Investors Research Corp
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Investors Research Corp reported 1,048 stock positions worth $428.0 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 3.1% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 2.8%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 2.7%). Compared with Q1 2024, it opened 74 new positions, sold out of 52, added to 107 and reduced 144. The biggest buy was iShares Russell Top 200 Grow (IWY, shares +5%) and the biggest sale Invesco S&P 500 Pure Growth (RPG, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001730630
- Portfolio Value
- $428.0M (Q2 2024)
- SEC Filing
- 0001062993-24-014226 ↗ filed Jul 31, 2024
Holdings Value
Holdings 1,048 stocks · $428.0M
| IWY iShares Russell Top 200 Grow | 3.08% | 61,487 | $13.2M | Add +5.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.76% | 147,264 | $11.8M | Add +6.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.67% | 178,242 | $11.4M | Add +5.6% |
| OEF iShares S&P 100 ETF | 2.65% | 42,962 | $11.4M | Add +5.5% |
| SCHX Schwab US Large-Cap ETF | 2.65% | 176,633 | $11.3M | Add +5.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.53% | 43,374 | $10.8M | Add +5.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.37% | 152,721 | $10.1M | Reduce -0.9% |
| FTCS First Trust Capital Strength | 2.35% | 119,922 | $10.1M | Add +6.2% |
| FHLC Fidelity MSCI Health Care | 2.27% | 141,823 | $9.7M | Add +6.6% |
| VSDA Victoryshares Dividend Accel | 2.27% | 201,118 | $9.7M | Add +6.5% |
| ITOT iShares Core S&P Total U.S. | 2.06% | 74,309 | $8.8M | Reduce -1.3% |
| SCZ iShares MSCI Eafe Small-Cap | 1.59% | 110,254 | $6.8M | Reduce -0.9% |
| XLE SS Energy Select Sector | 1.41% | 66,097 | $6.0M | Reduce -1.3% |
| MSFT Microsoft Corp. | 1.37% | 13,151 | $5.9M | Add +1.5% |
| DIVO Amplify CWP Enhan Divid ETF | 1.22% | 135,293 | $5.2M | Add +5.8% |
| VYM Vanguard High DVD Yield ETF | 1.21% | 43,580 | $5.2M | Add +4.9% |
| SCHD Schwab US DVD Equity ETF | 1.13% | 62,217 | $4.8M | Add +9.1% |
| PEY Invesco High Yield Equity Di | 1.12% | 244,200 | $4.8M | Add +3.2% |
| PGX Invesco Preferred ETF | 0.90% | 334,405 | $3.9M | Add +8.3% |
| IVV iShares Core S&P 500 ETF | 0.85% | 6,621 | $3.6M | Reduce -0.3% |
| AAPL Apple Inc. | 0.81% | 16,380 | $3.4M | Reduce -1.8% |
| PSK SS SPDR Ice Pref Sec ETF | 0.76% | 95,765 | $3.2M | Reduce -0.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.71% | 80,065 | $3.0M | Add +8.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.68% | 69,952 | $2.9M | Add +10.1% |
| PFF iShares Preferred & Income S | 0.63% | 84,798 | $2.7M | Add +11.7% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.60% | 50,938 | $2.5M | Add +12.8% |
| RWK Invesco S&P Midcap 400 Rev | 0.59% | 22,958 | $2.5M | Reduce -17.4% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.59% | 29,843 | $2.5M | Reduce -1.8% |
| IP International Paper Co. | 0.58% | 58,008 | $2.5M | Reduce -0.3% |
| EMLP First Trust North American E | 0.54% | 76,068 | $2.3M | Reduce -1.4% |
| PGF Invesco Financial Preferred | 0.54% | 156,533 | $2.3M | Add +14.8% |
| SCHA Schwab US Small-Cap ETF | 0.54% | 48,421 | $2.3M | Reduce -1.8% |
| PFXF Vaneck Pref Sec X-Financials | 0.53% | 132,176 | $2.3M | Add +14.2% |
| WRK Westrock Co. | 0.52% | 44,478 | $2.2M | Reduce -11.9% |
| CSB Victoryshares US Small Cap H | 0.51% | 41,166 | $2.2M | Reduce -2.2% |
| CWB SS SPDR BB Conv Sec ETF | 0.50% | 29,701 | $2.1M | Reduce -0.2% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.49% | 28,217 | $2.1M | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.47% | 30,950 | $2.0M | Reduce -1.5% |
| RPG Invesco S&P 500 Pure Growth | 0.46% | 53,113 | $2.0M | Reduce -38.1% |
| VONG Vanguard Russell 1000 Growth | 0.46% | 21,059 | $2.0M | Add +51.3% |
| ILCG iShares Morningstar Growth E | 0.46% | 24,169 | $2.0M | Add +52.3% |
| IWB iShares Russell 1000 ETF | 0.45% | 6,431 | $1.9M | Reduce -0.3% |
| LMT Lockheed Martin Corp. | 0.44% | 4,053 | $1.9M | No change |
| PAVE Global X US Infrastructure | 0.43% | 49,673 | $1.8M | Add +52.7% |
| RZG Invesco S&P Smallcap 600 Pur | 0.43% | 38,589 | $1.8M | Reduce -4.8% |
| SPG Simon Property Group Inc. | 0.42% | 11,787 | $1.8M | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.42% | 42,729 | $1.8M | No change |
| UNM Unum Group | 0.41% | 34,725 | $1.8M | No change |
| TFC Truist Financial Corp. | 0.39% | 43,479 | $1.7M | No change |
| AMZN Amazon.com Inc. | 0.38% | 8,403 | $1.6M | Reduce -0.3% |
| SDY SS SPDR S&P Dividend ETF | 0.37% | 12,451 | $1.6M | Reduce -3.6% |
| JEF Jefferies Financial Group Inc. | 0.36% | 31,237 | $1.6M | Reduce -23.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.36% | 14,727 | $1.5M | Reduce -0.3% |
| PFFD Global X US Preferred ETF | 0.35% | 77,075 | $1.5M | Reduce -0.1% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.35% | 23,354 | $1.5M | Reduce -5.1% |
| IWR iShares Russell Mid-Cap ETF | 0.34% | 17,993 | $1.5M | No change |
| SBUX Starbucks Corp. | 0.34% | 18,598 | $1.4M | Add +51.2% |
| T AT&T Inc. | 0.33% | 74,953 | $1.4M | Reduce -2.5% |
| FTSL First Trust Senior Loan ETF | 0.33% | 31,248 | $1.4M | Reduce -0.3% |
| LGOV First TR Long Duration O-ETF | 0.33% | 67,237 | $1.4M | No change |
| USB US Bancorp | 0.32% | 34,718 | $1.4M | No change |
| GS Goldman Sachs Group Inc. | 0.31% | 2,968 | $1.3M | Reduce -4.8% |
| JHG Janus Henderson Group PLC | 0.31% | 38,807 | $1.3M | Reduce -0.6% |
| VZ Verizon Communications Inc. | 0.31% | 31,663 | $1.3M | No change |
| MLPX Global X MLP & Energy Infras | 0.30% | 25,570 | $1.3M | Reduce -1.1% |
| CVS CVS Health Corp. | 0.30% | 21,592 | $1.3M | Add +4.2% |
| INTC Intel Corp. | 0.29% | 39,771 | $1.2M | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.29% | 14,334 | $1.2M | Reduce -0.2% |
| ICE Intercontinental Exchange Inc. | 0.29% | 8,977 | $1.2M | No change |
| CDL Victoryshares US Large Cap H | 0.29% | 19,985 | $1.2M | Reduce -0.6% |
| DON Wisdomtree US Midcap Dividen | 0.28% | 25,982 | $1.2M | Reduce -0.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.28% | 19,219 | $1.2M | No change |
| GOOGL Alphabet Inc. Class A | 0.28% | 6,635 | $1.2M | Reduce -0.7% |
| MS Morgan Stanley | 0.28% | 12,416 | $1.2M | No change |
| GM General Motors Co. | 0.28% | 25,642 | $1.2M | No change |
| SPHD Invesco S&P 500 High Dividen | 0.28% | 26,783 | $1.2M | Reduce -6.6% |
| MET Metlife Inc. | 0.28% | 16,950 | $1.2M | No change |
| PFE Pfizer Inc. | 0.28% | 42,205 | $1.2M | Add +8.5% |
| SCHG Schwab US Large-Cap Growth | 0.27% | 11,644 | $1.2M | Add +10.3% |
| BBY Best Buy Co. Inc. | 0.27% | 13,926 | $1.2M | Reduce -3.1% |
| DVY iShares Select Dividend ETF | 0.27% | 9,465 | $1.1M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.27% | 9,176 | $1.1M | No change |
| JPM JPMorgan Chase & Co. | 0.27% | 5,608 | $1.1M | Add +0.5% |
| NTR Nutrien Ltd. | 0.26% | 22,258 | $1.1M | Reduce -2.4% |
| VLO Valero Energy Corp. | 0.26% | 7,151 | $1.1M | No change |
| BLK BlackRock Finance Inc. | 0.26% | 1,423 | $1.1M | No change |
| APD Air Products & Chemicals Inc. | 0.26% | 4,322 | $1.1M | No change |
| FDX FedEx Corp. | 0.26% | 3,715 | $1.1M | Reduce -30.0% |
| MDT Medtronic PLC | 0.26% | 14,044 | $1.1M | No change |
| MMM 3M Co. | 0.26% | 10,799 | $1.1M | No change |
| O Realty Income Corp. | 0.25% | 20,581 | $1.1M | Add +34.7% |
| SDOG Alps Sector Dividend Dogs | 0.25% | 20,086 | $1.1M | Reduce -5.3% |
| GPN Global Payments Inc. | 0.25% | 10,889 | $1.1M | Add +150.1% |
| BCH Banco DE Chile-ADR | 0.24% | 44,925 | $1.0M | No change |
| TU Telus Corp. | 0.24% | 66,806 | $1.0M | Add +82376.5% |
| R Ryder System Inc. | 0.23% | 8,000 | $991K | Reduce -22.9% |
| CWI State Street SPDR MSCI Acwi | 0.23% | 34,981 | $990K | Reduce -1.2% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM TO | 0.23% | 20,400 | $970K | No change |
| PII Polaris Inc. | 0.23% | 12,362 | $968K | Add +14109.2% |
| MGM MGM Resorts International | 0.22% | 21,575 | $959K | No change |
Other holdings (6): bonds, preferreds, convertibles and warrants · $39K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | 7,403 | $18K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 354 | $15K | No change |
| TDW.WS Tidewater Inc.-CW24 | *W EXP 11/14/202 | 556 | $6K | Reduce -1.9% |
| ALURW Allurion Technologies-28 | *W EXP 08/01/203 | 6 | $1 | No change |
| LDTDF Prospector Leddartech Alm-28 | *W EXP 12/21/202 | 22 | $1 | No change |
| ASBPW Aspire Biopharma Holdin-CW27 | *W EXP 05/23/202 | 10 | $0 | No change |
Total filed on the 13F, all lines: $428.0M.
Portfolio Sells Q1 2024 → Q2 2024
| RPG Invesco S&P 500 Pure Growth | Reduce -38.1% | 0.46% | −0.28 |
| HNI Hni Corp. | Sold out | 0.00% | −0.25 |
| KELYA Kelly Services Inc. Class A | Sold out | 0.00% | −0.25 |
| EZM Wisdomtree US Midcap Fund | Reduce -55.5% | 0.14% | −0.19 |
| PPC Pilgrim's Pride Corp. | Sold out | 0.00% | −0.16 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -17.4% | 0.59% | −0.16 |
| DAL Delta Air Lines Inc. | Reduce -59.2% | 0.09% | −0.14 |
| EMR Emerson Electric Co. | Reduce -38.1% | 0.20% | −0.13 |
| EPAC Enerpac Tool Group Corp. | Sold out | 0.00% | −0.12 |
| FDX FedEx Corp. | Reduce -30.0% | 0.26% | −0.10 |
| BHE Benchmark Electronics Inc. | Sold out | 0.00% | −0.10 |
| WFC Wells Fargo & Co. | Reduce -30.0% | 0.18% | −0.07 |
| XLE SS Energy Select Sector | Reduce -1.3% | 1.41% | −0.07 |
| PHG Koninklijke Philips NVR- NY | Reduce -71.3% | 0.04% | −0.07 |
| KOF Coca-Cola Femsa Sab-SP ADR | Sold out | 0.00% | −0.06 |
| WRK Westrock Co. | Reduce -11.9% | 0.52% | −0.06 |
| R Ryder System Inc. | Reduce -22.9% | 0.23% | −0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.9% | 1.59% | −0.06 |
| AVT Avnet Inc. | Reduce -35.1% | 0.12% | −0.06 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.06 |
| JEF Jefferies Financial Group Inc. | Reduce -23.3% | 0.36% | −0.06 |
| L Loews Corp. | Sold out | 0.00% | −0.05 |
| OI O-I Glass Inc. | Reduce -0.5% | 0.10% | −0.05 |
| NGVC Natural Grocers BY Vitamin C | Sold out | 0.00% | −0.04 |
| CSB Victoryshares US Small Cap H | Reduce -2.2% | 0.51% | −0.04 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.04 |
| WMT Walmart Inc. | Reduce -27.6% | 0.16% | −0.04 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -1.8% | 0.59% | −0.03 |
| RZG Invesco S&P Smallcap 600 Pur | Reduce -4.8% | 0.43% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.8% | 0.54% | −0.03 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -5.1% | 0.35% | −0.03 |
| FLEX Flex Ltd. | Sold out | 0.00% | −0.03 |
| MAT Mattel Inc. | Reduce -0.9% | 0.12% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -3.6% | 0.37% | −0.03 |
| NTR Nutrien Ltd. | Reduce -2.4% | 0.26% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -0.9% | 0.21% | −0.02 |
| CCU Cia Cervecerias Uni-Spon ADR | Reduce -15.9% | 0.10% | −0.02 |
| HUN Huntsman Corp. | Reduce -1.3% | 0.15% | −0.02 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -0.1% | 0.76% | −0.02 |
| GEV GE Vernova Inc. | Reduce -69.3% | 0.01% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -31.1% | 0.09% | −0.02 |
| XSHD Invesco S&P Smallcap High Di | Reduce -5.0% | 0.15% | −0.02 |
| SPHD Invesco S&P 500 High Dividen | Reduce -6.6% | 0.28% | −0.02 |
| SDOG Alps Sector Dividend Dogs | Reduce -5.3% | 0.25% | −0.02 |
| QDF NT Qual Div ETF | Reduce -32.1% | 0.04% | −0.02 |
| QDEF NT Qual Div Def ETF | Reduce -32.2% | 0.04% | −0.02 |
| KHC The Kraft Heinz Co. | Reduce -1.4% | 0.12% | −0.02 |
| DBI Designer Brands Inc. Class A | Reduce -2.1% | 0.03% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -27.0% | 0.05% | −0.02 |
| NWL Newell Brands Inc. | Reduce -8.1% | 0.05% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| IWY iShares Russell Top 200 Grow | Add +5.1% | 3.08% | +0.41 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +6.1% | 2.76% | +0.38 |
| OEF iShares S&P 100 ETF | Add +5.5% | 2.65% | +0.30 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +5.6% | 2.67% | +0.24 |
| TU Telus Corp. | Add +82376.5% | 0.24% | +0.24 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +5.7% | 2.53% | +0.23 |
| SCHX Schwab US Large-Cap ETF | Add +5.6% | 2.65% | +0.22 |
| PII Polaris Inc. | Add +14109.2% | 0.23% | +0.22 |
| GLPI Gaming and Leisure Propertie | New | 0.22% | +0.22 |
| ILCG iShares Morningstar Growth E | Add +52.3% | 0.46% | +0.18 |
| VONG Vanguard Russell 1000 Growth | Add +51.3% | 0.46% | +0.18 |
| VLY Valley National Bancorp | New | 0.17% | +0.17 |
| PAVE Global X US Infrastructure | Add +52.7% | 0.43% | +0.13 |
| GPN Global Payments Inc. | Add +150.1% | 0.25% | +0.11 |
| ABEV Ambev SA-ADR | New | 0.11% | +0.11 |
| FHLC Fidelity MSCI Health Care | Add +6.6% | 2.27% | +0.10 |
| MSFT Microsoft Corp. | Add +1.5% | 1.37% | +0.10 |
| FTCS First Trust Capital Strength | Add +6.2% | 2.35% | +0.09 |
| SBUX Starbucks Corp. | Add +51.2% | 0.34% | +0.08 |
| WHR Whirlpool Corp. | Add +108.8% | 0.17% | +0.07 |
| BMY Bristol-Myers Squibb Co. | Add +987.9% | 0.08% | +0.07 |
| DEM Wisdomtree Emerging Markets | Add +61.0% | 0.18% | +0.07 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +10.1% | 0.68% | +0.07 |
| SNN Smith & Nephew PLC -Spon ADR | Add +132.6% | 0.12% | +0.07 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +64.6% | 0.17% | +0.07 |
| DIVO Amplify CWP Enhan Divid ETF | Add +5.8% | 1.22% | +0.06 |
| O Realty Income Corp. | Add +34.7% | 0.25% | +0.06 |
| IEO iShares U.S. Oil & Gas Explo | Add +64.7% | 0.16% | +0.06 |
| PFXF Vaneck Pref Sec X-Financials | Add +14.2% | 0.53% | +0.06 |
| SCHD Schwab US DVD Equity ETF | Add +9.1% | 1.13% | +0.05 |
| FMC FMC Corp. | Add +50.0% | 0.21% | +0.05 |
| PFF iShares Preferred & Income S | Add +11.7% | 0.63% | +0.05 |
| PGF Invesco Financial Preferred | Add +14.8% | 0.54% | +0.05 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +12.8% | 0.60% | +0.05 |
| VSDA Victoryshares Dividend Accel | Add +6.5% | 2.27% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +10.3% | 0.27% | +0.05 |
| PGX Invesco Preferred ETF | Add +8.3% | 0.90% | +0.04 |
| FDL First Trust Morn DVD Lead Inc. | Add +8.0% | 0.71% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.04% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +4.9% | 1.21% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Add +5.4% | 0.22% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +10.9% | 0.20% | +0.03 |
| IUSG iShares Core S&P U.S. Growth | Add +6.5% | 0.18% | +0.02 |
| DFAC Dimensional US Core Equity 2 | New | 0.02% | +0.02 |
| PFE Pfizer Inc. | Add +8.5% | 0.28% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | New | 0.02% | +0.02 |
| PWB Invesco Large Cap Growth ETF | Add +5.7% | 0.20% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +35.0% | 0.08% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Add +5.9% | 0.20% | +0.02 |
| SPXN Proshares S&P 500 Ex-Financi | Add +6.0% | 0.19% | +0.02 |
Notes & Other Activity Q1 2024 → Q2 2024
| TDW.WS Tidewater Inc.-CW24 | *W EXP 11/14/202 | Reduce -1.9% | 556 | $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 |