Investors Research Corp
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), Investors Research Corp reported 1,024 stock positions worth $427.6 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 2.7% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 2.4%) and Schwab US Large-Cap ETF (SCHX, 2.4%). Compared with Q4 2023, it opened 48 new positions, sold out of 82, added to 166 and reduced 247. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +4%) and the biggest sale Apollo Global Management (APO, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001730630
- Portfolio Value
- $427.6M (Q1 2024)
- SEC Filing
- 0001062993-24-009398 ↗ filed May 6, 2024
Holdings Value
Holdings 1,024 stocks · $427.6M
| IWY iShares Russell Top 200 Grow | 2.67% | 58,481 | $11.4M | Add +2.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.43% | 168,811 | $10.4M | Add +2.3% |
| SCHX Schwab US Large-Cap ETF | 2.43% | 167,238 | $10.4M | Add +2.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.37% | 138,827 | $10.2M | Add +3.6% |
| OEF iShares S&P 100 ETF | 2.36% | 40,742 | $10.1M | Add +2.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.31% | 154,046 | $9.9M | Reduce -3.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.30% | 41,047 | $9.8M | Add +2.2% |
| FTCS First Trust Capital Strength | 2.26% | 112,928 | $9.7M | Add +3.3% |
| VSDA Victoryshares Dividend Accel | 2.22% | 188,839 | $9.5M | Add +2.8% |
| FHLC Fidelity MSCI Health Care | 2.17% | 133,041 | $9.3M | Add +2.9% |
| ITOT iShares Core S&P Total U.S. | 2.03% | 75,317 | $8.7M | Reduce -3.6% |
| SCZ iShares MSCI Eafe Small-Cap | 1.65% | 111,240 | $7.0M | Reduce -3.8% |
| XLE SS Energy Select Sector | 1.48% | 66,970 | $6.3M | Reduce -4.9% |
| MSFT Microsoft Corp. | 1.27% | 12,951 | $5.4M | Reduce -2.1% |
| VYM Vanguard High DVD Yield ETF | 1.18% | 41,551 | $5.0M | Add +2.1% |
| DIVO Amplify CWP Enhan Divid ETF | 1.16% | 127,851 | $5.0M | Add +2.3% |
| PEY Invesco High Yield Equity Di | 1.14% | 236,716 | $4.9M | Add +2.8% |
| SCHD Schwab US DVD Equity ETF | 1.08% | 57,045 | $4.6M | Add +2.3% |
| PGX Invesco Preferred ETF | 0.86% | 308,700 | $3.7M | Add +3.4% |
| IVV iShares Core S&P 500 ETF | 0.82% | 6,642 | $3.5M | Add +0.3% |
| PSK SS SPDR Ice Pref Sec ETF | 0.78% | 95,896 | $3.3M | Reduce -3.1% |
| RWK Invesco S&P Midcap 400 Rev | 0.75% | 27,812 | $3.2M | Reduce -1.0% |
| RPG Invesco S&P 500 Pure Growth | 0.74% | 85,874 | $3.2M | Add +1.1% |
| AAPL Apple Inc. | 0.67% | 16,680 | $2.9M | Reduce -3.6% |
| FDL First Trust Morn DVD Lead Inc. | 0.67% | 74,132 | $2.9M | Add +6.8% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.62% | 30,380 | $2.7M | Reduce -1.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.61% | 63,539 | $2.6M | Add +8.7% |
| WRK Westrock Co. | 0.58% | 50,510 | $2.5M | Reduce -3.3% |
| PFF iShares Preferred & Income S | 0.57% | 75,933 | $2.4M | Add +6.8% |
| SCHA Schwab US Small-Cap ETF | 0.57% | 49,327 | $2.4M | Reduce -1.6% |
| CSB Victoryshares US Small Cap H | 0.55% | 42,081 | $2.4M | Reduce -2.8% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.55% | 28,217 | $2.3M | Reduce -4.2% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.54% | 45,136 | $2.3M | Add +7.5% |
| EMLP First Trust North American E | 0.53% | 77,169 | $2.3M | Reduce -6.0% |
| IP International Paper Co. | 0.53% | 58,158 | $2.3M | Reduce -1.3% |
| CWB SS SPDR BB Conv Sec ETF | 0.51% | 29,763 | $2.2M | Reduce -1.7% |
| PGF Invesco Financial Preferred | 0.49% | 136,416 | $2.1M | Add +9.7% |
| SPLV Invesco S&P 500 Low Volatili | 0.48% | 31,429 | $2.1M | Reduce -0.6% |
| PFXF Vaneck Pref Sec X-Financials | 0.48% | 115,782 | $2.0M | Add +9.8% |
| RZG Invesco S&P Smallcap 600 Pur | 0.46% | 40,536 | $2.0M | Reduce -5.2% |
| UNM Unum Group | 0.44% | 34,725 | $1.9M | Reduce -3.7% |
| IWB iShares Russell 1000 ETF | 0.43% | 6,448 | $1.9M | Reduce -8.2% |
| SPG Simon Property Group Inc. | 0.43% | 11,787 | $1.8M | Reduce -3.7% |
| LMT Lockheed Martin Corp. | 0.43% | 4,053 | $1.8M | Reduce -2.4% |
| SRLN SS Blackstone Sr Loan ETF | 0.42% | 42,729 | $1.8M | Reduce -2.3% |
| JEF Jefferies Financial Group Inc. | 0.42% | 40,712 | $1.8M | Reduce -2.1% |
| INTC Intel Corp. | 0.41% | 39,771 | $1.8M | Reduce -6.8% |
| SDY SS SPDR S&P Dividend ETF | 0.40% | 12,919 | $1.7M | Reduce -6.5% |
| TFC Truist Financial Corp. | 0.40% | 43,479 | $1.7M | Reduce -1.2% |
| CVS CVS Health Corp. | 0.39% | 20,717 | $1.7M | Add +0.5% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.38% | 24,607 | $1.6M | Reduce -7.1% |
| PFFD Global X US Preferred ETF | 0.36% | 77,187 | $1.6M | Reduce -2.8% |
| USB US Bancorp | 0.36% | 34,718 | $1.6M | Reduce -0.5% |
| FDX FedEx Corp. | 0.36% | 5,310 | $1.5M | No change |
| AMZN Amazon.com Inc. | 0.36% | 8,428 | $1.5M | Reduce -0.2% |
| IWR iShares Russell Mid-Cap ETF | 0.35% | 17,993 | $1.5M | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.35% | 14,766 | $1.5M | Reduce -0.7% |
| FTSL First Trust Senior Loan ETF | 0.34% | 31,349 | $1.4M | Reduce -2.2% |
| LGOV First TR Long Duration O-ETF | 0.34% | 67,237 | $1.4M | Reduce -2.3% |
| EMR Emerson Electric Co. | 0.33% | 12,295 | $1.4M | Reduce -3.0% |
| EZM Wisdomtree US Midcap Fund | 0.33% | 22,783 | $1.4M | Reduce -0.6% |
| T AT&T Inc. | 0.32% | 76,863 | $1.4M | Add +22.7% |
| VZ Verizon Communications Inc. | 0.31% | 31,663 | $1.3M | Add +12.2% |
| GS Goldman Sachs Group Inc. | 0.30% | 3,118 | $1.3M | Reduce -3.1% |
| PAVE Global X US Infrastructure | 0.30% | 32,533 | $1.3M | Add +78.4% |
| JHG Janus Henderson Group PLC | 0.30% | 39,032 | $1.3M | Reduce -3.8% |
| SPHD Invesco S&P 500 High Dividen | 0.30% | 28,687 | $1.3M | Add +0.0% |
| DON Wisdomtree US Midcap Dividen | 0.30% | 26,096 | $1.3M | Reduce -1.1% |
| MLPX Global X MLP & Energy Infras | 0.30% | 25,859 | $1.3M | Reduce -3.7% |
| MET Metlife Inc. | 0.29% | 16,950 | $1.3M | Reduce -1.2% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.29% | 14,365 | $1.3M | Reduce -0.2% |
| CDL Victoryshares US Large Cap H | 0.29% | 20,100 | $1.2M | Reduce -1.4% |
| R Ryder System Inc. | 0.29% | 10,375 | $1.2M | No change |
| NTR Nutrien Ltd. | 0.29% | 22,801 | $1.2M | Reduce -3.1% |
| ICE Intercontinental Exchange Inc. | 0.29% | 8,977 | $1.2M | Reduce -4.5% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.29% | 19,219 | $1.2M | Reduce -2.1% |
| MDT Medtronic PLC | 0.29% | 14,044 | $1.2M | Add +21.7% |
| VLO Valero Energy Corp. | 0.29% | 7,151 | $1.2M | Reduce -27.4% |
| MRK Merck & Co. Inc. | 0.28% | 9,176 | $1.2M | Reduce -44.3% |
| VONG Vanguard Russell 1000 Growth | 0.28% | 13,915 | $1.2M | Add +80.4% |
| ILCG iShares Morningstar Growth E | 0.28% | 15,873 | $1.2M | Add +81.0% |
| BLK BlackRock Finance Inc. | 0.28% | 1,423 | $1.2M | Reduce -4.7% |
| BBY Best Buy Co. Inc. | 0.28% | 14,376 | $1.2M | Add +9.5% |
| DVY iShares Select Dividend ETF | 0.27% | 9,527 | $1.2M | Reduce -1.1% |
| AEO American Eagle Outfitters | 0.27% | 45,350 | $1.2M | Reduce -5.6% |
| MS Morgan Stanley | 0.27% | 12,416 | $1.2M | Reduce -6.4% |
| GM General Motors Co. | 0.27% | 25,642 | $1.2M | Add +3.9% |
| MMM 3M Co. | 0.27% | 10,799 | $1.1M | Add +16.4% |
| SDOG Alps Sector Dividend Dogs | 0.27% | 21,209 | $1.1M | Reduce -2.7% |
| STLA Stellantis NV | 0.27% | 40,252 | $1.1M | Reduce -39.8% |
| SBUX Starbucks Corp. | 0.26% | 12,298 | $1.1M | No change |
| JPM JPMorgan Chase & Co. | 0.26% | 5,583 | $1.1M | Reduce -14.8% |
| MPC Marathon Petroleum Corp. | 0.26% | 5,493 | $1.1M | Reduce -58.2% |
| WFC Wells Fargo & Co. | 0.26% | 19,013 | $1.1M | Reduce -2.2% |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.25% | 29,008 | $1.1M | Reduce -3.0% |
| PFE Pfizer Inc. | 0.25% | 38,905 | $1.1M | Reduce -1.7% |
| HNI Hni Corp. | 0.25% | 23,738 | $1.1M | Reduce -2.2% |
| KELYA Kelly Services Inc. Class A | 0.25% | 42,775 | $1.1M | Reduce -2.5% |
| SMG Scotts Miracle-Gro Co. | 0.25% | 14,348 | $1.1M | Add +6.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 8,659 | $1.1M | Add +0.4% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $54K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | 7,403 | $33K | Add +38863.2% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 354 | $15K | No change |
| TDW.WS Tidewater Inc.-CW24 | *W EXP 11/14/202 | 567 | $6K | Reduce -5.7% |
| LDTDF Prospector Leddartech Alm-28 | *W EXP 12/21/202 | 22 | $3 | No change |
| ALURW Allurion Technologies-28 | *W EXP 08/01/203 | 6 | $2 | No change |
| ASBPW Aspire Biopharma Holdin-CW27 | *W EXP 05/23/202 | 10 | $0 | No change |
Total filed on the 13F, all lines: $427.7M.
Portfolio Sells Q4 2023 → Q1 2024
| APO Apollo Global Management Inc. | Reduce -91.0% | 0.04% | −0.30 |
| AMD Advanced Micro Devices | Reduce -98.7% | 0.00% | −0.27 |
| META Meta Platforms Inc. Class A | Reduce -91.3% | 0.03% | −0.26 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.24 |
| MPC Marathon Petroleum Corp. | Reduce -58.2% | 0.26% | −0.21 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.17 |
| RL Ralph Lauren Corp. | Sold out | 0.00% | −0.17 |
| ANDE The Andersons Inc. | Reduce -56.1% | 0.12% | −0.17 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -44.3% | 0.28% | −0.15 |
| FLG New York Community Bancorp | Reduce -2.7% | 0.06% | −0.14 |
| AAPL Apple Inc. | Reduce -3.6% | 0.67% | −0.14 |
| FNF Fidelity National Financial | Reduce -60.3% | 0.09% | −0.13 |
| KOP Koppers Holdings Inc. | Sold out | 0.00% | −0.11 |
| STLA Stellantis NV | Reduce -39.8% | 0.27% | −0.11 |
| INTC Intel Corp. | Reduce -6.8% | 0.41% | −0.11 |
| SIG Signet Jewelers Ltd. | Reduce -46.8% | 0.09% | −0.09 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.09 |
| CRM Salesforce Inc. | Reduce -43.0% | 0.16% | −0.09 |
| PSX Phillips 66 | Reduce -43.4% | 0.18% | −0.09 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -3.8% | 1.65% | −0.08 |
| HEES H&E Equipment Services Inc. | Sold out | 0.00% | −0.07 |
| CEG Constellation Energy | Sold out | 0.00% | −0.07 |
| ADSK Autodesk Inc. | Reduce -45.7% | 0.09% | −0.07 |
| WLK Westlake Corp. | Sold out | 0.00% | −0.07 |
| AFL Aflac Inc. | Reduce -74.5% | 0.02% | −0.06 |
| LEG Leggett & Platt Inc. | Reduce -2.7% | 0.13% | −0.06 |
| ADBE Adobe Inc. | Reduce -7.8% | 0.17% | −0.06 |
| ARCO Arcos Dorados Holdings Inc. Class A | Sold out | 0.00% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -2.3% | 0.24% | −0.05 |
| JNPR Juniper Networks Inc. | Sold out | 0.00% | −0.05 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.04 |
| CPRI Capri Holdings Ltd. | Reduce -3.2% | 0.23% | −0.04 |
| ABBV Abbvie Inc. | Reduce -62.5% | 0.03% | −0.04 |
| GILD Gilead Sciences Inc. | Reduce -3.0% | 0.24% | −0.04 |
| GES Guess? Inc. | Reduce -43.4% | 0.12% | −0.04 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -1.9% | 0.17% | −0.04 |
| HOLI Hollysys Automation Technolo | Sold out | 0.00% | −0.04 |
| SPTN Spartannash Co. | Reduce -1.6% | 0.20% | −0.04 |
| VIV Telefonica Brasil-ADR | Reduce -5.0% | 0.19% | −0.03 |
| CSB Victoryshares US Small Cap H | Reduce -2.8% | 0.55% | −0.03 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -7.1% | 0.38% | −0.03 |
| RCI Rogers Communications Inc. Class B | Reduce -2.9% | 0.15% | −0.03 |
| LGOV First TR Long Duration O-ETF | Reduce -2.3% | 0.34% | −0.03 |
| MAR Marriott International Class A | Reduce -62.4% | 0.02% | −0.03 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.03 |
| NTR Nutrien Ltd. | Reduce -3.1% | 0.29% | −0.03 |
| NVDA Nvidia Corp. | Reduce -73.5% | 0.03% | −0.03 |
| TWI Titan International Inc. | Reduce -3.9% | 0.10% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.6% | 2.37% | +0.27 |
| IWY iShares Russell Top 200 Grow | Add +2.2% | 2.67% | +0.25 |
| OEF iShares S&P 100 ETF | Add +2.1% | 2.36% | +0.21 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.3% | 2.43% | +0.20 |
| SCHX Schwab US Large-Cap ETF | Add +2.2% | 2.43% | +0.20 |
| ALB Albemarle Corp. | New | 0.20% | +0.20 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +2.2% | 2.30% | +0.19 |
| FHLC Fidelity MSCI Health Care | Add +2.9% | 2.17% | +0.15 |
| PAVE Global X US Infrastructure | Add +78.4% | 0.30% | +0.15 |
| FTCS First Trust Capital Strength | Add +3.3% | 2.26% | +0.15 |
| VONG Vanguard Russell 1000 Growth | Add +80.4% | 0.28% | +0.14 |
| ILCG iShares Morningstar Growth E | Add +81.0% | 0.28% | +0.14 |
| VSDA Victoryshares Dividend Accel | Add +2.8% | 2.22% | +0.11 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +8.7% | 0.61% | +0.09 |
| VYM Vanguard High DVD Yield ETF | Add +2.1% | 1.18% | +0.08 |
| RPG Invesco S&P 500 Pure Growth | Add +1.1% | 0.74% | +0.08 |
| FDL First Trust Morn DVD Lead Inc. | Add +6.8% | 0.67% | +0.07 |
| T AT&T Inc. | Add +22.7% | 0.32% | +0.06 |
| DIVO Amplify CWP Enhan Divid ETF | Add +2.3% | 1.16% | +0.06 |
| DIS The Walt Disney Co. | Add +0.4% | 0.25% | +0.06 |
| IEO iShares U.S. Oil & Gas Explo | Add +99.7% | 0.11% | +0.06 |
| GM General Motors Co. | Add +3.9% | 0.27% | +0.06 |
| MDT Medtronic PLC | Add +21.7% | 0.29% | +0.06 |
| VZ Verizon Communications Inc. | Add +12.2% | 0.31% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.82% | +0.05 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +96.2% | 0.10% | +0.05 |
| DEM Wisdomtree Emerging Markets | Add +94.3% | 0.11% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +2.3% | 1.08% | +0.05 |
| PGF Invesco Financial Preferred | Add +9.7% | 0.49% | +0.05 |
| SMG Scotts Miracle-Gro Co. | Add +6.9% | 0.25% | +0.04 |
| PFXF Vaneck Pref Sec X-Financials | Add +9.8% | 0.48% | +0.04 |
| GSK GSK PLC-Spon ADR | Add +11.4% | 0.19% | +0.04 |
| PFF iShares Preferred & Income S | Add +6.8% | 0.57% | +0.04 |
| HBAN Huntington Bancshares Inc. | Add +18.1% | 0.18% | +0.04 |
| PYPL PayPal Holdings Inc. | Add +81.3% | 0.08% | +0.04 |
| TROW T Rowe Price Group Inc. | Add +13.4% | 0.19% | +0.04 |
| FHN First Horizon Corp. | Add +12.0% | 0.22% | +0.03 |
| PGX Invesco Preferred ETF | Add +3.4% | 0.86% | +0.03 |
| BBY Best Buy Co. Inc. | Add +9.5% | 0.28% | +0.03 |
| PWB Invesco Large Cap Growth ETF | Add +6.1% | 0.18% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +4.7% | 0.23% | +0.03 |
| SKYT Skywater Technology Inc. | New | 0.03% | +0.03 |
| EMN Eastman Chemical Co. | Add +5.8% | 0.19% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Add +6.3% | 0.18% | +0.02 |
| MMM 3M Co. | Add +16.4% | 0.27% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +6.2% | 0.18% | +0.02 |
| RTH Vaneck Retail ETF | Add +6.7% | 0.17% | +0.02 |
| GPN Global Payments Inc. | Add +17.6% | 0.14% | +0.02 |
| IUSG iShares Core S&P U.S. Growth | Add +7.3% | 0.15% | +0.02 |
| LNC Lincoln National Corp. | Add +22.9% | 0.08% | +0.02 |
Notes & Other Activity Q4 2023 → Q1 2024
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | Add +38863.2% | 7,403 | $33K |
| TDW.WS Tidewater Inc.-CW24 | *W EXP 11/14/202 | Reduce -5.7% | 567 | $6K |
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 |