Investors Research Corp

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CIK 1730630

13F portfolio (2026-Q1)

$523M

Positions

848

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

846

Top 5

19.7%

Top 10

34.7%

Effective N

59.3

HHI

0.017

This quarter

108 new · 0 exit →

By sector

Unclassified72.6%

Financials4.3%

Information Technology3.7%

Materials3.2%

Industrials2.9%

Consumer Discretionary2.5%

Consumer Staples2.2%

Energy2.0%

Other6.6%

By market cap

Unknown75.2%

Large ($10–200B)13.9%

Mega (>$200B)5.7%

Mid ($2–10B)4.1%

Small ($300M–2B)1.0%

Micro (<$300M)0.1%

By region

Other72.6%

North America25.9%

Europe1.1%

Asia-Pacific0.3%

Middle East0.1%

Africa0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	72.72%	292
Chemicals	2.18%	32
Oil, Gas & Consumable Fuels	2.05%	27
Banks	1.98%	33
Equity Real Estate Investment Trusts (REITs)	1.62%	28
Commercial Services & Supplies	1.53%	28
Software	1.33%	25
Pharmaceuticals & Biotechnology	1.23%	24
Capital Markets	1.15%	20
Semiconductors & Semiconductor Equipment	1.12%	20
Insurance	1.03%	22
Utilities	1.02%	18
Specialty Retail	1.02%	22
Food Products	0.97%	10
Beverages	0.86%	9
Software & IT Services	0.82%	17
Diversified Telecommunication Services	0.82%	9
Technology Hardware & Equipment	0.80%	22
Paper & Forest Products	0.70%	8
Hotels, Restaurants & Leisure	0.59%	14
Machinery	0.53%	22
Aerospace & Defense	0.48%	13
Media & Entertainment	0.45%	12
Health Care Equipment & Supplies	0.34%	11
Food & Staples Retailing	0.29%	2
Real Estate Management & Development	0.27%	5
Household Durables	0.25%	8
Metals & Mining	0.24%	18
Textiles, Apparel & Luxury Goods	0.24%	8
Automobiles & Components	0.22%	10
Road & Rail	0.22%	4
Entertainment	0.16%	5
Distributors	0.13%	7
Electrical Equipment & Components	0.11%	4
Marine	0.11%	2
Construction Materials	0.09%	3
Airlines	0.08%	4
Life Sciences Tools & Services	0.07%	5
Construction & Engineering	0.05%	5
Tobacco	0.05%	2
Communications Equipment	0.04%	4
Leisure Products	0.03%	2
Media & Publishing	0.01%	1
Professional Services	0.01%	3
Health Care Providers & Services	0.01%	5
Transportation Infrastructure	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	FDL	First Trust Morningstar Div Leaders ETF	Unclassified	4.53%
2	IWY	ISHARES TR	Unclassified	3.93%
3	SPYG	SPDR SERIES TRUST STATE STREET SPD	Unclassified	3.89%
4	SCHX	SCHWAB U.S. LARGE-CAP ETF	Unclassified	3.67%
5	SPYM	SPDR SERIES TRUST	Unclassified	3.66%
6	OEF	ISHARES TR	Unclassified	3.56%
7	VV	VANGUARD INDEX FDS	Unclassified	3.45%
8	VSDA	VICTORY PORTFOLIOS II	Unclassified	3.14%
9	FHLC	FIDELITY COVINGTON TRUST	Unclassified	2.93%
10	SPTM	SPDR SERIES TRUST	Unclassified	1.99%

558/846 names classified · sector 27.4% of weight · industry 27.3% · mkt cap 24.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 34 quarters

Consumer DiscretionaryKSS, HMC, AEO, TGT, M · other

FinancialsJEF, TFC, JHG, C, BCH · other

Information TechnologyMSFT, AAPL, INTC, CSCO, JBL · other

MaterialsCF, IP, NTR, MOS, CC · other

IndustrialsKELYA, UPS, NVRI, UPBD, CECO · other

Health CareSNY, MRK, PFE, ABBV, THC · other

Communication ServicesT, TELFY, VOD, WPP, BT-A.L · other

EnergyMPC, EQNR, SU, XOM, SLB · other

Consumer StaplesCCU, KHC, PPC, TAP, DAR · other

UtilitiesNRG, UGI, PPL, FE, SO · other

Real EstateMMI, SPG, O, VAC, CCI · other

UnclassifiedIWY, SPYG, SCHX, OEF, FDL · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 27.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 24% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (418 classified)Investors Research Corp centroid (Mid Core)

FinancialsInformation TechnologyMaterialsIndustrialsConsumer DiscretionaryConsumer StaplesReal EstateEnergyCommunication ServicesHealth CareUtilities

Style box summary for Investors Research Corp: centroid Mid Core. Heaviest cells: Mid Value 4.6%, Large Value 4.4%, Large Core 3.1%.

Classified: 23.9% of book weight (418/841 names) · unclassified 76.1%: FDL, IWY, SPYG, SCHX, SPYM, OEF, VV, VSDA, FHLC, SPTM +413 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 848 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	FDLFirst Trust Morningstar Div Leaders ETF	321,226	$24M	4.5%	ADD 134%
2	IWYISHARES TR	82,548	$21M	3.9%	HOLD
3	SPYGSPDR SERIES TRUST STATE STREET SPD	207,773	$20M	3.9%	HOLD
4	SCHXSCHWAB U.S. LARGE-CAP ETF	748,048	$19M	3.7%	HOLD
5	SPYMSPDR SERIES TRUST	250,238	$19M	3.7%	HOLD
6	OEFISHARES TR	58,637	$19M	3.6%	HOLD
7	VVVANGUARD INDEX FDS	60,322	$18M	3.4%	HOLD
8	VSDAVICTORY PORTFOLIOS II	301,036	$16M	3.1%	ADD 2%
9	FHLCFIDELITY COVINGTON TRUST	218,250	$15M	2.9%	ADD 2%
10	SPTMSPDR SERIES TRUST	131,905	$10M	2.0%	TRIM −7%
11	PAVEGLOBAL X FDS	193,855	$10M	1.9%	ADD 10%
12	VYMVANGUARD WHITEHALL FDS	62,358	$9M	1.8%	ADD 5%
13	DIVOAMPLIFY ETF TR	198,200	$9M	1.7%	ADD 4%
14	ILCGISHARES TR	90,847	$9M	1.7%	ADD 11%
15	VONGVANGUARD SCOTTSDALE FDS	78,895	$9M	1.7%	ADD 12%
16	ITOTISHARES TR	60,472	$9M	1.6%	TRIM −8%
17	SCHDSCHWAB STRATEGIC TR	280,216	$9M	1.6%	ADD 5%
18	PEYINVESCO EXCHANGE TRADED FD T	377,215	$8M	1.5%	ADD 5%
19	XLESELECT SECTOR SPDR TR	115,980	$7M	1.4%	HOLD
20	DBEFDBX ETF TR	131,770	$7M	1.2%	ADD 6%
21	PGXINVESCO EXCH TRADED FD TR II	578,277	$6M	1.2%	ADD 7%
22	PFFISHARES TR	174,498	$5M	1.0%	ADD 8%
23	IGLBISHARES TR	104,226	$5M	1.0%	ADD 8%
24	PFXFVANECK ETF TRUST	294,161	$5M	1.0%	ADD 8%
25	MSFTMICROSOFT CORP	13,561	$5M	1.0%	HOLD
26	PGFINVESCO EXCHANGE TRADED FD T	352,719	$5M	0.9%	ADD 9%
27	SCZISHARES TR	59,156	$5M	0.9%	TRIM −10%
28	IEOISHARES TR	36,891	$5M	0.9%	ADD 12%
29	VYMIVANGUARD WHITEHALL FDS	46,333	$4M	0.8%	ADD 10%
30	IVVISHARES TR	6,486	$4M	0.8%	HOLD
31	DEMWISDOMTREE TR	81,745	$4M	0.8%	ADD 12%
32	AAPLAPPLE INC	14,725	$4M	0.7%	TRIM −19%
33	PSKSPDR SERIES TRUST	88,842	$3M	0.5%	TRIM −2%
34	SCHASCHWAB STRATEGIC TR	92,991	$3M	0.5%	HOLD
35	MDYGSPDR SERIES TRUST	24,129	$2M	0.4%	TRIM −15%
36	SPLVINVESCO EXCH TRADED FD TR II	27,329	$2M	0.4%	HOLD
37	DSIISHARES TR	15,260	$2M	0.4%	HOLD
38	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	62,395	$2M	0.3%	ADD 4%
39	TFCTRUIST FINL CORP	38,527	$2M	0.3%	TRIM −12%
40	GOOGLALPHABET INC	6,153	$2M	0.3%	TRIM −7%
41	VZVERIZON COMMUNICATIONS INC	34,820	$2M	0.3%	TRIM −6%
42	IWRISHARES TR	17,725	$2M	0.3%	HOLD
43	MLPXGLOBAL X FDS	23,177	$2M	0.3%	TRIM −4%
44	AMZNAMAZON COM INC	8,220	$2M	0.3%	TRIM −6%
45	UNMUNUM GROUP	23,401	$2M	0.3%	HOLD
46	SRLNSSGA ACTIVE ETF TR	41,198	$2M	0.3%	HOLD
47	SDYSPDR SER TR	11,291	$2M	0.3%	HOLD
48	PWBINVESCO EXCHANGE TRADED FD T	13,003	$2M	0.3%	ADD 5%
49	SEALED AIR CORP NEW	38,675	$2M	0.3%	HOLD
50	CSBVICTORY PORTFOLIOS II	26,334	$2M	0.3%	TRIM −5%
51	MCHPMICROCHIP TECHNOLOGY INC.	24,934	$2M	0.3%	HOLD
52	VLOVALERO ENERGY CORP	6,402	$2M	0.3%	TRIM −11%
53	FTECFIDELITY COVINGTON TRUST	7,579	$2M	0.3%	ADD 5%
54	SPHQINVESCO EXCHANGE TRADED FD T	19,653	$1M	0.3%	ADD 5%
55	SPXNPROSHARES TR	20,778	$1M	0.3%	ADD 5%
56	AESAES Corp.	103,725	$1M	0.3%	HOLD
57	QUALISHARES TR	7,519	$1M	0.3%	ADD 5%
58	SLBSCHLUMBERGER LTD	27,681	$1M	0.3%	TRIM −5%
59	CVSCVS HEALTH CORP	19,767	$1M	0.3%	HOLD
60	LGOVFIRST TR EXCHANGE-TRADED FD	65,213	$1M	0.3%	HOLD
61	SMGSCOTTS MIRACLE-GRO CO	23,034	$1M	0.3%	HOLD
62	DVNDEVON ENERGY CORP NEW	27,775	$1M	0.3%	HOLD
63	WTRGESSENTIAL UTILS INC	34,650	$1M	0.3%	HOLD
64	IUSGISHARES TR	8,919	$1M	0.3%	ADD 6%
65	LMTLOCKHEED MARTIN CORP	2,237	$1M	0.3%	TRIM −14%
66	SLYGSPDR SERIES TRUST	13,856	$1M	0.3%	HOLD
67	LYBLYONDELLBASELL INDUSTRIES N	16,506	$1M	0.3%	HOLD
68	PEPPEPSICO INC	8,508	$1M	0.3%	TRIM −3%
69	NVDANVIDIA CORPORATION	7,564	$1M	0.3%	ADD 4%
70	FTSLFIRST TR EXCHANGE-TRADED FD	29,346	$1M	0.3%	HOLD
71	PFFDGLOBAL X FDS	69,497	$1M	0.2%	TRIM −3%
72	BLKBLACKROCK INC	1,324	$1M	0.2%	TRIM −5%
73	SWSMURFIT WESTROCK PLC	31,620	$1M	0.2%	HOLD
74	FDISFIDELITY COVINGTON TRUST	13,440	$1M	0.2%	ADD 6%
75	VLYVALLEY NATL BANCORP	101,250	$1M	0.2%	HOLD
76	CWBSPDR SER TR	13,540	$1M	0.2%	HOLD
77	OREALTY INCOME CORP	20,130	$1M	0.2%	HOLD
78	VWOBVANGUARD WHITEHALL FDS	18,615	$1M	0.2%	HOLD
79	MPCMARATHON PETE CORP	4,971	$1M	0.2%	TRIM −9%
80	DOWDOW HLDGS INC	29,064	$1M	0.2%	HOLD
81	WMTWALMART INC	9,695	$1M	0.2%	TRIM −21%
82	HSTHOST HOTELS & RESORTS INC	62,783	$1M	0.2%	HOLD
83	CDLVICTORY PORTFOLIOS II	15,816	$1M	0.2%	HOLD
84	ACNACCENTURE PLC IRELAND	5,916	$1M	0.2%	ADD 444%
85	APDAIR PRODS & CHEMS INC	4,033	$1M	0.2%	TRIM −5%
86	CCICROWN CASTLE INC	14,249	$1M	0.2%	HOLD
87	VICIVICI PPTYS INC	41,859	$1M	0.2%	ADD 49732%
88	MSMORGAN STANLEY	6,903	$1M	0.2%	TRIM −14%
89	IPINTERNATIONAL PAPER CO	31,565	$1M	0.2%	TRIM −6%
90	MDTMEDTRONIC PLC	12,911	$1M	0.2%	TRIM −6%
91	BXBLACKSTONE INC	9,713	$1M	0.2%	ADD 4217%
92	LWLAMB WESTON HLDGS INC	26,025	$1M	0.2%	ADD 37%
93	CAGCONAGRA BRANDS INC	69,025	$1M	0.2%	HOLD
94	PFEPFIZER INC	38,481	$1M	0.2%	TRIM −6%
95	VACMARRIOTT VACATIONS WORLDWIDE	16,574	$1M	0.2%	ADD 40%
96	TAT&T INC	37,219	$1M	0.2%	TRIM −10%
97	MRKMERCK & CO INC	8,958	$1M	0.2%	TRIM −4%
98	SSBSOUTHSTATE BK CORP	11,347	$1M	0.2%	HOLD
99	KMBKIMBERLY-CLARK CORP	10,800	$1M	0.2%	ADD 3223%
100	BRBROADRIDGE FINL SOLUTIONS IN	6,350	$1M	0.2%	ADD 12112%
101	UGIUGI CORP NEW	27,875	$1M	0.2%	TRIM −5%
102	RWKINVESCO EXCH TRADED FD TR II	25,154	$1M	0.2%	ADD 308%
103	METMETLIFE INC	14,273	$1M	0.2%	HOLD
104	RRYDER SYS INC	4,925	$1M	0.2%	TRIM −23%
105	PORPORTLAND GEN ELEC CO	18,825	$993,395	0.2%	HOLD
106	ADPAUTOMATIC DATA PROCESSING IN	4,871	$989,690	0.2%	ADD 1057%
107	UPSUNITED PARCEL SERVICE INC	10,053	$989,014	0.2%	HOLD
108	GISGENERAL MILLS INC	26,510	$986,702	0.2%	NEW
109	TUTELUS CORPORATION	76,806	$985,421	0.2%	ADD 58%
110	OMCOMNICOM GROUP INC	12,438	$936,706	0.2%	HOLD
111	GLPIGAMING & LEISURE P	20,800	$922,896	0.2%	HOLD
112	SWKSTANLEY BLACK & DECKER INC	12,779	$908,076	0.2%	ADD 4%
113	PNCPNC FINL SVCS GROUP INC	4,326	$900,197	0.2%	TRIM −17%
114	RYNRAYONIER INC	41,919	$864,370	0.2%	HOLD
115	XOMEXXON MOBIL CORP	5,079	$861,621	0.2%	TRIM −15%
116	GSKGSK PLC	15,528	$856,990	0.2%	TRIM −14%
117	PSXPHILLIPS 66	4,692	$854,789	0.2%	HOLD
118	HUNHUNTSMAN CORP	63,979	$851,560	0.2%	HOLD
119	GOOGALPHABET INC	2,941	$843,728	0.2%	ADD 3%
120	RELXRELX PLC	25,225	$836,209	0.2%	NEW
121	SNYSANOFI SA	16,993	$818,723	0.2%	ADD 6241%
122	MGMMGM RESORTS INTERNATIONAL	21,850	$808,669	0.2%	HOLD
123	RPGINVESCO EXCHANGE TRADED FD T	17,289	$808,102	0.2%	TRIM −3%
124	JPMJPMORGAN CHASE & CO	2,722	$800,704	0.2%	HOLD
125	SPGSIMON PPTY GROUP INC NEW	4,290	$800,214	0.2%	TRIM −23%
126	EPDENTERPRISE PRODS PARTNERS L	21,121	$799,219	0.2%	TRIM −12%
127	DISDISNEY WALT CO	8,107	$781,353	0.1%	TRIM −5%
128	ALBALBEMARLE CORP	4,350	$780,956	0.1%	TRIM −15%
129	CNHCNH INDL N V	70,675	$777,425	0.1%	HOLD
130	GPNGLOBAL PMTS INC	11,471	$771,998	0.1%	HOLD
131	SPHDINVESCO EXCH TRADED FD TR II	15,302	$759,132	0.1%	HOLD
132	AVGOBROADCOM INC	2,448	$757,680	0.1%	HOLD
133	KOCOCA COLA CO	9,875	$750,994	0.1%	TRIM −4%
134	IWMISHARES TR	2,918	$723,664	0.1%	TRIM −6%
135	AMDADVANCED MICRO DEVICES INC	3,528	$717,701	0.1%	HOLD
136	ICLICL GROUP LTD	137,225	$707,313	0.1%	HOLD
137	RZGINVESCO EXCHANGE TRADED FD T	12,386	$705,518	0.1%	TRIM −12%
138	KHCKRAFT HEINZ CO	31,300	$703,937	0.1%	ADD 12%
139	FPXFIRST TR EXCHANGE-TRADED FD	4,371	$694,159	0.1%	TRIM −17%
140	TXTERNIUM SA	16,950	$680,543	0.1%	HOLD
141	NVONOVO-NORDISK A S	18,475	$678,956	0.1%	NEW
142	HMCHONDA MOTOR LTD	27,783	$675,405	0.1%	HOLD
143	SPYSTATE STR SPDR S&P 500 ETF T	1,025	$666,599	0.1%	HOLD
144	SHELSHELL PLC	7,163	$666,159	0.1%	TRIM −29%
145	PIIPOLARIS INC	12,182	$663,919	0.1%	HOLD
146	DVYISHARES TR	4,296	$650,457	0.1%	HOLD
147	ABEVAMBEV SA	220,775	$644,663	0.1%	HOLD
148	CMCSACOMCAST CORP NEW	21,866	$627,773	0.1%	TRIM −6%
149	KKRKKR & CO INC	6,725	$622,063	0.1%	NEW
150	NKENIKE INC	11,773	$621,850	0.1%	ADD 26%
151	JSMDJANUS DETROIT STR TR	7,827	$621,072	0.1%	TRIM −2%
152	HDHOME DEPOT INC	1,886	$620,232	0.1%	HOLD
153	PRUPRUDENTIAL FINL INC	6,328	$618,182	0.1%	HOLD
154	BACBANK AMERICA CORP	12,577	$613,129	0.1%	TRIM −4%
155	ICEINTERCONTINENTAL EXCHANGE IN	3,875	$609,460	0.1%	HOLD
156	XMMOINVESCO EXCHANGE TRADED FD T	4,182	$606,408	0.1%	ADD 15%
157	SBUXSTARBUCKS CORP	6,750	$604,733	0.1%	TRIM −26%
158	IVWISHARES TR	5,339	$603,896	0.1%	ADD 14%
159	SPGPInvesco S&P 500 GARP - ETF	5,586	$601,165	0.1%	HOLD
160	ETDETHAN ALLEN INTERIORS INC	26,400	$587,664	0.1%	HOLD
161	XLGINVESCO EXCHANGE TRADED FD T	10,698	$583,558	0.1%	ADD 15%
162	NTRNUTRIEN LTD	7,719	$582,476	0.1%	TRIM −71%
163	EMNEASTMAN CHEM CO	7,517	$573,697	0.1%	TRIM −7%
164	PKPARK HOTELS & RESORTS INC	54,211	$570,842	0.1%	ADD 2%
165	TDTORONTO DOMINION BK ONT	6,087	$567,978	0.1%	HOLD
166	IWLIShares - Russell 200 Index ETF	3,499	$561,446	0.1%	ADD 15%
167	TAPMOLSON COORS BEVERAGE CO	13,025	$560,857	0.1%	TRIM −2%
168	CPBTHE CAMPBELLS COMPANY	25,125	$559,534	0.1%	HOLD
169	CCLCARNIVAL CORP	21,515	$556,808	0.1%	HOLD
170	TROWPRICE T ROWE GROUP INC	6,142	$553,640	0.1%	TRIM −4%
171	SOSOUTHERN CO	5,730	$553,060	0.1%	HOLD
172	BMYBRISTOL-MYERS SQUIBB CO	8,784	$532,750	0.1%	HOLD
173	ASMLASML HOLDING N V	400	$528,332	0.1%	HOLD
174	BPBP PLC	11,190	$525,930	0.1%	TRIM −6%
175	RCIROGERS COMMUNICATIONS INC	13,625	$523,881	0.1%	HOLD
176	HUMHUMANA INC	2,950	$511,501	0.1%	ADD 11700%
177	CCCHEMOURS CO	22,995	$506,580	0.1%	TRIM −2%
178	CCITIGROUP INC	4,425	$501,839	0.1%	TRIM −30%
179	NFLXNETFLIX INC	5,174	$497,480	0.1%	ADD 3%
180	AREALEXANDRIA REAL ESTATE EQ IN	10,669	$495,260	0.1%	HOLD
181	LVSLAS VEGAS SANDS CORP	9,137	$492,302	0.1%	TRIM −7%
182	STMSTMICROELECTRONICS N V	14,120	$487,846	0.1%	HOLD
183	SMSM ENERGY CO	15,618	$486,969	0.1%	NEW
184	TSNTYSON FOODS INC	7,525	$482,127	0.1%	TRIM −7%
185	ADBEADOBE INC	1,979	$481,055	0.1%	TRIM −2%
186	DEODIAGEO PLC	6,408	$477,076	0.1%	ADD 28%
187	RWXSPDR INDEX SHS FDS	17,903	$476,578	0.1%	TRIM −6%
188	VOOVANGUARD INDEX FDS	779	$465,458	0.1%	ADD 5%
189	AXPAMERICAN EXPRESS CO	1,534	$464,004	0.1%	HOLD
190	ZTSZOETIS INC	3,830	$452,744	0.1%	HOLD
191	SRETGLOBAL X FDS	21,301	$451,581	0.1%	TRIM −9%
192	EMREMERSON ELEC CO	3,412	$447,040	0.1%	TRIM −17%
193	ANDEANDERSONS INC	6,099	$437,786	0.1%	TRIM −33%
194	KRCKILROY RLTY CORP	15,491	$437,001	0.1%	HOLD
195	DDOMINION ENERGY INC	7,067	$436,882	0.1%	HOLD
196	STLASTELLANTIS N.V	61,302	$434,631	0.1%	ADD 57%
197	INTUINTUIT	977	$422,435	0.1%	NEW
198	FDXFEDEX CORP	1,150	$409,607	0.1%	TRIM −69%
199	OIO-I GLASS INC	38,960	$409,470	0.1%	HOLD
200	CCUCOMPANIA CERVECERIAS UNIDAS	34,775	$394,696	0.1%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FDLFirst Trust Morningstar Div Leaders ETF

99K

112K

122K

129K

137K

321K

$24M

IWYISHARES TR

68K

73K

78K

81K

82K

83K

$21M

SPYGSPDR SERIES TRUST STATE STREET SPD

166K

179K

193K

201K

206K

208K

$20M

SCHXSCHWAB U.S. LARGE-CAP ETF

596K

641K

691K

718K

741K

748K

$19M

SPYMSPDR SERIES TRUST

200K

215K

231K

241K

248K

250K

$19M

OEFISHARES TR

48K

51K

55K

57K

58K

59K

$19M

VVVANGUARD INDEX FDS

49K

52K

56K

58K

60K

$18M

VSDAVICTORY PORTFOLIOS II

230K

249K

271K

284K

295K

301K

$16M

FHLCFIDELITY COVINGTON TRUST

163K

178K

195K

205K

213K

218K

$15M

SPTMSPDR SERIES TRUST

148K

147K

144K

143K

141K

132K

$10M

PAVEGLOBAL X FDS

91K

117K

146K

162K

175K

194K

$10M

VYMVANGUARD WHITEHALL FDS

48K

52K

55K

57K

59K

62K

$9M

DIVOAMPLIFY ETF TR

152K

165K

175K

182K

190K

198K

$9M

ILCGISHARES TR

43K

55K

68K

75K

82K

91K

$9M

VONGVANGUARD SCOTTSDALE FDS

38K

48K

59K

65K

71K

79K

$9M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Investors Research Corp

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 848 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Investors Research Corp