SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Investors Research Corp

CIK 0001730630 · 3050 PEACHTREE ROAD NW, SUITE 220, ATLANTA, GA, 30305 · 404-968-9348

Reported Value
$383M
Q3 2023
Positions
1,074
Filings on Record
30
2019–present window
Filed
Nov 1, 2023
original filing

Summary

Investors Research Corp reported $383M in U.S.-listed holdings across 1,074 positions for Q3 2023.

Its largest position, SPTM, represents 2.2% of the portfolio.

Compared with Q2 2023, the fund opened 34 new positions and exited 47.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $143MQ4 ’18Q1 ’19: $188MQ2 ’19: $191MQ3 ’19: $197MQ4 ’19: $217MQ4 ’19Q1 ’20: $160MQ2 ’20: $199MQ3 ’20: $206MQ4 ’20: $254MQ4 ’20Q1 ’21: $265MQ2 ’21: $289MQ3 ’21: $296MQ4 ’21: $330MQ4 ’21Q1 ’22: $354MQ2 ’22: $333MQ3 ’22: $327MQ4 ’22: $369.6BQ4 ’22Q1 ’23: $385MQ2 ’23: $396MQ3 ’23: $383MQ4 ’23: $414MQ4 ’23Q1 ’24: $428MQ2 ’24: $428MQ3 ’24: $458MQ4 ’24: $455MQ4 ’24Q1 ’25: $462MQ2 ’25: $510MQ3 ’25: $540MQ4 ’25: $546MQ4 ’25Q1 ’26: $523Mfilingsflow.com

Portfolio Composition

By security type
ETP: 51.8%Common Stock: 38.8%ADR: 5.0%Other: 2.7%REIT: 1.1%Other: 0.6%
  • ETP · 51.8% · $198M
  • Common Stock · 38.8% · $148M
  • ADR · 5.0% · $19M
  • Other · 2.7% · $10M
  • REIT · 1.1% · $4M
  • Other · 0.6% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$523M851Apr 3, 202613F-HRchanges · EDGAR ↗
Q4 2025$546M846Jan 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$540M870Oct 2, 202513F-HRchanges · EDGAR ↗
Q2 2025$510M925Jul 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$462M962Apr 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$455M943Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$458M973Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$428M1,054Jul 31, 202413F-HRchanges · EDGAR ↗
Q1 2024$428M1,030May 6, 202413F-HRchanges · EDGAR ↗
Q4 2023$414M1,063Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$383M1,074Nov 1, 202313F-HRchanges · EDGAR ↗
Q2 2023$396M1,087Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$385M1,127May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$369.6B1,145Feb 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$327M1,153Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$333M1,152Jul 21, 202213F-HRchanges · EDGAR ↗
Q1 2022$354M1,100Apr 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$330M1,060Jan 27, 202213F-HRchanges · EDGAR ↗
Q3 2021$296M1,048Oct 27, 202113F-HRchanges · EDGAR ↗
Q2 2021$289M1,022Jul 29, 202113F-HRchanges · EDGAR ↗
Q1 2021$265M1,002Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$254M1,094Jan 21, 202113F-HRchanges · EDGAR ↗
Q3 2020$206M1,119Oct 20, 202013F-HRchanges · EDGAR ↗
Q2 2020$199M1,145Jul 21, 202013F-HRchanges · EDGAR ↗
Q1 2020$160M1,145May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$217M1,130Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$197M1,130Oct 22, 201913F-HRchanges · EDGAR ↗
Q2 2019$191M1,082Jul 8, 201913F-HRchanges · EDGAR ↗
Q1 2019$188M1,048Apr 23, 201913F-HRchanges · EDGAR ↗
Q4 2018$143M318Feb 4, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.