Investors Research Corp
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.0ptsvs SPY
Invested
$523.3M
Holdings
1,402
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FDL
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Exited (was 128.8k shares)
4.5%
02
$IWY
ISHARES TR
Q4 2025: Exited (was 80.5k shares)
3.9%
03
$SPYG
SPDR SERIES TRUST
Q4 2025: Exited (was 200.7k shares)
3.9%
04
$SCHX
SCHWAB STRATEGIC TR
Q4 2025: Sold 8.6% (718.0k → 656.5k shares)
3.7%
05
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 241.2k shares)
3.7%
06
$OEF
ISHARES TR
Q4 2025: Exited (was 57.0k shares)
3.6%
07
$VV
VANGUARD INDEX FDS
Q4 2025: Exited (was 58.3k shares)
3.4%
08
$VSDA
VICTORY PORTFOLIOS II
Q4 2025: Exited (was 284.4k shares)
3.1%
09
$FHLC
FIDELITY COVINGTON TRUST
Q4 2025: Exited (was 205.4k shares)
2.9%
10
$SLV
ISHARES SILVER TR
Q1 2026: Sold 44.5% (355.7k → 197.6k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:53 UTC.