Investors Research Corp Top Holdings and 13F Report (2024)

About Investors Research Corp

Investment Activity

  • Investors Research Corp has $427.65 million in total holdings as of March 31, 2024.
  • Investors Research Corp owns shares of 1,030 different stocks, but just 169 companies or ETFs make up 80% of its holdings.
  • Approximately 3.17% of the portfolio was purchased this quarter.
  • About 6.34% of the portfolio was sold this quarter.
  • This quarter, Investors Research Corp has purchased 1,063 new stocks and bought additional shares in 170 stocks.
  • Investors Research Corp sold shares of 240 stocks and completely divested from 90 stocks this quarter.

Largest New Holdings this Quarter

Albemarle
$852,358 Holding
LAZARD INC
$228,192 Holding
SkyWater Technology
$113,904 Holding
EverCommerce
$83,103 Holding

Largest Purchases this Quarter

Albemarle
6,470 shares (about $852.36K)
Global X U.S. Infrastructure Development ETF
14,298 shares (about $569.20K)
Walmart
9,214 shares (about $554.41K)
Vanguard Russell 1000 Growth ETF
6,201 shares (about $537.44K)
iShares Morningstar Growth ETF
7,106 shares (about $536.36K)

Largest Sales this Quarter

Marathon Petroleum
7,639 shares (about $1.54M)
Meta Platforms
3,168 shares (about $1.54M)
Apollo Global Management
13,565 shares (about $1.53M)
Advanced Micro Devices
7,727 shares (about $1.39M)
Merck & Co., Inc.
7,307 shares (about $964.16K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInvestors Research Corp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$11,409,643$246,021 2.2%58,4812.7%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$10,386,941$234,183 2.3%168,8112.4%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$10,378,790$224,719 2.2%167,2382.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$10,155,195$352,144 3.6%138,8272.4%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$10,079,978$211,041 2.1%40,7422.4%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$9,882,051$366,617 -3.6%154,0462.3%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$9,841,429$214,585 2.2%41,0472.3%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$9,672,283$310,909 3.3%112,9282.3%ETF
Victoryshares Dividend Accelerator ETF stock logo
VSDA
Victoryshares Dividend Accelerator ETF
$9,503,543$261,394 2.8%188,8392.2%ETF
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$9,282,271$259,126 2.9%133,0412.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$8,684,050$320,765 -3.6%75,3172.0%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$7,044,829$276,309 -3.8%111,2401.6%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$6,322,638$328,830 -4.9%66,9701.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$5,448,745$114,857 -2.1%12,9511.3%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$5,027,255$103,083 2.1%41,5511.2%ETF
Amplify YieldShares CWP Dividend & Option Income ETF stock logo
DIVO
Amplify YieldShares CWP Dividend & Option Income ETF
$4,970,847$112,169 2.3%127,8511.2%ETF
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$4,888,185$135,134 2.8%236,7161.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$4,599,511$102,158 2.3%57,0451.1%ETF
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$3,667,356$121,461 3.4%308,7000.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,491,899$8,937 0.3%6,6420.8%ETF
SPDR ICE Preferred Securities ETF stock logo
PSK
SPDR ICE Preferred Securities ETF
$3,343,894$108,341 -3.1%95,8960.8%ETF
Invesco S&P MidCap 400 Revenue ETF stock logo
RWK
Invesco S&P MidCap 400 Revenue ETF
$3,201,121$32,803 -1.0%27,8120.7%ETF
Invesco S&P 500 Pure Growth ETF stock logo
RPG
Invesco S&P 500 Pure Growth ETF
$3,153,305$32,681 1.0%85,8740.7%ETF
Apple Inc. stock logo
AAPL
Apple
$2,860,286$107,518 -3.6%16,6800.7%Computer and Technology
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$2,852,599$182,241 6.8%74,1320.7%ETF
SPDR S&P 400 Mid CapGrowth ETF stock logo
MDYG
SPDR S&P 400 Mid CapGrowth ETF
$2,651,894$26,711 -1.0%30,3800.6%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$2,600,651$207,269 8.7%63,5390.6%ETF
WestRock stock logo
WRK
WestRock
$2,497,720$86,241 -3.3%50,5100.6%Basic Materials
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$2,447,321$156,735 6.8%75,9330.6%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,428,837$39,195 -1.6%49,3270.6%ETF
VictoryShares US Small Cap High Div Volatility Wtd ETF stock logo
CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
$2,358,219$68,705 -2.8%42,0810.6%ETF
CF Industries Holdings, Inc. stock logo
CF
CF Industries
$2,347,937$104,013 -4.2%28,2170.5%Basic Materials
iShares 10+ Year Investment Grade Corporate Bond ETF stock logo
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
$2,324,955$163,184 7.5%45,1360.5%ETF
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$2,278,801$144,727 -6.0%77,1690.5%ETF
International Paper stock logo
IP
International Paper
$2,269,325$30,397 -1.3%58,1580.5%Basic Materials
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$2,173,890$37,762 -1.7%29,7630.5%ETF
Invesco Financial Preferred ETF stock logo
PGF
Invesco Financial Preferred ETF
$2,078,980$184,343 9.7%136,4160.5%Manufacturing
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$2,070,207$13,437 -0.6%31,4290.5%ETF
VanEck Preferred Securities ex Financials ETF stock logo
PFXF
VanEck Preferred Securities ex Financials ETF
$2,048,184$182,950 9.8%115,7820.5%ETF
RZG
Invesco S&P SmallCap 600 Pure Growth ETF
$1,970,120$108,576 -5.2%40,5360.5%ETF
Unum Group stock logo
UNM
Unum Group
$1,863,344$71,100 -3.7%34,7250.4%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,857,217$165,041 -8.2%6,4480.4%ETF
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$1,844,548$70,421 -3.7%11,7870.4%Finance
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,843,588$45,487 -2.4%4,0530.4%Aerospace
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$1,799,318$42,068 -2.3%42,7290.4%ETF
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
$1,795,399$37,926 -2.1%40,7120.4%Finance
Intel Co. stock logo
INTC
Intel
$1,756,686$128,756 -6.8%39,7710.4%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$1,695,490$117,460 -6.5%12,9190.4%ETF
Truist Financial Co. stock logo
TFC
Truist Financial
$1,694,811$20,192 -1.2%43,4790.4%Finance
CVS Health Co. stock logo
CVS
CVS Health
$1,652,388$7,816 0.5%20,7170.4%Retail/Wholesale
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$1,604,622$123,247 -7.1%24,6070.4%Finance
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$1,556,090$45,259 -2.8%77,1870.4%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,551,895$7,823 -0.5%34,7180.4%Finance
FedEx Co. stock logo
FDX
FedEx
$1,538,5190.0%5,3100.4%Transportation
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,520,243$3,608 -0.2%8,4280.4%Retail/Wholesale
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,513,0310.0%17,9930.4%ETF
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$1,488,560$9,678 -0.6%14,7660.3%ETF
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$1,448,637$32,578 -2.2%31,3490.3%Manufacturing
LGOV
First Trust Long Duration Opportunities ETF
$1,437,527$34,294 -2.3%67,2370.3%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,394,499$42,533 -3.0%12,2950.3%Industrial Products
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$1,390,219$8,787 -0.6%22,7830.3%Finance
AT&T Inc. stock logo
T
AT&T
$1,352,789$250,290 22.7%76,8630.3%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,328,579$144,510 12.2%31,6630.3%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,302,357$41,769 -3.1%3,1180.3%Finance
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,295,139$569,203 78.4%32,5330.3%ETF
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$1,283,762$50,979 -3.8%39,0320.3%Finance
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$1,273,703$311 0.0%28,6870.3%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$1,272,702$14,192 -1.1%26,0960.3%Finance
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$1,266,832$48,745 -3.7%25,8590.3%ETF
MetLife, Inc. stock logo
MET
MetLife
$1,256,165$14,822 -1.2%16,9500.3%Finance
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,253,059$2,791 -0.2%14,3650.3%ETF
VictoryShares US Large Cap High Div Volatility Wtd ETF stock logo
CDL
VictoryShares US Large Cap High Div Volatility Wtd ETF
$1,249,416$17,902 -1.4%20,1000.3%Manufacturing
Ryder System, Inc. stock logo
R
Ryder System
$1,246,9710.0%10,3750.3%Transportation
Nutrien Ltd. stock logo
NTR
Nutrien
$1,238,322$39,755 -3.1%22,8010.3%Basic Materials
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$1,233,709$58,408 -4.5%8,9770.3%Finance
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$1,227,133$26,562 -2.1%19,2190.3%ETF
Medtronic plc stock logo
MDT
Medtronic
$1,223,935$217,875 21.7%14,0440.3%Medical
Valero Energy Co. stock logo
VLO
Valero Energy
$1,220,604$461,716 -27.4%7,1510.3%Oils/Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,210,773$964,158 -44.3%9,1760.3%Medical
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,206,013$537,441 80.4%13,9150.3%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$1,198,094$536,361 81.1%15,8730.3%ETF
BlackRock, Inc. stock logo
BLK
BlackRock
$1,186,355$58,359 -4.7%1,4230.3%Finance
Best Buy Co., Inc. stock logo
BBY
Best Buy
$1,179,263$102,537 9.5%14,3760.3%Retail/Wholesale
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,173,536$13,427 -1.1%9,5270.3%ETF
American Eagle Outfitters, Inc. stock logo
AEO
American Eagle Outfitters
$1,169,577$69,633 -5.6%45,3500.3%Retail/Wholesale
Morgan Stanley stock logo
MS
Morgan Stanley
$1,169,091$80,036 -6.4%12,4160.3%Finance
General Motors stock logo
GM
General Motors
$1,162,865$43,536 3.9%25,6420.3%Auto/Tires/Trucks
3M stock logo
MMM
3M
$1,145,450$161,545 16.4%10,7990.3%Multi-Sector Conglomerates
ALPS Sector Dividend Dogs ETF stock logo
SDOG
ALPS Sector Dividend Dogs ETF
$1,144,226$31,831 -2.7%21,2090.3%ETF
Stellantis stock logo
STLA
Stellantis
$1,139,132$753,431 -39.8%40,2520.3%Auto/Tires/Trucks
Starbucks Co. stock logo
SBUX
Starbucks
$1,123,9140.0%12,2980.3%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,118,275$193,490 -14.8%5,5830.3%Finance
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$1,106,840$1,539,259 -58.2%5,4930.3%Oils/Energy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,101,993$24,633 -2.2%19,0130.3%Finance
Honda Motor Co., Ltd. stock logo
HMC
Honda Motor
$1,079,968$33,209 -3.0%29,0080.3%Auto/Tires/Trucks
Pfizer Inc. stock logo
PFE
Pfizer
$1,079,614$18,482 -1.7%38,9050.3%Medical
HNI Co. stock logo
HNI
HNI
$1,071,296$23,829 -2.2%23,7380.3%Business Services
Kelly Services, Inc. stock logo
KELYA
Kelly Services
$1,071,086$27,544 -2.5%42,7750.3%Business Services
The Scotts Miracle-Gro Company stock logo
SMG
Scotts Miracle-Gro
$1,070,217$68,996 6.9%14,3480.3%Basic Materials
The Walt Disney Company stock logo
DIS
Walt Disney
$1,059,515$4,527 0.4%8,6590.2%Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: