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Portfolio (Quarterly) Guide ↗

Investors Research Corp

· CIK 0001730630
13F Portfolio $523.3B AUM 851 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 148 Added 197 Reduced 106 Exited
Page 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 UNFI UNITED NAT FOODS INC Consumer Defensive 700 $24K 0.00% SOLD
62 MTBA SIMPLIFY EXCHANGE TRADED FUN 446 $22K 0.00% SOLD
63 JHG JANUS HENDERSON GROUP PLC Financial Services 471 $22K 0.00% SOLD
64 IDV ISHARES TR 501 $20K 0.00% SOLD
65 HSY HERSHEY CO Consumer Defensive 104 $19K 0.00% SOLD
66 HTGC HERCULES CAPITAL INC Financial Services 1,000 $19K 0.00% SOLD
67 NEXA NEXA RES S A Basic Materials 2,000 $18K 0.00% SOLD
68 LIN LINDE PLC Basic Materials 41 $17K 0.00% SOLD
69 PHIN PHINIA INC Consumer Cyclical 270 $17K 0.00% SOLD
70 DG DOLLAR GEN CORP NEW Consumer Defensive 124 $16K 0.00% SOLD
71 EPR EPR PPTYS Real Estate 300 $15K 0.00% SOLD
72 ADI ANALOG DEVICES INC Technology 53 $14K 0.00% SOLD
73 IWO ISHARES TR 43 $14K 0.00% SOLD
74 AMGN AMGEN INC Healthcare 39 $13K 0.00% SOLD
75 LFUS LITTELFUSE INC Technology 50 $13K 0.00% SOLD
76 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 266 $12K 0.00% SOLD
77 FNDX SCHWAB STRATEGIC TR 426 $12K 0.00% SOLD
78 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 1,900 $11K 0.00% SOLD
79 ESGE ISHARES INC 235 $10K 0.00% SOLD
80 CHTR CHARTER COMMUNICATIONS INC N Communication Services 48 $10K 0.00% SOLD
Page 4 of 6  ·  106 positions
Sector Allocation
Financial Services 15.4%
Technology 14.6%
Consumer Cyclical 11.3%
Consumer Defensive 9.3%
Energy 8.4%
Communication Services 8.3%
Basic Materials 7.8%
Healthcare 7.6%
Real Estate 6.6%
Industrials 6.4%