Investors Research Corp

hedge fundUpdated 62 days ago

Managed by Investors Research Corp • Latest filing Q2 2026

Portfolio value

$558.8M

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

12.2%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$385M
Q2 2023	$396.2M
Q3 2023	$382.9M
Q4 2023	$414.3M
Q1 2024	$427.7M
Q2 2024	$428M
Q3 2024	$457.6M
Q4 2024	$455.2M
Q1 2025	$461.7M
Q2 2025	$510.1M
Q3 2025	$540.5M
Q4 2025	$546.1M
Q1 2026	$523.3M
Q2 2026	$558.8M

Top holdings

805 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A SPDR SERIES TRUST	$24.5M	205.6K	4.38%	Trimmed(-1.0%)
2	? N/A ISHARES TR	$23.7M	81.7K	4.25%	Trimmed(-1.0%)
3	S SCHW-PJ SCHWAB STRATEGIC TR	$23M	780.9K	4.11%	Added(+4.4%)
4	? N/A SPDR SERIES TRUST	$22.9M	260.8K	4.10%	Added(+4.2%)
5	V VGES VANGUARD INDEX FDS	$21.6M	62.9K	3.87%	Added(+4.3%)
6	E ETHA ISHARES TR	$21.2M	58.0K	3.80%	Trimmed(-1.1%)
7	? N/A VICTORY PORTFOLIOS II	$17.3M	297.9K	3.10%	Trimmed(-1.0%)
8	? N/A FIDELITY COVINGTON TRUST	$16.7M	216.1K	2.99%	Trimmed(-1.0%)
9	? N/A FIRST TR EXCHANGE-TRADED FD	$16.4M	174.1K	2.93%	—
10	? N/A SPDR SERIES TRUST	$11.6M	128.0K	2.08%	Trimmed(-2.9%)
11	? N/A GLOBAL X FDS	$11.4M	194.3K	2.05%	Added(+0.2%)
12	? N/A ISHARES TR	$10.7M	91.3K	1.91%	Added(+0.5%)
13	V VGES VANGUARD SCOTTSDALE FDS	$10.1M	79.4K	1.82%	Added(+0.6%)
14	? N/A VANGUARD WHITEHALL FDS	$10.1M	63.9K	1.81%	Added(+2.4%)
15	E ETHA ISHARES TR	$9.6M	58.4K	1.72%	Trimmed(-3.4%)
16	? N/A AMPLIFY ETF TR	$9.3M	203.7K	1.67%	Added(+2.8%)
17	S SCHW-PJ SCHWAB STRATEGIC TR	$9.2M	290.4K	1.65%	Added(+3.6%)
18	? N/A INVESCO EXCHANGE TRADED FD T	$9M	389.7K	1.62%	Added(+3.3%)
19	? N/A DBX ETF TR	$7.5M	137.6K	1.34%	Added(+4.4%)
20	? N/A FIRST TR EXCHANGE-TRADED FD	$7.4M	152.0K	1.32%	Added(+4.5%)

?

1.N/A

SPDR SERIES TRUST

-1.0%

Value

$24.5M

Shares

205.6K

% Port

4.38%

?

2.N/A

ISHARES TR

-1.0%

Value

$23.7M

Shares

81.7K

% Port

4.25%

S

SCHWAB STRATEGIC TR

+4.4%

Value

$23M

Shares

780.9K

% Port

4.11%

?

4.N/A

SPDR SERIES TRUST

+4.2%

Value

$22.9M

Shares

260.8K

% Port

4.10%

V

VANGUARD INDEX FDS

+4.3%

Value

$21.6M

Shares

62.9K

% Port

3.87%

E

ISHARES TR

-1.1%

Value

$21.2M

Shares

58.0K

% Port

3.80%

?

7.N/A

VICTORY PORTFOLIOS II

-1.0%

Value

$17.3M

Shares

297.9K

% Port

3.10%

?

8.N/A

FIDELITY COVINGTON TRUST

-1.0%

Value

$16.7M

Shares

216.1K

% Port

2.99%

?

9.N/A

FIRST TR EXCHANGE-TRADED FD

Value

$16.4M

Shares

174.1K

% Port

2.93%

?

10.N/A

SPDR SERIES TRUST

-2.9%

Value

$11.6M

Shares

128.0K

% Port

2.08%

?

11.N/A

GLOBAL X FDS

+0.2%

Value

$11.4M

Shares

194.3K

% Port

2.05%

?

12.N/A

ISHARES TR

+0.5%

Value

$10.7M

Shares

91.3K

% Port

1.91%

V

VANGUARD SCOTTSDALE FDS

+0.6%

Value

$10.1M

Shares

79.4K

% Port

1.82%

?

14.N/A

VANGUARD WHITEHALL FDS

+2.4%

Value

$10.1M

Shares

63.9K

% Port

1.81%

E

ISHARES TR

-3.4%

Value

$9.6M

Shares

58.4K

% Port

1.72%

?

16.N/A

AMPLIFY ETF TR

+2.8%

Value

$9.3M

Shares

203.7K

% Port

1.67%

S

SCHWAB STRATEGIC TR

+3.6%

Value

$9.2M

Shares

290.4K

% Port

1.65%

?

18.N/A

INVESCO EXCHANGE TRADED FD T

+3.3%

Value

$9M

Shares

389.7K

% Port

1.62%

?

19.N/A

DBX ETF TR

+4.4%

Value

$7.5M

Shares

137.6K

% Port

1.34%

?

20.N/A

FIRST TR EXCHANGE-TRADED FD

+4.5%

Value

$7.4M

Shares

152.0K

% Port

1.32%

View full portfolio (805 holdings) →

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