Investors Research Corp

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
4/3/2026
Form type
13F-HR
Num holdings
851
Total value ($000)
$523,265
Net value change ($000)
-22,821 (-4.2%)
New positions
108
Sold out positions
106
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FDL 10,228 168.4%
XLE 1,911 36.8%
IEO 1,662 56.4%
PAVE 1,465 17.5%
SCHD 1,261 17.2%
VICI 1,142 57100.0%
BX 1,082 3091.4%
BR 1,020 8500.0%
KMB 1,009 3057.6%
GIS 987 NEW
Top Reduces (Value $000, Stocks/ETFs)
FTCS -15,964 -100.0%
IWY -2,223 -9.8%
CF -2,064 -100.0%
USB -1,786 -99.1%
SPYG -1,627 -7.4%
CNQ -1,461 -98.7%
MSFT -1,416 -22.0%
OEF -1,386 -6.9%
CVE -1,339 -100.0%
SPTM -1,217 -10.5%
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