Investors Research Corp

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
790
Total value ($000)
$568,991
Net value change ($000)
+10,214 (1.8%)
New positions
43
Sold out positions
57
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPYM 2,595 11.3%
SCHX 2,560 11.1%
VV 2,544 11.8%
SPY 2,136 103.9%
VOO 2,093 127.6%
MSFT 1,699 33.9%
IEO 1,320 30.0%
OEF 921 4.3%
XLE 837 14.0%
IVV 772 17.2%
Top Reduces (Value $000, Stocks/ETFs)
ITOT -2,881 -30.0%
PAVE -1,251 -10.9%
SPLV -863 -43.3%
SCZ -857 -18.5%
VSDA -714 -4.1%
IWR -643 -46.1%
PSK -482 -18.7%
XOM -476 -100.0%
SMG -459 -30.2%
TEVA -440 -100.0%
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