Investors Research Corp
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Investors Research Corp reported 959 stock positions worth $461.7 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 3.3% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 3.1%) and Schwab US Large-Cap ETF (SCHX, 3.1%). Compared with Q4 2024, it opened 57 new positions, sold out of 36, added to 204 and reduced 138. The biggest buy was Crown Castle (CCI, shares +3407%) and the biggest sale an exit from Kellanova (K).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001730630
- Portfolio Value
- $461.7M (Q1 2025)
- SEC Filing
- 0001062993-25-007197 ↗ filed Apr 8, 2025
Holdings Value
Holdings 959 stocks · $461.7M
| IWY iShares Russell Top 200 Grow | 3.32% | 72,567 | $15.3M | Add +6.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.12% | 178,985 | $14.4M | Add +7.6% |
| SCHX Schwab US Large-Cap ETF | 3.06% | 640,830 | $14.1M | Add +7.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.06% | 215,002 | $14.1M | Add +7.4% |
| OEF iShares S&P 100 ETF | 3.00% | 51,206 | $13.9M | Add +6.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.91% | 52,251 | $13.4M | Add +7.4% |
| FTCS First Trust Capital Strength | 2.86% | 147,089 | $13.2M | Add +8.1% |
| VSDA Victoryshares Dividend Accel | 2.79% | 249,388 | $12.9M | Add +8.4% |
| FHLC Fidelity MSCI Health Care | 2.63% | 177,659 | $12.1M | Add +8.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.17% | 147,172 | $10.0M | Reduce -0.6% |
| ITOT iShares Core S&P Total U.S. | 1.85% | 70,019 | $8.5M | Reduce -2.5% |
| VYM Vanguard High DVD Yield ETF | 1.46% | 52,302 | $6.7M | Add +7.8% |
| DIVO Amplify CWP Enhan Divid ETF | 1.46% | 165,274 | $6.7M | Add +8.7% |
| PEY Invesco High Yield Equity Di | 1.42% | 305,727 | $6.6M | Add +9.1% |
| SCHD Schwab US DVD Equity ETF | 1.39% | 229,137 | $6.4M | Add +8.8% |
| SCZ iShares MSCI Eafe Small-Cap | 1.38% | 100,231 | $6.4M | Reduce -4.7% |
| XLE SS Energy Select Sector | 1.31% | 64,490 | $6.0M | Reduce -0.4% |
| PGX Invesco Preferred ETF | 1.08% | 443,852 | $5.0M | Add +12.1% |
| MSFT Microsoft Corp. | 1.07% | 13,134 | $4.9M | Reduce -0.6% |
| FDL First Trust Morn DVD Lead Inc. | 1.05% | 111,524 | $4.8M | Add +12.9% |
| ILCG iShares Morningstar Growth E | 0.97% | 55,170 | $4.5M | Add +27.1% |
| VONG Vanguard Russell 1000 Growth | 0.96% | 47,900 | $4.4M | Add +26.9% |
| PAVE Global X US Infrastructure | 0.96% | 117,110 | $4.4M | Add +28.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.94% | 100,745 | $4.4M | Add +13.9% |
| AAPL Apple Inc. | 0.87% | 18,040 | $4.0M | Add +6.6% |
| PFF iShares Preferred & Income S | 0.84% | 126,301 | $3.9M | Add +16.1% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.83% | 75,935 | $3.8M | Add +15.9% |
| IVV iShares Core S&P 500 ETF | 0.79% | 6,468 | $3.6M | No change |
| PGF Invesco Financial Preferred | 0.76% | 245,789 | $3.5M | Add +18.2% |
| PFXF Vaneck Pref Sec X-Financials | 0.76% | 208,598 | $3.5M | Add +18.3% |
| PSK SS SPDR Ice Pref Sec ETF | 0.66% | 94,489 | $3.1M | Add +0.0% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.51% | 29,468 | $2.3M | Reduce -0.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.49% | 30,571 | $2.3M | Reduce -0.6% |
| SCHA Schwab US Small-Cap ETF | 0.49% | 95,709 | $2.2M | Reduce -0.4% |
| CSB Victoryshares US Small Cap H | 0.48% | 38,582 | $2.2M | Reduce -4.8% |
| CWB SS SPDR BB Conv Sec ETF | 0.47% | 28,284 | $2.2M | Reduce -0.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.46% | 28,902 | $2.1M | Add +34.4% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.46% | 26,990 | $2.1M | No change |
| DEM Wisdomtree Emerging Markets | 0.45% | 48,903 | $2.1M | Add +36.3% |
| UNM Unum Group | 0.43% | 24,376 | $2.0M | No change |
| SW Smurfit Westrock PLC | 0.43% | 44,001 | $2.0M | No change |
| IEO iShares U.S. Oil & Gas Explo | 0.43% | 20,810 | $2.0M | Add +37.5% |
| IWB iShares Russell 1000 ETF | 0.41% | 6,153 | $1.9M | Reduce -2.2% |
| TFC Truist Financial Corp. | 0.39% | 43,378 | $1.8M | Add +0.5% |
| IP International Paper Co. | 0.39% | 33,437 | $1.8M | No change |
| RWK Invesco S&P Midcap 400 Rev | 0.38% | 16,275 | $1.8M | Reduce -9.1% |
| SRLN SS Blackstone Sr Loan ETF | 0.38% | 42,279 | $1.7M | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.37% | 37,791 | $1.7M | Add +16.6% |
| RPG Invesco S&P 500 Pure Growth | 0.36% | 43,664 | $1.7M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 0.36% | 8,678 | $1.7M | Add +8.0% |
| SDY SS SPDR S&P Dividend ETF | 0.36% | 12,087 | $1.6M | Reduce -0.0% |
| MLPX Global X MLP & Energy Infras | 0.35% | 25,466 | $1.6M | Reduce -0.4% |
| CCI Crown Castle Inc. | 0.33% | 14,833 | $1.5M | Add +3406.6% |
| IWR iShares Russell Mid-Cap ETF | 0.33% | 18,173 | $1.5M | Add +1.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.33% | 15,059 | $1.5M | Add +0.5% |
| USB US Bancorp | 0.32% | 35,051 | $1.5M | Add +0.8% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.32% | 22,335 | $1.5M | Reduce -1.9% |
| LGOV First TR Long Duration O-ETF | 0.31% | 66,954 | $1.4M | Add +0.0% |
| PFFD Global X US Preferred ETF | 0.31% | 75,310 | $1.4M | Reduce -0.1% |
| WTRG Essential Utilities Inc. | 0.30% | 35,350 | $1.4M | New |
| CVS CVS Health Corp. | 0.30% | 20,537 | $1.4M | Add +2.1% |
| FTSL First Trust Senior Loan ETF | 0.30% | 30,286 | $1.4M | Reduce -0.4% |
| CNQ Canadian Natural Resources | 0.30% | 44,550 | $1.4M | Add +148.2% |
| BLK BlackRock Inc. | 0.29% | 1,428 | $1.4M | Add +1.1% |
| CDL Victoryshares US Large Cap H | 0.29% | 19,455 | $1.3M | Reduce -0.8% |
| SCHG Schwab US Large-Cap Growth | 0.29% | 53,193 | $1.3M | Add +6.3% |
| NTR Nutrien Ltd. | 0.28% | 26,288 | $1.3M | Reduce -0.8% |
| TD Toronto-Dominion Bank | 0.27% | 21,042 | $1.3M | No change |
| AES AES Corp. | 0.27% | 101,100 | $1.3M | New |
| APD Air Products & Chemicals Inc. | 0.27% | 4,247 | $1.3M | No change |
| HII Huntington Ingalls Industrie | 0.27% | 6,075 | $1.2M | Add +7.0% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.27% | 19,178 | $1.2M | No change |
| UPS United Parcel Service Class B | 0.27% | 11,175 | $1.2M | Add +3.1% |
| MMM 3M Co. | 0.27% | 8,338 | $1.2M | Reduce -18.2% |
| MDT Medtronic PLC | 0.27% | 13,626 | $1.2M | Add +5.4% |
| T AT&T Inc. | 0.26% | 42,523 | $1.2M | Reduce -34.5% |
| O Realty Income Corp. | 0.26% | 20,619 | $1.2M | Add +0.8% |
| TU Telus Corp. | 0.25% | 81,856 | $1.2M | Add +21.6% |
| RZG Invesco S&P Smallcap 600 Pur | 0.25% | 25,044 | $1.2M | Reduce -21.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.25% | 14,108 | $1.2M | Reduce -0.3% |
| FHN First Horizon Corp. | 0.25% | 60,075 | $1.2M | No change |
| LMT Lockheed Martin Corp. | 0.25% | 2,601 | $1.2M | No change |
| MET Metlife Inc. | 0.25% | 14,273 | $1.1M | Add +0.7% |
| CVE Cenovus Energy Inc. | 0.24% | 80,750 | $1.1M | Add +8.9% |
| SSB Southstate Bank Corp. | 0.24% | 12,084 | $1.1M | No change |
| MS Morgan Stanley | 0.24% | 9,583 | $1.1M | Add +0.3% |
| LYB Lyondellbasell Indu Class A | 0.24% | 15,681 | $1.1M | Add +0.7% |
| SEE Sealed Air Corp. | 0.24% | 37,950 | $1.1M | New |
| VAC Marriott Vacations World | 0.24% | 16,950 | $1.1M | No change |
| GLPI Gaming and Leisure Propertie | 0.23% | 21,250 | $1.1M | No change |
| WMT Walmart Inc. | 0.23% | 12,255 | $1.1M | Add +31.4% |
| GPN Global Payments Inc. | 0.23% | 10,829 | $1.1M | Add +4.2% |
| SPHQ Invesco S&P 500 Quality ETF | 0.23% | 15,887 | $1.1M | Add +8.2% |
| LW Lamb Weston Holdings Inc. | 0.23% | 19,750 | $1.1M | New |
| SDOG Alps Sector Dividend Dogs | 0.23% | 18,049 | $1.0M | Reduce -7.8% |
| PWB Invesco Large Cap Growth ETF | 0.23% | 10,828 | $1.0M | Add +7.9% |
| GOOGL Alphabet Inc. Class A | 0.22% | 6,683 | $1.0M | Add +1.7% |
| PFE Pfizer Inc. | 0.22% | 40,676 | $1.0M | Add +32.0% |
| QUAL iShares MSCI USA Quality Fac | 0.22% | 5,995 | $1.0M | Add +8.1% |
| FTEC Fidelity MSCI Info Tech Indx | 0.22% | 6,337 | $1.0M | Add +7.6% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $17K (not counted above)
Total filed on the 13F, all lines: $461.7M.
Portfolio Sells Q4 2024 → Q1 2025
| K Kellanova | Sold out | 0.00% | −0.23 |
| GILD Gilead Sciences Inc. | Reduce -96.4% | 0.01% | −0.22 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.5% | 1.85% | −0.18 |
| HBAN Huntington Bancshares Inc. | Reduce -90.9% | 0.01% | −0.16 |
| JHG Janus Henderson Group PLC | Reduce -97.3% | 0.00% | −0.16 |
| MSFT Microsoft Corp. | Reduce -0.6% | 1.07% | −0.16 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.6% | 2.17% | −0.15 |
| SAN Banco Santander SA-Spon ADR | Reduce -96.0% | 0.01% | −0.14 |
| WFC Wells Fargo & Co. | Reduce -90.7% | 0.01% | −0.13 |
| GS Goldman Sachs Group Inc. | Reduce -48.0% | 0.12% | −0.13 |
| DRI Darden Restaurants Inc. | Reduce -85.8% | 0.02% | −0.12 |
| CSCO Cisco Systems Inc. | Reduce -80.0% | 0.03% | −0.12 |
| TGI Triumph Group Inc. | Reduce -96.7% | 0.01% | −0.12 |
| TPR Tapestry Inc. | Sold out | 0.00% | −0.12 |
| JWN Nordstrom Inc. | Reduce -97.2% | 0.00% | −0.11 |
| SBUX Starbucks Corp. | Reduce -39.1% | 0.20% | −0.11 |
| RZG Invesco S&P Smallcap 600 Pur | Reduce -21.0% | 0.25% | −0.09 |
| GE General Electric | Reduce -84.3% | 0.02% | −0.09 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -9.1% | 0.38% | −0.08 |
| BCH Banco DE Chile-ADR | Reduce -41.1% | 0.15% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -32.8% | 0.14% | −0.07 |
| T AT&T Inc. | Reduce -34.5% | 0.26% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.4% | 0.49% | −0.06 |
| AVGO Broadcom Inc. | Reduce -10.8% | 0.11% | −0.06 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -0.5% | 0.51% | −0.06 |
| RTH Vaneck Retail ETF | Reduce -33.3% | 0.11% | −0.06 |
| GTLS Chart Industries Inc. | Reduce -39.2% | 0.05% | −0.06 |
| DAL Delta Air Lines Inc. | Reduce -78.1% | 0.01% | −0.05 |
| CSB Victoryshares US Small Cap H | Reduce -4.8% | 0.48% | −0.05 |
| CRM Salesforce Inc. | Reduce -10.7% | 0.11% | −0.05 |
| GM General Motors Co. | Reduce -11.7% | 0.14% | −0.04 |
| PHIN Phinia Inc. | Reduce -89.8% | 0.00% | −0.04 |
| UAL United Airlines Holdings Inc. | Reduce -71.1% | 0.01% | −0.04 |
| RPG Invesco S&P 500 Pure Growth | Reduce -0.7% | 0.36% | −0.04 |
| IWB iShares Russell 1000 ETF | Reduce -2.2% | 0.41% | −0.04 |
| PBI Pitney Bowes Inc. | Sold out | 0.00% | −0.04 |
| SKYT Skywater Technology Inc. | Sold out | 0.00% | −0.03 |
| WBA Walgreens Boots Alliance Inc. | Reduce -91.3% | 0.00% | −0.03 |
| ECG Everus Construction Group | Reduce -78.6% | 0.00% | −0.03 |
| MDU Mdu Resources Group Inc. | Reduce -78.6% | 0.01% | −0.03 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.03 |
| JSMD Janus Small Mid Cap GR Alp | Reduce -11.0% | 0.14% | −0.03 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -0.3% | 0.25% | −0.03 |
| AIG American International Group | Reduce -64.6% | 0.02% | −0.03 |
| SMFG Sumitomo Mitsui-Spons ADR | Reduce -16.3% | 0.19% | −0.03 |
| GVA Granite Construction Inc. | Reduce -37.0% | 0.03% | −0.02 |
| GBX Greenbrier Companies Inc. | Sold out | 0.00% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -4.7% | 1.38% | −0.02 |
| MMM 3M Co. | Reduce -18.2% | 0.27% | −0.02 |
| AXP American Express Co. | Reduce -10.0% | 0.09% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| CCI Crown Castle Inc. | Add +3406.6% | 0.33% | +0.33 |
| WTRG Essential Utilities Inc. | New | 0.30% | +0.30 |
| FHLC Fidelity MSCI Health Care | Add +8.9% | 2.63% | +0.29 |
| AES AES Corp. | New | 0.27% | +0.27 |
| SEE Sealed Air Corp. | New | 0.24% | +0.24 |
| FTCS First Trust Capital Strength | Add +8.1% | 2.86% | +0.23 |
| LW Lamb Weston Holdings Inc. | New | 0.23% | +0.23 |
| VSDA Victoryshares Dividend Accel | Add +8.4% | 2.79% | +0.22 |
| IPG Interpublic Group of Cos Inc. | Add +514.2% | 0.22% | +0.18 |
| FDL First Trust Morn DVD Lead Inc. | Add +12.9% | 1.05% | +0.18 |
| CNQ Canadian Natural Resources | Add +148.2% | 0.30% | +0.18 |
| PAVE Global X US Infrastructure | Add +28.8% | 0.96% | +0.15 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +34.4% | 0.46% | +0.14 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +13.9% | 0.94% | +0.14 |
| IEO iShares U.S. Oil & Gas Explo | Add +37.5% | 0.43% | +0.13 |
| DEM Wisdomtree Emerging Markets | Add +36.3% | 0.45% | +0.13 |
| SCHD Schwab US DVD Equity ETF | Add +8.8% | 1.39% | +0.12 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +15.9% | 0.83% | +0.12 |
| ILCG iShares Morningstar Growth E | Add +27.1% | 0.97% | +0.11 |
| PEY Invesco High Yield Equity Di | Add +9.1% | 1.42% | +0.11 |
| DIVO Amplify CWP Enhan Divid ETF | Add +8.7% | 1.46% | +0.11 |
| VONG Vanguard Russell 1000 Growth | Add +26.9% | 0.96% | +0.11 |
| CVS CVS Health Corp. | Add +2.1% | 0.30% | +0.10 |
| VYM Vanguard High DVD Yield ETF | Add +7.8% | 1.46% | +0.10 |
| PGF Invesco Financial Preferred | Add +18.2% | 0.76% | +0.10 |
| PFF iShares Preferred & Income S | Add +16.1% | 0.84% | +0.09 |
| PFXF Vaneck Pref Sec X-Financials | Add +18.3% | 0.76% | +0.09 |
| VZ Verizon Communications Inc. | Add +16.6% | 0.37% | +0.09 |
| NICE Nice Ltd. - Spon ADR | Add +39666.7% | 0.08% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +806.7% | 0.09% | +0.08 |
| PGX Invesco Preferred ETF | Add +12.1% | 1.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +252.2% | 0.10% | +0.06 |
| TU Telus Corp. | Add +21.6% | 0.25% | +0.05 |
| WMT Walmart Inc. | Add +31.4% | 0.23% | +0.05 |
| XOM Exxon Mobil Corp. | Add +33.0% | 0.15% | +0.05 |
| DAVA Endava PLC- Spon ADR | New | 0.05% | +0.05 |
| BLD Topbuild Corp. | New | 0.04% | +0.04 |
| KO The Coca-Cola Co. | Add +21.5% | 0.16% | +0.04 |
| IBM Intl Business Machines Corp. | New | 0.04% | +0.04 |
| PFE Pfizer Inc. | Add +32.0% | 0.22% | +0.04 |
| PEP Pepsico Inc. | Add +82.6% | 0.09% | +0.04 |
| INTC Intel Corp. | Add +11.7% | 0.20% | +0.04 |
| MDT Medtronic PLC | Add +5.4% | 0.27% | +0.04 |
| FLG Flagstar Bank NA | Add +130.3% | 0.06% | +0.04 |
| HII Huntington Ingalls Industrie | Add +7.0% | 0.27% | +0.03 |
| APA Apa Corp. | Add +30.0% | 0.22% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +7.4% | 3.06% | +0.03 |
| CCU Cia Cervecerias Uni-Spon ADR | Add +1.7% | 0.12% | +0.03 |
| GLD SPDR Gold Shares | Add +81.9% | 0.06% | +0.03 |
| NOW ServiceNow Inc. | New | 0.03% | +0.03 |
Notes & Other Activity Q4 2024 → Q1 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 354 | $10Kbefore exit |
| ASBPW Aspire Biopharma Holdin-CW27 | *W EXP 05/23/202 | Sold out | 10 | $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 |