Filed: 10/7/2026ACC: 0001062993-26-005232
📋 What this filing means
INVESTORS RESEARCH CORP filed this quarterly 13F‑HR report disclosing 790 equity positions with a total reported market value of $568.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
790
Positions
$568.99M
Total AUM (reported)
10.41M
Total Shares
Allocation by class
COM$107.91M19.0%
US LRG CAP ETF$25.54M4.5%
ST STR P500ETF$25.52M4.5%
ST STR P500GRW$25.16M4.4%
MRNGSTR LRG CAP$24.19M4.3%
RUS TP200 GR ETF$24.01M4.2%
S&P 100 ETF$22.14M3.9%
Portfolio Concentration
Top 3$76.22M13.4%
4–10$131.60M23.1%
11–25$124.68M21.9%
Rest$236.50M41.6%
Top 3 weight
13.4%
Top 10 weight
36.5%
Voting Authority Distribution
Total shares with voting rights: 10.25M
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
10.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole790
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings790
Rows:
SCHWAB STRATEGIC TR
SOLEShares851.42K
TypeSH
Market value$25.54M
4.49%
Sole
0.00
Shared
0.00
None
313.00
SPDR SERIES TRUST
SOLEShares284.30K
TypeSH
Market value$25.52M
4.48%
Sole
0.00
Shared
0.00
None
19.00
SPDR SERIES TRUST
SOLEShares204.40K
TypeSH
Market value$25.16M
4.42%
Sole
0.00
Shared
0.00
None
3.11K
VANGUARD INDEX FDS
SOLEShares68.74K
TypeSH
Market value$24.19M
4.25%
Sole
0.00
Shared
0.00
None
17.00
ISHARES TR
SOLEShares81.41K
TypeSH
Market value$24.01M
4.22%
Sole
0.00
Shared
0.00
None
115.00
ISHARES TR
SOLEShares57.95K
TypeSH
Market value$22.14M
3.89%
Sole
0.00
Shared
0.00
None
52.00
VICTORY PORTFOLIOS II
SOLEShares296.06K
TypeSH
Market value$16.62M
2.92%
Sole
0.00
Shared
0.00
None
1.56K
FIDELITY COVINGTON TRUST
SOLEShares203.23K
TypeSH
Market value$16.60M
2.92%
Sole
0.00
Shared
0.00
None
6.73K
FIRST TR EXCHANGE-TRADED FD
SOLEShares174.03K
TypeSH
Market value$16.33M
2.87%
Sole
0.00
Shared
0.00
None
3.02K
SPDR SERIES TRUST
SOLEShares127.17K
TypeSH
Market value$11.71M
2.06%
Sole
0.00
Shared
0.00
None
1.87K
ISHARES TR
SOLEShares91.26K
TypeSH
Market value$10.67M
1.88%
Sole
0.00
Shared
0.00
None
311.00
VANGUARD WHITEHALL FDS
SOLEShares66.09K
TypeSH
Market value$10.26M
1.80%
Sole
0.00
Shared
0.00
None
40.05K
VANGUARD SCOTTSDALE FDS
SOLEShares79.14K
TypeSH
Market value$10.20M
1.79%
Sole
0.00
Shared
0.00
None
24.00
GLOBAL X FDS
SOLEShares194.25K
TypeSH
Market value$10.20M
1.79%
Sole
0.00
Shared
0.00
None
350.00
SCHWAB STRATEGIC TR
SOLEShares302.62K
TypeSH
Market value$9.84M
1.73%
Sole
0.00
Shared
0.00
None
10.66K
AMPLIFY ETF TR
SOLEShares210.86K
TypeSH
Market value$9.80M
1.72%
Sole
0.00
Shared
0.00
None
7.67K
INVESCO EXCHANGE TRADED FD T
SOLEShares404.85K
TypeSH
Market value$9.24M
1.62%
Sole
0.00
Shared
0.00
None
20.67K
DBX ETF TR
SOLEShares145.49K
TypeSH
Market value$7.99M
1.41%
Sole
0.00
Shared
0.00
None
2.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares160.28K
TypeSH
Market value$7.87M
1.38%
Sole
0.00
Shared
0.00
None
2.39K
SELECT SECTOR SPDR TR
SOLEShares110.86K
TypeSH
Market value$6.82M
1.20%
Sole
0.00
Shared
0.00
None
18.32K
ISHARES TR
SOLEShares40.39K
TypeSH
Market value$6.72M
1.18%
Sole
0.00
Shared
0.00
None
3.20K
MICROSOFT CORP
SOLEShares13.09K
TypeSH
Market value$6.71M
1.18%
Sole
0.00
Shared
0.00
None
400.00
INVESCO EXCH TRADED FD TR II
SOLEShares649.53K
TypeSH
Market value$6.54M
1.15%
Sole
0.00
Shared
0.00
None
609.08K
VANECK ETF TRUST
SOLEShares337.66K
TypeSH
Market value$5.92M
1.04%
Sole
0.00
Shared
0.00
None
705.00
ISHARES TR
SOLEShares199.79K
TypeSH
Market value$5.89M
1.04%
Sole
0.00
Shared
0.00
None
25.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 851.42K | SH | $25.54M 4.49% | 0.00 | 0.00 | 313.00 |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 284.30K | SH | $25.52M 4.48% | 0.00 | 0.00 | 19.00 |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 204.40K | SH | $25.16M 4.42% | 0.00 | 0.00 | 3.11K |
VANGUARD INDEX FDSSOLE | MRNGSTR LRG CAP | 68.74K | SH | $24.19M 4.25% | 0.00 | 0.00 | 17.00 |
ISHARES TRSOLE | RUS TP200 GR ETF | 81.41K | SH | $24.01M 4.22% | 0.00 | 0.00 | 115.00 |
ISHARES TRSOLE | S&P 100 ETF | 57.95K | SH | $22.14M 3.89% | 0.00 | 0.00 | 52.00 |
VICTORY PORTFOLIOS IISOLE | VICSHS DV AC ETF | 296.06K | SH | $16.62M 2.92% | 0.00 | 0.00 | 1.56K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 203.23K | SH | $16.60M 2.92% | 0.00 | 0.00 | 6.73K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 174.03K | SH | $16.33M 2.87% | 0.00 | 0.00 | 3.02K |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 127.17K | SH | $11.71M 2.06% | 0.00 | 0.00 | 1.87K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 91.26K | SH | $10.67M 1.88% | 0.00 | 0.00 | 311.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 66.09K | SH | $10.26M 1.80% | 0.00 | 0.00 | 40.05K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 79.14K | SH | $10.20M 1.79% | 0.00 | 0.00 | 24.00 |
GLOBAL X FDSSOLE | US INFR DEV ETF | 194.25K | SH | $10.20M 1.79% | 0.00 | 0.00 | 350.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 302.62K | SH | $9.84M 1.73% | 0.00 | 0.00 | 10.66K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 210.86K | SH | $9.80M 1.72% | 0.00 | 0.00 | 7.67K |
INVESCO EXCHANGE TRADED FD TSOLE | HIG YLD EQ DIV | 404.85K | SH | $9.24M 1.62% | 0.00 | 0.00 | 20.67K |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 145.49K | SH | $7.99M 1.41% | 0.00 | 0.00 | 2.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 160.28K | SH | $7.87M 1.38% | 0.00 | 0.00 | 2.39K |
SELECT SECTOR SPDR TRSOLE | ST STR ENERG ETF | 110.86K | SH | $6.82M 1.20% | 0.00 | 0.00 | 18.32K |
ISHARES TRSOLE | CORE S&P TTL STK | 40.39K | SH | $6.72M 1.18% | 0.00 | 0.00 | 3.20K |
MICROSOFT CORPSOLE | COM | 13.09K | SH | $6.71M 1.18% | 0.00 | 0.00 | 400.00 |
INVESCO EXCH TRADED FD TR IISOLE | PFD ETF | 649.53K | SH | $6.54M 1.15% | 0.00 | 0.00 | 609.08K |
VANECK ETF TRUSTSOLE | PREFERRED SECURT | 337.66K | SH | $5.92M 1.04% | 0.00 | 0.00 | 705.00 |
ISHARES TRSOLE | PFD AND INCM SEC | 199.79K | SH | $5.89M 1.04% | 0.00 | 0.00 | 25.00 |
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