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Portfolio (Quarterly) Guide ↗

Investors Research Corp

· CIK 0001730630
13F Portfolio $523M AUM 851 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 148 Added 197 Reduced 106 Exited
Page 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EME EMCOR GROUP INC Industrials 2.0 $1K NEW $738.50 +18.8%
62 CMS CMS ENERGY CORP Utilities 19.0 $1K NEW $77.58 -7.0%
63 NET CLOUDFLARE INC Technology 7.0 $1K NEW $206.29 -2.2%
64 ON ON SEMICONDUCTOR CORP Technology 23.0 $1K NEW $61.91 +76.7%
65 APH AMPHENOL CORP NEW Technology 11.0 $1K NEW $126.36 -5.7%
66 WTFC WINTRUST FINL CORP Financial Services 10.0 $1K NEW $138.90 +5.8%
67 CRL CHARLES RIV LABS INTL INC Healthcare 8.0 $1K NEW $172.50 -13.1%
68 WDC WESTERN DIGITAL CORP Technology 5.0 $1K NEW $270.40 +69.6%
69 MIDD MIDDLEBY CORP Industrials 10.0 $1K NEW $132.60 +8.9%
70 ARES ARES MANAGEMENT CORPORATION Financial Services 12.0 $1K NEW $109.08 +11.0%
71 WEC WEC ENERGY GROUP INC Utilities 11.0 $1K NEW $115.73 -5.3%
72 BOX BOX INC Technology 52.0 $1K NEW $23.63 +8.7%
73 APP APPLOVIN CORP Technology 3.0 $1K NEW $398.00 +19.8%
74 HOOD ROBINHOOD MKTS INC Financial Services 17.0 $1K NEW $69.29 +11.3%
75 QIAGEN NV 28.0 $1K NEW $40.04
76 BIO BIO RAD LABS INC Healthcare 4.0 $1K NEW $278.75 +0.8%
77 WEX WEX INC Technology 7.0 $1K NEW $153.00 -6.8%
78 CBT CABOT CORP Basic Materials 14.0 $1K NEW $75.29 +8.8%
79 CVNA CARVANA CO Consumer Cyclical 3.0 $943.0 NEW $314.33 -79.0%
80 BXP BXP INC Real Estate 18.0 $934.0 NEW $51.89 +13.1%
Page 4 of 6  ·  108 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 15.4%
Technology 14.6%
Consumer Cyclical 11.3%
Consumer Defensive 9.3%
Energy 8.4%
Communication Services 8.3%
Basic Materials 7.8%
Healthcare 7.6%
Real Estate 6.6%
Industrials 6.4%