Investors Research Corp
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Investors Research Corp reported 967 stock positions worth $457.6 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, 2.9%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 2.8%). Compared with Q2 2024, it opened 21 new positions, sold out of 102, added to 143 and reduced 114. The biggest buy was a new position in Smurfit Westrock (SW) and the biggest sale an exit from Westrock (WRK).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001730630
- Portfolio Value
- $457.6M (Q3 2024)
- SEC Filing
- 0001062993-24-018796 ↗ filed Nov 12, 2024
Holdings Value
Holdings 967 stocks · $457.6M
| IWY iShares Russell Top 200 Grow | 3.14% | 65,293 | $14.4M | Add +6.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.87% | 158,128 | $13.1M | Add +7.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.81% | 190,780 | $12.9M | Add +7.0% |
| SCHX Schwab US Large-Cap ETF | 2.80% | 189,087 | $12.8M | Add +7.0% |
| OEF iShares S&P 100 ETF | 2.77% | 45,819 | $12.7M | Add +6.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.67% | 46,372 | $12.2M | Add +6.9% |
| FTCS First Trust Capital Strength | 2.56% | 128,850 | $11.7M | Add +7.4% |
| VSDA Victoryshares Dividend Accel | 2.52% | 217,225 | $11.5M | Add +8.0% |
| FHLC Fidelity MSCI Health Care | 2.44% | 153,142 | $11.1M | Add +8.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.33% | 152,279 | $10.7M | Reduce -0.3% |
| ITOT iShares Core S&P Total U.S. | 2.03% | 73,875 | $9.3M | Reduce -0.6% |
| SCZ iShares MSCI Eafe Small-Cap | 1.62% | 109,686 | $7.4M | Reduce -0.5% |
| DIVO Amplify CWP Enhan Divid ETF | 1.29% | 142,788 | $5.9M | Add +5.5% |
| VYM Vanguard High DVD Yield ETF | 1.28% | 45,796 | $5.9M | Add +5.1% |
| PEY Invesco High Yield Equity Di | 1.25% | 261,700 | $5.7M | Add +7.2% |
| XLE SS Energy Select Sector | 1.24% | 64,816 | $5.7M | Reduce -1.9% |
| MSFT Microsoft Corp. | 1.24% | 13,182 | $5.7M | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 1.22% | 65,788 | $5.6M | Add +5.7% |
| PGX Invesco Preferred ETF | 0.98% | 363,580 | $4.5M | Add +8.7% |
| AAPL Apple Inc. | 0.86% | 16,884 | $3.9M | Add +3.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.82% | 89,106 | $3.7M | Add +11.3% |
| IVV iShares Core S&P 500 ETF | 0.82% | 6,468 | $3.7M | Reduce -2.3% |
| PSK SS SPDR Ice Pref Sec ETF | 0.75% | 95,716 | $3.4M | Reduce -0.1% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.72% | 78,834 | $3.3M | Add +12.7% |
| PFF iShares Preferred & Income S | 0.70% | 96,313 | $3.2M | Add +13.6% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.68% | 57,839 | $3.1M | Add +13.6% |
| PAVE Global X US Infrastructure | 0.64% | 71,620 | $2.9M | Add +44.2% |
| ILCG iShares Morningstar Growth E | 0.63% | 34,567 | $2.9M | Add +43.0% |
| VONG Vanguard Russell 1000 Growth | 0.63% | 30,051 | $2.9M | Add +42.7% |
| IP International Paper Co. | 0.62% | 58,183 | $2.8M | Add +0.3% |
| PGF Invesco Financial Preferred | 0.62% | 180,399 | $2.8M | Add +15.3% |
| PFXF Vaneck Pref Sec X-Financials | 0.61% | 153,416 | $2.8M | Add +16.1% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.57% | 29,843 | $2.6M | No change |
| SCHA Schwab US Small-Cap ETF | 0.55% | 48,421 | $2.5M | No change |
| CSB Victoryshares US Small Cap H | 0.53% | 41,047 | $2.4M | Reduce -0.3% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.52% | 27,967 | $2.4M | Reduce -0.9% |
| CWB SS SPDR BB Conv Sec ETF | 0.50% | 29,681 | $2.3M | Reduce -0.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.48% | 30,922 | $2.2M | Reduce -0.1% |
| SW Smurfit Westrock PLC | 0.48% | 44,628 | $2.2M | New |
| RWK Invesco S&P Midcap 400 Rev | 0.46% | 18,034 | $2.1M | Reduce -21.4% |
| UNM Unum Group | 0.45% | 34,600 | $2.1M | Reduce -0.4% |
| IWB iShares Russell 1000 ETF | 0.44% | 6,419 | $2.0M | Reduce -0.2% |
| TFC Truist Financial Corp. | 0.40% | 43,171 | $1.8M | Reduce -0.7% |
| SRLN SS Blackstone Sr Loan ETF | 0.39% | 42,671 | $1.8M | Reduce -0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.38% | 12,331 | $1.8M | Reduce -1.0% |
| RPG Invesco S&P 500 Pure Growth | 0.38% | 44,229 | $1.7M | Reduce -16.7% |
| T AT&T Inc. | 0.37% | 76,132 | $1.7M | Add +1.6% |
| RZG Invesco S&P Smallcap 600 Pur | 0.36% | 31,868 | $1.6M | Reduce -17.4% |
| LMT Lockheed Martin Corp. | 0.36% | 2,787 | $1.6M | Reduce -31.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.35% | 14,902 | $1.6M | Add +1.2% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.35% | 23,217 | $1.6M | Reduce -0.6% |
| PFFD Global X US Preferred ETF | 0.35% | 77,057 | $1.6M | Reduce -0.0% |
| USB US Bancorp | 0.35% | 34,893 | $1.6M | Add +0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.35% | 17,993 | $1.6M | No change |
| AMZN Amazon.com Inc. | 0.34% | 8,303 | $1.5M | Reduce -1.2% |
| LGOV First TR Long Duration O-ETF | 0.33% | 67,146 | $1.5M | Reduce -0.1% |
| SBUX Starbucks Corp. | 0.33% | 15,323 | $1.5M | Reduce -17.6% |
| UPS United Parcel Service Class B | 0.33% | 10,939 | $1.5M | Add +89.0% |
| JHG Janus Henderson Group PLC | 0.32% | 38,907 | $1.5M | Add +0.3% |
| VZ Verizon Communications Inc. | 0.32% | 32,420 | $1.5M | Add +2.4% |
| FTSL First Trust Senior Loan ETF | 0.31% | 31,219 | $1.4M | Reduce -0.1% |
| MET Metlife Inc. | 0.31% | 17,150 | $1.4M | Add +1.2% |
| MMM 3M Co. | 0.31% | 10,290 | $1.4M | Reduce -4.7% |
| MLPX Global X MLP & Energy Infras | 0.30% | 25,566 | $1.4M | Reduce -0.0% |
| CVS CVS Health Corp. | 0.30% | 21,707 | $1.4M | Add +0.5% |
| BLK BlackRock Finance Inc. | 0.30% | 1,423 | $1.4M | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.29% | 14,334 | $1.3M | No change |
| CDL Victoryshares US Large Cap H | 0.29% | 19,608 | $1.3M | Reduce -1.9% |
| O Realty Income Corp. | 0.29% | 20,706 | $1.3M | Add +0.6% |
| APD Air Products & Chemicals Inc. | 0.28% | 4,322 | $1.3M | No change |
| NTR Nutrien Ltd. | 0.28% | 26,623 | $1.3M | Add +19.6% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.28% | 19,203 | $1.3M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 0.28% | 2,555 | $1.3M | Reduce -13.9% |
| MDT Medtronic PLC | 0.28% | 14,044 | $1.3M | No change |
| VAC Marriott Vacations World | 0.28% | 17,150 | $1.3M | New |
| SCHG Schwab US Large-Cap Growth | 0.27% | 12,042 | $1.3M | Add +3.4% |
| SMG Scotts Miracle-Gro Co. | 0.27% | 14,348 | $1.2M | No change |
| PFE Pfizer Inc. | 0.27% | 42,205 | $1.2M | No change |
| SDOG Alps Sector Dividend Dogs | 0.26% | 19,987 | $1.2M | Reduce -0.5% |
| SSB Southstate Bank Corp. | 0.26% | 12,084 | $1.2M | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.25% | 18,948 | $1.2M | Reduce -7.1% |
| GILD Gilead Sciences Inc. | 0.25% | 13,752 | $1.2M | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.25% | 15,689 | $1.2M | Add +46.8% |
| GM General Motors Co. | 0.25% | 25,557 | $1.1M | Reduce -0.3% |
| DEM Wisdomtree Emerging Markets | 0.25% | 26,015 | $1.1M | Add +49.3% |
| BCH Banco DE Chile-ADR | 0.25% | 45,225 | $1.1M | Add +0.7% |
| TU Telus Corp. | 0.25% | 67,306 | $1.1M | Add +0.8% |
| GPN Global Payments Inc. | 0.25% | 10,964 | $1.1M | Add +0.7% |
| R Ryder System Inc. | 0.24% | 7,650 | $1.1M | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 0.24% | 6,643 | $1.1M | Add +0.1% |
| GLPI Gaming and Leisure Propertie | 0.24% | 21,250 | $1.1M | Add +0.8% |
| KHC The Kraft Heinz Co. | 0.24% | 30,917 | $1.1M | Add +98.0% |
| SPG Simon Property Group Inc. | 0.23% | 6,331 | $1.1M | Reduce -46.3% |
| NKE Nike Inc. Class B | 0.23% | 12,052 | $1.1M | Add +3323.9% |
| CWI State Street SPDR MSCI Acwi | 0.23% | 34,969 | $1.1M | Reduce -0.0% |
| K Kellanova | 0.23% | 12,991 | $1.0M | Add +1.0% |
| MRK Merck & Co. Inc. | 0.23% | 9,176 | $1.0M | No change |
| MS Morgan Stanley | 0.23% | 9,950 | $1.0M | Reduce -19.9% |
| AEO American Eagle Outfitters | 0.23% | 46,239 | $1.0M | Add +1.4% |
| PII Polaris Inc. | 0.23% | 12,437 | $1.0M | Add +0.6% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $27K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | 7,403 | $16K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 354 | $11K | No change |
| TDW.WS Tidewater Inc.-CW24 | *W EXP 11/14/202 | 556 | $245 | No change |
| LDTDF Prospector Leddartech Alm-28 | *W EXP 12/21/202 | 22 | $1 | No change |
| ALURW Allurion Technologies-28 | *W EXP 08/01/203 | 6 | $0 | No change |
| ASBPW Aspire Biopharma Holdin-CW27 | *W EXP 05/23/202 | 10 | $0 | No change |
Total filed on the 13F, all lines: $457.6M.
Portfolio Sells Q2 2024 → Q3 2024
| WRK Westrock Co. | Sold out | 0.00% | −0.52 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.36 |
| EMLP First Trust North American E | Reduce -63.1% | 0.21% | −0.34 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.27 |
| DON Wisdomtree US Midcap Dividen | Reduce -77.3% | 0.07% | −0.22 |
| BRC Brady Corporation Class A | Sold out | 0.00% | −0.18 |
| SPG Simon Property Group Inc. | Reduce -46.3% | 0.23% | −0.18 |
| AEP American Electric Power | Sold out | 0.00% | −0.17 |
| XLE SS Energy Select Sector | Reduce -1.9% | 1.24% | −0.16 |
| FLR Fluor Corp. | Sold out | 0.00% | −0.14 |
| ICE Intercontinental Exchange Inc. | Reduce -52.7% | 0.15% | −0.14 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.13 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -21.4% | 0.46% | −0.13 |
| DVY iShares Select Dividend ETF | Reduce -48.4% | 0.14% | −0.12 |
| SPHD Invesco S&P 500 High Dividen | Reduce -40.6% | 0.18% | −0.10 |
| LQDT Liquidity Services Inc. | Sold out | 0.00% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -31.2% | 0.36% | −0.09 |
| INTC Intel Corp. | Reduce -0.4% | 0.20% | −0.08 |
| RPG Invesco S&P 500 Pure Growth | Reduce -16.7% | 0.38% | −0.08 |
| EMR Emerson Electric Co. | Reduce -36.9% | 0.11% | −0.08 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.08 |
| RZG Invesco S&P Smallcap 600 Pur | Reduce -17.4% | 0.36% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -23.3% | 0.20% | −0.07 |
| MS Morgan Stanley | Reduce -19.9% | 0.23% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -81.6% | 0.01% | −0.05 |
| LAZ Lazard Inc. | Sold out | 0.00% | −0.05 |
| RY Royal Bank of Canada | Sold out | 0.00% | −0.04 |
| EZM Wisdomtree US Midcap Fund | Reduce -31.2% | 0.10% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 0.34% | −0.04 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -13.9% | 0.28% | −0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.3% | 2.33% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.6% | 2.03% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -2.3% | 0.82% | −0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.03 |
| TRMK Trustmark Corp. | Sold out | 0.00% | −0.03 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.03 |
| HLN Haleon PLC-ADR | Sold out | 0.00% | −0.03 |
| GM General Motors Co. | Reduce -0.3% | 0.25% | −0.03 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -0.1% | 0.39% | −0.03 |
| CNX CNX Resources Corp. | Sold out | 0.00% | −0.03 |
| WMB Williams Cos Inc. | Reduce -77.5% | 0.01% | −0.03 |
| SANM Sanmina Corp. | Sold out | 0.00% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -9.1% | 0.16% | −0.02 |
| FTSL First Trust Senior Loan ETF | Reduce -0.1% | 0.31% | −0.02 |
| FTSM First Trust Enh Short Mat FD | Reduce -90.8% | 0.00% | −0.02 |
| C Citigroup Inc. | Reduce -4.3% | 0.14% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -50.8% | 0.02% | −0.02 |
| HMC Honda Motor Co. Ltd.-Spons ADR | Reduce -0.8% | 0.20% | −0.02 |
| TTE Totalenergies SE -Spon ADR | Reduce -0.4% | 0.17% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| SW Smurfit Westrock PLC | New | 0.48% | +0.48 |
| VAC Marriott Vacations World | New | 0.28% | +0.28 |
| VSDA Victoryshares Dividend Accel | Add +8.0% | 2.52% | +0.25 |
| NKE Nike Inc. Class B | Add +3323.9% | 0.23% | +0.23 |
| PAVE Global X US Infrastructure | Add +44.2% | 0.64% | +0.21 |
| FTCS First Trust Capital Strength | Add +7.4% | 2.56% | +0.20 |
| ILCG iShares Morningstar Growth E | Add +43.0% | 0.63% | +0.18 |
| VONG Vanguard Russell 1000 Growth | Add +42.7% | 0.63% | +0.17 |
| FHLC Fidelity MSCI Health Care | Add +8.0% | 2.44% | +0.16 |
| SCHX Schwab US Large-Cap ETF | Add +7.0% | 2.80% | +0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +7.0% | 2.81% | +0.15 |
| UPS United Parcel Service Class B | Add +89.0% | 0.33% | +0.14 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +6.9% | 2.67% | +0.14 |
| PEY Invesco High Yield Equity Di | Add +7.2% | 1.25% | +0.13 |
| ICL Icl Group Ltd. | New | 0.13% | +0.13 |
| KHC The Kraft Heinz Co. | Add +98.0% | 0.24% | +0.12 |
| OEF iShares S&P 100 ETF | Add +6.7% | 2.77% | +0.12 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +7.4% | 2.87% | +0.11 |
| FDL First Trust Morn DVD Lead Inc. | Add +11.3% | 0.82% | +0.11 |
| STM Stmicroelectronics NV-NY SHS | Add +376.4% | 0.13% | +0.09 |
| GTLS Chart Industries Inc. | New | 0.09% | +0.09 |
| SCHD Schwab US DVD Equity ETF | Add +5.7% | 1.22% | +0.08 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +13.6% | 0.68% | +0.08 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +46.8% | 0.25% | +0.08 |
| PGX Invesco Preferred ETF | Add +8.7% | 0.98% | +0.08 |
| PGF Invesco Financial Preferred | Add +15.3% | 0.62% | +0.08 |
| PFXF Vaneck Pref Sec X-Financials | Add +16.1% | 0.61% | +0.08 |
| VYM Vanguard High DVD Yield ETF | Add +5.1% | 1.28% | +0.08 |
| PFF iShares Preferred & Income S | Add +13.6% | 0.70% | +0.07 |
| DEM Wisdomtree Emerging Markets | Add +49.3% | 0.25% | +0.07 |
| DIVO Amplify CWP Enhan Divid ETF | Add +5.5% | 1.29% | +0.06 |
| IWY iShares Russell Top 200 Grow | Add +6.2% | 3.14% | +0.06 |
| K Kellanova | Add +1.0% | 0.23% | +0.06 |
| AAPL Apple Inc. | Add +3.1% | 0.86% | +0.05 |
| IEO iShares U.S. Oil & Gas Explo | Add +52.5% | 0.21% | +0.05 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +12.7% | 0.72% | +0.05 |
| IP International Paper Co. | Add +0.3% | 0.62% | +0.04 |
| O Realty Income Corp. | Add +0.6% | 0.29% | +0.03 |
| T AT&T Inc. | Add +1.6% | 0.37% | +0.03 |
| MET Metlife Inc. | Add +1.2% | 0.31% | +0.03 |
| USB US Bancorp | Add +0.5% | 0.35% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +7.1% | 0.10% | +0.02 |
| BTI British American Tob-SP ADR | Add +0.2% | 0.20% | +0.02 |
| CMA Comerica Inc. | Add +0.3% | 0.20% | +0.02 |
| JHG Janus Henderson Group PLC | Add +0.3% | 0.32% | +0.02 |
| FELG Fidelity Enh LRG Cap GWTH | New | 0.02% | +0.02 |
| GLPI Gaming and Leisure Propertie | Add +0.8% | 0.24% | +0.02 |
| NTR Nutrien Ltd. | Add +19.6% | 0.28% | +0.01 |
| AEO American Eagle Outfitters | Add +1.4% | 0.23% | +0.01 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +5.8% | 0.18% | +0.01 |
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 |