$296 Million is the total value of Investors Research Corp's 1048 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FHN | New | FIRST HORIZON CORPORATION | $1,104,000 | – | 67,750 | +100.0% | 0.37% | – |
| VIV | New | TELEFONICA BRASIL SAnew adr | $708,000 | – | 91,275 | +100.0% | 0.24% | – |
| New | GENERAL ELECTRIC CO | $347,000 | – | 3,370 | +100.0% | 0.12% | – | |
| EVCM | New | EVERCOMMERCE INC | $145,000 | – | 8,822 | +100.0% | 0.05% | – |
| XLNX | New | XILINX INC | $121,000 | – | 804 | +100.0% | 0.04% | – |
| MLHR | New | MILLER HERMAN INC | $105,000 | – | 2,784 | +100.0% | 0.04% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $102,000 | – | 2,296 | +100.0% | 0.03% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $63,000 | – | 2,452 | +100.0% | 0.02% | – | |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $58,000 | – | 1,050 | +100.0% | 0.02% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $42,000 | – | 469 | +100.0% | 0.01% | – |
| PFGC | New | PERFORMANCE FOOD GROUP CO | $29,000 | – | 616 | +100.0% | 0.01% | – |
| DLS | New | WISDOMTREE TRintl smcap div | $23,000 | – | 312 | +100.0% | 0.01% | – |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $25,000 | – | 471 | +100.0% | 0.01% | – |
| ILMN | New | ILLUMINA INC | $20,000 | – | 50 | +100.0% | 0.01% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $22,000 | – | 669 | +100.0% | 0.01% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $21,000 | – | 227 | +100.0% | 0.01% | – |
| New | ECOVYST INC | $17,000 | – | 1,500 | +100.0% | 0.01% | – | |
| WPC | New | WP CAREY INC | $17,000 | – | 232 | +100.0% | 0.01% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $17,000 | – | 332 | +100.0% | 0.01% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $17,000 | – | 508 | +100.0% | 0.01% | – |
| APPS | New | DIGITAL TURBINE INC | $14,000 | – | 204 | +100.0% | 0.01% | – |
| CLOU | New | GLOBAL X FDS | $15,000 | – | 500 | +100.0% | 0.01% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $16,000 | – | 200 | +100.0% | 0.01% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $12,000 | – | 550 | +100.0% | 0.00% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $12,000 | – | 500 | +100.0% | 0.00% | – |
| CHPT | New | CHARGEPOINT HOLDINGS INC | $8,000 | – | 400 | +100.0% | 0.00% | – |
| PK | New | PARK HOTELS & RESORTS INC | $10,000 | – | 500 | +100.0% | 0.00% | – |
| GDO | New | WESTERN ASSET GLOBAL CORP DE | $10,000 | – | 554 | +100.0% | 0.00% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $9,000 | – | 210 | +100.0% | 0.00% | – |
| New | LUCID GROUP INC | $5,000 | – | 216 | +100.0% | 0.00% | – | |
| CCI | New | CROWN CASTLE INTL CORP NEW | $2,000 | – | 10 | +100.0% | 0.00% | – |
| HAUZ | New | DBX ETF TRxtrack intl real | $2,000 | – | 84 | +100.0% | 0.00% | – |
| EBND | New | SPDR SER TRblombrg brc emrg | $3,000 | – | 129 | +100.0% | 0.00% | – |
| HYLB | New | DBX ETF TRxtrack usd high | $4,000 | – | 90 | +100.0% | 0.00% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $4,000 | – | 17 | +100.0% | 0.00% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $4,000 | – | 200 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $0 | – | 5 | +100.0% | 0.00% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $1,000 | – | 38 | +100.0% | 0.00% | – |
| KKR | New | KKR & CO INC | $0 | – | 4 | +100.0% | 0.00% | – |
| New | JACKSON FINANCIAL INC | $0 | – | 2 | +100.0% | 0.00% | – | |
| PXH | New | INVESCO EXCH TRADED FD TR IIftse rafi emng | $0 | – | 1 | +100.0% | 0.00% | – |
| New | GXO LOGISTICS INCORPORATED | $0 | – | 3 | +100.0% | 0.00% | – | |
| FCX | New | FREEPORT-MCMORAN INCcl b | $0 | – | 5 | +100.0% | 0.00% | – |
| DTM | New | DT MIDSTREAM INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| New | VICARIOUS SURGICAL INC | $0 | – | 15 | +100.0% | 0.00% | – | |
| BIPC | New | BROOKFIELD INFRASTRUCTURE CO | $0 | – | 2 | +100.0% | 0.00% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $1,000 | – | 20 | +100.0% | 0.00% | – |
| BODY | New | THE BEACHBODY COMPANY INC | $0 | – | 20 | +100.0% | 0.00% | – |
| BMTX | New | BM TECHNOLOGIES INC | $1,000 | – | 138 | +100.0% | 0.00% | – |
| ADSK | New | AUTODESK INC | $0 | – | 1 | +100.0% | 0.00% | – |
| PRTA | New | PROTHENA CORP PLC | $0 | – | 4 | +100.0% | 0.00% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $0 | – | 4 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-27
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 | 2024-01-30 |
| 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 |
| 13F-HR | 2021-10-27 |
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.