Investors Research Corp
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 2, 2025), Investors Research Corp reported 867 stock positions worth $540.5 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 4.1% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 3.9%) and iShares S&P 100 ETF (OEF, 3.5%). Compared with Q2 2025, it opened 31 new positions, sold out of 85, added to 124 and reduced 122. The biggest buy was iShares Russell Top 200 Grow (IWY, shares +4%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001730630
- Portfolio Value
- $540.5M (Q3 2025)
- SEC Filing
- 0001062993-25-015895 ↗ filed Oct 2, 2025
Holdings Value
Holdings 867 stocks · $540.5M
| IWY iShares Russell Top 200 Grow | 4.08% | 80,543 | $22.0M | Add +3.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.88% | 200,719 | $21.0M | Add +3.9% |
| OEF iShares S&P 100 ETF | 3.51% | 56,976 | $19.0M | Add +3.8% |
| SCHX Schwab US Large-Cap ETF | 3.50% | 718,014 | $18.9M | Add +4.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.50% | 241,191 | $18.9M | Add +4.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.32% | 58,347 | $18.0M | Add +3.9% |
| FTCS First Trust Capital Strength | 2.89% | 166,534 | $15.6M | Add +4.6% |
| VSDA Victoryshares Dividend Accel | 2.81% | 284,357 | $15.2M | Add +4.8% |
| FHLC Fidelity MSCI Health Care | 2.54% | 205,435 | $13.7M | Add +5.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.13% | 143,057 | $11.5M | Reduce -0.7% |
| ITOT iShares Core S&P Total U.S. | 1.80% | 66,915 | $9.7M | Reduce -1.8% |
| DIVO Amplify CWP Enhan Divid ETF | 1.50% | 182,045 | $8.1M | Add +3.8% |
| VYM Vanguard High DVD Yield ETF | 1.49% | 57,157 | $8.1M | Add +3.4% |
| VONG Vanguard Russell 1000 Growth | 1.46% | 65,305 | $7.9M | Add +10.4% |
| ILCG iShares Morningstar Growth E | 1.45% | 75,205 | $7.8M | Add +10.5% |
| PAVE Global X US Infrastructure | 1.42% | 161,518 | $7.7M | Add +10.9% |
| PEY Invesco High Yield Equity Di | 1.33% | 341,508 | $7.2M | Add +4.5% |
| SCHD Schwab US DVD Equity ETF | 1.29% | 254,574 | $6.9M | Add +4.2% |
| MSFT Microsoft Corp. | 1.28% | 13,332 | $6.9M | Add +0.4% |
| PGX Invesco Preferred ETF | 1.09% | 508,239 | $5.9M | Add +5.6% |
| FDL First Trust Morn DVD Lead Inc. | 1.03% | 128,810 | $5.6M | Add +6.0% |
| SCZ iShares MSCI Eafe Small-Cap | 1.03% | 72,881 | $5.6M | Reduce -14.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 1.01% | 117,980 | $5.5M | Add +6.1% |
| XLE SS Energy Select Sector | 0.97% | 58,978 | $5.3M | Reduce -5.9% |
| PFF iShares Preferred & Income S | 0.88% | 149,729 | $4.7M | Add +7.0% |
| AAPL Apple Inc. | 0.86% | 18,196 | $4.6M | Reduce -3.4% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.85% | 89,522 | $4.6M | Add +6.8% |
| PFXF Vaneck Pref Sec X-Financials | 0.83% | 251,453 | $4.5M | Add +7.7% |
| PGF Invesco Financial Preferred | 0.80% | 297,084 | $4.3M | Add +7.9% |
| IVV iShares Core S&P 500 ETF | 0.80% | 6,468 | $4.3M | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.60% | 38,032 | $3.2M | Add +11.0% |
| PSK SS SPDR Ice Pref Sec ETF | 0.57% | 92,591 | $3.1M | Reduce -1.1% |
| DEM Wisdomtree Emerging Markets | 0.56% | 65,501 | $3.0M | Add +11.9% |
| IEO iShares U.S. Oil & Gas Explo | 0.50% | 29,132 | $2.7M | Add +13.3% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.49% | 28,823 | $2.6M | Reduce -2.1% |
| SCHA Schwab US Small-Cap ETF | 0.49% | 94,109 | $2.6M | Reduce -1.3% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.45% | 26,990 | $2.4M | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.39% | 28,612 | $2.1M | Reduce -1.9% |
| TFC Truist Financial Corp. | 0.37% | 43,678 | $2.0M | Add +0.7% |
| AMZN Amazon.com Inc. | 0.36% | 8,763 | $1.9M | Reduce -0.6% |
| SCHG Schwab US Large-Cap Growth | 0.36% | 60,267 | $1.9M | Add +4.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.35% | 15,135 | $1.9M | Reduce -0.2% |
| UNM Unum Group | 0.35% | 24,376 | $1.9M | No change |
| SW Smurfit Westrock PLC | 0.34% | 43,776 | $1.9M | Reduce -0.5% |
| SRLN SS Blackstone Sr Loan ETF | 0.32% | 42,165 | $1.8M | Reduce -0.1% |
| HII Huntington Ingalls Industrie | 0.32% | 6,075 | $1.7M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.32% | 17,704 | $1.7M | Reduce -2.6% |
| CSB Victoryshares US Small Cap H | 0.31% | 28,685 | $1.7M | Reduce -25.3% |
| USB US Bancorp | 0.31% | 34,836 | $1.7M | Reduce -0.6% |
| BLK BlackRock Inc. | 0.31% | 1,441 | $1.7M | Add +0.9% |
| VZ Verizon Communications Inc. | 0.31% | 37,913 | $1.7M | Add +0.2% |
| MCHP Microchip Technology Inc. | 0.30% | 25,555 | $1.6M | Add +0.0% |
| FTEC Fidelity MSCI Info Tech Indx | 0.30% | 7,350 | $1.6M | Add +4.9% |
| SDY SS SPDR S&P Dividend ETF | 0.30% | 11,530 | $1.6M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 0.30% | 6,593 | $1.6M | No change |
| PWB Invesco Large Cap Growth ETF | 0.29% | 12,575 | $1.6M | Add +5.2% |
| IP International Paper Co. | 0.29% | 33,437 | $1.6M | No change |
| CVS CVS Health Corp. | 0.29% | 20,537 | $1.5M | No change |
| NTR Nutrien Ltd. | 0.29% | 26,288 | $1.5M | No change |
| MLPX Global X MLP & Energy Infras | 0.28% | 24,480 | $1.5M | Reduce -3.2% |
| MS Morgan Stanley | 0.28% | 9,458 | $1.5M | Reduce -1.3% |
| LGOV First TR Long Duration O-ETF | 0.27% | 66,761 | $1.5M | Reduce -0.1% |
| CCI Crown Castle Inc. | 0.26% | 14,833 | $1.4M | No change |
| SPXN Proshares S&P 500 Ex-Financi | 0.26% | 19,815 | $1.4M | Add +5.9% |
| CNQ Canadian Natural Resources | 0.26% | 44,550 | $1.4M | No change |
| PFFD Global X US Preferred ETF | 0.26% | 72,659 | $1.4M | Reduce -2.3% |
| WTRG Essential Utilities Inc. | 0.26% | 35,350 | $1.4M | No change |
| IUSG iShares Core S&P U.S. Growth | 0.26% | 8,531 | $1.4M | Add +5.7% |
| SEE Sealed Air Corp. | 0.26% | 39,500 | $1.4M | No change |
| AES AES Corp. | 0.26% | 105,975 | $1.4M | No change |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 7,156 | $1.4M | Add +7.5% |
| CVE Cenovus Energy Inc. | 0.25% | 80,750 | $1.4M | No change |
| FTSL First Trust Senior Loan ETF | 0.25% | 29,911 | $1.4M | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.25% | 18,678 | $1.4M | Add +5.9% |
| INTC Intel Corp. | 0.25% | 40,597 | $1.4M | Add +0.7% |
| FHN First Horizon Corp. | 0.25% | 60,075 | $1.4M | No change |
| SMG Scotts Miracle-Gro Co. | 0.25% | 23,653 | $1.3M | Add +0.0% |
| NVDA Nvidia Corp. | 0.25% | 7,110 | $1.3M | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.24% | 13,931 | $1.3M | Reduce -0.8% |
| MDT Medtronic PLC | 0.24% | 13,721 | $1.3M | Add +0.7% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.24% | 12,659 | $1.3M | Add +6.4% |
| LMT Lockheed Martin Corp. | 0.24% | 2,601 | $1.3M | No change |
| TU Telus Corp. | 0.24% | 81,856 | $1.3M | No change |
| VWOB Vanguard Emerg MKTS Gov BND | 0.24% | 19,144 | $1.3M | No change |
| CAG Conagra Brands Inc. | 0.24% | 69,825 | $1.3M | Add +6395.4% |
| CWB SS SPDR BB Conv Sec ETF | 0.24% | 14,098 | $1.3M | Reduce -49.2% |
| WMT Walmart Inc. | 0.23% | 12,268 | $1.3M | Add +0.1% |
| O Realty Income Corp. | 0.23% | 20,619 | $1.3M | No change |
| PEP Pepsico Inc. | 0.23% | 8,891 | $1.2M | Add +0.1% |
| VLO Valero Energy Corp. | 0.23% | 7,154 | $1.2M | No change |
| T AT&T Inc. | 0.22% | 42,590 | $1.2M | Add +0.1% |
| R Ryder System Inc. | 0.22% | 6,375 | $1.2M | Reduce -1.5% |
| SSB Southstate Bank Corp. | 0.22% | 12,084 | $1.2M | No change |
| CDL Victoryshares US Large Cap H | 0.22% | 17,085 | $1.2M | Reduce -4.2% |
| MET Metlife Inc. | 0.22% | 14,273 | $1.2M | No change |
| APD Air Products & Chemicals Inc. | 0.21% | 4,247 | $1.2M | No change |
| APA Apa Corp. | 0.21% | 47,357 | $1.1M | No change |
| LW Lamb Weston Holdings Inc. | 0.21% | 19,750 | $1.1M | No change |
| VAC Marriott Vacations World | 0.21% | 16,950 | $1.1M | No change |
| VLY Valley National Bancorp | 0.20% | 103,900 | $1.1M | No change |
Other holdings (3): bonds, preferreds, convertibles and warrants · $71 (not counted above)
Total filed on the 13F, all lines: $540.5M.
Portfolio Sells Q2 2025 → Q3 2025
| IWB iShares Russell 1000 ETF | Reduce -83.5% | 0.07% | −0.34 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -61.7% | 0.14% | −0.23 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -49.2% | 0.24% | −0.21 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -14.8% | 1.03% | −0.18 |
| BTI British American Tob-SP ADR | Reduce -93.8% | 0.01% | −0.17 |
| BWA Borgwarner Inc. | Reduce -94.2% | 0.01% | −0.14 |
| SNN Smith & Nephew PLC -Spon ADR | Sold out | 0.00% | −0.13 |
| TD Toronto-Dominion Bank | Reduce -43.2% | 0.17% | −0.12 |
| MMM 3M Co. | Reduce -48.9% | 0.12% | −0.12 |
| HSBC HSBC Holdings PLC-Spons ADR | Sold out | 0.00% | −0.12 |
| CSB Victoryshares US Small Cap H | Reduce -25.3% | 0.31% | −0.10 |
| TELFY Telefonica SA-Spon ADR | Reduce -97.7% | 0.00% | −0.09 |
| GS Goldman Sachs Group Inc. | Reduce -63.9% | 0.06% | −0.09 |
| XLE SS Energy Select Sector | Reduce -5.9% | 0.97% | −0.07 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -63.4% | 0.04% | −0.06 |
| MO Altria Group Inc. | Reduce -61.0% | 0.04% | −0.06 |
| RTH Vaneck Retail ETF | Reduce -75.5% | 0.02% | −0.05 |
| B Barrick Gold Corp. | Sold out | 0.00% | −0.05 |
| CWI State Street SPDR MSCI Acwi | Reduce -89.4% | 0.01% | −0.05 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -64.1% | 0.03% | −0.04 |
| BRFS BRF SA-ADR | Sold out | 0.00% | −0.04 |
| BMO Bank of Montreal | Reduce -96.9% | 0.00% | −0.04 |
| DB Deutsche Bank AG-Registered | Reduce -57.9% | 0.04% | −0.04 |
| BAC Bank of America Corp. | Reduce -25.6% | 0.13% | −0.04 |
| BNS Bank of Nova Scotia | Sold out | 0.00% | −0.03 |
| SPTN Spartannash Co. | Sold out | 0.00% | −0.03 |
| NMR Nomura Holdings Inc.-Spon ADR | Sold out | 0.00% | −0.03 |
| SW Smurfit Westrock PLC | Reduce -0.5% | 0.34% | −0.03 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -1.9% | 0.39% | −0.03 |
| MLPX Global X MLP & Energy Infras | Reduce -3.2% | 0.28% | −0.03 |
| EMR Emerson Electric Co. | Reduce -14.8% | 0.10% | −0.03 |
| KT KT Corp.-SP ADR | Sold out | 0.00% | −0.03 |
| SCS Steelcase Inc. Class A | Reduce -86.7% | 0.01% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.36% | −0.02 |
| HBI Hanesbrands Inc. | Sold out | 0.00% | −0.02 |
| SDOG Alps Sector Dividend Dogs | Reduce -10.4% | 0.17% | −0.02 |
| WPP WPP PLC-Sponsored ADR | Reduce -0.8% | 0.04% | −0.02 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -0.1% | 0.32% | −0.02 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.02 |
| E Eni SPA-Sponsored ADR | Reduce -26.9% | 0.05% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -21.4% | 0.07% | −0.02 |
| SPHR Sphere Entertainment Co. | Sold out | 0.00% | −0.02 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -1.1% | 0.57% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.6% | 0.30% | −0.02 |
| RWX State Street SPDR Dow Jones | Reduce -8.4% | 0.10% | −0.01 |
| JCI Johnson Controls Internation | Reduce -72.2% | 0.01% | −0.01 |
| PFFD Global X US Preferred ETF | Reduce -2.3% | 0.26% | −0.01 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -2.1% | 0.49% | −0.01 |
| CDL Victoryshares US Large Cap H | Reduce -4.2% | 0.22% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| IWY iShares Russell Top 200 Grow | Add +3.5% | 4.08% | +0.32 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.9% | 3.88% | +0.27 |
| OEF iShares S&P 100 ETF | Add +3.8% | 3.51% | +0.23 |
| CAG Conagra Brands Inc. | Add +6395.4% | 0.24% | +0.23 |
| RYN Rayonier Inc. | Add +13297.7% | 0.20% | +0.20 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.2% | 3.50% | +0.20 |
| VONG Vanguard Russell 1000 Growth | Add +10.4% | 1.46% | +0.19 |
| SCHX Schwab US Large-Cap ETF | Add +4.0% | 3.50% | +0.19 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +3.9% | 3.32% | +0.18 |
| PAVE Global X US Infrastructure | Add +10.9% | 1.42% | +0.18 |
| ILCG iShares Morningstar Growth E | Add +10.5% | 1.45% | +0.16 |
| FHLC Fidelity MSCI Health Care | Add +5.4% | 2.54% | +0.10 |
| INTC Intel Corp. | Add +0.7% | 0.25% | +0.07 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +6.1% | 1.01% | +0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +11.0% | 0.60% | +0.06 |
| VSDA Victoryshares Dividend Accel | Add +4.8% | 2.81% | +0.06 |
| IEO iShares U.S. Oil & Gas Explo | Add +13.3% | 0.50% | +0.05 |
| FTCS First Trust Capital Strength | Add +4.6% | 2.89% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +3.4% | 1.49% | +0.05 |
| PFXF Vaneck Pref Sec X-Financials | Add +7.7% | 0.83% | +0.04 |
| PGF Invesco Financial Preferred | Add +7.9% | 0.80% | +0.04 |
| PGX Invesco Preferred ETF | Add +5.6% | 1.09% | +0.04 |
| DIVO Amplify CWP Enhan Divid ETF | Add +3.8% | 1.50% | +0.04 |
| DEM Wisdomtree Emerging Markets | Add +11.9% | 0.56% | +0.04 |
| FDL First Trust Morn DVD Lead Inc. | Add +6.0% | 1.03% | +0.04 |
| PFF iShares Preferred & Income S | Add +7.0% | 0.88% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Add +4.9% | 0.30% | +0.03 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +6.8% | 0.85% | +0.03 |
| SO The Southern Co. | Add +28.6% | 0.13% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +4.4% | 0.36% | +0.03 |
| PEY Invesco High Yield Equity Di | Add +4.5% | 1.33% | +0.02 |
| IUSG iShares Core S&P U.S. Growth | Add +5.7% | 0.26% | +0.02 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +6.4% | 0.24% | +0.02 |
| SPXN Proshares S&P 500 Ex-Financi | Add +5.9% | 0.26% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +23.4% | 0.10% | +0.02 |
| ADBE Adobe Inc. | Add +36.6% | 0.13% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +7.5% | 0.26% | +0.02 |
| XLG Invesco S&P 500 Top 50 ETF | Add +19.7% | 0.09% | +0.02 |
| KRC Kilroy Realty Corp. | Add +0.0% | 0.13% | +0.02 |
| BLK BlackRock Inc. | Add +0.9% | 0.31% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +4.2% | 1.29% | +0.02 |
| PWB Invesco Large Cap Growth ETF | Add +5.2% | 0.29% | +0.02 |
| IWL iShares Russell Top 200 ETF | Add +20.0% | 0.08% | +0.02 |
| XMMO Invesco S&P Midcap Momentum | Add +20.7% | 0.08% | +0.01 |
| ARE Alexandria Real Estate Equit | Add +0.0% | 0.17% | +0.01 |
| JNJ Johnson & Johnson | Add +1.6% | 0.08% | +0.01 |
| LION Lionsgate Studios Corp. | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +9.5% | 0.04% | +0.01 |
| MDT Medtronic PLC | Add +0.7% | 0.24% | +0.01 |
| HD Home Depot Inc. | Add +1.0% | 0.14% | +0.01 |
Notes & Other Activity Q2 2025 → Q3 2025
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | Reduce -99.7% | 19 | $71 |
| LDTDF Prospector Leddartech Alm-28 | *W EXP 12/21/202 | Sold out | 22 | $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 |