$199 Million is the total value of Investors Research Corp's 1145 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 23.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $2,992,000 | +31.2% | 14,703 | +1.7% | 1.50% | +5.5% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $2,107,000 | +44.9% | 16,269 | +12.0% | 1.06% | +16.5% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $1,954,000 | +42.2% | 36,324 | +13.2% | 0.98% | +14.5% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,922,000 | +44.7% | 29,412 | +14.1% | 0.96% | +16.3% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,884,000 | +19.9% | 37,931 | +13.3% | 0.94% | -3.6% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $1,877,000 | +28.2% | 62,098 | +13.7% | 0.94% | +3.1% |
| PEY | Buy | INVESCO EXCHANGE TRADED FD Thig yld eq div | $1,763,000 | +170.0% | 127,321 | +152.5% | 0.88% | +117.4% |
| RZG | Buy | INVESCO EXCHANGE TRADED FD Ts&p sml600 gwt | $1,719,000 | +53.2% | 17,129 | +16.4% | 0.86% | +23.3% |
| RWK | Buy | INVESCO EXCHANGE-TRADED FD Ts&p mdcp 400 rev | $1,707,000 | +45.4% | 33,170 | +16.1% | 0.86% | +16.9% |
| AAPL | Buy | APPLE INC | $1,695,000 | +58.9% | 4,646 | +10.7% | 0.85% | +27.8% |
| ABBV | Buy | ABBVIE INC | $1,546,000 | +29.6% | 15,751 | +0.6% | 0.78% | +4.3% |
| SSB | New | SOUTH ST CORP | $1,430,000 | – | 30,006 | +100.0% | 0.72% | – |
| CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $1,332,000 | +83.5% | 22,015 | +45.2% | 0.67% | +47.5% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $1,192,000 | +70.0% | 42,032 | +48.2% | 0.60% | +36.8% |
| PSK | Buy | SPDR SER TRwells fg pfd etf | $1,134,000 | +53.0% | 27,089 | +43.3% | 0.57% | +23.2% |
| CSB | Buy | VICTORY PORTFOLIOS II | $1,127,000 | +78.3% | 30,723 | +52.1% | 0.57% | +43.7% |
| KNOW | Buy | DIREXION SHS ETF TRall cp insider | $1,122,000 | +71.3% | 34,100 | +47.9% | 0.56% | +37.7% |
| SDOG | Buy | ALPS ETF TRsectr div dogs | $1,097,000 | +75.5% | 30,184 | +51.1% | 0.55% | +41.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,094,000 | +64.0% | 13,885 | +47.4% | 0.55% | +32.0% |
| UGI | Buy | UGI CORP NEW | $1,094,000 | +177.0% | 34,400 | +132.0% | 0.55% | +123.2% |
| CDL | Buy | VICTORY PORTFOLIOS II | $1,086,000 | +69.2% | 27,465 | +50.5% | 0.54% | +35.9% |
| SPHD | Buy | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $1,083,000 | +67.4% | 32,896 | +52.7% | 0.54% | +34.4% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,071,000 | +61.5% | 23,853 | +28.6% | 0.54% | +29.7% |
| DVY | Buy | ISHARES TRselect divid etf | $1,035,000 | +66.9% | 12,816 | +51.9% | 0.52% | +34.1% |
| XSHD | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcap hig | $1,028,000 | +84.2% | 62,215 | +60.3% | 0.52% | +48.3% |
| KHC | Buy | KRAFT HEINZ CO | $1,004,000 | +128.7% | 35,450 | +100.0% | 0.50% | +83.9% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $997,000 | +56.8% | 26,400 | +30.6% | 0.50% | +25.9% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $981,000 | +57.2% | 8,313 | +29.7% | 0.49% | +26.5% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $963,000 | +64.6% | 16,955 | +33.8% | 0.48% | +32.3% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $951,000 | +53.1% | 41,957 | +33.2% | 0.48% | +22.9% |
| SRET | Buy | GLOBAL X FDSreit etf | $918,000 | +112.0% | 117,274 | +78.1% | 0.46% | +70.7% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $903,000 | +68.8% | 27,719 | +36.8% | 0.45% | +35.6% |
| DON | Buy | WISDOMTREE TRus midcap divid | $875,000 | +61.4% | 30,875 | +37.7% | 0.44% | +29.9% |
| DRI | Buy | DARDEN RESTAURANTS INC | $870,000 | +139.0% | 13,350 | +100.0% | 0.44% | +92.5% |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $856,000 | – | 34,416 | +100.0% | 0.43% | – |
| EMR | Buy | EMERSON ELEC CO | $827,000 | +208.6% | 13,326 | +136.9% | 0.42% | +148.5% |
| INFR | Buy | LEGG MASON ETF INVT TRglobal infstru | $804,000 | +96.1% | 29,740 | +83.0% | 0.40% | +57.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $798,000 | +137.5% | 8,485 | +127.2% | 0.40% | +90.5% |
| RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $774,000 | +104.2% | 26,851 | +89.6% | 0.39% | +63.7% |
| DAL | Buy | DELTA AIR LINES INC DEL | $617,000 | +4.6% | 21,997 | +6.3% | 0.31% | -15.8% |
| XRX | Buy | XEROX HOLDINGS CORP | $514,000 | +8.0% | 33,611 | +33.8% | 0.26% | -13.1% |
| HD | Buy | HOME DEPOT INC | $509,000 | +73.7% | 2,033 | +29.7% | 0.26% | +39.3% |
| XPER | New | XPERI HOLDING CORP | $342,000 | – | 23,155 | +100.0% | 0.17% | – |
| NFLX | Buy | NETFLIX INC | $336,000 | +23.1% | 738 | +1.4% | 0.17% | -0.6% |
| MBT | Buy | MOBILE TELESYSTEMS PJSCsponsored adr | $327,000 | +55.0% | 35,541 | +28.1% | 0.16% | +24.2% |
| TGI | Buy | TRIUMPH GROUP INC NEW | $316,000 | +33.3% | 35,125 | +0.3% | 0.16% | +7.4% |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $296,000 | +18.9% | 6,320 | +2.0% | 0.15% | -3.9% |
| FDX | Buy | FEDEX CORP | $256,000 | +21.9% | 1,829 | +5.8% | 0.13% | -2.3% |
| IRM | Buy | IRON MTN INC NEW | $247,000 | +4016.7% | 9,479 | +3631.9% | 0.12% | +3000.0% |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $242,000 | – | 1,477 | +100.0% | 0.12% | – |
| CCEP | Buy | COCA COLA EUROPEAN PARTNERS | $213,000 | +100.9% | 5,650 | +100.0% | 0.11% | +62.1% |
| AXP | Buy | AMERICAN EXPRESS CO | $211,000 | +21.3% | 2,213 | +8.6% | 0.11% | -2.8% |
| CLW | Buy | CLEARWATER PAPER CORP | $212,000 | +165.0% | 7,300 | +100.0% | 0.11% | +112.0% |
| KBAL | Buy | KIMBALL INTL INCcl b | $211,000 | +97.2% | 18,000 | +100.0% | 0.11% | +58.2% |
| FITB | Buy | FIFTH THIRD BANCORP | $202,000 | +129.5% | 11,800 | +100.0% | 0.10% | +83.6% |
| FB | Buy | FACEBOOK INCcl a | $198,000 | +54.7% | 870 | +13.0% | 0.10% | +23.8% |
| BLKB | New | BLACKBAUD INC | $189,000 | – | 3,319 | +100.0% | 0.10% | – |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $157,000 | +21.7% | 2,131 | +0.1% | 0.08% | -1.2% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $131,000 | +31.0% | 1,914 | +4.9% | 0.07% | +6.5% |
| FFBC | Buy | FIRST FINL BANCORP OH | $116,000 | +93.3% | 8,000 | +100.0% | 0.06% | +56.8% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $106,000 | +120.8% | 1,088 | +100.0% | 0.05% | +76.7% |
| ETM | Buy | ENTERCOM COMMUNICATIONS CORPcl a | $96,000 | +81.1% | 61,900 | +100.0% | 0.05% | +45.5% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $92,000 | +50.8% | 720 | +5.4% | 0.05% | +21.1% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $82,000 | +30.2% | 805 | +1.4% | 0.04% | +5.1% |
| CORE | Buy | CORE MARK HOLDING CO INC | $75,000 | +87.5% | 2,800 | +100.0% | 0.04% | +52.0% |
| CMTL | Buy | COMTECH TELECOMMUNICATIONS C | $73,000 | +128.1% | 4,800 | +100.0% | 0.04% | +85.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $71,000 | -1.4% | 2,068 | +2.5% | 0.04% | -20.0% |
| BGFV | Buy | BIG 5 SPORTING GOODS CORP | $68,000 | +183.3% | 44,990 | +100.0% | 0.03% | +126.7% |
| MORT | Buy | VANECK VECTORS ETF TR | $64,000 | +1180.0% | 4,785 | +929.0% | 0.03% | +966.7% |
| EMHY | Buy | ISHARES INCjp mrgn em hi bd | $62,000 | +675.0% | 1,438 | +598.1% | 0.03% | +520.0% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $62,000 | – | 1,007 | +100.0% | 0.03% | – |
| HNDL | Buy | STRATEGY SHSns 7handl idx | $61,000 | +577.8% | 2,534 | +535.1% | 0.03% | +416.7% |
| COKE | Buy | COCA COLA CONSOLIDATED INC | $61,000 | +110.3% | 280 | +100.0% | 0.03% | +72.2% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $61,000 | +662.5% | 2,897 | +573.7% | 0.03% | +520.0% |
| USHY | Buy | ISHARES TRbroad usd high | $60,000 | +650.0% | 1,573 | +569.4% | 0.03% | +500.0% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $60,000 | +650.0% | 3,259 | +561.1% | 0.03% | +500.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $60,000 | +33.3% | 700 | +16.7% | 0.03% | +7.1% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $58,000 | +163.6% | 581 | +166.5% | 0.03% | +107.1% |
| IYE | Buy | ISHARES TRu.s. energy etf | $54,000 | +1700.0% | 2,709 | +1503.0% | 0.03% | +1250.0% |
| IDV | New | ISHARES TRintl sel div etf | $53,000 | – | 2,103 | +100.0% | 0.03% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $51,000 | – | 1,335 | +100.0% | 0.03% | – |
| CRM | Buy | SALESFORCE COM INC | $51,000 | +104.0% | 271 | +58.5% | 0.03% | +62.5% |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $52,000 | – | 1,114 | +100.0% | 0.03% | – |
| IDLV | New | INVESCO EXCH TRADED FD TR IIs&p intl low | $51,000 | – | 1,852 | +100.0% | 0.03% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $51,000 | – | 1,005 | +100.0% | 0.03% | – |
| MHO | Buy | M/I HOMES INC | $46,000 | +206.7% | 1,800 | +100.0% | 0.02% | +155.6% |
| RIG | Buy | TRANSOCEAN LTD | $44,000 | +158.8% | 29,054 | +100.0% | 0.02% | +100.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $42,000 | +20.0% | 269 | +0.4% | 0.02% | -4.5% |
| GME | Buy | GAMESTOP CORP NEWcl a | $40,000 | +122.2% | 10,270 | +100.0% | 0.02% | +81.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $39,000 | +129.4% | 120 | +100.0% | 0.02% | +81.8% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $37,000 | +68.2% | 274 | +63.1% | 0.02% | +35.7% |
| SHV | Buy | ISHARES TRshort treas bd | $37,000 | +68.2% | 335 | +67.5% | 0.02% | +35.7% |
| GNMA | Buy | ISHARES TRgnma bond etf | $37,000 | +60.9% | 729 | +64.9% | 0.02% | +35.7% |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $37,000 | +68.2% | 739 | +66.4% | 0.02% | +35.7% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $37,000 | +68.2% | 452 | +66.2% | 0.02% | +35.7% |
| MTB | Buy | M & T BK CORP | $38,000 | +100.0% | 372 | +100.0% | 0.02% | +58.3% |
| QDF | Buy | FLEXSHARES TRqualt divd idx | $37,000 | +94.7% | 886 | +69.1% | 0.02% | +58.3% |
| QDEF | Buy | FLEXSHARES TRqlt div def idx | $37,000 | +94.7% | 882 | +70.6% | 0.02% | +58.3% |
| MBSD | Buy | FLEXSHARES TRdiscp dur mbs | $38,000 | +72.7% | 1,562 | +65.5% | 0.02% | +35.7% |
| TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $38,000 | +72.7% | 1,424 | +65.0% | 0.02% | +35.7% |
| SPSB | Buy | SPDR SER TRportfolio short | $38,000 | +72.7% | 1,204 | +65.8% | 0.02% | +35.7% |
| LVHD | Buy | LEGG MASON ETF INVT TRl vol h div etf | $36,000 | +89.5% | 1,267 | +74.0% | 0.02% | +50.0% |
| NBR | New | NABORS INDUSTRIES LTD | $36,000 | – | 973 | +100.0% | 0.02% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $35,000 | +105.9% | 2,430 | +100.0% | 0.02% | +63.6% |
| ATCO | Buy | ATLAS CORP | $34,000 | +100.0% | 4,400 | +100.0% | 0.02% | +54.5% |
| GPC | Buy | GENUINE PARTS CO | $34,000 | +209.1% | 391 | +135.5% | 0.02% | +142.9% |
| NKLA | New | NIKOLA CORP | $30,000 | – | 450 | +100.0% | 0.02% | – |
| AXTA | Buy | AXALTA COATING SYS LTD | $28,000 | +133.3% | 1,400 | +100.0% | 0.01% | +100.0% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $19,000 | +18.8% | 421 | +0.7% | 0.01% | 0.0% |
| EVRG | Buy | EVERGY INC | $17,000 | +112.5% | 290 | +100.0% | 0.01% | +80.0% |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $15,000 | – | 287 | +100.0% | 0.01% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $11,000 | +10.0% | 153 | +200.0% | 0.01% | 0.0% |
| EXTR | Buy | EXTREME NETWORKS INC | $12,000 | +140.0% | 3,000 | +100.0% | 0.01% | +100.0% |
| VTOL | New | BRISTOW GROUP INC | $9,000 | – | 666 | +100.0% | 0.01% | – |
| DFIN | Buy | DONNELLEY FINL SOLUTIONS INC | $10,000 | +150.0% | 1,520 | +100.0% | 0.01% | +150.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $9,000 | +12.5% | 104 | +1.0% | 0.01% | 0.0% |
| SYE | Buy | SSGA ACTIVE ETF TRmfs sys cor eq | $9,000 | +125.0% | 114 | +100.0% | 0.01% | +150.0% |
| CEIX | Buy | CONSOL ENERGY INC NEW | $5,000 | +150.0% | 1,322 | +100.0% | 0.00% | +200.0% |
| SPXN | Buy | PROSHARES TRsp500 ex finls | $5,000 | +25.0% | 82 | +26.2% | 0.00% | +50.0% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $6,000 | +50.0% | 156 | +26.8% | 0.00% | +50.0% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $5,000 | +66.7% | 94 | +28.8% | 0.00% | +50.0% |
| FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $5,000 | +66.7% | 65 | +27.5% | 0.00% | +50.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $6,000 | +100.0% | 112 | +80.6% | 0.00% | +50.0% |
| HEFA | New | ISHARES TRhdg msci eafe | $5,000 | – | 170 | +100.0% | 0.00% | – |
| FTEC | Buy | FIDELITY COVINGTON TRmsci info tech i | $6,000 | +50.0% | 74 | +23.3% | 0.00% | +50.0% |
| RTH | Buy | VANECK VECTORS ETF TRretail etf | $6,000 | +50.0% | 43 | +22.9% | 0.00% | +50.0% |
| PWB | Buy | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $6,000 | +50.0% | 106 | +24.7% | 0.00% | +50.0% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $6,000 | +50.0% | 79 | +25.4% | 0.00% | +50.0% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $6,000 | +50.0% | 52 | +23.8% | 0.00% | +50.0% |
| FDIS | Buy | FIDELITY COVINGTON TRmsci consm dis | $6,000 | +100.0% | 114 | +25.3% | 0.00% | +50.0% |
| JSMD | Buy | JANUS DETROIT STR TRhendersn sml etf | $6,000 | +100.0% | 119 | +28.0% | 0.00% | +50.0% |
| QUAL | Buy | ISHARES TRusa quality fctr | $5,000 | +66.7% | 54 | +28.6% | 0.00% | +50.0% |
| EMB | New | ISHARES TRjpmorgan usd emg | $3,000 | – | 23 | +100.0% | 0.00% | – |
| PLUG | New | PLUG POWER INC | $4,000 | – | 500 | +100.0% | 0.00% | – |
| SYPR | Buy | SYPRIS SOLUTIONS INC | $2,000 | +100.0% | 3,000 | +100.0% | 0.00% | 0.0% |
| TDWWSA | Buy | TIDEWATER INC NEW*w exp 07/31/202 | $2,000 | +100.0% | 1,933 | +98.5% | 0.00% | 0.0% |
| TMST | Buy | TIMKENSTEEL CORP | $2,000 | +100.0% | 374 | +100.0% | 0.00% | 0.0% |
| HOV | Buy | HOVNANIAN ENTERPRISES INCcl a new | $1,000 | – | 120 | +100.0% | 0.00% | – |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $2,000 | +100.0% | 498 | +100.0% | 0.00% | 0.0% |
| INSG | New | INSEEGO CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| K | Buy | KELLOGG CO | $2,000 | +100.0% | 32 | +100.0% | 0.00% | 0.0% |
| ACB | New | AURORA CANNABIS INC | $1,000 | – | 41 | +100.0% | 0.00% | – |
| RE | Buy | EVEREST RE GROUP LTD | $2,000 | +100.0% | 6 | +100.0% | 0.00% | 0.0% |
| IGOV | Buy | ISHARES TRintl trea bd etf | $1,000 | – | 20 | +100.0% | 0.00% | – |
| SCI | New | SERVICE CORP INTL | $1,000 | – | 13 | +100.0% | 0.00% | – |
| CHX | New | CHAMPIONX CORPORATION | $1,000 | – | 116 | +100.0% | 0.00% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $0 | – | 7 | +100.0% | 0.00% | – |
| FTI | Buy | TECHNIPFMC PLC | $0 | – | 58 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $0 | – | 3 | +100.0% | 0.00% | – |
| GTX | Buy | GARRETT MOTION INC | $0 | – | 4 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-21
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.