Investors Research Corp
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), Investors Research Corp reported 843 stock positions worth $546.1 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 4.2% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 4.0%) and iShares S&P 100 ETF (OEF, 3.7%). Compared with Q3 2025, it opened 37 new positions, sold out of 64, added to 96 and reduced 253. The biggest buy was Fidelity MSCI Health Care (FHLC, shares +4%) and the biggest sale an exit from Southstate Bank (SSB).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001730630
- Portfolio Value
- $546.1M (Q4 2025)
- SEC Filing
- 0001062993-26-000042 ↗ filed Jan 6, 2026
Holdings Value
Holdings 843 stocks · $546.1M
| IWY iShares Russell Top 200 Grow | 4.17% | 82,197 | $22.8M | Add +2.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.02% | 205,901 | $22.0M | Add +2.6% |
| OEF iShares S&P 100 ETF | 3.67% | 58,423 | $20.0M | Add +2.5% |
| SCHX Schwab US Large-Cap ETF | 3.65% | 741,079 | $19.9M | Add +3.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.65% | 248,254 | $19.9M | Add +2.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.45% | 59,915 | $18.9M | Add +2.7% |
| FTCS First Trust Capital Strength | 2.92% | 172,565 | $16.0M | Add +3.6% |
| FHLC Fidelity MSCI Health Care | 2.90% | 213,079 | $15.8M | Add +3.7% |
| VSDA Victoryshares Dividend Accel | 2.85% | 294,790 | $15.6M | Add +3.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.13% | 141,148 | $11.6M | Reduce -1.3% |
| ITOT iShares Core S&P Total U.S. | 1.78% | 65,424 | $9.7M | Reduce -2.2% |
| VONG Vanguard Russell 1000 Growth | 1.58% | 70,717 | $8.6M | Add +8.3% |
| VYM Vanguard High DVD Yield ETF | 1.56% | 59,407 | $8.5M | Add +3.9% |
| ILCG iShares Morningstar Growth E | 1.55% | 81,507 | $8.5M | Add +8.4% |
| DIVO Amplify CWP Enhan Divid ETF | 1.55% | 189,755 | $8.4M | Add +4.2% |
| PAVE Global X US Infrastructure | 1.54% | 175,465 | $8.4M | Add +8.6% |
| SCHD Schwab US DVD Equity ETF | 1.34% | 267,435 | $7.3M | Add +5.0% |
| PEY Invesco High Yield Equity Di | 1.34% | 359,092 | $7.3M | Add +5.2% |
| MSFT Microsoft Corp. | 1.18% | 13,307 | $6.4M | Reduce -0.2% |
| PGX Invesco Preferred ETF | 1.11% | 540,521 | $6.1M | Add +6.3% |
| FDL First Trust Morn DVD Lead Inc. | 1.11% | 136,998 | $6.1M | Add +6.4% |
| DBEF Xtrackers MSCI Eafe Hedged E | 1.09% | 123,912 | $6.0M | Add +5.0% |
| XLE SS Energy Select Sector | 0.95% | 116,181 | $5.2M | Reduce -1.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.93% | 65,597 | $5.1M | Reduce -10.0% |
| PFF iShares Preferred & Income S | 0.92% | 161,415 | $5.0M | Add +7.8% |
| AAPL Apple Inc. | 0.90% | 18,087 | $4.9M | Reduce -0.6% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.89% | 96,181 | $4.9M | Add +7.4% |
| PFXF Vaneck Pref Sec X-Financials | 0.88% | 272,102 | $4.8M | Add +8.2% |
| PGF Invesco Financial Preferred | 0.84% | 322,794 | $4.6M | Add +8.7% |
| IVV iShares Core S&P 500 ETF | 0.81% | 6,479 | $4.4M | Add +0.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.69% | 42,041 | $3.8M | Add +10.5% |
| DEM Wisdomtree Emerging Markets | 0.63% | 73,266 | $3.4M | Add +11.8% |
| IEO iShares U.S. Oil & Gas Explo | 0.54% | 33,004 | $2.9M | Add +13.3% |
| PSK SS SPDR Ice Pref Sec ETF | 0.53% | 90,729 | $2.9M | Reduce -2.0% |
| SCHA Schwab US Small-Cap ETF | 0.49% | 93,859 | $2.7M | Reduce -0.3% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.48% | 28,452 | $2.6M | Reduce -1.3% |
| TFC Truist Financial Corp. | 0.39% | 43,678 | $2.1M | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.38% | 26,690 | $2.1M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 0.38% | 6,593 | $2.1M | No change |
| AMZN Amazon.com Inc. | 0.37% | 8,723 | $2.0M | Reduce -0.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.36% | 15,178 | $2.0M | Add +0.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.36% | 27,328 | $2.0M | Reduce -4.5% |
| SCHG Schwab US Large-Cap Growth | 0.36% | 59,784 | $2.0M | Reduce -0.8% |
| UNM Unum Group | 0.34% | 23,701 | $1.8M | Reduce -2.8% |
| USB US Bancorp | 0.33% | 33,782 | $1.8M | Reduce -3.0% |
| SRLN SS Blackstone Sr Loan ETF | 0.31% | 41,453 | $1.7M | Reduce -1.7% |
| IWR iShares Russell Mid-Cap ETF | 0.31% | 17,704 | $1.7M | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.30% | 7,228 | $1.6M | Reduce -1.7% |
| CSB Victoryshares US Small Cap H | 0.30% | 27,581 | $1.6M | Reduce -3.9% |
| NTR Nutrien Ltd. | 0.30% | 26,168 | $1.6M | Reduce -0.5% |
| SEE Sealed Air Corp. | 0.29% | 38,675 | $1.6M | Reduce -2.1% |
| CVS CVS Health Corp. | 0.29% | 20,143 | $1.6M | Reduce -1.9% |
| SDY SS SPDR S&P Dividend ETF | 0.29% | 11,425 | $1.6M | Reduce -0.9% |
| MCHP Microchip Technology Inc. | 0.29% | 24,932 | $1.6M | Reduce -2.4% |
| PWB Invesco Large Cap Growth ETF | 0.29% | 12,422 | $1.6M | Reduce -1.2% |
| VZ Verizon Communications Inc. | 0.28% | 36,882 | $1.5M | Reduce -2.7% |
| BLK BlackRock Inc. | 0.27% | 1,396 | $1.5M | Reduce -3.1% |
| AES AES Corp. | 0.27% | 103,725 | $1.5M | Reduce -2.1% |
| CNQ Canadian Natural Resources | 0.27% | 43,725 | $1.5M | Reduce -1.9% |
| INTC Intel Corp. | 0.27% | 39,997 | $1.5M | Reduce -1.5% |
| MLPX Global X MLP & Energy Infras | 0.27% | 24,176 | $1.5M | Reduce -1.2% |
| SPXN Proshares S&P 500 Ex-Financi | 0.27% | 19,704 | $1.5M | Reduce -0.6% |
| LGOV First TR Long Duration O-ETF | 0.26% | 65,213 | $1.4M | Reduce -2.3% |
| MS Morgan Stanley | 0.26% | 8,008 | $1.4M | Reduce -15.3% |
| IUSG iShares Core S&P U.S. Growth | 0.26% | 8,447 | $1.4M | Reduce -1.0% |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 7,135 | $1.4M | Reduce -0.3% |
| SPHQ Invesco S&P 500 Quality ETF | 0.26% | 18,630 | $1.4M | Reduce -0.3% |
| SMG Scotts Miracle-Gro Co. | 0.25% | 23,331 | $1.4M | Reduce -1.4% |
| WMT Walmart Inc. | 0.25% | 12,198 | $1.4M | Reduce -0.6% |
| PFFD Global X US Preferred ETF | 0.25% | 71,863 | $1.4M | Reduce -1.1% |
| NVDA Nvidia Corp. | 0.25% | 7,284 | $1.4M | Add +2.5% |
| FTSL First Trust Senior Loan ETF | 0.25% | 29,539 | $1.4M | Reduce -1.2% |
| CVE Cenovus Energy Inc. | 0.25% | 79,125 | $1.3M | Reduce -2.0% |
| WTRG Essential Utilities Inc. | 0.24% | 34,650 | $1.3M | Reduce -2.0% |
| MDT Medtronic PLC | 0.24% | 13,721 | $1.3M | No change |
| IP International Paper Co. | 0.24% | 33,437 | $1.3M | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.24% | 13,895 | $1.3M | Reduce -0.3% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.24% | 12,646 | $1.3M | Reduce -0.1% |
| CCI Crown Castle Inc. | 0.24% | 14,533 | $1.3M | Reduce -2.0% |
| PEP Pepsico Inc. | 0.23% | 8,816 | $1.3M | Reduce -0.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.23% | 18,683 | $1.3M | Reduce -2.4% |
| LMT Lockheed Martin Corp. | 0.23% | 2,601 | $1.3M | No change |
| SW Smurfit Westrock PLC | 0.23% | 31,820 | $1.2M | Reduce -27.3% |
| R Ryder System Inc. | 0.22% | 6,375 | $1.2M | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.22% | 13,614 | $1.2M | Reduce -3.4% |
| VLY Valley National Bancorp | 0.22% | 102,575 | $1.2M | Reduce -1.3% |
| CAG Conagra Brands Inc. | 0.22% | 69,025 | $1.2M | Reduce -1.1% |
| VLO Valero Energy Corp. | 0.21% | 7,154 | $1.2M | No change |
| O Realty Income Corp. | 0.21% | 20,330 | $1.1M | Reduce -1.4% |
| APA Apa Corp. | 0.21% | 46,707 | $1.1M | Reduce -1.4% |
| ING ING Groep N.V.-Sponsored ADR | 0.21% | 40,315 | $1.1M | No change |
| MET Metlife Inc. | 0.21% | 14,273 | $1.1M | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.20% | 29,153 | $1.1M | Reduce -2.3% |
| HST Host Hotels & Resorts Inc. | 0.20% | 62,783 | $1.1M | Reduce -3.0% |
| UGI Ugi Corp. | 0.20% | 29,275 | $1.1M | Reduce -1.0% |
| CDL Victoryshares US Large Cap H | 0.20% | 15,906 | $1.1M | Reduce -6.9% |
| PNC PNC Financial Services Group | 0.20% | 5,199 | $1.1M | No change |
| AEO American Eagle Outfitters | 0.20% | 40,889 | $1.1M | Reduce -32.0% |
| FDX FedEx Corp. | 0.20% | 3,716 | $1.1M | No change |
| SSB Southstate Bank Corp. | 0.20% | 11,347 | $1.1M | New |
Other holdings (3): bonds, preferreds, convertibles and warrants · $51 (not counted above)
Total filed on the 13F, all lines: $546.1M.
Portfolio Sells Q3 2025 → Q4 2025
| SSB Southstate Bank Corp. | Sold out | 0.00% | −0.22 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.19 |
| HII Huntington Ingalls Industrie | Reduce -52.3% | 0.18% | −0.14 |
| TU Telus Corp. | Reduce -40.8% | 0.12% | −0.12 |
| SW Smurfit Westrock PLC | Reduce -27.3% | 0.23% | −0.12 |
| FHN First Horizon Corp. | Reduce -45.8% | 0.14% | −0.11 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -10.0% | 0.93% | −0.10 |
| MMM 3M Co. | Reduce -84.7% | 0.02% | −0.10 |
| MSFT Microsoft Corp. | Reduce -0.2% | 1.18% | −0.10 |
| AMX America Movil Sab DE CV | Reduce -91.8% | 0.01% | −0.09 |
| VAC Marriott Vacations World | Reduce -29.9% | 0.13% | −0.08 |
| ARE Alexandria Real Estate Equit | Reduce -3.3% | 0.10% | −0.07 |
| CF CF Industries Holdings Inc. | Reduce -1.1% | 0.38% | −0.07 |
| ERIC Ericsson (lm) Tel-SP ADR | Reduce -98.9% | 0.00% | −0.07 |
| IVZ Invesco Ltd. | Reduce -56.6% | 0.07% | −0.07 |
| CMA Comerica Inc. | Reduce -48.6% | 0.12% | −0.07 |
| TD Toronto-Dominion Bank | Reduce -47.3% | 0.11% | −0.07 |
| LW Lamb Weston Holdings Inc. | Reduce -3.7% | 0.15% | −0.07 |
| FMC FMC Corp. | Reduce -6.7% | 0.04% | −0.06 |
| KN Knowles Corp. | Sold out | 0.00% | −0.06 |
| NVRI Enviri Corp. | Reduce -91.8% | 0.01% | −0.05 |
| GM General Motors Co. | Reduce -46.6% | 0.11% | −0.05 |
| ABR Arbor Realty Trust Inc. | Reduce -63.2% | 0.01% | −0.05 |
| NKE Nike Inc. Class B | Reduce -21.5% | 0.11% | −0.04 |
| MT Arcelormittal-NY Registered | Reduce -95.8% | 0.00% | −0.04 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -2.0% | 0.53% | −0.04 |
| C Citigroup Inc. | Reduce -31.9% | 0.14% | −0.04 |
| STM Stmicroelectronics NV-NY SHS | Reduce -30.6% | 0.07% | −0.04 |
| LYB Lyondellbasell Indu Class A | Reduce -11.2% | 0.13% | −0.04 |
| BLK BlackRock Inc. | Reduce -3.1% | 0.27% | −0.04 |
| ETD Ethan Allen Interiors Inc. | Reduce -2.6% | 0.11% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Reduce -13.5% | 0.09% | −0.04 |
| SO The Southern Co. | Reduce -20.8% | 0.09% | −0.04 |
| AMD Advanced Micro Devices | Reduce -39.0% | 0.14% | −0.03 |
| T AT&T Inc. | Reduce -2.5% | 0.19% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -2.7% | 0.28% | −0.03 |
| CC The Chemours Co. | Reduce -17.3% | 0.05% | −0.03 |
| HOUS Anywhere Real Estate Inc. | Reduce -96.0% | 0.00% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -62.1% | 0.02% | −0.03 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -4.5% | 0.36% | −0.03 |
| CBRL Cracker Barrel Old Country | Reduce -24.2% | 0.02% | −0.03 |
| LVS Las Vegas Sands Corp. | Reduce -33.4% | 0.12% | −0.03 |
| CCI Crown Castle Inc. | Reduce -2.0% | 0.24% | −0.03 |
| KHC The Kraft Heinz Co. | Reduce -11.3% | 0.12% | −0.03 |
| RTX RTX Corp. | Reduce -34.0% | 0.07% | −0.03 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -17.0% | 0.12% | −0.03 |
| SWK Stanley Black & Decker Inc. | Reduce -11.8% | 0.17% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -36.1% | 0.04% | −0.02 |
| CIVI Civitas Resources Inc. | Reduce -18.9% | 0.05% | −0.02 |
| XLE SS Energy Select Sector | Reduce -1.5% | 0.95% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| FHLC Fidelity MSCI Health Care | Add +3.7% | 2.90% | +0.36 |
| SSB Southstate Bank Corp. | New | 0.20% | +0.20 |
| DVN Devon Energy Corp. | Add +13787.5% | 0.19% | +0.18 |
| OMC Omnicom Group | New | 0.18% | +0.18 |
| OEF iShares S&P 100 ETF | Add +2.5% | 3.67% | +0.16 |
| SCHX Schwab US Large-Cap ETF | Add +3.2% | 3.65% | +0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.9% | 3.65% | +0.15 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +2.6% | 4.02% | +0.14 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +2.7% | 3.45% | +0.13 |
| VONG Vanguard Russell 1000 Growth | Add +8.3% | 1.58% | +0.12 |
| CNH CNH Industrial NV | New | 0.12% | +0.12 |
| PAVE Global X US Infrastructure | Add +8.6% | 1.54% | +0.11 |
| ILCG iShares Morningstar Growth E | Add +8.4% | 1.55% | +0.10 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +10.5% | 0.69% | +0.10 |
| IWY iShares Russell Top 200 Grow | Add +2.0% | 4.17% | +0.09 |
| ZTS Zoetis Inc. | Add +4661.3% | 0.09% | +0.09 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +5.0% | 1.09% | +0.08 |
| DEO Diageo PLC-Sponsored ADR | Add +7839.7% | 0.08% | +0.08 |
| FDL First Trust Morn DVD Lead Inc. | Add +6.4% | 1.11% | +0.08 |
| VYM Vanguard High DVD Yield ETF | Add +3.9% | 1.56% | +0.07 |
| DEM Wisdomtree Emerging Markets | Add +11.8% | 0.63% | +0.07 |
| SCHD Schwab US DVD Equity ETF | Add +5.0% | 1.34% | +0.06 |
| PFXF Vaneck Pref Sec X-Financials | Add +8.2% | 0.88% | +0.05 |
| ACN Accenture PLC Class A | Add +926.4% | 0.05% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +5100.0% | 0.05% | +0.05 |
| DIVO Amplify CWP Enhan Divid ETF | Add +4.2% | 1.55% | +0.05 |
| IEO iShares U.S. Oil & Gas Explo | Add +13.3% | 0.54% | +0.04 |
| PFF iShares Preferred & Income S | Add +7.8% | 0.92% | +0.04 |
| FTCS First Trust Capital Strength | Add +3.6% | 2.92% | +0.04 |
| VSDA Victoryshares Dividend Accel | Add +3.7% | 2.85% | +0.04 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +7.4% | 0.89% | +0.03 |
| PGF Invesco Financial Preferred | Add +8.7% | 0.84% | +0.03 |
| WDAY Workday Inc. Class A | New | 0.02% | +0.02 |
| PGX Invesco Preferred ETF | Add +6.3% | 1.11% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +16.6% | 0.08% | +0.01 |
| CEE Central and Eastern Europe F | New | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.81% | +0.01 |
| XLG Invesco S&P 500 Top 50 ETF | Add +9.6% | 0.10% | +0.01 |
| IWL iShares Russell Top 200 ETF | Add +10.4% | 0.09% | +0.01 |
| PRU Prudential Financial Inc. | Add +1.0% | 0.13% | +0.01 |
| XMMO Invesco S&P Midcap Momentum | Add +10.6% | 0.09% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +8.8% | 0.11% | +0.01 |
| PEY Invesco High Yield Equity Di | Add +5.2% | 1.34% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.13% | +0.01 |
| KMB Kimberly-Clark Corp. | New | 0.01% | +0.01 |
| KO The Coca-Cola Co. | Add +0.4% | 0.13% | +0.01 |
| AVGO Broadcom Inc. | Add +0.1% | 0.15% | +0.01 |
| COST Costco Wholesale Corp. | Add +411.1% | 0.01% | +0.01 |
| MAIN Main Street Capital Corp. | New | 0.01% | +0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.3% | 0.36% | +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 |