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Investors Research Corp.
Investors Research Corp is an Atlanta, Georgia-based registered investment advisor founded in 1972. The firm manages investment portfolios for private clients, high net worth individuals, and pension plans, with a focus on personalized asset management solutions. With approximately 9 employees—most in investment roles—the firm serves over 1,000 accounts and more than $578 million in assets under management as of February 2025. Clients include both individuals and a small number of pension/profit sharing plans.
Investment Strategy
Investors Research Corp primarily manages portfolios for individual and high-net-worth clients, emphasizing diversified, discretionary investments in publicly traded securities. The firm’s approach is client-specific, seeking to balance growth and preservation of capital, with positions including large-cap equities (such as Microsoft and Apple) and custom asset allocations based on each client’s objectives and risk tolerance. They do not utilize complex pooled vehicles or institutional alternative strategies, instead focusing on tailored portfolios.
Latest 13F Filing Activity
Investors Research Corp. filed their most recent 13F report on Sep 30, 2025 disclosing 862 equity positions with a total 13F market value of $540M. The fund increased holdings in Ishares TR, SPDR Series Trust, Ishares TR among other positions. Investors Research Corp. reduced exposure to Ishares TR, Invesco Exch Traded FD TR II, SPDR Series Trust among others.
Top Holdings
Equity Positions (862)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWY | ISHARES TR | 4.08% | $22.0M | 80,543 | $168.60 | $273.65 | +$2.9M |
S SPYG | SPDR SERIES TRUST | 3.88% | $21.0M | 200,719 | $66.52 | $104.51 | +$2.6M |
O OEF | ISHARES TR | 3.51% | $19.0M | 56,976 | $219.06 | $332.84 | +$2.3M |
S SCHX | SCHWAB STRATEGIC TR | 3.50% | $18.9M | 718,014 | $17.71 | $26.34 | +$2.0M |
S SPLG | SPDR SERIES TRUST | 3.50% | $18.9M | 241,191 | $55.13 | $78.34 | +$2.1M |
Industry Allocation
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