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Investors Research Corp
Period ended Sep 30, 2026 · Latest filing Oct 7, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $568,991,431
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $25,542,630
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $25,518,409
- SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $25,156,937
- VANGUARD INDEX FDS · MRNGSTR LRG CAP · 922908637 · shares: $24,185,465
- ISHARES TR · RUS TP200 GR ETF · 464289438 · shares: $24,008,328
- ISHARES TR · S&P 100 ETF · 464287101 · shares: $22,140,390
- VICTORY PORTFOLIOS II · VICSHS DV AC ETF · 92647N667 · shares: $16,618,857
- FIDELITY COVINGTON TRUST · MSCI HLTH CARE I · 316092600 · shares: $16,603,973
- FIRST TR EXCHANGE-TRADED FD · CAP STRENGTH ETF · 33733E104 · shares: $16,332,528
- SPDR SERIES TRUST · ST STR PR SP1500 · 78464A805 · shares: $11,706,459
Reported holdings
790 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 851,421 shares | $25,542,630 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 284,296 shares | $25,518,409 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 204,395 shares | $25,156,937 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 68,738 shares | $24,185,465 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | — | 81,409 shares | $24,008,328 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 57,947 shares | $22,140,390 |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | 92647N667 | — | 296,060 shares | $16,618,857 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | — | 203,231 shares | $16,603,973 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | — | 174,028 shares | $16,332,528 |
| SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | — | 127,175 shares | $11,706,459 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 | — | 91,256 shares | $10,674,214 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 66,088 shares | $10,256,858 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 79,143 shares | $10,203,907 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 194,249 shares | $10,198,073 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 302,624 shares | $9,844,353 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | — | 210,864 shares | $9,803,067 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 46137V563 | — | 404,850 shares | $9,236,329 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 145,488 shares | $7,994,566 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 | — | 160,279 shares | $7,871,302 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 110,858 shares | $6,817,749 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 40,390 shares | $6,716,049 |
| MICROSOFT CORP | COM | 594918104 | — | 13,088 shares | $6,712,835 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 | — | 649,529 shares | $6,540,757 |
| VANECK ETF TRUST | PREFERRED SECURT | 92189F429 | — | 337,664 shares | $5,915,873 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 199,788 shares | $5,893,746 |
| ISHARES TR | US OIL GS EX ETF | 464288851 | — | 43,319 shares | $5,718,108 |
| ISHARES TR | 10+ YR INVST GRD | 464289511 | — | 121,175 shares | $5,532,851 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 54,164 shares | $5,477,605 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | — | 96,781 shares | $5,352,957 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 6,859 shares | $5,252,965 |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 46137V621 | — | 411,899 shares | $5,247,593 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 5,495 shares | $4,190,652 |
| APPLE INC | COM | 037833100 | — | 11,539 shares | $3,842,809 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 44,612 shares | $3,766,145 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 5,326 shares | $3,732,741 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 90,611 shares | $2,956,621 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | — | 7,211 shares | $2,163,733 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 14,679 shares | $2,145,776 |
| SPDR SERIES TRUST | ST STR PFD ETF | 78464A292 | — | 73,992 shares | $2,096,933 |
| INVESCO EXCHANGE TRADED FD T | LARG CAP GRO ETF | 46137V746 | — | 12,483 shares | $2,024,118 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 54,401 shares | $1,954,628 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 5,668 shares | $1,950,245 |
| UNUM GROUP | COM | 91529Y106 | — | 21,001 shares | $1,842,418 |
| SPDR SERIES TRUST | ST STR SP400GRW | 78464A821 | — | 17,381 shares | $1,816,864 |
| AMAZON COM INC | COM | 023135106 | — | 7,227 shares | $1,800,607 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 9,164 shares | $1,775,525 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 4,509 shares | $1,747,733 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 37,417 shares | $1,732,407 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 35,008 shares | $1,605,835 |
| PROSHARES TR | SP500 EX FINLS | 74347B573 | — | 18,910 shares | $1,597,916 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 2,572 shares | $1,573,447 |
| SSGA ACTIVE ETF TR | ST STR BL LN ETF | 78467V608 | — | 38,762 shares | $1,565,597 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 6,844 shares | $1,563,053 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 6,884 shares | $1,529,900 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 10,412 shares | $1,525,150 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 18,080 shares | $1,520,166 |
| MARATHON PETE CORP | COM | 56585A102 | — | 3,806 shares | $1,504,969 |
| AES CORP | COM | 00130H105 | — | 99,346 shares | $1,480,255 |
| MARRIOTT VACATIONS WORLDWIDE | COM | 57164Y107 | — | 14,058 shares | $1,437,852 |
| SPDR SERIES TRUST | ST STR SP600GRWO | 78464A201 | — | 13,224 shares | $1,414,571 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 | — | 31,620 shares | $1,394,442 |
| METLIFE INC | COM | 59156R108 | — | 14,273 shares | $1,343,946 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 17,238 shares | $1,340,599 |
| BLACKROCK INC | COM | 09290D101 | — | 1,231 shares | $1,302,755 |
| ESSENTIAL UTILS INC | COM | 29670G102 | — | 32,558 shares | $1,275,948 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 6,633 shares | $1,247,535 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 33738D309 | — | 27,870 shares | $1,242,166 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 26,958 shares | $1,241,146 |
| FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | — | 62,612 shares | $1,226,588 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 4,729 shares | $1,220,366 |
| VICTORY PORTFOLIOS II | VCSHS US SMCP HG | 92647N873 | — | 19,236 shares | $1,183,203 |
| SPDR SERIES TRUST | ST STR CONV ETF | 78464A359 | — | 11,546 shares | $1,168,224 |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | 316092204 | — | 12,325 shares | $1,167,301 |
| MERCK & CO INC | COM | 58933Y105 | — | 8,031 shares | $1,166,985 |
| AMCOR PLC | COM NEW | G0250X149 | — | 27,824 shares | $1,164,713 |
| CVS HEALTH CORP | COM | 126650100 | — | 13,371 shares | $1,145,761 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | — | 16,035 shares | $1,130,605 |
| SOUTHSTATE BK CORP | COM | 84472E102 | — | 11,347 shares | $1,129,707 |
| RYDER SYS INC | COM | 783549108 | — | 4,925 shares | $1,122,211 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 | — | 62,527 shares | $1,100,475 |
| PFIZER INC | COM | 717081103 | — | 38,216 shares | $1,089,925 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 5,879 shares | $1,078,032 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 2,116 shares | $1,077,573 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 3,858 shares | $1,073,411 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | — | 12,071 shares | $1,069,370 |
| BLACKSTONE INC | COM | 09260D107 | — | 9,513 shares | $1,066,312 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 12,315 shares | $1,062,661 |
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 | — | 21,143 shares | $1,059,476 |
| PHILLIPS 66 | COM | 718546104 | — | 4,125 shares | $1,053,154 |
| REALTY INCOME CORP | COM | 756109104 | — | 19,350 shares | $1,050,705 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 22,550 shares | $1,046,320 |
| LAMB WESTON HLDGS INC | COM | 513272104 | — | 24,937 shares | $1,039,624 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 10,500 shares | $1,023,015 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 6,350 shares | $1,022,985 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 30,525 shares | $1,012,514 |
| SERVICENOW INC | COM | 81762P102 | — | 7,524 shares | $1,008,291 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 6,537 shares | $993,820 |
| BROADCOM INC | COM | 11135F101 | — | 2,734 shares | $960,153 |
| UGI CORP NEW | COM | 902681105 | — | 26,792 shares | $955,671 |
| VICTORY PORTFOLIOS II | VCSHS US LRG CAP | 92647N865 | — | 12,671 shares | $946,070 |