Investors Research Corp
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 3, 2026), Investors Research Corp reported 845 stock positions worth $523.3 million. Its top holding was First Trust Morn DVD Lead (FDL) at 4.5% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 3.9%) and SS SPDR P S&P 500 Growth ETF (SPYG, 3.9%). Compared with Q4 2025, it opened 107 new positions, sold out of 106, added to 159 and reduced 205. The biggest buy was First Trust Morn DVD Lead (FDL, shares +134%) and the biggest sale an exit from First Trust Capital Strength (FTCS).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001730630
- Portfolio Value
- $523.3M (Q1 2026)
- SEC Filing
- 0001062993-26-001833 ↗ filed Apr 3, 2026
Holdings Value
Holdings 845 stocks · $523.3M
| FDL First Trust Morn DVD Lead Inc. | 4.53% | 321,226 | $23.7M | Add +134.5% |
| IWY iShares Russell Top 200 Grow | 3.93% | 82,548 | $20.5M | Add +0.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.89% | 207,773 | $20.3M | Add +0.9% |
| SCHX Schwab US Large-Cap ETF | 3.67% | 748,048 | $19.2M | Add +0.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.66% | 250,238 | $19.2M | Add +0.8% |
| OEF iShares S&P 100 ETF | 3.56% | 58,637 | $18.7M | Add +0.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.45% | 60,322 | $18.0M | Add +0.7% |
| VSDA Victoryshares Dividend Accel | 3.14% | 301,036 | $16.4M | Add +2.1% |
| FHLC Fidelity MSCI Health Care | 2.93% | 218,250 | $15.4M | Add +2.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.99% | 131,905 | $10.4M | Reduce -6.5% |
| PAVE Global X US Infrastructure | 1.88% | 193,855 | $9.8M | Add +10.5% |
| VYM Vanguard High DVD Yield ETF | 1.76% | 62,358 | $9.2M | Add +5.0% |
| DIVO Amplify CWP Enhan Divid ETF | 1.70% | 198,200 | $8.9M | Add +4.5% |
| ILCG iShares Morningstar Growth E | 1.66% | 90,847 | $8.7M | Add +11.5% |
| VONG Vanguard Russell 1000 Growth | 1.65% | 78,895 | $8.7M | Add +11.6% |
| ITOT iShares Core S&P Total U.S. | 1.65% | 60,472 | $8.6M | Reduce -7.6% |
| SCHD Schwab US DVD Equity ETF | 1.64% | 280,216 | $8.6M | Add +4.8% |
| PEY Invesco High Yield Equity Di | 1.54% | 377,215 | $8.1M | Add +5.0% |
| XLE SS Energy Select Sector | 1.36% | 115,980 | $7.1M | Reduce -0.2% |
| DBEF Xtrackers MSCI Eafe Hedged E | 1.24% | 131,770 | $6.5M | Add +6.3% |
| PGX Invesco Preferred ETF | 1.20% | 578,277 | $6.3M | Add +7.0% |
| PFF iShares Preferred & Income S | 1.01% | 174,498 | $5.3M | Add +8.1% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.99% | 104,226 | $5.2M | Add +8.4% |
| PFXF Vaneck Pref Sec X-Financials | 0.99% | 294,161 | $5.2M | Add +8.1% |
| MSFT Microsoft Corp. | 0.96% | 13,561 | $5.0M | Add +1.9% |
| PGF Invesco Financial Preferred | 0.93% | 352,719 | $4.9M | Add +9.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.89% | 59,156 | $4.6M | Reduce -9.8% |
| IEO iShares U.S. Oil & Gas Explo | 0.88% | 36,891 | $4.6M | Add +11.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.83% | 46,333 | $4.4M | Add +10.2% |
| IVV iShares Core S&P 500 ETF | 0.81% | 6,486 | $4.2M | Add +0.1% |
| DEM Wisdomtree Emerging Markets | 0.78% | 81,745 | $4.1M | Add +11.6% |
| AAPL Apple Inc. | 0.71% | 14,725 | $3.7M | Reduce -18.6% |
| PSK SS SPDR Ice Pref Sec ETF | 0.52% | 88,842 | $2.7M | Reduce -2.1% |
| SCHA Schwab US Small-Cap ETF | 0.52% | 92,991 | $2.7M | Reduce -0.9% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.44% | 24,129 | $2.3M | Reduce -15.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.38% | 27,329 | $2.0M | Add +0.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.35% | 15,260 | $1.8M | Add +0.5% |
| SCHG Schwab US Large-Cap Growth | 0.35% | 62,395 | $1.8M | Add +4.4% |
| TFC Truist Financial Corp. | 0.34% | 38,527 | $1.8M | Reduce -11.8% |
| GOOGL Alphabet Inc. Class A | 0.34% | 6,153 | $1.8M | Reduce -6.7% |
| VZ Verizon Communications Inc. | 0.33% | 34,820 | $1.7M | Reduce -5.6% |
| IWR iShares Russell Mid-Cap ETF | 0.33% | 17,725 | $1.7M | Add +0.1% |
| MLPX Global X MLP & Energy Infras | 0.33% | 23,177 | $1.7M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 0.33% | 8,220 | $1.7M | Reduce -5.8% |
| UNM Unum Group | 0.33% | 23,401 | $1.7M | Reduce -1.3% |
| SRLN SS Blackstone Sr Loan ETF | 0.32% | 41,198 | $1.7M | Reduce -0.6% |
| SDY SS SPDR S&P Dividend ETF | 0.31% | 11,291 | $1.6M | Reduce -1.2% |
| PWB Invesco Large Cap Growth ETF | 0.31% | 13,003 | $1.6M | Add +4.7% |
| SEE Sealed Air Corp. | 0.31% | 38,675 | $1.6M | No change |
| CSB Victoryshares US Small Cap H | 0.31% | 26,334 | $1.6M | Reduce -4.5% |
| MCHP Microchip Technology Inc. | 0.31% | 24,934 | $1.6M | Add +0.0% |
| VLO Valero Energy Corp. | 0.30% | 6,402 | $1.6M | Reduce -10.5% |
| FTEC Fidelity MSCI Info Tech Indx | 0.30% | 7,579 | $1.6M | Add +4.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.28% | 19,653 | $1.5M | Add +5.5% |
| SPXN Proshares S&P 500 Ex-Financi | 0.28% | 20,778 | $1.5M | Add +5.5% |
| AES AES Corp. | 0.28% | 103,725 | $1.5M | No change |
| QUAL iShares MSCI USA Quality Fac | 0.28% | 7,519 | $1.4M | Add +5.4% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.27% | 27,681 | $1.4M | Reduce -5.0% |
| CVS CVS Health Corp. | 0.27% | 19,767 | $1.4M | Reduce -1.9% |
| LGOV First TR Long Duration O-ETF | 0.27% | 65,213 | $1.4M | No change |
| SMG Scotts Miracle-Gro Co. | 0.27% | 23,034 | $1.4M | Reduce -1.3% |
| DVN Devon Energy Corp. | 0.27% | 27,775 | $1.4M | No change |
| WTRG Essential Utilities Inc. | 0.27% | 34,650 | $1.4M | No change |
| IUSG iShares Core S&P U.S. Growth | 0.26% | 8,919 | $1.4M | Add +5.6% |
| LMT Lockheed Martin Corp. | 0.26% | 2,237 | $1.4M | Reduce -14.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.26% | 13,856 | $1.3M | Reduce -0.3% |
| LYB Lyondellbasell Indu Class A | 0.25% | 16,506 | $1.3M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.25% | 8,508 | $1.3M | Reduce -3.5% |
| NVDA Nvidia Corp. | 0.25% | 7,564 | $1.3M | Add +3.8% |
| FTSL First Trust Senior Loan ETF | 0.25% | 29,346 | $1.3M | Reduce -0.7% |
| PFFD Global X US Preferred ETF | 0.24% | 69,497 | $1.3M | Reduce -3.3% |
| BLK BlackRock Inc. | 0.24% | 1,324 | $1.3M | Reduce -5.2% |
| SW Smurfit Westrock PLC | 0.24% | 31,620 | $1.3M | Reduce -0.6% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.24% | 13,440 | $1.3M | Add +6.3% |
| VLY Valley National Bancorp | 0.24% | 101,250 | $1.2M | Reduce -1.3% |
| CWB SS SPDR BB Conv Sec ETF | 0.24% | 13,540 | $1.2M | Reduce -0.5% |
| O Realty Income Corp. | 0.24% | 20,130 | $1.2M | Reduce -1.0% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.23% | 18,615 | $1.2M | Reduce -0.4% |
| MPC Marathon Petroleum Corp. | 0.23% | 4,971 | $1.2M | Reduce -8.7% |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.23% | 29,064 | $1.2M | Reduce -0.1% |
| WMT Walmart Inc. | 0.23% | 9,695 | $1.2M | Reduce -20.5% |
| HST Host Hotels & Resorts Inc. | 0.23% | 62,783 | $1.2M | No change |
| CDL Victoryshares US Large Cap H | 0.23% | 15,816 | $1.2M | Reduce -0.6% |
| ACN Accenture PLC Class A | 0.22% | 5,916 | $1.2M | Add +443.8% |
| APD Air Products & Chemicals Inc. | 0.22% | 4,033 | $1.2M | Reduce -5.0% |
| CCI Crown Castle Inc. | 0.22% | 14,249 | $1.2M | Reduce -1.9% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.22% | 41,859 | $1.1M | Add +49732.1% |
| MS Morgan Stanley | 0.22% | 6,903 | $1.1M | Reduce -13.8% |
| IP International Paper Co. | 0.22% | 31,565 | $1.1M | Reduce -5.6% |
| MDT Medtronic PLC | 0.21% | 12,911 | $1.1M | Reduce -5.9% |
| BX Blackstone Inc. | 0.21% | 9,713 | $1.1M | Add +4216.9% |
| LW Lamb Weston Holdings Inc. | 0.21% | 26,025 | $1.1M | Add +36.8% |
| CAG Conagra Brands Inc. | 0.21% | 69,025 | $1.1M | No change |
| PFE Pfizer Inc. | 0.21% | 38,481 | $1.1M | Reduce -5.9% |
| VAC Marriott Vacations World | 0.21% | 16,574 | $1.1M | Add +39.6% |
| T AT&T Inc. | 0.21% | 37,219 | $1.1M | Reduce -10.4% |
| MRK Merck & Co. Inc. | 0.21% | 8,958 | $1.1M | Reduce -3.9% |
| SSB Southstate Bank Corp. | 0.20% | 11,347 | $1.0M | No change |
| KMB Kimberly-Clark Corp. | 0.20% | 10,800 | $1.0M | Add +3223.1% |
| BR Broadridge Financial Solutio | 0.20% | 6,350 | $1.0M | Add +12111.5% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $43 (not counted above)
Total filed on the 13F, all lines: $523.3M.
Portfolio Sells Q4 2025 → Q1 2026
| FTCS First Trust Capital Strength | Sold out | 0.00% | −2.92 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.38 |
| USB US Bancorp | Reduce -99.0% | 0.00% | −0.33 |
| CNQ Canadian Natural Resources | Reduce -99.1% | 0.00% | −0.27 |
| CVE Cenovus Energy Inc. | Sold out | 0.00% | −0.25 |
| INTC Intel Corp. | Reduce -82.3% | 0.06% | −0.21 |
| APA Apa Corp. | Reduce -98.9% | 0.00% | −0.20 |
| AAPL Apple Inc. | Reduce -18.6% | 0.71% | −0.19 |
| NTR Nutrien Ltd. | Reduce -70.5% | 0.11% | −0.18 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.18 |
| SMFG Sumitomo Mitsui-Spons ADR | Sold out | 0.00% | −0.17 |
| AEO American Eagle Outfitters | Reduce -81.0% | 0.02% | −0.17 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.17 |
| ING ING Groep N.V.-Sponsored ADR | Reduce -74.5% | 0.05% | −0.16 |
| TTE Totalenergies SE | Sold out | 0.00% | −0.15 |
| FHN First Horizon Corp. | Sold out | 0.00% | −0.14 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -6.5% | 1.99% | −0.14 |
| SU Suncor Energy Inc. | Reduce -99.5% | 0.00% | −0.14 |
| ITOT iShares Core S&P Total U.S. | Reduce -7.6% | 1.65% | −0.14 |
| GEF Greif Inc. Class A | Sold out | 0.00% | −0.13 |
| TAK Takeda Pharmaceutic-SP ADR | Reduce -98.4% | 0.00% | −0.12 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.12 |
| FDX FedEx Corp. | Reduce -69.0% | 0.08% | −0.12 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.11 |
| GM General Motors Co. | Sold out | 0.00% | −0.11 |
| SDOG Alps Sector Dividend Dogs | Reduce -71.7% | 0.05% | −0.11 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.11 |
| XSHD Invesco S&P Smallcap High Di | Sold out | 0.00% | −0.10 |
| BG Bunge Global SA | Sold out | 0.00% | −0.09 |
| AVT Avnet Inc. | Sold out | 0.00% | −0.09 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.09 |
| MAT Mattel Inc. | Reduce -67.3% | 0.03% | −0.08 |
| GLD SPDR Gold Shares | Reduce -93.6% | 0.01% | −0.08 |
| KMT Kennametal Inc. | Reduce -96.7% | 0.00% | −0.08 |
| EMLP First Trust North American E | Reduce -60.0% | 0.06% | −0.07 |
| IVZ Invesco Ltd. | Sold out | 0.00% | −0.07 |
| NGG National Grid PLC-SP ADR | Sold out | 0.00% | −0.06 |
| SKM SK Telecom Co. Ltd.-Spon ADR | Reduce -88.3% | 0.01% | −0.06 |
| EZM Wisdomtree US Midcap Fund | Reduce -72.2% | 0.02% | −0.06 |
| M Macy's Inc. | Reduce -97.5% | 0.00% | −0.06 |
| E Eni SPA-Sponsored ADR | Sold out | 0.00% | −0.06 |
| TFC Truist Financial Corp. | Reduce -11.8% | 0.34% | −0.06 |
| EQNR Equinor ASA-Spon ADR | Sold out | 0.00% | −0.05 |
| CIVI Civitas Resources Inc. | Sold out | 0.00% | −0.05 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -9.8% | 0.89% | −0.04 |
| MS Morgan Stanley | Reduce -13.8% | 0.22% | −0.04 |
| GES Guess? Inc. | Sold out | 0.00% | −0.04 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -5.8% | 0.33% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -6.7% | 0.34% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| FDL First Trust Morn DVD Lead Inc. | Add +134.5% | 4.53% | +3.42 |
| PAVE Global X US Infrastructure | Add +10.5% | 1.88% | +0.35 |
| IEO iShares U.S. Oil & Gas Explo | Add +11.8% | 0.88% | +0.34 |
| SCHD Schwab US DVD Equity ETF | Add +4.8% | 1.64% | +0.30 |
| VSDA Victoryshares Dividend Accel | Add +2.1% | 3.14% | +0.29 |
| VICI Vici Properties Inc. | Add +49732.1% | 0.22% | +0.22 |
| BX Blackstone Inc. | Add +4216.9% | 0.21% | +0.21 |
| PEY Invesco High Yield Equity Di | Add +5.0% | 1.54% | +0.20 |
| VYM Vanguard High DVD Yield ETF | Add +5.0% | 1.76% | +0.20 |
| BR Broadridge Financial Solutio | Add +12111.5% | 0.20% | +0.20 |
| KMB Kimberly-Clark Corp. | Add +3223.1% | 0.20% | +0.19 |
| GIS General Mills Inc. | New | 0.19% | +0.19 |
| ACN Accenture PLC Class A | Add +443.8% | 0.22% | +0.17 |
| ADP Automatic Data Processing | Add +1057.0% | 0.19% | +0.17 |
| RELX Relx PLC - Spon ADR | New | 0.16% | +0.16 |
| SNY Sanofi-ADR | Add +6240.7% | 0.16% | +0.15 |
| DIVO Amplify CWP Enhan Divid ETF | Add +4.5% | 1.70% | +0.15 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +6.3% | 1.24% | +0.15 |
| DEM Wisdomtree Emerging Markets | Add +11.6% | 0.78% | +0.15 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +10.2% | 0.83% | +0.14 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.13% | +0.13 |
| KKR KKR & Co. Inc. | New | 0.12% | +0.12 |
| PFXF Vaneck Pref Sec X-Financials | Add +8.1% | 0.99% | +0.11 |
| ILCG iShares Morningstar Growth E | Add +11.5% | 1.66% | +0.10 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +8.4% | 0.99% | +0.10 |
| HUM Humana Inc. | Add +11700.0% | 0.10% | +0.10 |
| PFF iShares Preferred & Income S | Add +8.1% | 1.01% | +0.10 |
| SM SM Energy Co. | New | 0.09% | +0.09 |
| PGF Invesco Financial Preferred | Add +9.3% | 0.93% | +0.09 |
| PGX Invesco Preferred ETF | Add +7.0% | 1.20% | +0.09 |
| VAC Marriott Vacations World | Add +39.6% | 0.21% | +0.08 |
| INTU Intuit Inc. | New | 0.08% | +0.08 |
| VONG Vanguard Russell 1000 Growth | Add +11.6% | 1.65% | +0.08 |
| TU Telus Corp. | Add +58.4% | 0.19% | +0.07 |
| LW Lamb Weston Holdings Inc. | Add +36.8% | 0.21% | +0.06 |
| SPGI S&P Global Inc. | Add +2094.6% | 0.07% | +0.06 |
| RWK Invesco S&P Midcap 400 Rev | Add +308.5% | 0.19% | +0.05 |
| FHLC Fidelity MSCI Health Care | Add +2.4% | 2.93% | +0.04 |
| SPHQ Invesco S&P 500 Quality ETF | Add +5.5% | 0.28% | +0.03 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.0% | 0.38% | +0.02 |
| PWB Invesco Large Cap Growth ETF | Add +4.7% | 0.31% | +0.02 |
| XMMO Invesco S&P Midcap Momentum | Add +14.6% | 0.12% | +0.02 |
| ABR Arbor Realty Trust Inc. | Add +139.2% | 0.03% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +0.1% | 0.33% | +0.02 |
| MCHP Microchip Technology Inc. | Add +0.0% | 0.31% | +0.02 |
| KRO Kronos Worldwide Inc. | Add +4.7% | 0.04% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +5.4% | 0.28% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.3% | 0.10% | +0.02 |
| COP Conocophillips | Add +2.8% | 0.04% | +0.01 |
| SPXN Proshares S&P 500 Ex-Financi | Add +5.5% | 0.28% | +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 |