Investors Research Corp

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
805
Total value ($000)
$558,777
Net value change ($000)
+35,512 (6.8%)
New positions
63
Sold out positions
107
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FTCS 16,354 NEW
SPYG 4,123 20.3%
SCHX 3,803 19.8%
SPYM 3,770 19.7%
VV 3,614 20.0%
IWY 3,201 15.6%
OEF 2,568 13.8%
ILCG 2,011 23.2%
PAVE 1,599 16.2%
VONG 1,490 17.2%
Top Reduces (Value $000, Stocks/ETFs)
FDL -8,907 -54.6%
SEE -1,626 -100.0%
SLB -1,413 -99.3%
VLY -1,243 -100.0%
VWOB -1,223 -100.0%
HST -1,203 -100.0%
XLE -1,124 -15.8%
MLPX -997 -58.5%
MGM -809 -100.0%
DOW -736 -60.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type