Institutional Manager · CIK 0001730630

Investors Research Corp

ATLANTA, GA · File #028-18408

Latest AUM

$546.1M

Positions

846

Top-10 Concentration

51.1%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	SELECT SECTOR SPDR TR	81369Y506	+57,203	+$2.6M	-$2.6M
EXITED	SOUTHSTATE CORPORATION	840441109	-12,084	-$1.2M	$0
REDUCE	HUNTINGTON INGALLS INDS INC	446413106	-3,175	-$1.1M	+$316,872
NEW	SOUTHSTATE BK CORP	84472E102	+11,347	+$1.1M	$0
EXITED	INTERPUBLIC GROUP COS INC	460690100	-37,118	-$1.0M	$0
ADD	DEVON ENERGY CORP NEW	25179M103	+27,575	+$1.0M	+$314
NEW	OMNICOM GROUP INC	OMC	+12,438	+$1.0M	$0
NEW	TOTALENERGIES SE	TTE	+12,692	+$830,311	$0
EXITED	TOTALENERGIES SE	89151E109	-12,692	-$757,585	$0
ADD	GLOBAL X FDS	37954Y673	+13,947	+$666,527	+$25,843

Sector Allocation

Financials

7.2%$39.1M

Technology

3.8%$20.9M

Consumer Discretionary

3.3%$17.8M

1.8%$10.0M

1.8%$9.7M

1.6%$8.9M

1.5%$8.4M

1.5%$8.2M

1.0%$5.3M

Communication Services

0.9%$4.7M

Utilities

0.6%$3.0M

Filing History

Jan 6, 202613F HOLDINGS REPORTQ/E Dec 2025846 pos · $546.1M
Oct 2, 202513F HOLDINGS REPORTQ/E Sep 2025870 pos · $540.5M
Jul 7, 202513F HOLDINGS REPORTQ/E Jun 2025925 pos · $510.1M
Apr 8, 202513F HOLDINGS REPORTQ/E Mar 2025962 pos · $461.7M
Feb 7, 202513F HOLDINGS REPORTQ/E Dec 2024943 pos · $455.2M
Nov 12, 202413F HOLDINGS REPORTQ/E Sep 2024973 pos · $457.6M
Jul 31, 202413F HOLDINGS REPORTQ/E Jun 20241,054 pos · $428.0M
May 6, 202413F HOLDINGS REPORTQ/E Mar 20241,030 pos · $427.7M
Nov 1, 202313F HOLDINGS REPORTQ/E Dec 20231,074 pos · $382.9M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	ISHARES TR	464289438	82,197	$22.8M	6.37%
2	SPDR SERIES TRUST	78464A409	205,901	$22.0M	6.15%
3	ISHARES TR	464287101	58,423	$20.0M	5.61%
4	SCHWAB STRATEGIC TR	808524201	741,079	$19.9M	5.58%
5	SPDR SERIES TRUST	78464A854	248,254	$19.9M	5.58%
6	VANGUARD INDEX FDS	922908637	59,915	$18.9M	5.28%
7	FIRST TR EXCHANGE-TRADED FD	33733E104	172,565	$16.0M	4.47%
8	FIDELITY COVINGTON TRUST	316092600	213,079	$15.8M	4.43%
9	VICTORY PORTFOLIOS II	92647N667	294,790	$15.6M	4.36%
10	SPDR SERIES TRUST	78464A805	141,148	$11.6M	3.26%
11	ISHARES TR	464287150	65,424	$9.7M	2.72%
12	VANGUARD SCOTTSDALE FDS	92206C680	70,717	$8.6M	2.41%
13	VANGUARD WHITEHALL FDS	921946406	59,407	$8.5M	2.39%
14	ISHARES TR	464287119	81,507	$8.5M	2.37%
15	AMPLIFY ETF TR	032108409	189,755	$8.4M	2.36%
16	GLOBAL X FDS	37954Y673	175,465	$8.4M	2.35%
17	SCHWAB STRATEGIC TR	808524797	267,435	$7.3M	2.05%
18	INVESCO EXCHANGE TRADED FD T	IVZ	359,092	$7.3M	2.05%
19	MICROSOFT CORP	MSFT	13,307	$6.4M	1.80%
20	INVESCO EXCH TRADED FD TR II	IVZ	540,521	$6.1M	1.70%