Investors Research

ATLANTA, GAfiles as Investors Research Corp

$559m in 805 US stocks at the end of 30 June 2026. The top 10 are 35.6% of the money. It changed about 10.3% of the portfolio this quarter.

Value

$559m

Stocks

805

Top 10 share

35.6%

Turnover

10.3%

What changed this quarter

New

Bought for the first time this quarter.

First TR Exchange-Traded FDFTCS
2.9% of the fund
AmcorAMCR
0.2% of the fund
McCormickMKC
0.2% of the fund
Hormel FoodsHRL
0.1% of the fund
CarnivalCCL
0.1% of the fund
Veeva SystemsVEEV
<0.1% of the fund
GE HealthCare TechnologiesGEHC
<0.1% of the fund
ZscalerZS
<0.1% of the fund
MckessonMCK
<0.1% of the fund
AstrazenecaAZN
<0.1% of the fund
Piper Sandler CompaniesPIPR
<0.1% of the fund
FedEx Freight Holding CompanyFDXF
<0.1% of the fund
Agilent TechnologiesA
<0.1% of the fund
Invesco Exch Traded FD TR IIQQQM
<0.1% of the fund
Fidelity Covington TrustFBCG
<0.1% of the fund
Ishares TRIXN
<0.1% of the fund
Fidelity Comwlth TRONEQ
<0.1% of the fund
Ishares TRIJR
<0.1% of the fund
Cardinal HealthCAH
<0.1% of the fund
Pinnacle Financial PartnersPNFP
<0.1% of the fund
Silicon Motion TechnologySIMO
<0.1% of the fund
Sprott FDS TRURNM
<0.1% of the fund
Boston ScientificBSX
<0.1% of the fund
Ishares TRIXUS
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund

Added

Bought more of a stock they already held.

Schwab Strategic TRSCHX
4.1% of the fund
+4%
Spdr Series TrustSPYM
4.1% of the fund
+4%
Vanguard Index FDSVV
3.9% of the fund
+4%
Vanguard Whitehall FDSVYM
1.8% of the fund
+2%
Amplify ETF TRDIVO
1.7% of the fund
+3%
Schwab Strategic TRSCHD
1.6% of the fund
+4%
Invesco Exchange Traded FD TPEY
1.6% of the fund
+3%
DBX ETF TRDBEF
1.3% of the fund
+4%
Invesco Exch Traded FD TR IIPGX
1.2% of the fund
+5%
Ishares TRPFF
1.0% of the fund
+6%
Vaneck ETF TrustPFXF
1.0% of the fund
+7%
Ishares TRIGLB
1.0% of the fund
+7%
Invesco Exchange Traded FD TPGF
0.9% of the fund
+7%
Vanguard Whitehall FDSVYMI
0.9% of the fund
+8%
Wisdomtree TRDEM
0.9% of the fund
+8%
Ishares TRIEO
0.8% of the fund
+9%
State STR Spdr S&P 500 ETF TSPY
0.4% of the fund
+168%
Vanguard Index FDSVOO
0.3% of the fund
+207%
BroadcomAVGO
0.2% of the fund
+16%
Simon Property GroupSPG
0.2% of the fund
+3%
Intercontinental ExchangeICE
0.2% of the fund
+76%
ServiceNowNOW
0.1% of the fund
+787%
Invesco Exchange Traded FD TXLG
0.1% of the fund
+3%
Abbott LaboratoriesABT
0.1% of the fund
+7781%
VisaV
<0.1% of the fund
+302%

Cut

Sold some of their stake.

Spdr Series TrustSPTM
2.1% of the fund
-3%
Ishares TRITOT
1.7% of the fund
-3%
First TR Exchange-Traded FDFDL
1.3% of the fund
-53%
Select Sector Spdr TRXLE
1.1% of the fund
-3%
Ishares TRSCZ
0.8% of the fund
-5%
Ishares TRIVV
0.8% of the fund
-8%
AppleAAPL
0.7% of the fund
-10%
Schwab Strategic TRSCHA
0.6% of the fund
-2%
Spdr Series TrustPSK
0.5% of the fund
-5%
AlphabetGOOGL
0.4% of the fund
-4%
Ishares TRDSI
0.4% of the fund
-4%
Invesco Exch Traded FD TR IISPLV
0.4% of the fund
-3%
Spdr Series TrustMDYG
0.4% of the fund
-27%
Unum GroupUNM
0.3% of the fund
-9%
Amazon.comAMZN
0.3% of the fund
-9%
Spdr Series TrustSDY
0.3% of the fund
-6%
Ssga Active ETF TRSRLN
0.3% of the fund
-3%
Microchip TechnologyMCHP
0.3% of the fund
-29%
Valero EnergyVLO
0.3% of the fund
-5%
Spdr Series TrustSLYG
0.3% of the fund
-4%
Advanced Micro DevicesAMD
0.3% of the fund
-25%
Scotts Miracle-GroSMG
0.3% of the fund
-3%
CVS HealthCVS
0.3% of the fund
-30%
Ishares TRIWR
0.2% of the fund
-29%
First TR Exchange-Traded FDLGOV
0.2% of the fund
-3%

Sold out

Sold their entire stake.

Sealed Air Corp New
-100%
Valley National BancorpVLY
-100%
Vanguard Whitehall FDSVWOB
-100%
Host Hotels & ResortsHST
-100%
MGM Resorts InternationalMGM
-100%
Ternium SATX
-100%
Ishares TRDVY
-100%
Carnival
-100%
AndersonsANDE
-100%
Ford MotorF
-100%
Topbuild COR
-100%
Qnity ElectronicsQ
-100%
Baker HughesBKR
-100%
Wisdomtree TRDLS
-100%
First Financial BancorpFFBC
-100%
Piper Sandler CompaniesPIPR
-100%
Cisco SystemsCSCO
-100%
Vaneck ETF TrustRTH
-100%
Lionsgate StudiosLION
-100%
Nabors IndustriesNBR
-100%
Schwab Strategic TRSCHM
-100%
Honeywell InternationalHON
-100%
Pacer FDS TRCOWZ
-100%
Ishares TRIWN
-100%
Vanguard Index FDSVTV
-100%

Holdings

Spdr Series TrustSPYG
Share
4.4%
Value
$24m
Shares
205,613
Held
Ishares TRIWY
Share
4.2%
Value
$24m
Shares
81,693
Held
Schwab Strategic TRSCHX
Share
4.1%
Value
$23m
Shares
780,944
+4%
Spdr Series TrustSPYM
Share
4.1%
Value
$23m
Shares
260,841
+4%
Vanguard Index FDSVV
Share
3.9%
Value
$22m
Shares
62,926
+4%
Ishares TROEF
Share
3.8%
Value
$21m
Shares
57,996
Held
Victory Portfolios IIVSDA
Share
3.1%
Value
$17m
Shares
297,940
Held
Fidelity Covington TrustFHLC
Share
3.0%
Value
$17m
Shares
216,139
Held
First TR Exchange-Traded FDFTCS
Share
2.9%
Value
$16m
Shares
174,122
New
Spdr Series TrustSPTM
Share
2.1%
Value
$12m
Shares
128,022
-3%
Global X FDSPAVE
Share
2.0%
Value
$11m
Shares
194,312
Held
Ishares TRILCG
Share
1.9%
Value
$11m
Shares
91,309
Held
Vanguard Scottsdale FDSVONG
Share
1.8%
Value
$10m
Shares
79,364
Held
Vanguard Whitehall FDSVYM
Share
1.8%
Value
$10m
Shares
63,877
+2%
Ishares TRITOT
Share
1.7%
Value
$10m
Shares
58,420
-3%
Amplify ETF TRDIVO
Share
1.7%
Value
$9m
Shares
203,662
+3%
Schwab Strategic TRSCHD
Share
1.6%
Value
$9m
Shares
290,362
+4%
Invesco Exchange Traded FD TPEY
Share
1.6%
Value
$9m
Shares
389,733
+3%
DBX ETF TRDBEF
Share
1.3%
Value
$8m
Shares
137,576
+4%
First TR Exchange-Traded FDFDL
Share
1.3%
Value
$7m
Shares
151,969
-53%
Invesco Exch Traded FD TR IIPGX
Share
1.2%
Value
$7m
Shares
609,077
+5%
Select Sector Spdr TRXLE
Share
1.1%
Value
$6m
Shares
112,616
-3%
Ishares TRPFF
Share
1.0%
Value
$6m
Shares
185,703
+6%
Vaneck ETF TrustPFXF
Share
1.0%
Value
$6m
Shares
313,386
+7%
Ishares TRIGLB
Share
1.0%
Value
$6m
Shares
111,718
+7%
Invesco Exchange Traded FD TPGF
Share
0.9%
Value
$5m
Shares
378,941
+7%
MicrosoftMSFT
Share
0.9%
Value
$5m
Shares
13,441
Held
Vanguard Whitehall FDSVYMI
Share
0.9%
Value
$5m
Shares
49,931
+8%
Wisdomtree TRDEM
Share
0.9%
Value
$5m
Shares
88,578
+8%
Ishares TRSCZ
Share
0.8%
Value
$5m
Shares
56,196
-5%
Ishares TRIVV
Share
0.8%
Value
$4m
Shares
5,984
-8%
Ishares TRIEO
Share
0.8%
Value
$4m
Shares
40,047
+9%
AppleAAPL
Share
0.7%
Value
$4m
Shares
13,234
-10%
Schwab Strategic TRSCHA
Share
0.6%
Value
$3m
Shares
90,715
-2%
Spdr Series TrustPSK
Share
0.5%
Value
$3m
Shares
84,470
-5%
Invesco Exchange Traded FD TPWB
Share
0.4%
Value
$2m
Shares
13,048
Held
Fidelity Covington TrustFTEC
Share
0.4%
Value
$2m
Shares
7,594
Held
AlphabetGOOGL
Share
0.4%
Value
$2m
Shares
5,895
-4%
Ishares TRDSI
Share
0.4%
Value
$2m
Shares
14,694
-4%
Schwab Strategic TRSCHG
Share
0.4%
Value
$2m
Shares
61,608
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.4%
Value
$2m
Shares
2,752
+168%
Invesco Exch Traded FD TR IISPLV
Share
0.4%
Value
$2m
Shares
26,620
-3%
Spdr Series TrustMDYG
Share
0.4%
Value
$2m
Shares
17,509
-27%
Unum GroupUNM
Share
0.3%
Value
$2m
Shares
21,301
-9%
Truist FinancialTFC
Share
0.3%
Value
$2m
Shares
38,150
Held
Amazon.comAMZN
Share
0.3%
Value
$2m
Shares
7,508
-9%
Invesco Exchange Traded FD TSPHQ
Share
0.3%
Value
$2m
Shares
19,403
Held
Ishares TRIUSG
Share
0.3%
Value
$2m
Shares
8,967
Held
Proshares TRSPXN
Share
0.3%
Value
$2m
Shares
20,430
Held
Marriott Vacations WorldwideVAC
Share
0.3%
Value
$2m
Shares
16,416
Held
Vanguard Index FDSVOO
Share
0.3%
Value
$2m
Shares
2,388
+207%
Ishares TRQUAL
Share
0.3%
Value
$2m
Shares
7,412
Held
Spdr Series TrustSDY
Share
0.3%
Value
$2m
Shares
10,656
-6%
Ssga Active ETF TRSRLN
Share
0.3%
Value
$2m
Shares
40,057
-3%
Microchip TechnologyMCHP
Share
0.3%
Value
$2m
Shares
17,625
-29%
Valero EnergyVLO
Share
0.3%
Value
$2m
Shares
6,077
-5%
Spdr Series TrustSLYG
Share
0.3%
Value
$2m
Shares
13,234
-4%
Advanced Micro DevicesAMD
Share
0.3%
Value
$2m
Shares
2,659
-25%
Scotts Miracle-GroSMG
Share
0.3%
Value
$2m
Shares
22,289
-3%
AESAES
Share
0.3%
Value
$1m
Shares
101,767
Held
Smurfit WestrockSW
Share
0.3%
Value
$1m
Shares
31,620
Held
Morgan StanleyMS
Share
0.3%
Value
$1m
Shares
6,883
Held
CVS HealthCVS
Share
0.3%
Value
$1m
Shares
13,760
-30%
Ishares TRIWR
Share
0.2%
Value
$1m
Shares
12,640
-29%
Fidelity Covington TrustFDIS
Share
0.2%
Value
$1m
Shares
13,219
Held
First TR Exchange-Traded FDLGOV
Share
0.2%
Value
$1m
Shares
63,225
-3%
Spdr Series TrustCWB
Share
0.2%
Value
$1m
Shares
12,516
-8%
NvidiaNVDA
Share
0.2%
Value
$1m
Shares
6,655
-12%
Victory Portfolios IICSB
Share
0.2%
Value
$1m
Shares
20,294
-23%
Ryder SystemR
Share
0.2%
Value
$1m
Shares
4,925
Held
Essential UtilitiesWTRG
Share
0.2%
Value
$1m
Shares
33,767
-3%
First TR Exchange-Traded FDFTSL
Share
0.2%
Value
$1m
Shares
28,618
-2%
BlackRockBLK
Share
0.2%
Value
$1m
Shares
1,307
Held
Verizon CommunicationsVZ
Share
0.2%
Value
$1m
Shares
29,052
-17%
Realty IncomeO
Share
0.2%
Value
$1m
Shares
19,746
Held
AmcorAMCR
Share
0.2%
Value
$1m
Shares
28,187
New
Global X FDSPFFD
Share
0.2%
Value
$1m
Shares
65,076
-6%
MetLifeMET
Share
0.2%
Value
$1m
Shares
14,273
Held
Marathon PetroleumMPC
Share
0.2%
Value
$1m
Shares
4,696
-6%
Stanley Black & DeckerSWK
Share
0.2%
Value
$1m
Shares
12,588
Held
International PaperIP
Share
0.2%
Value
$1m
Shares
31,051
Held
Kimberly-ClarkKMB
Share
0.2%
Value
$1m
Shares
10,650
Held
Air Products & ChemicalsAPD
Share
0.2%
Value
$1m
Shares
3,983
Held
McCormickMKC
Share
0.2%
Value
$1m
Shares
22,850
New
BlackstoneBX
Share
0.2%
Value
$1m
Shares
9,638
Held
SouthState BankSSB
Share
0.2%
Value
$1m
Shares
11,347
Held
Devon EnergyDVN
Share
0.2%
Value
$1m
Shares
27,416
Held
MerckMRK
Share
0.2%
Value
$1m
Shares
8,779
Held
Lockheed MartinLMT
Share
0.2%
Value
$1m
Shares
2,195
Held
Vici PropertiesVICI
Share
0.2%
Value
$1m
Shares
41,509
Held
Lamb Weston HoldingsLW
Share
0.2%
Value
$1m
Shares
25,450
-2%
Automatic Data ProcessingADP
Share
0.2%
Value
$1m
Shares
4,819
Held
United Parcel ServiceUPS
Share
0.2%
Value
$1m
Shares
10,026
Held
BroadcomAVGO
Share
0.2%
Value
$1m
Shares
2,841
+16%
Crown CastleCCI
Share
0.2%
Value
$1m
Shares
13,999
Held
Victory Portfolios IICDL
Share
0.2%
Value
$1m
Shares
13,386
-15%
PNC Financial Services GroupPNC
Share
0.2%
Value
$1m
Shares
4,128
-5%
AlphabetGOOG
Share
0.2%
Value
$1m
Shares
2,841
-3%
MedtronicMDT
Share
0.2%
Value
$992,582
Shares
12,688
Held
Simon Property GroupSPG
Share
0.2%
Value
$990,993
Shares
4,431
+3%

Company	Share of fund	Value	Shares	Change
Spdr Series TrustSPYG	4.4%	$24m	205,613	Held
Ishares TRIWY	4.2%	$24m	81,693	Held
Schwab Strategic TRSCHX	4.1%	$23m	780,944	+4%
Spdr Series TrustSPYM	4.1%	$23m	260,841	+4%
Vanguard Index FDSVV	3.9%	$22m	62,926	+4%
Ishares TROEF	3.8%	$21m	57,996	Held
Victory Portfolios IIVSDA	3.1%	$17m	297,940	Held
Fidelity Covington TrustFHLC	3.0%	$17m	216,139	Held
First TR Exchange-Traded FDFTCS	2.9%	$16m	174,122	New
Spdr Series TrustSPTM	2.1%	$12m	128,022	-3%
Global X FDSPAVE	2.0%	$11m	194,312	Held
Ishares TRILCG	1.9%	$11m	91,309	Held
Vanguard Scottsdale FDSVONG	1.8%	$10m	79,364	Held
Vanguard Whitehall FDSVYM	1.8%	$10m	63,877	+2%
Ishares TRITOT	1.7%	$10m	58,420	-3%
Amplify ETF TRDIVO	1.7%	$9m	203,662	+3%
Schwab Strategic TRSCHD	1.6%	$9m	290,362	+4%
Invesco Exchange Traded FD TPEY	1.6%	$9m	389,733	+3%
DBX ETF TRDBEF	1.3%	$8m	137,576	+4%
First TR Exchange-Traded FDFDL	1.3%	$7m	151,969	-53%
Invesco Exch Traded FD TR IIPGX	1.2%	$7m	609,077	+5%
Select Sector Spdr TRXLE	1.1%	$6m	112,616	-3%
Ishares TRPFF	1.0%	$6m	185,703	+6%
Vaneck ETF TrustPFXF	1.0%	$6m	313,386	+7%
Ishares TRIGLB	1.0%	$6m	111,718	+7%
Invesco Exchange Traded FD TPGF	0.9%	$5m	378,941	+7%
MicrosoftMSFT	0.9%	$5m	13,441	Held
Vanguard Whitehall FDSVYMI	0.9%	$5m	49,931	+8%
Wisdomtree TRDEM	0.9%	$5m	88,578	+8%
Ishares TRSCZ	0.8%	$5m	56,196	-5%
Ishares TRIVV	0.8%	$4m	5,984	-8%
Ishares TRIEO	0.8%	$4m	40,047	+9%
AppleAAPL	0.7%	$4m	13,234	-10%
Schwab Strategic TRSCHA	0.6%	$3m	90,715	-2%
Spdr Series TrustPSK	0.5%	$3m	84,470	-5%
Invesco Exchange Traded FD TPWB	0.4%	$2m	13,048	Held
Fidelity Covington TrustFTEC	0.4%	$2m	7,594	Held
AlphabetGOOGL	0.4%	$2m	5,895	-4%
Ishares TRDSI	0.4%	$2m	14,694	-4%
Schwab Strategic TRSCHG	0.4%	$2m	61,608	Held
State STR Spdr S&P 500 ETF TSPY	0.4%	$2m	2,752	+168%
Invesco Exch Traded FD TR IISPLV	0.4%	$2m	26,620	-3%
Spdr Series TrustMDYG	0.4%	$2m	17,509	-27%
Unum GroupUNM	0.3%	$2m	21,301	-9%
Truist FinancialTFC	0.3%	$2m	38,150	Held
Amazon.comAMZN	0.3%	$2m	7,508	-9%
Invesco Exchange Traded FD TSPHQ	0.3%	$2m	19,403	Held
Ishares TRIUSG	0.3%	$2m	8,967	Held
Proshares TRSPXN	0.3%	$2m	20,430	Held
Marriott Vacations WorldwideVAC	0.3%	$2m	16,416	Held
Vanguard Index FDSVOO	0.3%	$2m	2,388	+207%
Ishares TRQUAL	0.3%	$2m	7,412	Held
Spdr Series TrustSDY	0.3%	$2m	10,656	-6%
Ssga Active ETF TRSRLN	0.3%	$2m	40,057	-3%
Microchip TechnologyMCHP	0.3%	$2m	17,625	-29%
Valero EnergyVLO	0.3%	$2m	6,077	-5%
Spdr Series TrustSLYG	0.3%	$2m	13,234	-4%
Advanced Micro DevicesAMD	0.3%	$2m	2,659	-25%
Scotts Miracle-GroSMG	0.3%	$2m	22,289	-3%
AESAES	0.3%	$1m	101,767	Held
Smurfit WestrockSW	0.3%	$1m	31,620	Held
Morgan StanleyMS	0.3%	$1m	6,883	Held
CVS HealthCVS	0.3%	$1m	13,760	-30%
Ishares TRIWR	0.2%	$1m	12,640	-29%
Fidelity Covington TrustFDIS	0.2%	$1m	13,219	Held
First TR Exchange-Traded FDLGOV	0.2%	$1m	63,225	-3%
Spdr Series TrustCWB	0.2%	$1m	12,516	-8%
NvidiaNVDA	0.2%	$1m	6,655	-12%
Victory Portfolios IICSB	0.2%	$1m	20,294	-23%
Ryder SystemR	0.2%	$1m	4,925	Held
Essential UtilitiesWTRG	0.2%	$1m	33,767	-3%
First TR Exchange-Traded FDFTSL	0.2%	$1m	28,618	-2%
BlackRockBLK	0.2%	$1m	1,307	Held
Verizon CommunicationsVZ	0.2%	$1m	29,052	-17%
Realty IncomeO	0.2%	$1m	19,746	Held
AmcorAMCR	0.2%	$1m	28,187	New
Global X FDSPFFD	0.2%	$1m	65,076	-6%
MetLifeMET	0.2%	$1m	14,273	Held
Marathon PetroleumMPC	0.2%	$1m	4,696	-6%
Stanley Black & DeckerSWK	0.2%	$1m	12,588	Held
International PaperIP	0.2%	$1m	31,051	Held
Kimberly-ClarkKMB	0.2%	$1m	10,650	Held
Air Products & ChemicalsAPD	0.2%	$1m	3,983	Held
McCormickMKC	0.2%	$1m	22,850	New
BlackstoneBX	0.2%	$1m	9,638	Held
SouthState BankSSB	0.2%	$1m	11,347	Held
Devon EnergyDVN	0.2%	$1m	27,416	Held
MerckMRK	0.2%	$1m	8,779	Held
Lockheed MartinLMT	0.2%	$1m	2,195	Held
Vici PropertiesVICI	0.2%	$1m	41,509	Held
Lamb Weston HoldingsLW	0.2%	$1m	25,450	-2%
Automatic Data ProcessingADP	0.2%	$1m	4,819	Held
United Parcel ServiceUPS	0.2%	$1m	10,026	Held
BroadcomAVGO	0.2%	$1m	2,841	+16%
Crown CastleCCI	0.2%	$1m	13,999	Held
Victory Portfolios IICDL	0.2%	$1m	13,386	-15%
PNC Financial Services GroupPNC	0.2%	$1m	4,128	-5%
AlphabetGOOG	0.2%	$1m	2,841	-3%
MedtronicMDT	0.2%	$992,582	12,688	Held
Simon Property GroupSPG	0.2%	$990,993	4,431	+3%

Showing the largest 100 of 805.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 9.5% since 30 June 2025.

Where the money is

Financial services4.2%

Technology3.5%

Materials2.3%

Everyday goods2.3%

Health care2.2%

Retail & consumer2.2%

Industrials1.9%

Real estate1.8%

Media & telecom1.7%

Energy1.3%

Utilities1.2%

Other75.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.