$160 Million is the total value of Investors Research Corp's 1145 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BCH | New | BANCO DE CHILEsponsored ads | $812,000 | – | 50,375 | +100.0% | 0.51% | – |
| EPAC | New | ENERPAC TOOL GROUP CORP | $691,000 | – | 41,775 | +100.0% | 0.43% | – |
| CM | New | CANADIAN IMP BK COMM | $665,000 | – | 11,475 | +100.0% | 0.42% | – |
| CMA | New | COMERICA INC | $511,000 | – | 17,400 | +100.0% | 0.32% | – |
| R | New | RYDER SYS INC | $411,000 | – | 15,550 | +100.0% | 0.26% | – |
| INFR | New | LEGG MASON ETF INVT TRglobal infstru | $410,000 | – | 16,254 | +100.0% | 0.26% | – |
| UGI | New | UGI CORP NEW | $395,000 | – | 14,825 | +100.0% | 0.25% | – |
| RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $379,000 | – | 14,159 | +100.0% | 0.24% | – |
| RL | New | RALPH LAUREN CORPcl a | $369,000 | – | 5,525 | +100.0% | 0.23% | – |
| DRI | New | DARDEN RESTAURANTS INC | $364,000 | – | 6,675 | +100.0% | 0.23% | – |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $359,000 | – | 58,472 | +100.0% | 0.22% | – |
| BSAC | New | BANCO SANTANDER CHILE NEW | $324,000 | – | 21,425 | +100.0% | 0.20% | – |
| HWM | New | HOWMET AEROSPACE INC | $208,000 | – | 12,953 | +100.0% | 0.13% | – |
| PRMW | New | PRIMO WATER CORPORATION | $157,000 | – | 17,284 | +100.0% | 0.10% | – |
| RCL | New | ROYAL CARIBBEAN CRUISES LTD | $141,000 | – | 4,375 | +100.0% | 0.09% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $100,000 | – | 1,825 | +100.0% | 0.06% | – |
| RNST | New | RENASANT CORP | $100,000 | – | 4,564 | +100.0% | 0.06% | – |
| RUTH | New | RUTHS HOSPITALITY GROUP INC | $100,000 | – | 14,975 | +100.0% | 0.06% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $85,000 | – | 565 | +100.0% | 0.05% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $76,000 | – | 766 | +100.0% | 0.05% | – |
| EVT | New | EATON VANCE TAX ADVT DIV INC | $76,000 | – | 4,500 | +100.0% | 0.05% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $73,000 | – | 851 | +100.0% | 0.05% | – |
| NTCO | New | NATURA &CO HLDG S Aads | $67,000 | – | 6,802 | +100.0% | 0.04% | – |
| ARNC | New | ARCONIC CORPORATION | $52,000 | – | 3,226 | +100.0% | 0.03% | – |
| RNP | New | COHEN & STEERS REIT & PFD &I | $35,000 | – | 2,200 | +100.0% | 0.02% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $34,000 | – | 410 | +100.0% | 0.02% | – |
| DPG | New | DUFF & PHELPS UTLITY AND INF | $30,000 | – | 3,200 | +100.0% | 0.02% | – |
| PGZ | New | PRINCIPAL REAL ESTATE INCOME | $30,000 | – | 2,500 | +100.0% | 0.02% | – |
| IGV | New | ISHARES TRexpanded tech | $28,000 | – | 134 | +100.0% | 0.02% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $25,000 | – | 255 | +100.0% | 0.02% | – |
| New | FLAHERTY & CRUMRINE DYN PFD | $24,000 | – | 1,200 | +100.0% | 0.02% | – | |
| GNMA | New | ISHARES TRgnma bond etf | $23,000 | – | 442 | +100.0% | 0.01% | – |
| GBIL | New | GOLDMAN SACHS ETF TRacces treasury | $22,000 | – | 218 | +100.0% | 0.01% | – |
| TFLO | New | ISHARES TRtrs flt rt bd | $22,000 | – | 444 | +100.0% | 0.01% | – |
| MBSD | New | FLEXSHARES TRdiscp dur mbs | $22,000 | – | 944 | +100.0% | 0.01% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $22,000 | – | 168 | +100.0% | 0.01% | – |
| SHV | New | ISHARES TRshort treas bd | $22,000 | – | 200 | +100.0% | 0.01% | – |
| RGR | New | STURM RUGER & CO INC | $23,000 | – | 460 | +100.0% | 0.01% | – |
| TDTF | New | FLEXSHARES TRiboxx 5yr trgt | $22,000 | – | 863 | +100.0% | 0.01% | – |
| SPSB | New | SPDR SER TRportfolio short | $22,000 | – | 726 | +100.0% | 0.01% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $22,000 | – | 272 | +100.0% | 0.01% | – |
| DG | New | DOLLAR GEN CORP NEW | $19,000 | – | 124 | +100.0% | 0.01% | – |
| QDEF | New | FLEXSHARES TRqlt div def idx | $19,000 | – | 517 | +100.0% | 0.01% | – |
| QDF | New | FLEXSHARES TRqualt divd idx | $19,000 | – | 524 | +100.0% | 0.01% | – |
| LVHD | New | LEGG MASON ETF INVT TRl vol h div etf | $19,000 | – | 728 | +100.0% | 0.01% | – |
| PDCE | New | PDC ENERGY INC | $18,000 | – | 2,936 | +100.0% | 0.01% | – |
| ATCO | New | ATLAS CORP | $17,000 | – | 2,200 | +100.0% | 0.01% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $11,000 | – | 132 | +100.0% | 0.01% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $11,000 | – | 227 | +100.0% | 0.01% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $12,000 | – | 150 | +100.0% | 0.01% | – |
| OVV | New | OVINTIV INC | $11,000 | – | 4,023 | +100.0% | 0.01% | – |
| LNG | New | CHENIERE ENERGY INC | $11,000 | – | 326 | +100.0% | 0.01% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $11,000 | – | 350 | +100.0% | 0.01% | – |
| KWEB | New | KRANESHARES TRcsi chi internet | $9,000 | – | 200 | +100.0% | 0.01% | – |
| XITK | New | SPDR SER TRfactst inv etf | $9,000 | – | 86 | +100.0% | 0.01% | – |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC | $7,000 | – | 60 | +100.0% | 0.00% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $6,000 | – | 49 | +100.0% | 0.00% | – |
| AMRN | New | AMARIN CORP PLCspons adr new | $5,000 | – | 1,225 | +100.0% | 0.00% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $5,000 | – | 33 | +100.0% | 0.00% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $3,000 | – | 35 | +100.0% | 0.00% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $3,000 | – | 12 | +100.0% | 0.00% | – |
| IYE | New | ISHARES TRu.s. energy etf | $3,000 | – | 169 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL RAND INC | $3,000 | – | 116 | +100.0% | 0.00% | – |
| PENN | New | PENN NATL GAMING INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| K | New | KELLOGG CO | $1,000 | – | 16 | +100.0% | 0.00% | – |
| ISCG | New | ISHARES TRmrgstr sm cp gr | $2,000 | – | 12 | +100.0% | 0.00% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $1,000 | – | 7 | +100.0% | 0.00% | – |
| EVH | New | EVOLENT HEALTH INCcl a | $1,000 | – | 100 | +100.0% | 0.00% | – |
| EQH | New | EQUITABLE HLDGS INC | $1,000 | – | 42 | +100.0% | 0.00% | – |
| AIMT | New | AIMMUNE THERAPEUTICS INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | – | 40 | +100.0% | 0.00% | – |
| BATL | New | BATTALION OIL CORP | $0 | – | 4 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 24 | Q3 2023 | 1.5% |
| INTEL CORP | 24 | Q3 2023 | 1.3% |
| CF INDS HLDGS INC | 24 | Q3 2023 | 1.1% |
| APPLE INC | 24 | Q3 2023 | 1.1% |
| SANOFI | 24 | Q3 2023 | 0.9% |
| INTL PAPER CO | 24 | Q3 2023 | 0.7% |
| NRG ENERGY INC | 24 | Q3 2023 | 1.1% |
| CISCO SYS INC | 24 | Q3 2023 | 0.8% |
| MOSAIC CO NEW | 24 | Q3 2023 | 1.1% |
| LOCKHEED MARTIN CORP | 24 | Q3 2023 | 0.6% |
View Investors Research Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-27 |
View Investors Research Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.