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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001730630

Investors Research Corp

ATLANTA, GA · File #028-18408

Latest AUM
$546.1M
Positions
846
Top-10 Concentration
51.1%
Filings
12

Sector Allocation

Financials
7.2%$39.1M
Technology
3.8%$20.9M
Energy
1.8%$10.0M
Materials
1.6%$8.9M
Healthcare
1.5%$8.4M
Industrials
1.5%$8.2M
Real Estate
1.0%$5.3M
Utilities
0.6%$3.0M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428943882,197$22.8M6.37%
2SPDR SERIES TRUST78464A409205,901$22.0M6.15%
3ISHARES TR46428710158,423$20.0M5.61%
4SCHWAB STRATEGIC TR808524201741,079$19.9M5.58%
5SPDR SERIES TRUST78464A854248,254$19.9M5.58%
6VANGUARD INDEX FDS92290863759,915$18.9M5.28%
7FIRST TR EXCHANGE-TRADED FD33733E104172,565$16.0M4.47%
8FIDELITY COVINGTON TRUST316092600213,079$15.8M4.43%
9VICTORY PORTFOLIOS II92647N667294,790$15.6M4.36%
10SPDR SERIES TRUST78464A805141,148$11.6M3.26%
11ISHARES TR46428715065,424$9.7M2.72%
12VANGUARD SCOTTSDALE FDS92206C68070,717$8.6M2.41%
13VANGUARD WHITEHALL FDS92194640659,407$8.5M2.39%
14ISHARES TR46428711981,507$8.5M2.37%
15AMPLIFY ETF TR032108409189,755$8.4M2.36%
16GLOBAL X FDS37954Y673175,465$8.4M2.35%
17SCHWAB STRATEGIC TR808524797267,435$7.3M2.05%
18INVESCO EXCHANGE TRADED FD TIVZ359,092$7.3M2.05%
19MICROSOFT CORPMSFT13,307$6.4M1.80%
20INVESCO EXCH TRADED FD TR IIIVZ540,521$6.1M1.70%