Investors Research Corp
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), Investors Research Corp reported 801 stock positions worth $558.8 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 4.4% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 4.2%) and Schwab US Large-Cap ETF (SCHX, 4.1%). Compared with Q1 2026, it opened 55 new positions, sold out of 101, added to 87 and reduced 240. The biggest buy was a new position in First Trust Capital Strength (FTCS) and the biggest sale First Trust Morn DVD Lead (FDL, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001730630
- Portfolio Value
- $558.8M (Q2 2026)
- SEC Filing
- 0001062993-26-003593 ↗ filed Jul 10, 2026
Holdings Value
Holdings 801 stocks · $558.8M
| SPYG SS SPDR P S&P 500 Growth ETF | 4.38% | 205,613 | $24.5M | Reduce -1.0% |
| IWY iShares Russell Top 200 Grow | 4.25% | 81,693 | $23.7M | Reduce -1.0% |
| SCHX Schwab US Large-Cap ETF | 4.11% | 780,944 | $23.0M | Add +4.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.10% | 260,841 | $22.9M | Add +4.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.87% | 62,926 | $21.6M | Add +4.3% |
| OEF iShares S&P 100 ETF | 3.80% | 57,996 | $21.2M | Reduce -1.1% |
| VSDA Victoryshares Dividend Accel | 3.10% | 297,940 | $17.3M | Reduce -1.0% |
| FHLC Fidelity MSCI Health Care | 2.99% | 216,139 | $16.7M | Reduce -1.0% |
| FTCS First Trust Capital Strength | 2.93% | 174,122 | $16.4M | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.08% | 128,022 | $11.6M | Reduce -2.9% |
| PAVE Global X US Infrastructure | 2.05% | 194,312 | $11.4M | Add +0.2% |
| ILCG iShares Morningstar Growth E | 1.91% | 91,309 | $10.7M | Add +0.5% |
| VONG Vanguard Russell 1000 Growth | 1.82% | 79,364 | $10.1M | Add +0.6% |
| VYM Vanguard High DVD Yield ETF | 1.81% | 63,877 | $10.1M | Add +2.4% |
| ITOT iShares Core S&P Total U.S. | 1.72% | 58,420 | $9.6M | Reduce -3.4% |
| DIVO Amplify CWP Enhan Divid ETF | 1.67% | 203,662 | $9.3M | Add +2.8% |
| SCHD Schwab US DVD Equity ETF | 1.65% | 290,362 | $9.2M | Add +3.6% |
| PEY Invesco High Yield Equity Di | 1.62% | 389,733 | $9.0M | Add +3.3% |
| DBEF Xtrackers MSCI Eafe Hedged E | 1.34% | 137,576 | $7.5M | Add +4.4% |
| FDL First Trust Morn DVD Lead Inc. | 1.32% | 151,969 | $7.4M | Reduce -52.7% |
| PGX Invesco Preferred ETF | 1.18% | 609,077 | $6.6M | Add +5.3% |
| XLE SS Energy Select Sector | 1.07% | 112,616 | $6.0M | Reduce -2.9% |
| PFF iShares Preferred & Income S | 1.01% | 185,703 | $5.7M | Add +6.4% |
| PFXF Vaneck Pref Sec X-Financials | 1.00% | 313,386 | $5.6M | Add +6.5% |
| IGLB iShares 10+ Year Inv GR Corp. | 1.00% | 111,718 | $5.6M | Add +7.2% |
| PGF Invesco Financial Preferred | 0.93% | 378,941 | $5.2M | Add +7.4% |
| MSFT Microsoft Corp. | 0.90% | 13,441 | $5.0M | Reduce -0.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.88% | 49,931 | $4.9M | Add +7.8% |
| DEM Wisdomtree Emerging Markets | 0.85% | 88,578 | $4.8M | Add +8.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.83% | 56,196 | $4.6M | Reduce -5.0% |
| IVV iShares Core S&P 500 ETF | 0.80% | 5,984 | $4.5M | Reduce -7.7% |
| IEO iShares U.S. Oil & Gas Explo | 0.79% | 40,047 | $4.4M | Add +8.6% |
| AAPL Apple Inc. | 0.69% | 13,234 | $3.8M | Reduce -10.1% |
| SCHA Schwab US Small-Cap ETF | 0.59% | 90,715 | $3.3M | Reduce -2.5% |
| PSK SS SPDR Ice Pref Sec ETF | 0.46% | 84,470 | $2.6M | Reduce -4.9% |
| PWB Invesco Large Cap Growth ETF | 0.39% | 13,048 | $2.2M | Add +0.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.39% | 7,594 | $2.2M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.38% | 5,895 | $2.1M | Reduce -4.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.37% | 14,694 | $2.1M | Reduce -3.7% |
| SCHG Schwab US Large-Cap Growth | 0.37% | 61,608 | $2.1M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 2,752 | $2.1M | Add +168.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.36% | 26,620 | $2.0M | Reduce -2.6% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.35% | 17,509 | $2.0M | Reduce -27.4% |
| UNM Unum Group | 0.34% | 21,301 | $1.9M | Reduce -9.0% |
| TFC Truist Financial Corp. | 0.34% | 38,150 | $1.9M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 0.32% | 7,508 | $1.8M | Reduce -8.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.31% | 19,403 | $1.7M | Reduce -1.3% |
| IUSG iShares Core S&P U.S. Growth | 0.30% | 8,967 | $1.7M | Add +0.5% |
| SPXN Proshares S&P 500 Ex-Financi | 0.30% | 20,430 | $1.7M | Reduce -1.7% |
| VAC Marriott Vacations World | 0.30% | 16,416 | $1.7M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 0.29% | 2,388 | $1.6M | Add +206.6% |
| QUAL iShares MSCI USA Quality Fac | 0.29% | 7,412 | $1.6M | Reduce -1.4% |
| SDY SS SPDR S&P Dividend ETF | 0.29% | 10,656 | $1.6M | Reduce -5.6% |
| SRLN SS Blackstone Sr Loan ETF | 0.29% | 40,057 | $1.6M | Reduce -2.8% |
| MCHP Microchip Technology Inc. | 0.29% | 17,625 | $1.6M | Reduce -29.3% |
| VLO Valero Energy Corp. | 0.28% | 6,077 | $1.6M | Reduce -5.1% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.28% | 13,234 | $1.6M | Reduce -4.5% |
| AMD Advanced Micro Devices | 0.28% | 2,659 | $1.5M | Reduce -24.6% |
| SMG Scotts Miracle-Gro Co. | 0.27% | 22,289 | $1.5M | Reduce -3.2% |
| AES AES Corp. | 0.27% | 101,767 | $1.5M | Reduce -1.9% |
| SW Smurfit Westrock PLC | 0.26% | 31,620 | $1.5M | No change |
| MS Morgan Stanley | 0.26% | 6,883 | $1.4M | Reduce -0.3% |
| CVS CVS Health Corp. | 0.25% | 13,760 | $1.4M | Reduce -30.4% |
| IWR iShares Russell Mid-Cap ETF | 0.25% | 12,640 | $1.4M | Reduce -28.7% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.24% | 13,219 | $1.4M | Reduce -1.6% |
| LGOV First TR Long Duration O-ETF | 0.24% | 63,225 | $1.4M | Reduce -3.0% |
| CWB SS SPDR BB Conv Sec ETF | 0.24% | 12,516 | $1.3M | Reduce -7.6% |
| NVDA Nvidia Corp. | 0.24% | 6,655 | $1.3M | Reduce -12.0% |
| CSB Victoryshares US Small Cap H | 0.24% | 20,294 | $1.3M | Reduce -22.9% |
| R Ryder System Inc. | 0.23% | 4,925 | $1.3M | No change |
| WTRG Essential Utilities Inc. | 0.23% | 33,767 | $1.3M | Reduce -2.5% |
| FTSL First Trust Senior Loan ETF | 0.23% | 28,618 | $1.3M | Reduce -2.5% |
| BLK BlackRock Inc. | 0.22% | 1,307 | $1.3M | Reduce -1.3% |
| VZ Verizon Communications Inc. | 0.22% | 29,052 | $1.2M | Reduce -16.6% |
| O Realty Income Corp. | 0.22% | 19,746 | $1.2M | Reduce -1.9% |
| AMCR Amcor PLC | 0.22% | 28,187 | $1.2M | Add +32298.8% |
| PFFD Global X US Preferred ETF | 0.22% | 65,076 | $1.2M | Reduce -6.4% |
| MET Metlife Inc. | 0.22% | 14,273 | $1.2M | No change |
| MPC Marathon Petroleum Corp. | 0.21% | 4,696 | $1.2M | Reduce -5.5% |
| SWK Stanley Black & Decker Inc. | 0.21% | 12,588 | $1.2M | Reduce -1.5% |
| IP International Paper Co. | 0.21% | 31,051 | $1.2M | Reduce -1.6% |
| KMB Kimberly-Clark Corp. | 0.21% | 10,650 | $1.2M | Reduce -1.4% |
| APD Air Products & Chemicals Inc. | 0.21% | 3,983 | $1.2M | Reduce -1.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.21% | 22,850 | $1.2M | New |
| BX Blackstone Inc. | 0.20% | 9,638 | $1.1M | Reduce -0.8% |
| SSB Southstate Bank Corp. | 0.20% | 11,347 | $1.1M | No change |
| DVN Devon Energy Corp. | 0.20% | 27,416 | $1.1M | Reduce -1.3% |
| MRK Merck & Co. Inc. | 0.20% | 8,779 | $1.1M | Reduce -2.0% |
| LMT Lockheed Martin Corp. | 0.20% | 2,195 | $1.1M | Reduce -1.9% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.20% | 41,509 | $1.1M | Reduce -0.8% |
| LW Lamb Weston Holdings Inc. | 0.20% | 25,450 | $1.1M | Reduce -2.2% |
| ADP Automatic Data Processing | 0.19% | 4,819 | $1.1M | Reduce -1.1% |
| UPS United Parcel Service Class B | 0.19% | 10,026 | $1.1M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.19% | 2,841 | $1.1M | Add +16.1% |
| CCI Crown Castle Inc. | 0.19% | 13,999 | $1.1M | Reduce -1.8% |
| CDL Victoryshares US Large Cap H | 0.19% | 13,386 | $1.0M | Reduce -15.4% |
| PNC PNC Financial Services Group | 0.18% | 4,128 | $1.0M | Reduce -4.6% |
| GOOG Alphabet Inc. Class C | 0.18% | 2,841 | $1.0M | Reduce -3.4% |
| MDT Medtronic PLC | 0.18% | 12,688 | $993K | Reduce -1.7% |
| SPG Simon Property Group Inc. | 0.18% | 4,431 | $991K | Add +3.3% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $4K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | 14,052 | $4K | New |
| COHEN & STEERS QUALITY-R | RIGHT 07/15/2026 | 11,615 | $173 | No change |
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | 19 | $21 | No change |
| ASBPW Aspire Biopharma Holdin-CW27 | *W EXP 02/14/203 | 10 | $0 | No change |
Total filed on the 13F, all lines: $558.8M.
Portfolio Sells Q1 2026 → Q2 2026
| FDL First Trust Morn DVD Lead Inc. | Reduce -52.7% | 1.32% | −3.20 |
| SEE Sealed Air Corp. | Sold out | 0.00% | −0.31 |
| XLE SS Energy Select Sector | Reduce -2.9% | 1.07% | −0.29 |
| SLB SLB Ltd. | Reduce -99.2% | 0.00% | −0.27 |
| VLY Valley National Bancorp | Sold out | 0.00% | −0.24 |
| VWOB Vanguard Emerg MKTS Gov BND | Sold out | 0.00% | −0.23 |
| HST Host Hotels & Resorts Inc. | Sold out | 0.00% | −0.23 |
| MLPX Global X MLP & Energy Infras | Reduce -58.5% | 0.13% | −0.20 |
| MGM MGM Resorts International | Sold out | 0.00% | −0.15 |
| DOW Dow Inc. | Reduce -40.2% | 0.09% | −0.15 |
| TX Ternium SA-Sponsored ADR | Sold out | 0.00% | −0.13 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.12 |
| VZ Verizon Communications Inc. | Reduce -16.6% | 0.22% | −0.11 |
| LYB Lyondellbasell Indu Class A | Reduce -2.2% | 0.15% | −0.10 |
| TD Toronto-Dominion Bank | Reduce -91.8% | 0.01% | −0.10 |
| ALB Albemarle Corp. | Reduce -46.2% | 0.06% | −0.09 |
| CC The Chemours Co. | Reduce -94.8% | 0.00% | −0.09 |
| STM Stmicroelectronics NV-NY SHS | Reduce -99.3% | 0.00% | −0.09 |
| T AT&T Inc. | Reduce -16.7% | 0.11% | −0.09 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -27.4% | 0.35% | −0.09 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -83.7% | 0.11% | −0.09 |
| ANDE The Andersons Inc. | Sold out | 0.00% | −0.08 |
| PEP Pepsico Inc. | Reduce -16.3% | 0.17% | −0.08 |
| IWR iShares Russell Mid-Cap ETF | Reduce -28.7% | 0.25% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -31.4% | 0.09% | −0.08 |
| WMT Walmart Inc. | Reduce -20.8% | 0.16% | −0.07 |
| RWX State Street SPDR Dow Jones | Reduce -79.1% | 0.02% | −0.07 |
| CSB Victoryshares US Small Cap H | Reduce -22.9% | 0.24% | −0.07 |
| DVN Devon Energy Corp. | Reduce -1.3% | 0.20% | −0.06 |
| MSFT Microsoft Corp. | Reduce -0.9% | 0.90% | −0.06 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -4.9% | 0.46% | −0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -5.0% | 0.83% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -1.9% | 0.20% | −0.06 |
| INTC Intel Corp. | Reduce -98.0% | 0.00% | −0.06 |
| F Ford Motor Co. | Sold out | 0.00% | −0.05 |
| CAG Conagra Brands Inc. | Reduce -2.9% | 0.16% | −0.05 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.05 |
| TU Telus Corp. | Reduce -0.8% | 0.14% | −0.04 |
| HUN Huntsman Corp. | Reduce -2.3% | 0.12% | −0.04 |
| CDL Victoryshares US Large Cap H | Reduce -15.4% | 0.19% | −0.04 |
| RZG Invesco S&P Smallcap 600 Pur | Reduce -40.7% | 0.10% | −0.04 |
| ZTS Zoetis Inc. | Reduce -3.8% | 0.05% | −0.04 |
| MDT Medtronic PLC | Reduce -1.7% | 0.18% | −0.04 |
| WTRG Essential Utilities Inc. | Reduce -2.5% | 0.23% | −0.04 |
| NKE Nike Inc. Class B | Reduce -1.8% | 0.08% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -33.3% | 0.10% | −0.03 |
| VSDA Victoryshares Dividend Accel | Reduce -1.0% | 3.10% | −0.03 |
| CCI Crown Castle Inc. | Reduce -1.8% | 0.19% | −0.03 |
| SNY Sanofi-ADR | Reduce -3.1% | 0.13% | −0.03 |
| AAPL Apple Inc. | Reduce -10.1% | 0.69% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| FTCS First Trust Capital Strength | New | 2.93% | +2.93 |
| SCHX Schwab US Large-Cap ETF | Add +4.4% | 4.11% | +0.45 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.2% | 4.10% | +0.44 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +4.3% | 3.87% | +0.43 |
| ILCG iShares Morningstar Growth E | Add +0.5% | 1.91% | +0.25 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +168.5% | 0.37% | +0.24 |
| AMCR Amcor PLC | Add +32298.8% | 0.22% | +0.22 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.21% | +0.21 |
| VOO Vanguard S&P 500 ETF | Add +206.6% | 0.29% | +0.20 |
| PAVE Global X US Infrastructure | Add +0.2% | 2.05% | +0.17 |
| VONG Vanguard Russell 1000 Growth | Add +0.6% | 1.82% | +0.16 |
| HRL Hormel Foods Corp. | New | 0.15% | +0.15 |
| NOW ServiceNow Inc. | Add +787.2% | 0.14% | +0.12 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +4.4% | 1.34% | +0.10 |
| ABT Abbott Laboratories | Add +7781.3% | 0.10% | +0.10 |
| DHR Danaher Corp. | Add +28000.0% | 0.10% | +0.10 |
| FTEC Fidelity MSCI Info Tech Indx | Add +0.2% | 0.39% | +0.09 |
| SAP Sap SE-Sponsored ADR | Add +5409.1% | 0.08% | +0.08 |
| PWB Invesco Large Cap Growth ETF | Add +0.3% | 0.39% | +0.08 |
| NOC Northrop Grumman Corp. | Add +3460.0% | 0.08% | +0.08 |
| DEM Wisdomtree Emerging Markets | Add +8.4% | 0.85% | +0.08 |
| V Visa Inc. Class A | Add +301.8% | 0.10% | +0.07 |
| PEY Invesco High Yield Equity Di | Add +3.3% | 1.62% | +0.07 |
| VEEV Veeva Systems Inc. Class A | New | 0.07% | +0.07 |
| GEHC GE Healthcare Technology | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | Add +16.1% | 0.19% | +0.05 |
| ZS Zscaler Inc. | New | 0.04% | +0.04 |
| MCK McKesson Corp. | New | 0.04% | +0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +7.8% | 0.88% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +2.4% | 1.81% | +0.04 |
| IUSG iShares Core S&P U.S. Growth | Add +0.5% | 0.30% | +0.04 |
| ICE Intercontinental Exchange Inc. | Add +76.1% | 0.15% | +0.03 |
| SPG Simon Property Group Inc. | Add +3.3% | 0.18% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +36.1% | 0.07% | +0.02 |
| AZN Astrazeneca PLC | New | 0.02% | +0.02 |
| XLK SS Technology Select Sector | Add +11.8% | 0.06% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +334.9% | 0.03% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +1.4% | 0.13% | +0.02 |
| PFXF Vaneck Pref Sec X-Financials | Add +6.5% | 1.00% | +0.01 |
| EW Edwards Lifesciences Corp. | Add +855.3% | 0.01% | +0.01 |
| BA The Boeing Co. | Add +679.6% | 0.01% | +0.01 |
| XMMO Invesco S&P Midcap Momentum | Add +1.1% | 0.13% | +0.01 |
| D Dominion Energy Inc. | Add +11.3% | 0.10% | +0.01 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +7.2% | 1.00% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +18.3% | 0.04% | +0.01 |
| XLG Invesco S&P 500 Top 50 ETF | Add +3.2% | 0.12% | +0.01 |
| A Agilent Technologies Inc. | New | 0.01% | +0.01 |
| BAX Baxter International Inc. | Add +2.4% | 0.05% | +0.01 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.01% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.01% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | New | 14,052 | $4K |
| ALURW Allurion Technologies-28 | *W EXP 08/01/203 | Sold out | 6 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 801 | $558.8M | SPYG, IWY, SCHX, SPYM, VV |
| Q1 2026 | 845 | $523.3M | FDL, IWY, SPYG, SCHX, SPYM |
| Q4 2025 | 843 | $546.1M | IWY, SPYG, OEF, SCHX, SPYM |
| Q3 2025 | 867 | $540.5M | IWY, SPYG, OEF, SCHX, SPYM |
| Q2 2025 | 921 | $510.1M | IWY, SPYG, SCHX, SPYM, OEF |
| Q1 2025 | 959 | $461.7M | IWY, SPYG, SCHX, SPYM, OEF |
| Q4 2024 | 938 | $455.2M | IWY, SPYG, OEF, SCHX, SPYM |
| Q3 2024 | 967 | $457.6M | IWY, SPYG, SPYM, SCHX, OEF |
| Q2 2024 | 1,048 | $428.0M | IWY, SPYG, SPYM, OEF, SCHX |
| Q1 2024 | 1,024 | $427.6M | IWY, SPYM, SCHX, SPYG, OEF |