2026 Q2 Portfolio Activity
In 2026 Q2, Investors Research Corp maintained a portfolio of 910 distinct positions. The most significant new addition was FIRST TR EXCHANGE-TRADED FD, now representing 2.93% of the total fund value. They heavily accumulated shares in STATE STR SPDR S&P 500 ETF T, increasing the position by 168.5%. The fund also reduced its exposure to FIRST TR EXCHANGE-TRADED FD by 52.7%.
Position History
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Total Positions
910
Quarter
2026 Q2
Top Holding
SPYG (4.4%)
Top 10 Concentration
35.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 910
Investors Research Corp Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPYG
SPDR SERIES TRU...
|
Unknown | 4.38% | 3.89% |
#1
2
Prev: #3
|
4.3 |
—
|
-2,160 | -1.0% |
P
S
|
205,613 | $24,465,891 |
$66.33
+78.5%
|
2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | ||
|
IWY
ISHARES TR
|
ETF | 4.25% | 3.93% |
#2
Prev: #2
|
3.7 |
—
|
-855 | -1.0% |
P
S
|
81,693 | $23,741,620 |
$168.33
+72.6%
|
2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | ||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 4.11% | 3.67% |
#3
1
Prev: #4
|
3.1 |
—
|
32,896 | 4.4% |
P
S
|
780,944 | $22,983,182 |
$21.84
+36.1%
|
2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | ||
|
SPLG
SPDR SERIES TRU...
|
ETF | 4.10% | 3.66% |
#4
1
Prev: #5
|
2.6 |
—
|
10,603 | 4.2% |
P
S
|
260,841 | $22,922,707 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 3.87% | 3.45% |
#5
2
Prev: #7
|
2.5 |
—
|
2,604 | 4.3% |
P
S
|
62,926 | $21,640,881 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
OEF
ISHARES TR
|
ETF | 3.80% | 3.56% |
#6
Prev: #6
|
2.0 |
—
|
-641 | -1.1% |
P
S
|
57,996 | $21,218,997 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VSDA
VICTORY PORTFOL...
|
ETF | 3.10% | 3.14% |
#7
1
Prev: #8
|
1.7 |
—
|
-3,096 | -1.0% |
P
S
|
297,940 | $17,333,197 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
FHLC
FIDELITY COVING...
|
ETF | 2.99% | 2.93% |
#8
1
Prev: #9
|
1.7 |
—
|
-2,111 | -1.0% |
P
S
|
216,139 | $16,696,738 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
FTCS
FIRST TR EXCHAN...
|
ETF | 2.93% | — |
#9
Prev: #—
|
4.7 |
—
|
174,122 | — |
NEW
|
174,122 | $16,353,538 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 2.08% | 1.99% |
#10
Prev: #10
|
1.3 |
—
|
-3,883 | -2.9% |
P
S
|
128,022 | $11,623,117 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 2.05% | 1.88% |
#11
Prev: #11
|
1.3 |
—
|
457 | 0.2% |
P
S
|
194,312 | $11,448,863 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
ILCG
ISHARES TR
|
Warrant | 1.91% | 1.66% |
#12
2
Prev: #14
|
1.3 |
—
|
462 | 0.5% |
P
S
|
91,309 | $10,684,979 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 1.82% | 1.65% |
#13
2
Prev: #15
|
1.2 |
—
|
469 | 0.6% |
P
S
|
79,364 | $10,143,513 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.81% | 1.76% |
#14
2
Prev: #12
|
1.2 |
—
|
1,519 | 2.4% |
P
S
|
63,877 | $10,094,482 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
ITOT
ISHARES TR
|
ETF | 1.72% | 1.65% |
#15
1
Prev: #16
|
1.2 |
—
|
-2,052 | -3.4% |
P
S
|
58,420 | $9,596,653 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DIVO
AMPLIFY ETF TR
|
ETF | 1.67% | 1.70% |
#16
3
Prev: #13
|
1.2 |
—
|
5,462 | 2.8% |
P
S
|
203,662 | $9,307,353 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.65% | 1.64% |
#17
Prev: #17
|
1.2 |
—
|
10,146 | 3.6% |
P
S
|
290,362 | $9,207,388 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PEY
INVESCO EXCHANG...
|
ETF | 1.62% | 1.54% |
#18
Prev: #18
|
1.1 |
—
|
12,518 | 3.3% |
P
S
|
389,733 | $9,034,011 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DBEF
DBX ETF TR
|
ETF | 1.35% | 1.24% |
#19
1
Prev: #20
|
1.0 |
—
|
5,806 | 4.4% |
P
S
|
137,576 | $7,515,777 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
FDL
FIRST TR EXCHAN...
|
Unknown | 1.32% | 4.53% |
#20
19
Prev: #1
|
0.5 |
—
|
-169,257 | -52.7% |
P
S
|
151,969 | $7,394,812 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PGX
INVESCO EXCH TR...
|
Preferred | 1.18% | 1.20% |
#21
Prev: #21
|
2.5 |
—
|
30,800 | 5.3% |
P
S
|
609,077 | $6,602,395 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 1.07% | 1.36% |
#22
3
Prev: #19
|
0.9 |
—
|
-3,364 | -2.9% |
P
S
|
112,616 | $5,981,020 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PFF
ISHARES TR
|
Preferred | 1.01% | 1.01% |
#23
1
Prev: #22
|
2.4 |
—
|
11,205 | 6.4% |
P
S
|
185,703 | $5,662,084 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PFXF
VANECK ETF TRUS...
|
Preferred | 1.00% | 0.99% |
#24
Prev: #24
|
2.4 |
—
|
19,225 | 6.5% |
P
S
|
313,386 | $5,590,806 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IGLB
ISHARES TR
|
ETF | 1.00% | 0.99% |
#25
2
Prev: #23
|
2.4 |
—
|
7,492 | 7.2% |
P
S
|
111,718 | $5,590,369 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PGF
INVESCO EXCHANG...
|
Preferred | 0.93% | 0.93% |
#26
Prev: #26
|
2.4 |
—
|
26,222 | 7.4% |
P
S
|
378,941 | $5,195,281 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.90% | 0.96% |
#27
2
Prev: #25
|
0.9 |
—
|
-120 | -0.9% |
P
S
|
13,441 | $5,013,762 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 0.88% | 0.83% |
#28
1
Prev: #29
|
2.4 |
—
|
3,598 | 7.8% |
P
S
|
49,931 | $4,903,224 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DEM
WISDOMTREE TR
|
ETF | 0.85% | 0.78% |
#29
2
Prev: #31
|
2.3 |
—
|
6,833 | 8.4% |
P
S
|
88,578 | $4,764,611 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SCZ
ISHARES TR
|
ETF | 0.83% | 0.89% |
#30
3
Prev: #27
|
0.8 |
—
|
-2,960 | -5.0% |
P
S
|
56,196 | $4,623,245 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IVV
ISHARES TR
|
ETF | 0.80% | 0.81% |
#31
1
Prev: #30
|
0.8 |
—
|
-502 | -7.7% |
P
S
|
5,984 | $4,481,358 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IEO
ISHARES TR
|
ETF | 0.79% | 0.88% |
#32
4
Prev: #28
|
2.3 |
—
|
3,156 | 8.6% |
P
S
|
40,047 | $4,398,362 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AAPL
APPLE INC
|
Technology | 0.69% | 0.71% |
#33
1
Prev: #32
|
0.8 |
—
|
-1,491 | -10.1% |
P
S
|
13,234 | $3,829,470 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.59% | 0.52% |
#34
Prev: #34
|
0.7 |
—
|
-2,276 | -2.4% |
P
S
|
90,715 | $3,277,515 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PSK
SPDR SERIES TRU...
|
Preferred | 0.46% | 0.52% |
#35
2
Prev: #33
|
0.7 |
—
|
-4,372 | -4.9% |
P
S
|
84,470 | $2,578,869 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PWB
INVESCO EXCHANG...
|
ETF | 0.39% | 0.31% |
#36
12
Prev: #48
|
0.7 |
—
|
45 | 0.3% |
P
S
|
13,048 | $2,198,066 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 0.39% | 0.30% |
#37
16
Prev: #53
|
0.7 |
—
|
15 | 0.2% |
P
S
|
7,594 | $2,168,695 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.38% | 0.34% |
#38
2
Prev: #40
|
0.7 |
—
|
-258 | -4.2% |
P
S
|
5,895 | $2,106,696 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DSI
ISHARES TR
|
ETF | 0.37% | 0.35% |
#39
2
Prev: #37
|
0.6 |
—
|
-566 | -3.7% |
P
S
|
14,694 | $2,092,279 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.37% | 0.35% |
#40
2
Prev: #38
|
0.6 |
—
|
-787 | -1.3% |
P
S
|
61,608 | $2,084,815 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.37% | 0.13% |
#41
102
Prev: #143
|
3.1 |
—
|
1,727 | 168.5% |
P
S
|
2,752 | $2,055,111 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SPLV
INVESCO EXCH TR...
|
Unknown | 0.36% | 0.38% |
#42
6
Prev: #36
|
0.6 |
—
|
-709 | -2.6% |
P
S
|
26,620 | $1,993,813 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MDYG
SPDR SERIES TRU...
|
ETF | 0.35% | 0.44% |
#43
8
Prev: #35
|
0.1 |
—
|
-6,620 | -27.4% |
P
S
|
17,509 | $1,962,614 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
UNM
UNUM GROUP
|
Financial Services | 0.34% | 0.33% |
#44
1
Prev: #45
|
0.6 |
—
|
-2,100 | -9.0% |
P
S
|
21,301 | $1,904,309 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 0.34% | 0.34% |
#45
6
Prev: #39
|
0.6 |
—
|
-377 | -1.0% |
P
S
|
38,150 | $1,900,633 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.32% | 0.33% |
#46
2
Prev: #44
|
0.6 |
—
|
-712 | -8.7% |
P
S
|
7,508 | $1,789,457 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 0.31% | 0.28% |
#47
7
Prev: #54
|
0.6 |
—
|
-250 | -1.3% |
P
S
|
19,403 | $1,748,210 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IUSG
ISHARES TR
|
Warrant | 0.30% | 0.26% |
#48
16
Prev: #64
|
0.6 |
—
|
48 | 0.5% |
P
S
|
8,967 | $1,686,603 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SPXN
PROSHARES TR
|
ETF | 0.30% | 0.28% |
#49
6
Prev: #55
|
0.6 |
—
|
-348 | -1.7% |
P
S
|
20,430 | $1,680,684 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VAC
MARRIOTT VACATI...
|
Consumer Cyclical | 0.30% | 0.21% |
#50
45
Prev: #95
|
0.6 |
—
|
-158 | -1.0% |
P
S
|
16,416 | $1,672,462 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 |
Showing 1-50 of 910 holdings