2026 Q3 Portfolio Activity
In 2026 Q3, Investors Research Corp maintained a portfolio of 847 distinct positions. The most significant new addition was CME GROUP INC, now representing 0.12% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 9.0%. The fund also reduced its exposure to ISHARES TR by 30.9%.
Position History
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Total Positions
847
Quarter
2026 Q3
Top Holding
SCHX (4.5%)
Top 10 Concentration
36.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 847
Investors Research Corp Full Holdings List — 2026 Q3
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHX
SCHWAB STRATEGI...
|
ETF | 4.49% | 4.11% |
#1
2
Prev: #3
|
5.8 |
—
|
70,477 | 9.0% |
P
S
|
851,421 | $25,542,630 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 4.48% | 4.10% |
#2
2
Prev: #4
|
5.3 |
—
|
23,455 | 9.0% |
P
S
|
284,296 | $25,518,409 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 4.42% | 4.38% |
#3
2
Prev: #1
|
3.3 |
—
|
-1,218 | -0.6% |
P
S
|
204,395 | $25,156,937 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 4.25% | 3.87% |
#4
1
Prev: #5
|
4.2 |
—
|
5,812 | 9.2% |
P
S
|
68,738 | $24,185,465 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IWY
ISHARES TR
|
ETF | 4.22% | 4.25% |
#5
3
Prev: #2
|
2.7 |
—
|
-284 | -0.3% |
P
S
|
81,409 | $24,008,328 | 2019 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
OEF
ISHARES TR
|
ETF | 3.89% | 3.80% |
#6
Prev: #6
|
2.1 |
—
|
-49 | -0.1% |
P
S
|
57,947 | $22,140,390 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VSDA
VICTORY PORTFOL...
|
ETF | 2.92% | 3.10% |
#7
Prev: #7
|
1.7 |
—
|
-1,880 | -0.6% |
P
S
|
296,060 | $16,618,857 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
FHLC
FIDELITY COVING...
|
ETF | 2.92% | 2.99% |
#8
Prev: #8
|
1.7 |
—
|
-12,908 | -6.0% |
P
S
|
203,231 | $16,603,973 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
FTCS
FIRST TR EXCHAN...
|
ETF | 2.87% | 2.93% |
#9
Prev: #9
|
1.6 |
—
|
-94 | -0.1% |
P
S
|
174,028 | $16,332,528 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 2.06% | 2.08% |
#10
Prev: #10
|
1.3 |
—
|
-847 | -0.7% |
P
S
|
127,175 | $11,706,459 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
ILCG
ISHARES TR
|
Warrant | 1.88% | 1.91% |
#11
1
Prev: #12
|
1.3 |
—
|
-53 | -0.1% |
P
S
|
91,256 | $10,674,214 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.80% | 1.81% |
#12
2
Prev: #14
|
1.2 |
—
|
2,211 | 3.5% |
P
S
|
66,088 | $10,256,858 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 1.79% | 1.82% |
#13
Prev: #13
|
1.2 |
—
|
-221 | -0.3% |
P
S
|
79,143 | $10,203,907 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 1.79% | 2.05% |
#14
3
Prev: #11
|
1.2 |
—
|
-63 | -0.0% |
P
S
|
194,249 | $10,198,073 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.73% | 1.65% |
#15
2
Prev: #17
|
1.2 |
—
|
12,262 | 4.2% |
P
S
|
302,624 | $9,844,353 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
DIVO
AMPLIFY ETF TR
|
ETF | 1.72% | 1.67% |
#16
Prev: #16
|
1.2 |
—
|
7,202 | 3.5% |
P
S
|
210,864 | $9,803,067 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
PEY
INVESCO EXCHANG...
|
ETF | 1.62% | 1.62% |
#17
1
Prev: #18
|
1.1 |
—
|
15,117 | 3.9% |
P
S
|
404,850 | $9,236,329 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
DBEF
DBX ETF TR
|
ETF | 1.41% | 1.35% |
#18
1
Prev: #19
|
2.6 |
—
|
7,912 | 5.8% |
P
S
|
145,488 | $7,994,566 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
FDL
FIRST TR EXCHAN...
|
Unknown | 1.38% | 1.32% |
#19
1
Prev: #20
|
2.6 |
—
|
8,310 | 5.5% |
P
S
|
160,279 | $7,871,302 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 1.20% | 1.07% |
#20
2
Prev: #22
|
1.0 |
—
|
-1,758 | -1.6% |
P
S
|
110,858 | $6,817,749 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
ITOT
ISHARES TR
|
ETF | 1.18% | 1.72% |
#21
6
Prev: #15
|
0.5 |
—
|
-18,030 | -30.9% |
P
S
|
40,390 | $6,716,049 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.18% | 0.90% |
#22
5
Prev: #27
|
1.0 |
—
|
-353 | -2.6% |
P
S
|
13,088 | $6,712,835 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
PGX
INVESCO EXCH TR...
|
Preferred | 1.15% | 1.18% |
#23
2
Prev: #21
|
2.5 |
—
|
40,452 | 6.6% |
P
S
|
649,529 | $6,540,757 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
PFXF
VANECK ETF TRUS...
|
Preferred | 1.04% | 1.00% |
#24
Prev: #24
|
2.4 |
—
|
24,278 | 7.7% |
P
S
|
337,664 | $5,915,873 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
PFF
ISHARES TR
|
Preferred | 1.04% | 1.01% |
#25
2
Prev: #23
|
2.4 |
—
|
14,085 | 7.6% |
P
S
|
199,788 | $5,893,746 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IEO
ISHARES TR
|
ETF | 1.00% | 0.79% |
#26
6
Prev: #32
|
2.4 |
—
|
3,272 | 8.2% |
P
S
|
43,319 | $5,718,108 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IGLB
ISHARES TR
|
ETF | 0.97% | 1.00% |
#27
2
Prev: #25
|
2.4 |
—
|
9,457 | 8.5% |
P
S
|
121,175 | $5,532,851 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 0.96% | 0.88% |
#28
Prev: #28
|
2.4 |
—
|
4,233 | 8.5% |
P
S
|
54,164 | $5,477,605 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
DEM
WISDOMTREE TR
|
ETF | 0.94% | 0.85% |
#29
Prev: #29
|
2.4 |
—
|
8,203 | 9.3% |
P
S
|
96,781 | $5,352,957 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IVV
ISHARES TR
|
ETF | 0.92% | 0.80% |
#30
1
Prev: #31
|
2.4 |
—
|
875 | 14.6% |
P
S
|
6,859 | $5,252,965 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
PGF
INVESCO EXCHANG...
|
Preferred | 0.92% | 0.93% |
#31
5
Prev: #26
|
2.4 |
—
|
32,958 | 8.7% |
P
S
|
411,899 | $5,247,593 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.74% | 0.37% |
#32
9
Prev: #41
|
3.3 |
—
|
2,743 | 99.7% |
P
S
|
5,495 | $4,190,652 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
AAPL
APPLE INC
|
Technology | 0.68% | 0.69% |
#33
Prev: #33
|
0.8 |
—
|
-1,695 | -12.8% |
P
S
|
11,539 | $3,842,809 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SCZ
ISHARES TR
|
ETF | 0.66% | 0.83% |
#34
4
Prev: #30
|
0.3 |
—
|
-11,584 | -20.6% |
P
S
|
44,612 | $3,766,145 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.66% | 0.29% |
#35
16
Prev: #51
|
3.3 |
—
|
2,938 | 123.0% |
P
S
|
5,326 | $3,732,741 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.52% | 0.59% |
#36
2
Prev: #34
|
0.7 |
—
|
-104 | -0.1% |
P
S
|
90,611 | $2,956,621 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 0.38% | 0.39% |
#37
Prev: #37
|
0.7 |
—
|
-383 | -5.0% |
P
S
|
7,211 | $2,163,733 | 2019 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
DSI
ISHARES TR
|
ETF | 0.38% | 0.37% |
#38
1
Prev: #39
|
0.7 |
—
|
-15 | -0.1% |
P
S
|
14,679 | $2,145,776 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
PSK
SPDR SERIES TRU...
|
Preferred | 0.37% | 0.46% |
#39
4
Prev: #35
|
0.6 |
—
|
-10,478 | -12.4% |
P
S
|
73,992 | $2,096,933 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
PWB
INVESCO EXCHANG...
|
ETF | 0.36% | 0.39% |
#40
4
Prev: #36
|
0.6 |
—
|
-565 | -4.3% |
P
S
|
12,483 | $2,024,118 | 2019 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.34% | 0.37% |
#41
1
Prev: #40
|
0.6 |
—
|
-7,207 | -11.7% |
P
S
|
54,401 | $1,954,628 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.34% | 0.38% |
#42
4
Prev: #38
|
0.6 |
—
|
-227 | -3.9% |
P
S
|
5,668 | $1,950,245 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
UNM
UNUM GROUP
|
Financial Services | 0.32% | 0.34% |
#43
1
Prev: #44
|
0.6 |
—
|
-300 | -1.4% |
P
S
|
21,001 | $1,842,418 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
MDYG
SPDR SERIES TRU...
|
ETF | 0.32% | 0.35% |
#44
1
Prev: #43
|
0.6 |
—
|
-128 | -0.7% |
P
S
|
17,381 | $1,816,864 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.32% | 0.32% |
#45
1
Prev: #46
|
0.6 |
—
|
-281 | -3.7% |
P
S
|
7,227 | $1,800,607 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IUSG
ISHARES TR
|
Warrant | 0.31% | 0.30% |
#46
2
Prev: #48
|
0.6 |
—
|
197 | 2.2% |
P
S
|
9,164 | $1,775,525 | 2019 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 0.31% | 0.28% |
#47
9
Prev: #56
|
0.1 |
—
|
-1,568 | -25.8% |
P
S
|
4,509 | $1,747,733 | 2018 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 0.30% | 0.34% |
#48
3
Prev: #45
|
0.6 |
—
|
-733 | -1.9% |
P
S
|
37,417 | $1,732,407 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.28% | 0.22% |
#49
25
Prev: #74
|
2.6 |
—
|
5,956 | 20.5% |
P
S
|
35,008 | $1,605,835 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPXN
PROSHARES TR
|
ETF | 0.28% | 0.30% |
#50
1
Prev: #49
|
0.6 |
—
|
-1,520 | -7.4% |
P
S
|
18,910 | $1,597,916 | 2019 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 |
Showing 1-50 of 847 holdings