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Portfolio (Quarterly) Guide ↗

Investors Research Corp

· CIK 0001730630
13F Portfolio $559M AUM 805 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 84 Added 231 Reduced 108 Exited
Page 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QDEF FLEXSHARES TR 3,325.0 $289K 0.05% +96.0 +3.0% $87.02 +4.7%
42 SPSB SPDR SERIES TRUST 9,368.0 $281K 0.05% +285.0 +3.1% $30.01 -0.3%
43 INTU INTUIT Technology 1,077.0 $281K 0.05% +100.0 +10.2% $261.00 +34.4%
44 BAX BAXTER INTL INC Healthcare 12,777.0 $272K 0.05% +301.0 +2.4% $21.32 +22.3%
45 ESGU ISHARES TR 1,565.0 $256K 0.05% +54.0 +3.6% $163.67 +2.8%
46 VCSH VANGUARD SCOTTSDALE FDS 3,174.0 $251K 0.04% +107.0 +3.5% $79.03 -0.6%
47 VEA VANGUARD TAX-MANAGED FDS 3,455.0 $246K 0.04% +104.0 +3.1% $71.25 +1.7%
48 MGK VANGUARD WORLD FD 2,792.0 $245K 0.04% +2K +491.5% $87.91 +1.6%
49 LVHD LEGG MASON ETF INVT 5,271.0 $232K 0.04% +196.0 +3.9% $44.00 +1.8%
50 TFLO ISHARES TR 3,912.0 $198K 0.04% +168.0 +4.5% $50.63 -0.1%
51 PHG KONINKLIJKE PHILIPS N V Healthcare 7,182.0 $195K 0.04% +257.0 +3.7% $27.19 -0.0%
52 MBSD FLEXSHARES TR 9,454.0 $195K 0.04% +419.0 +4.6% $20.62 -1.0%
53 GNMA ISHARES TR 4,383.0 $194K 0.04% +193.0 +4.6% $44.23 -1.5%
54 GBIL GOLDMAN SACHS ETF TR 1,931.0 $193K 0.04% +85.0 +4.6% $100.16 -0.1%
55 SHV ISHARES TR 1,750.0 $193K 0.04% +77.0 +4.6% $110.35 -0.1%
56 IEI ISHARES TR 1,636.0 $192K 0.03% +70.0 +4.5% $117.45 -0.8%
57 TDTF FLEXSHARES TR 8,069.0 $192K 0.03% +361.0 +4.7% $23.77 -1.8%
58 NULG NUSHARES ETF TR 1,412.0 $165K 0.03% +77.0 +5.8% $117.06 -1.2%
59 ESGV VANGUARD WORLD FD 1,143.0 $151K 0.03% +66.0 +6.1% $132.24 +2.6%
60 SUSA ISHARES TR 940.0 $145K 0.03% +22.0 +2.4% $154.30 +2.6%
Page 3 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 17.1%
Technology 15.3%
Consumer Cyclical 10.9%
Consumer Defensive 9.9%
Healthcare 9.6%
Communication Services 7.6%
Industrials 7.1%
Energy 6.4%
Real Estate 6.2%
Basic Materials 5.5%