Investors Research Corp
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Investors Research Corp reported 938 stock positions worth $455.2 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 3.5% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 3.2%) and iShares S&P 100 ETF (OEF, 3.0%). Compared with Q3 2024, it opened 24 new positions, sold out of 54, added to 109 and reduced 251. The biggest buy was iShares Russell Top 200 Grow (IWY, shares +4%) and the biggest sale an exit from Can Imperial BK of Commerce (CM).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001730630
- Portfolio Value
- $455.2M (Q4 2024)
- SEC Filing
- 0001062993-25-001861 ↗ filed Feb 7, 2025
Holdings Value
Holdings 938 stocks · $455.2M
| IWY iShares Russell Top 200 Grow | 3.52% | 68,055 | $16.0M | Add +4.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.21% | 166,375 | $14.6M | Add +5.2% |
| OEF iShares S&P 100 ETF | 3.04% | 47,903 | $13.8M | Add +4.5% |
| SCHX Schwab US Large-Cap ETF | 3.04% | 596,336 | $13.8M | Add +5.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.03% | 200,138 | $13.8M | Add +4.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.88% | 48,653 | $13.1M | Add +4.9% |
| FTCS First Trust Capital Strength | 2.63% | 136,078 | $12.0M | Add +5.6% |
| VSDA Victoryshares Dividend Accel | 2.57% | 230,028 | $11.7M | Add +5.9% |
| FHLC Fidelity MSCI Health Care | 2.34% | 163,095 | $10.7M | Add +6.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.32% | 147,994 | $10.6M | Reduce -2.8% |
| ITOT iShares Core S&P Total U.S. | 2.03% | 71,853 | $9.2M | Reduce -2.7% |
| SCZ iShares MSCI Eafe Small-Cap | 1.40% | 105,117 | $6.4M | Reduce -4.2% |
| VYM Vanguard High DVD Yield ETF | 1.36% | 48,494 | $6.2M | Add +5.9% |
| DIVO Amplify CWP Enhan Divid ETF | 1.35% | 152,090 | $6.2M | Add +6.5% |
| PEY Invesco High Yield Equity Di | 1.31% | 280,227 | $6.0M | Add +7.1% |
| SCHD Schwab US DVD Equity ETF | 1.26% | 210,522 | $5.8M | Add +6.7% |
| MSFT Microsoft Corp. | 1.22% | 13,218 | $5.6M | Add +0.3% |
| XLE SS Energy Select Sector | 1.22% | 64,755 | $5.5M | Reduce -0.1% |
| PGX Invesco Preferred ETF | 1.00% | 395,862 | $4.6M | Add +8.9% |
| AAPL Apple Inc. | 0.93% | 16,926 | $4.2M | Add +0.3% |
| FDL First Trust Morn DVD Lead Inc. | 0.87% | 98,750 | $4.0M | Add +10.8% |
| VONG Vanguard Russell 1000 Growth | 0.86% | 37,761 | $3.9M | Add +25.7% |
| ILCG iShares Morningstar Growth E | 0.85% | 43,415 | $3.9M | Add +25.6% |
| IVV iShares Core S&P 500 ETF | 0.84% | 6,468 | $3.8M | No change |
| PAVE Global X US Infrastructure | 0.81% | 90,922 | $3.7M | Add +26.9% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.80% | 88,482 | $3.7M | Add +12.2% |
| PFF iShares Preferred & Income S | 0.75% | 108,796 | $3.4M | Add +13.0% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.71% | 65,493 | $3.2M | Add +13.2% |
| PSK SS SPDR Ice Pref Sec ETF | 0.68% | 94,480 | $3.1M | Reduce -1.3% |
| PFXF Vaneck Pref Sec X-Financials | 0.67% | 176,394 | $3.0M | Add +15.0% |
| PGF Invesco Financial Preferred | 0.66% | 207,910 | $3.0M | Add +15.3% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.57% | 29,600 | $2.6M | Reduce -0.8% |
| SCHA Schwab US Small-Cap ETF | 0.55% | 96,133 | $2.5M | Reduce -0.7% |
| CSB Victoryshares US Small Cap H | 0.53% | 40,518 | $2.4M | Reduce -1.3% |
| SW Smurfit Westrock PLC | 0.52% | 44,001 | $2.4M | Reduce -1.4% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.51% | 26,990 | $2.3M | Reduce -3.5% |
| CWB SS SPDR BB Conv Sec ETF | 0.49% | 28,462 | $2.2M | Reduce -4.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.47% | 30,769 | $2.2M | Reduce -0.5% |
| RWK Invesco S&P Midcap 400 Rev | 0.46% | 17,911 | $2.1M | Reduce -0.7% |
| IWB iShares Russell 1000 ETF | 0.45% | 6,294 | $2.0M | Reduce -1.9% |
| TFC Truist Financial Corp. | 0.41% | 43,171 | $1.9M | No change |
| RPG Invesco S&P 500 Pure Growth | 0.40% | 43,969 | $1.8M | Reduce -0.6% |
| IP International Paper Co. | 0.40% | 33,437 | $1.8M | Reduce -42.5% |
| UNM Unum Group | 0.39% | 24,376 | $1.8M | Reduce -29.6% |
| SRLN SS Blackstone Sr Loan ETF | 0.39% | 42,300 | $1.8M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.39% | 8,033 | $1.8M | Reduce -3.3% |
| USB US Bancorp | 0.37% | 34,768 | $1.7M | Reduce -0.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.36% | 14,981 | $1.7M | Add +0.5% |
| SDY SS SPDR S&P Dividend ETF | 0.35% | 12,090 | $1.6M | Reduce -1.9% |
| IWR iShares Russell Mid-Cap ETF | 0.35% | 17,993 | $1.6M | No change |
| RZG Invesco S&P Smallcap 600 Pur | 0.34% | 31,700 | $1.6M | Reduce -0.5% |
| MLPX Global X MLP & Energy Infras | 0.34% | 25,562 | $1.5M | Reduce -0.0% |
| VAC Marriott Vacations World | 0.33% | 16,950 | $1.5M | Reduce -1.2% |
| T AT&T Inc. | 0.32% | 64,942 | $1.5M | Reduce -14.7% |
| PFFD Global X US Preferred ETF | 0.32% | 75,406 | $1.5M | Reduce -2.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.32% | 21,501 | $1.5M | Add +37.0% |
| DEM Wisdomtree Emerging Markets | 0.32% | 35,890 | $1.5M | Add +38.0% |
| BLK BlackRock Inc. | 0.32% | 1,413 | $1.4M | Reduce -0.7% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.32% | 22,779 | $1.4M | Reduce -1.9% |
| FTSL First Trust Senior Loan ETF | 0.31% | 30,394 | $1.4M | Reduce -2.6% |
| SCHG Schwab US Large-Cap Growth | 0.31% | 50,064 | $1.4M | Add +3.9% |
| LGOV First TR Long Duration O-ETF | 0.31% | 66,924 | $1.4M | Reduce -0.3% |
| SBUX Starbucks Corp. | 0.30% | 15,138 | $1.4M | Reduce -1.2% |
| UPS United Parcel Service Class B | 0.30% | 10,839 | $1.4M | Reduce -0.9% |
| IEO iShares U.S. Oil & Gas Explo | 0.30% | 15,129 | $1.4M | Add +40.8% |
| MMM 3M Co. | 0.29% | 10,190 | $1.3M | Reduce -1.0% |
| VZ Verizon Communications Inc. | 0.28% | 32,420 | $1.3M | No change |
| CDL Victoryshares US Large Cap H | 0.28% | 19,605 | $1.3M | Reduce -0.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.28% | 14,158 | $1.3M | Reduce -1.2% |
| LMT Lockheed Martin Corp. | 0.28% | 2,601 | $1.3M | Reduce -6.7% |
| GOOGL Alphabet Inc. Class A | 0.27% | 6,569 | $1.2M | Reduce -1.1% |
| APD Air Products & Chemicals Inc. | 0.27% | 4,247 | $1.2M | Reduce -1.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.27% | 19,178 | $1.2M | Reduce -0.1% |
| FHN First Horizon Corp. | 0.27% | 60,075 | $1.2M | Reduce -1.1% |
| SSB Southstate Bank Corp. | 0.26% | 12,084 | $1.2M | No change |
| MS Morgan Stanley | 0.26% | 9,550 | $1.2M | Reduce -4.0% |
| NTR Nutrien Ltd. | 0.26% | 26,507 | $1.2M | Reduce -0.4% |
| GPN Global Payments Inc. | 0.26% | 10,389 | $1.2M | Reduce -5.2% |
| MET Metlife Inc. | 0.26% | 14,175 | $1.2M | Reduce -17.4% |
| LYB Lyondellbasell Indu Class A | 0.25% | 15,575 | $1.2M | Add +63.5% |
| GS Goldman Sachs Group Inc. | 0.25% | 1,995 | $1.1M | Reduce -21.9% |
| CVE Cenovus Energy Inc. | 0.25% | 74,150 | $1.1M | New |
| TD Toronto-Dominion Bank | 0.25% | 21,042 | $1.1M | Add +489.9% |
| SDOG Alps Sector Dividend Dogs | 0.24% | 19,587 | $1.1M | Reduce -2.0% |
| O Realty Income Corp. | 0.24% | 20,456 | $1.1M | Reduce -1.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.24% | 5,890 | $1.1M | Add +4.4% |
| HII Huntington Ingalls Industrie | 0.24% | 5,675 | $1.1M | New |
| GILD Gilead Sciences Inc. | 0.23% | 11,536 | $1.1M | Reduce -16.1% |
| FDX FedEx Corp. | 0.23% | 3,716 | $1.0M | Add +0.0% |
| MDT Medtronic PLC | 0.23% | 12,926 | $1.0M | Reduce -8.0% |
| K Kellanova | 0.23% | 12,741 | $1.0M | Reduce -1.9% |
| R Ryder System Inc. | 0.23% | 6,575 | $1.0M | Reduce -14.1% |
| GLPI Gaming and Leisure Propertie | 0.22% | 21,250 | $1.0M | No change |
| PWB Invesco Large Cap Growth ETF | 0.22% | 10,033 | $1.0M | Add +4.7% |
| BCH Banco DE Chile-ADR | 0.22% | 45,000 | $1.0M | Reduce -0.5% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.22% | 68,879 | $998K | Reduce -1.0% |
| PNC PNC Financial Services Group | 0.22% | 5,150 | $993K | No change |
| EMLP First Trust North American E | 0.22% | 27,731 | $989K | Reduce -1.1% |
| QUAL iShares MSCI USA Quality Fac | 0.22% | 5,548 | $988K | Add +4.6% |
| SPHQ Invesco S&P 500 Quality ETF | 0.22% | 14,679 | $984K | Add +5.0% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $26K (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 | $10K | No change |
| LDTDF Prospector Leddartech Alm-28 | *W EXP 12/21/202 | 22 | $2 | 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: $455.2M.
Portfolio Sells Q3 2024 → Q4 2024
| CM Can Imperial BK of Commerce | Sold out | 0.00% | −0.25 |
| IP International Paper Co. | Reduce -42.5% | 0.40% | −0.23 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -4.2% | 1.40% | −0.22 |
| JHG Janus Henderson Group PLC | Reduce -54.4% | 0.17% | −0.16 |
| CPRI Capri Holdings Ltd. | Reduce -4.8% | 0.10% | −0.11 |
| GVA Granite Construction Inc. | Reduce -69.3% | 0.05% | −0.10 |
| CVS CVS Health Corp. | Reduce -7.3% | 0.20% | −0.10 |
| PFE Pfizer Inc. | Reduce -27.0% | 0.18% | −0.09 |
| FMC FMC Corp. | Reduce -15.9% | 0.14% | −0.08 |
| ADSK Autodesk Inc. | Reduce -93.0% | 0.01% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -6.7% | 0.28% | −0.08 |
| TPR Tapestry Inc. | Reduce -56.4% | 0.12% | −0.08 |
| SMG Scotts Miracle-Gro Co. | Reduce -4.9% | 0.20% | −0.07 |
| SWK Stanley Black & Decker Inc. | Reduce -7.2% | 0.15% | −0.07 |
| ERIC Ericsson (lm) Tel-SP ADR | Reduce -50.1% | 0.08% | −0.07 |
| IIPR Innovative Industrial Proper | Reduce -24.9% | 0.04% | −0.07 |
| GM General Motors Co. | Reduce -37.2% | 0.19% | −0.06 |
| AEO American Eagle Outfitters | Reduce -2.7% | 0.16% | −0.06 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -1.3% | 0.68% | −0.06 |
| RCI Rogers Communications Inc. Class B | Reduce -25.9% | 0.08% | −0.06 |
| NDAQ Nasdaq Inc. | Reduce -54.2% | 0.06% | −0.06 |
| UNM Unum Group | Reduce -29.6% | 0.39% | −0.06 |
| MDU Mdu Resources Group Inc. | Reduce -36.9% | 0.04% | −0.06 |
| MET Metlife Inc. | Reduce -17.4% | 0.26% | −0.05 |
| VIV Telefonica Brasil-ADR | Reduce -1.5% | 0.13% | −0.05 |
| MDT Medtronic PLC | Reduce -8.0% | 0.23% | −0.05 |
| O Realty Income Corp. | Reduce -1.2% | 0.24% | −0.05 |
| HD Home Depot Inc. | Reduce -22.3% | 0.14% | −0.05 |
| ADEA Adeia Inc. | Reduce -90.2% | 0.01% | −0.05 |
| INTC Intel Corp. | Reduce -8.9% | 0.16% | −0.04 |
| FLG Flagstar Bank NA | Reduce -61.1% | 0.02% | −0.04 |
| DOW Dow Inc. | Reduce -12.7% | 0.07% | −0.04 |
| T AT&T Inc. | Reduce -14.7% | 0.32% | −0.04 |
| EMN Eastman Chemical Co. | Reduce -1.8% | 0.16% | −0.04 |
| SRCL Stericycle Inc. | Sold out | 0.00% | −0.04 |
| SPTN Spartannash Co. | Reduce -0.4% | 0.17% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -8.7% | 0.17% | −0.04 |
| DRI Darden Restaurants Inc. | Reduce -30.2% | 0.14% | −0.04 |
| NKE Nike Inc. Class B | Reduce -1.4% | 0.20% | −0.04 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -1.9% | 0.32% | −0.04 |
| KHC The Kraft Heinz Co. | Reduce -2.9% | 0.20% | −0.03 |
| KSS Kohls Corp. | Reduce -6.0% | 0.06% | −0.03 |
| ORANY Orange-Spon ADR | Sold out | 0.00% | −0.03 |
| LEG Leggett & Platt Inc. | Reduce -11.6% | 0.05% | −0.03 |
| GSK GSK PLC-Spon ADR | Reduce -2.3% | 0.14% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.9% | 0.35% | −0.03 |
| DAL Delta Air Lines Inc. | Reduce -45.0% | 0.06% | −0.03 |
| TSN Tyson Foods Inc. Class A | Reduce -23.9% | 0.09% | −0.03 |
| MATV Mativ Holdings Inc. | Reduce -12.8% | 0.04% | −0.03 |
| GES Guess? Inc. | Reduce -16.3% | 0.04% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| IWY iShares Russell Top 200 Grow | Add +4.2% | 3.52% | +0.38 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +5.2% | 3.21% | +0.35 |
| OEF iShares S&P 100 ETF | Add +4.5% | 3.04% | +0.27 |
| CVE Cenovus Energy Inc. | New | 0.25% | +0.25 |
| HII Huntington Ingalls Industrie | New | 0.24% | +0.24 |
| SCHX Schwab US Large-Cap ETF | Add +5.1% | 3.04% | +0.23 |
| VONG Vanguard Russell 1000 Growth | Add +25.7% | 0.86% | +0.22 |
| ILCG iShares Morningstar Growth E | Add +25.6% | 0.85% | +0.22 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.9% | 3.03% | +0.22 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +4.9% | 2.88% | +0.21 |
| TD Toronto-Dominion Bank | Add +489.9% | 0.25% | +0.20 |
| APA Apa Corp. | Add +1532.4% | 0.18% | +0.17 |
| PAVE Global X US Infrastructure | Add +26.9% | 0.81% | +0.16 |
| CIVI Civitas Resources Inc. | New | 0.12% | +0.12 |
| IEO iShares U.S. Oil & Gas Explo | Add +40.8% | 0.30% | +0.08 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +12.2% | 0.80% | +0.08 |
| VYM Vanguard High DVD Yield ETF | Add +5.9% | 1.36% | +0.08 |
| AAPL Apple Inc. | Add +0.3% | 0.93% | +0.07 |
| DEM Wisdomtree Emerging Markets | Add +38.0% | 0.32% | +0.07 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +37.0% | 0.32% | +0.07 |
| FTCS First Trust Capital Strength | Add +5.6% | 2.63% | +0.07 |
| DIVO Amplify CWP Enhan Divid ETF | Add +6.5% | 1.35% | +0.07 |
| CNC Centene Corp. | New | 0.07% | +0.07 |
| FDL First Trust Morn DVD Lead Inc. | Add +10.8% | 0.87% | +0.06 |
| PFXF Vaneck Pref Sec X-Financials | Add +15.0% | 0.67% | +0.06 |
| PEY Invesco High Yield Equity Di | Add +7.1% | 1.31% | +0.05 |
| LYB Lyondellbasell Indu Class A | Add +63.5% | 0.25% | +0.05 |
| PFF iShares Preferred & Income S | Add +13.0% | 0.75% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +6.7% | 1.26% | +0.05 |
| PGF Invesco Financial Preferred | Add +15.3% | 0.66% | +0.05 |
| VSDA Victoryshares Dividend Accel | Add +5.9% | 2.57% | +0.05 |
| PDCO Patterson Cos Inc. | Add +18.0% | 0.11% | +0.05 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +13.2% | 0.71% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +3.9% | 0.31% | +0.03 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +5.4% | 0.21% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Add +4.4% | 0.24% | +0.02 |
| GLD SPDR Gold Shares | Add +529.5% | 0.03% | +0.02 |
| PGX Invesco Preferred ETF | Add +8.9% | 1.00% | +0.02 |
| IUSG iShares Core S&P U.S. Growth | Add +5.3% | 0.20% | +0.02 |
| C Citigroup Inc. | Add +0.0% | 0.16% | +0.02 |
| PWB Invesco Large Cap Growth ETF | Add +4.7% | 0.22% | +0.02 |
| CSCO Cisco Systems Inc. | Add +1.1% | 0.15% | +0.02 |
| SPXN Proshares S&P 500 Ex-Financi | Add +5.1% | 0.21% | +0.01 |
| XLG Invesco S&P 500 Top 50 ETF | Add +50.7% | 0.03% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +49.6% | 0.03% | +0.01 |
| AXP American Express Co. | Add +1.1% | 0.11% | +0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Add +5.0% | 0.22% | +0.01 |
| IWL iShares Russell Top 200 ETF | Add +51.1% | 0.03% | +0.01 |
| XMMO Invesco S&P Midcap Momentum | Add +50.3% | 0.03% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +4.6% | 0.22% | +0.01 |
Notes & Other Activity Q3 2024 → Q4 2024
| TDW.WS Tidewater Inc.-CW24 | *W EXP 11/14/202 | Sold out | 556 | $245before 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 |