Investors Research Corp

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Investors Research Corp reported 921 stock positions worth $510.1 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 3.8% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 3.6%) and Schwab US Large-Cap ETF (SCHX, 3.3%). Compared with Q1 2025, it opened 22 new positions, sold out of 59, added to 124 and reduced 96. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +8%) and the biggest sale SS Energy Select Sector (XLE, shares −3%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001730630
Portfolio Value
$510.1M (Q2 2025)
SEC Filing
0001062993-25-012597 ↗ filed Jul 7, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $427.6M Q1 2024 Q2 2024: $428.0M Q2 2024 Q3 2024: $457.6M Q3 2024 Q4 2024: $455.2M Q4 2024 Q1 2025: $461.7M Q1 2025 Q2 2025: $510.1M $510.1M Q2 2025 Q3 2025: $540.5M Q3 2025 Q4 2025: $546.1M Q4 2025 Q1 2026: $523.3M Q1 2026 Q2 2026: $558.8M Q2 2026

Holdings 921 stocks · $510.1M
IWY iShares Russell Top 200 Grow 3.76% 77,781 $19.2M Add +7.2%
SPYG SS SPDR P S&P 500 Growth ETF 3.61% 193,132 $18.4M Add +7.9%
SCHX Schwab US Large-Cap ETF 3.31% 690,681 $16.9M Add +7.8%
SPYM Ste STR SPDR PT S&P 500 ETF 3.30% 231,439 $16.8M Add +7.7%
OEF iShares S&P 100 ETF 3.28% 54,909 $16.7M Add +7.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 3.14% 56,172 $16.0M Add +7.5%
FTCS First Trust Capital Strength 2.84% 159,277 $14.5M Add +8.3%
VSDA Victoryshares Dividend Accel 2.76% 271,473 $14.1M Add +8.9%
FHLC Fidelity MSCI Health Care 2.44% 194,871 $12.5M Add +9.7%
SPTM SS SPDR P S&P 1500 Comp ETF 2.12% 144,102 $10.8M Reduce -2.1%
ITOT iShares Core S&P Total U.S. 1.80% 68,115 $9.2M Reduce -2.7%
DIVO Amplify CWP Enhan Divid ETF 1.46% 175,339 $7.5M Add +6.1%
VYM Vanguard High DVD Yield ETF 1.44% 55,271 $7.4M Add +5.7%
PEY Invesco High Yield Equity Di 1.31% 326,848 $6.7M Add +6.9%
MSFT Microsoft Corp. 1.30% 13,280 $6.6M Add +1.1%
ILCG iShares Morningstar Growth E 1.29% 68,045 $6.6M Add +23.3%
SCHD Schwab US DVD Equity ETF 1.27% 244,259 $6.5M Add +6.6%
VONG Vanguard Russell 1000 Growth 1.27% 59,127 $6.5M Add +23.4%
PAVE Global X US Infrastructure 1.24% 145,576 $6.3M Add +24.3%
SCZ iShares MSCI Eafe Small-Cap 1.22% 85,576 $6.2M Reduce -14.6%
PGX Invesco Preferred ETF 1.05% 481,270 $5.4M Add +8.4%
XLE SS Energy Select Sector 1.04% 62,660 $5.3M Reduce -2.8%
FDL First Trust Morn DVD Lead Inc. 1.00% 121,570 $5.1M Add +9.0%
DBEF Xtrackers MSCI Eafe Hedged E 0.95% 111,187 $4.9M Add +10.4%
PFF iShares Preferred & Income S 0.84% 139,908 $4.3M Add +10.8%
IGLB iShares 10+ Year Inv GR Corp. 0.83% 83,818 $4.2M Add +10.4%
IVV iShares Core S&P 500 ETF 0.79% 6,468 $4.0M No change
PFXF Vaneck Pref Sec X-Financials 0.78% 233,586 $4.0M Add +12.0%
PGF Invesco Financial Preferred 0.76% 275,264 $3.9M Add +12.0%
AAPL Apple Inc. 0.76% 18,827 $3.9M Add +4.4%
PSK SS SPDR Ice Pref Sec ETF 0.58% 93,623 $3.0M Reduce -0.9%
VYMI Vanguard Int High DVD YLD Inc. 0.54% 34,259 $2.7M Add +18.5%
DEM Wisdomtree Emerging Markets 0.52% 58,526 $2.7M Add +19.7%
MDYG SS SPDR S&P 400 MC GR ETF 0.50% 29,446 $2.6M Reduce -0.1%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.49% 26,990 $2.5M No change
SCHA Schwab US Small-Cap ETF 0.47% 95,297 $2.4M Reduce -0.4%
CWB SS SPDR BB Conv Sec ETF 0.45% 27,776 $2.3M Reduce -1.8%
IEO iShares U.S. Oil & Gas Explo 0.45% 25,723 $2.3M Add +23.6%
CSB Victoryshares US Small Cap H 0.42% 38,395 $2.1M Reduce -0.5%
SPLV Invesco S&P 500 Low Volatili 0.42% 29,152 $2.1M Reduce -4.6%
IWB iShares Russell 1000 ETF 0.41% 6,153 $2.1M No change
UNM Unum Group 0.39% 24,376 $2.0M No change
AMZN Amazon.com Inc. 0.38% 8,813 $1.9M Add +1.6%
SW Smurfit Westrock PLC 0.37% 44,001 $1.9M No change
RWK Invesco S&P Midcap 400 Rev 0.37% 16,156 $1.9M Reduce -0.7%
TFC Truist Financial Corp. 0.37% 43,378 $1.9M No change
MCHP Microchip Technology Inc. 0.35% 25,552 $1.8M New
DSI iShares ESG MSCI KLD 400 ETF 0.35% 15,166 $1.8M Add +0.7%
SRLN SS Blackstone Sr Loan ETF 0.34% 42,220 $1.8M Reduce -0.1%
SCHG Schwab US Large-Cap Growth 0.33% 57,743 $1.7M Add +8.6%
IWR iShares Russell Mid-Cap ETF 0.33% 18,173 $1.7M No change
VZ Verizon Communications Inc. 0.32% 37,833 $1.6M Add +0.1%
SDY SS SPDR S&P Dividend ETF 0.31% 11,834 $1.6M Reduce -2.1%
USB US Bancorp 0.31% 35,051 $1.6M No change
MLPX Global X MLP & Energy Infras 0.31% 25,279 $1.6M Reduce -0.7%
IP International Paper Co. 0.31% 33,437 $1.6M No change
SMG Scotts Miracle-Gro Co. 0.31% 23,650 $1.6M Add +64.8%
NTR Nutrien Ltd. 0.30% 26,288 $1.5M No change
CCI Crown Castle Inc. 0.30% 14,833 $1.5M No change
TD Toronto-Dominion Bank 0.30% 20,607 $1.5M Reduce -2.1%
BLK BlackRock Inc. 0.29% 1,428 $1.5M No change
HII Huntington Ingalls Industrie 0.29% 6,075 $1.5M No change
LGOV First TR Long Duration O-ETF 0.28% 66,854 $1.4M Reduce -0.1%
CVS CVS Health Corp. 0.28% 20,537 $1.4M No change
PWB Invesco Large Cap Growth ETF 0.28% 11,952 $1.4M Add +10.4%
PFFD Global X US Preferred ETF 0.27% 74,370 $1.4M Reduce -1.3%
CNQ Canadian Natural Resources 0.27% 44,550 $1.4M No change
FTEC Fidelity MSCI Info Tech Indx 0.27% 7,006 $1.4M Add +10.6%
FTSL First Trust Senior Loan ETF 0.27% 29,911 $1.4M Reduce -1.2%
MS Morgan Stanley 0.26% 9,583 $1.3M No change
TU Telus Corp. 0.26% 81,856 $1.3M No change
WTRG Essential Utilities Inc. 0.26% 35,350 $1.3M No change
FHN First Horizon Corp. 0.25% 60,075 $1.3M No change
SPHQ Invesco S&P 500 Quality ETF 0.25% 17,636 $1.3M Add +11.0%
VWOB Vanguard Emerg MKTS Gov BND 0.25% 19,144 $1.3M Reduce -0.2%
SLYG SS SPDR S&P 600 SC GR ETF 0.24% 14,042 $1.2M Reduce -0.5%
SPXN Proshares S&P 500 Ex-Financi 0.24% 18,714 $1.2M Add +11.6%
MMM 3M Co. 0.24% 8,138 $1.2M Reduce -2.4%
T AT&T Inc. 0.24% 42,531 $1.2M Add +0.0%
SEE Sealed Air Corp. 0.24% 39,500 $1.2M Add +4.1%
VAC Marriott Vacations World 0.24% 16,950 $1.2M No change
QUAL iShares MSCI USA Quality Fac 0.24% 6,660 $1.2M Add +11.1%
IUSG iShares Core S&P U.S. Growth 0.24% 8,070 $1.2M Add +11.9%
LMT Lockheed Martin Corp. 0.24% 2,601 $1.2M No change
WMT Walmart Inc. 0.24% 12,261 $1.2M Add +0.1%
APD Air Products & Chemicals Inc. 0.23% 4,247 $1.2M No change
O Realty Income Corp. 0.23% 20,619 $1.2M No change
MDT Medtronic PLC 0.23% 13,626 $1.2M No change
CDL Victoryshares US Large Cap H 0.23% 17,836 $1.2M Reduce -8.3%
PEP Pepsico Inc. 0.23% 8,879 $1.2M Add +207.1%
GOOGL Alphabet Inc. Class A 0.23% 6,593 $1.2M Reduce -1.4%
MET Metlife Inc. 0.23% 14,273 $1.1M No change
UPS United Parcel Service Class B 0.22% 11,175 $1.1M No change
NVDA Nvidia Corp. 0.22% 7,110 $1.1M Add +191.8%
FDIS Fidelity MSCI Cons Discr Ind 0.22% 11,902 $1.1M Add +12.6%
AES AES Corp. 0.22% 105,975 $1.1M Add +4.8%
SSB Southstate Bank Corp. 0.22% 12,084 $1.1M No change
CVE Cenovus Energy Inc. 0.22% 80,750 $1.1M No change
LYB Lyondellbasell Indu Class A 0.21% 18,706 $1.1M Add +19.3%
UGI Ugi Corp. 0.21% 29,575 $1.1M No change

Show all 921 holdings

Other holdings (4): bonds, preferreds, convertibles and warrants · $27K (not counted above)
SecurityClassShares / PrincipalValueChange
HTZWW Hertz Global Hldgs Inc. -CW51 *W EXP 06/30/205 7,403$27KNo change
ALURW Allurion Technologies-28 *W EXP 08/01/203 6$0No change
LDTDF Prospector Leddartech Alm-28 *W EXP 12/21/202 22$0No change
ASBPW Aspire Biopharma Holdin-CW27 *W EXP 02/14/203 10$0New

Total filed on the 13F, all lines: $510.1M.

Portfolio Sells Q1 2025 → Q2 2025
XLE SS Energy Select Sector Reduce -2.8% 1.04% −0.26
DLS Wisdomtree Intl S/C DVD Fund Reduce -78.7% 0.07% −0.25
RPG Invesco S&P 500 Pure Growth Reduce -57.3% 0.17% −0.19
CWI State Street SPDR MSCI Acwi Reduce -75.7% 0.05% −0.16
SCZ iShares MSCI Eafe Small-Cap Reduce -14.6% 1.22% −0.16
SPTN Spartannash Co. Reduce -84.5% 0.03% −0.15
BCH Banco DE Chile-ADR Reduce -94.1% 0.01% −0.14
VIV Telefonica Brasil-ADR Reduce -94.4% 0.01% −0.14
PPL PPL Corp. Reduce -96.3% 0.00% −0.14
PDCO Patterson Cos Inc. Sold out 0.00% −0.11
RZG Invesco S&P Smallcap 600 Pur Reduce -38.7% 0.15% −0.10
PSK SS SPDR Ice Pref Sec ETF Reduce -0.9% 0.58% −0.08
SPLV Invesco S&P 500 Low Volatili Reduce -4.6% 0.42% −0.08
BUD Anheuser-Busch Inbev-SPN ADR Reduce -87.5% 0.01% −0.07
EMLP First Trust North American E Reduce -23.5% 0.15% −0.07
CSB Victoryshares US Small Cap H Reduce -0.5% 0.42% −0.06
BSAC Banco Santander-Chile-ADR Reduce -88.5% 0.01% −0.06
JCI Johnson Controls Internation Reduce -78.9% 0.02% −0.06
CDL Victoryshares US Large Cap H Reduce -8.3% 0.23% −0.06
RTX RTX Corp. Reduce -37.8% 0.09% −0.05
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -2.1% 2.12% −0.05
IEFA iShares Core MSCI Eafe ETF Reduce -68.8% 0.02% −0.05
ITOT iShares Core S&P Total U.S. Reduce -2.7% 1.80% −0.05
MLPX Global X MLP & Energy Infras Reduce -0.7% 0.31% −0.04
SDY SS SPDR S&P Dividend ETF Reduce -2.1% 0.31% −0.04
RTH Vaneck Retail ETF Reduce -31.3% 0.07% −0.04
BTI British American Tob-SP ADR Reduce -19.5% 0.18% −0.04
PFFD Global X US Preferred ETF Reduce -1.3% 0.27% −0.04
FL Foot Locker Inc. Sold out 0.00% −0.04
SDOG Alps Sector Dividend Dogs Reduce -5.6% 0.19% −0.04
SRLN SS Blackstone Sr Loan ETF Reduce -0.1% 0.34% −0.03
ING ING Groep N.V.-Sponsored ADR Reduce -15.6% 0.18% −0.03
LGOV First TR Long Duration O-ETF Reduce -0.1% 0.28% −0.03
FTSL First Trust Senior Loan ETF Reduce -1.2% 0.27% −0.03
SMFG Sumitomo Mitsui-Spons ADR Reduce -1.9% 0.17% −0.03
MMM 3M Co. Reduce -2.4% 0.24% −0.02
CTVA Corteva Inc. Sold out 0.00% −0.02
DVY iShares Select Dividend ETF Reduce -6.1% 0.12% −0.02
KO The Coca-Cola Co. Reduce -3.0% 0.14% −0.02
VWOB Vanguard Emerg MKTS Gov BND Reduce -0.2% 0.25% −0.02
VEA Vanguard Ftse Developed ETF Reduce -38.1% 0.03% −0.02
DE Deere & Co. Reduce -88.2% 0.00% −0.02
CWB SS SPDR BB Conv Sec ETF Reduce -1.8% 0.45% −0.02
IBM Intl Business Machines Corp. Reduce -47.6% 0.02% −0.02
MA Mastercard Inc. Class A Reduce -74.9% 0.01% −0.02
XSHD Invesco S&P Smallcap High Di Reduce -0.3% 0.12% −0.02
IDV iShares International Select Sold out 0.00% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -72.3% 0.01% −0.02
TRV The Travelers Cos Inc. Reduce -20.2% 0.04% −0.02
DAN Dana Inc. Reduce -43.9% 0.03% −0.01

Portfolio Buys Q1 2025 → Q2 2025
SPYG SS SPDR P S&P 500 Growth ETF Add +7.9% 3.61% +0.49
IWY iShares Russell Top 200 Grow Add +7.2% 3.76% +0.44
MCHP Microchip Technology Inc. New 0.35% +0.35
ILCG iShares Morningstar Growth E Add +23.3% 1.29% +0.33
VONG Vanguard Russell 1000 Growth Add +23.4% 1.27% +0.30
PAVE Global X US Infrastructure Add +24.3% 1.24% +0.29
OEF iShares S&P 100 ETF Add +7.2% 3.28% +0.27
SCHX Schwab US Large-Cap ETF Add +7.8% 3.31% +0.24
SPYM Ste STR SPDR PT S&P 500 ETF Add +7.7% 3.30% +0.24
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +7.5% 3.14% +0.23
MSFT Microsoft Corp. Add +1.1% 1.30% +0.23
HST Host Hotels & Resorts Inc. Add +27671.7% 0.19% +0.19
NVDA Nvidia Corp. Add +191.8% 0.22% +0.16
POR Portland General Electric Co. New 0.16% +0.16
CPB The Campbell's Company New 0.16% +0.16
ARE Alexandria Real Estate Equit Add +17580.7% 0.16% +0.15
AMD Advanced Micro Devices Add +1791.8% 0.16% +0.15
PEP Pepsico Inc. Add +207.1% 0.23% +0.14
SMG Scotts Miracle-Gro Co. Add +64.8% 0.31% +0.14
SLB SLB Ltd. Add +226.6% 0.20% +0.11
KRC Kilroy Realty Corp. New 0.11% +0.11
SO The Southern Co. Add +1982.6% 0.10% +0.10
DOW Dow Inc. Add +238.3% 0.16% +0.09
VYMI Vanguard Int High DVD YLD Inc. Add +18.5% 0.54% +0.08
DEM Wisdomtree Emerging Markets Add +19.7% 0.52% +0.07
UNH Unitedhealth Group Inc. Add +2555.6% 0.07% +0.07
IQV Iqvia Holdings Inc. Add +19772.7% 0.07% +0.07
ASML ASML Holding NV-NY Reg SHS New 0.06% +0.06
TX Ternium SA-Sponsored ADR Add +166.2% 0.10% +0.06
PWB Invesco Large Cap Growth ETF Add +10.4% 0.28% +0.05
FTEC Fidelity MSCI Info Tech Indx Add +10.6% 0.27% +0.05
BIIB Biogen Inc. New 0.05% +0.05
SCHG Schwab US Large-Cap Growth Add +8.6% 0.33% +0.04
HUN Huntsman Corp. Add +140.8% 0.14% +0.04
IUSG iShares Core S&P U.S. Growth Add +11.9% 0.24% +0.04
SWK Stanley Black & Decker Inc. Add +54.1% 0.19% +0.03
IVW iShares S&P 500 Growth ETF Add +51.5% 0.08% +0.03
SPXN Proshares S&P 500 Ex-Financi Add +11.6% 0.24% +0.03
PFXF Vaneck Pref Sec X-Financials Add +12.0% 0.78% +0.03
XLG Invesco S&P 500 Top 50 ETF Add +54.7% 0.07% +0.03
FDIS Fidelity MSCI Cons Discr Ind Add +12.6% 0.22% +0.03
XMMO Invesco S&P Midcap Momentum Add +55.7% 0.07% +0.03
IWL iShares Russell Top 200 ETF Add +54.7% 0.07% +0.02
STM Stmicroelectronics NV-NY SHS Add +0.0% 0.12% +0.02
AMZN Amazon.com Inc. Add +1.6% 0.38% +0.02
IEO iShares U.S. Oil & Gas Explo Add +23.6% 0.45% +0.02
META Meta Platforms Inc. Class A Add +33.0% 0.06% +0.02
SPHQ Invesco S&P 500 Quality ETF Add +11.0% 0.25% +0.02
GLD SPDR Gold Shares Add +36.2% 0.07% +0.02
QUAL iShares MSCI USA Quality Fac Add +11.1% 0.24% +0.02

Notes & Other Activity Q1 2025 → Q2 2025
ASBPW Aspire Biopharma Holdin-CW27 *W EXP 02/14/203 New 10 $0

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 801$558.8MSPYG, IWY, SCHX, SPYM, VV
Q1 2026 845$523.3MFDL, IWY, SPYG, SCHX, SPYM
Q4 2025 843$546.1MIWY, SPYG, OEF, SCHX, SPYM
Q3 2025 867$540.5MIWY, SPYG, OEF, SCHX, SPYM
Q2 2025 921$510.1MIWY, SPYG, SCHX, SPYM, OEF
Q1 2025 959$461.7MIWY, SPYG, SCHX, SPYM, OEF
Q4 2024 938$455.2MIWY, SPYG, OEF, SCHX, SPYM
Q3 2024 967$457.6MIWY, SPYG, SPYM, SCHX, OEF
Q2 2024 1,048$428.0MIWY, SPYG, SPYM, OEF, SCHX
Q1 2024 1,024$427.6MIWY, SPYM, SCHX, SPYG, OEF