Investors Research Corp

hedge fundUpdated 29 days ago

Managed by Investors Research Corp • Latest filing Q3 2026

Portfolio value

$569M

Q3 2026

Filings

4

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

5.6%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table

Period	Portfolio value
Q4 2025	$546.1M
Q1 2026	$523.3M
Q2 2026	$558.8M
Q3 2026	$569M

Top holdings

790 positions as of Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	S SCHW-PJ History → SCHWAB STRATEGIC TR	$25.5M	851.4K	4.49%	Added(+9.0%)
2	S STT-PG History → SPDR SERIES TRUST	$25.5M	284.3K	4.48%	Added(+9.0%)
3	S STT-PG History → SPDR SERIES TRUST	$25.2M	204.4K	4.42%	Trimmed(-0.6%)
4	V VGES History → VANGUARD INDEX FDS	$24.2M	68.7K	4.25%	Added(+9.2%)
5	E ETHA History → ISHARES TR	$24M	81.4K	4.22%	Trimmed(-0.3%)
6	E ETHA History → ISHARES TR	$22.1M	57.9K	3.89%	Trimmed(-0.1%)
7	? N/A VICTORY PORTFOLIOS II	$16.6M	296.1K	2.92%	Trimmed(-0.6%)
8	F FIS History → FIDELITY COVINGTON TRUST	$16.6M	203.2K	2.92%	Trimmed(-6.0%)
9	F FPF History → FIRST TR EXCHANGE-TRADED FD	$16.3M	174.0K	2.87%	Trimmed(-0.1%)
10	S STT-PG History → SPDR SERIES TRUST	$11.7M	127.2K	2.06%	Trimmed(-0.7%)
11	? N/A ISHARES TR	$10.7M	91.3K	1.88%	Trimmed(-0.1%)
12	V VGES History → VANGUARD WHITEHALL FDS	$10.3M	66.1K	1.80%	Added(+3.5%)
13	V VGES History → VANGUARD SCOTTSDALE FDS	$10.2M	79.1K	1.79%	Trimmed(-0.3%)
14	? N/A GLOBAL X FDS	$10.2M	194.2K	1.79%	Trimmed(-0.0%)
15	S SCHW-PJ History → SCHWAB STRATEGIC TR	$9.8M	302.6K	1.73%	Added(+4.2%)
16	A AMPY History → AMPLIFY ETF TR	$9.8M	210.9K	1.72%	Added(+3.5%)
17	V VLT History → INVESCO EXCHANGE TRADED FD T	$9.2M	404.9K	1.62%	Added(+3.9%)
18	? N/A DBX ETF TR	$8M	145.5K	1.41%	Added(+5.8%)
19	F FPF History → FIRST TR EXCHANGE-TRADED FD	$7.9M	160.3K	1.38%	Added(+5.5%)
20	S STT-PG History → SELECT SECTOR SPDR TR	$6.8M	110.9K	1.20%	Trimmed(-1.6%)

S

1.SCHW-PJ History →

SCHWAB STRATEGIC TR

+9.0%

Value

$25.5M

Shares

851.4K

% Port

4.49%

S

2.STT-PG History →

SPDR SERIES TRUST

+9.0%

Value

$25.5M

Shares

284.3K

% Port

4.48%

S

3.STT-PG History →

SPDR SERIES TRUST

-0.6%

Value

$25.2M

Shares

204.4K

% Port

4.42%

V

4.VGES History →

VANGUARD INDEX FDS

+9.2%

Value

$24.2M

Shares

68.7K

% Port

4.25%

E

5.ETHA History →

ISHARES TR

-0.3%

Value

$24M

Shares

81.4K

% Port

4.22%

E

6.ETHA History →

ISHARES TR

-0.1%

Value

$22.1M

Shares

57.9K

% Port

3.89%

?

7.N/A

VICTORY PORTFOLIOS II

-0.6%

Value

$16.6M

Shares

296.1K

% Port

2.92%

F

8.FIS History →

FIDELITY COVINGTON TRUST

-6.0%

Value

$16.6M

Shares

203.2K

% Port

2.92%

F

9.FPF History →

FIRST TR EXCHANGE-TRADED FD

-0.1%

Value

$16.3M

Shares

174.0K

% Port

2.87%

S

10.STT-PG History →

SPDR SERIES TRUST

-0.7%

Value

$11.7M

Shares

127.2K

% Port

2.06%

?

11.N/A

ISHARES TR

-0.1%

Value

$10.7M

Shares

91.3K

% Port

1.88%

V

12.VGES History →

VANGUARD WHITEHALL FDS

+3.5%

Value

$10.3M

Shares

66.1K

% Port

1.80%

V

13.VGES History →

VANGUARD SCOTTSDALE FDS

-0.3%

Value

$10.2M

Shares

79.1K

% Port

1.79%

?

14.N/A

GLOBAL X FDS

-0.0%

Value

$10.2M

Shares

194.2K

% Port

1.79%

S

15.SCHW-PJ History →

SCHWAB STRATEGIC TR

+4.2%

Value

$9.8M

Shares

302.6K

% Port

1.73%

A

16.AMPY History →

AMPLIFY ETF TR

+3.5%

Value

$9.8M

Shares

210.9K

% Port

1.72%

V

17.VLT History →

INVESCO EXCHANGE TRADED FD T

+3.9%

Value

$9.2M

Shares

404.9K

% Port

1.62%

?

18.N/A

DBX ETF TR

+5.8%

Value

$8M

Shares

145.5K

% Port

1.41%

F

19.FPF History →

FIRST TR EXCHANGE-TRADED FD

+5.5%

Value

$7.9M

Shares

160.3K

% Port

1.38%

S

20.STT-PG History →

SELECT SECTOR SPDR TR

-1.6%

Value

$6.8M

Shares

110.9K

% Port

1.20%

View full portfolio (790 holdings) →

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