Investors Research Corp

CIK 0001730630 · Q2 2026

13F Equity AUM

$558.8M

+6.8% QoQ

Positions

771

-42 QoQ

AUM Rank

#4,619

Top 37%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #4,997 · Top 60%

vs S&P -4.2%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 20.7%Top 10: 35.6%Top 20: 52.5%

SPYG4.4%

IWY4.3%

SCHX4.1%

SPYM4.1%

VV3.9%

OEF3.8%

VSDA3.1%

FHLC3.0%

FTCS2.9%

SPTM2.1%

Others (761)64.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services78.5%

Technology3.8%

Consumer Cyclical2.9%

Healthcare2.5%

Consumer Defensive2.3%

Other10.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 771Median: 0.01%Avg: 0.13%

0–0.5%

737(35.0%)

0.5–1%

9(7.3%)

1–3%

18(30.2%)

3–5%

7(27.6%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 771vs 20 funds

0%Low

771

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New65Increased88Decreased235Exited108

New Positions

FTCS2.9%

+174K

AMCOR PLC0.2%

+28K

MCX0.2%

+23K

HRL0.1%

+33K

CARNIVAL CORP LTD0.1%

+21K

VEEV0.1%

+2K

GEHC0.1%

+5K

MCK0.0%

+321

ZS0.0%

+2K

AZN0.0%

+642

Increased

SCHX4.1%

+33K(+4%)

PGX1.2%

+31K(+5%)

PGF0.9%

+26K(+7%)

PFXF1.0%

+19K(+7%)

PEY1.6%

+13K(+3%)

PFF1.0%

+11K(+6%)

SPYM4.1%

+11K(+4%)

SCHD1.6%

+10K(+4%)

IGLB1.0%

+7K(+7%)

DEM0.8%

+7K(+8%)

Decreased

FDL1.3%

-169,257(-53%)

SLB0.0%

-27,470(-99%)

CC0.0%

-21,795(-95%)

RWK0.1%

-21,055(-84%)

RWX0.0%

-14,163(-79%)

STM0.0%

-14,025(-99%)

MLPX0.1%

-13,565(-59%)

DOW0.1%

-11,691(-40%)

MCHP0.3%

-7,309(-29%)

INTC0.0%

-6,922(-98%)

Exited

-38,675

-101,250

-18,615

-62,783

-21,850

-16,950

-4,296

-21,515

-6,099

-675

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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