	PREFERRED SECURT	313.39K	SH	$5.59M 1.00%	313.39K
ISHARES TRSOLE	10+ YR INVST GRD	111.72K	SH	$5.59M 1.00%	111.72K

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