Investors Research Corp

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
846
Total value ($000)
$546,086
Net value change ($000)
+5,607 (1.0%)
New positions
41
Sold out positions
66
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2025 Next filing: 4/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
FHLC 2,091 15.2%
OEF 1,073 5.7%
SSB 1,068 NEW
SCHX 1,030 5.4%
SPYM 1,020 5.4%
DVN 1,010 14428.6%
OMC 1,004 NEW
SPYG 993 4.7%
VV 898 5.0%
TOTALENERGIES SE 830 NEW
Top Reduces (Value $000, Stocks/ETFs)
SSB -1,195 -100.0%
IPG -1,036 -100.0%
HII -763 -43.6%
TTE -758 -100.0%
TU -653 -50.6%
SW -634 -34.0%
FHN -580 -42.7%
MMM -544 -84.2%
SCZ -505 -9.0%
AMX -497 -92.0%
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