Investors Research Corp

Q3 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Date filed
10/2/2025
Form type
13F-HR
Num holdings
870
Total value ($000)
$540,479
Net value change ($000)
+30,395 (6.0%)
New positions
31
Sold out positions
85
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2025 Next filing: 1/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWY 2,867 15.0%
SPYG 2,568 13.9%
OEF 2,252 13.5%
SPYM 2,072 12.3%
SCHX 2,032 12.0%
VV 1,937 12.1%
VONG 1,412 21.9%
PAVE 1,349 21.3%
FHLC 1,275 10.2%
CAG 1,256 5709.1%
Top Reduces (Value $000, Stocks/ETFs)
IWB -1,719 -82.3%
RWK -1,114 -59.0%
CWB -1,020 -44.4%
BTI -864 -93.0%
BWA -724 -92.5%
SNN -644 -100.0%
SCZ -629 -10.1%
MMM -593 -47.9%
HSBC -588 -100.0%
TD -578 -38.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type