Investors Research Corp

CIK 0001730630 · Q1 2026

13F Equity AUM

$523.3M

-4.2% QoQ

Positions

813

-4 QoQ

AUM Rank

#4,199

Top 34%

Skill Alpha (FF)

-1.5%/yr^ns

No Clear Edge

Rank #4,459 · Top 54%

vs S&P -7.3%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 19.7%Top 10: 34.7%Top 20: 50.8%

FDL4.5%

IWY3.9%

SPYG3.9%

SCHX3.7%

SPYM3.7%

OEF3.6%

VV3.5%

VSDA3.1%

FHLC2.9%

SPTM2.0%

Others (803)65.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services76.1%

Technology3.9%

Consumer Cyclical3.5%

Consumer Defensive2.5%

Energy2.3%

Communication Services2.3%

Basic Materials2.2%

Healthcare2.1%

Other5.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 813Median: 0.01%Avg: 0.12%

0–0.5%

779(37.1%)

0.5–1%

12(9.8%)

1–3%

14(23.2%)

3–5%

8(29.8%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 800Unique: 13vs 20 funds

10.9%Low

813

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

14.9%

BANK OF AMERICA CORP /DE/

16.1%

14.6%

15.7%

20%

14.6%

GEODE CAPITAL MANAGEMENT, LLC

13.5%

VANGUARD CAPITAL MANAGEMENT LLC

13.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

14.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New108Increased160Decreased203Exited105

New Positions

GIS0.2%

+27K

RELX0.2%

+25K

NVO0.1%

+18K

KKR0.1%

+7K

SM0.1%

+16K

INTU0.1%

+977

BXSL0.0%

+3K

VSNT0.0%

+867

FISV0.0%

+550

FRDM0.0%

+1K

Increased

FDL4.5%

+184K(+134%)

VICI0.2%

+42K(+49732%)

PGX1.2%

+38K(+7%)

PGF0.9%

+30K(+9%)

T0.2%

+28K(+58%)

STLA0.1%

+22K(+57%)

PFXF1.0%

+22K(+8%)

RWK0.2%

+19K(+308%)

PAVE1.9%

+18K(+10%)

PEY1.5%

+18K(+5%)

Decreased

APA0.0%

-46,190(-99%)

TAK0.0%

-43,794(-98%)

CRC0.0%

-43,325(-99%)

USB0.0%

-33,453(-99%)

AEO0.0%

-33,100(-81%)

INTC0.1%

-32,937(-82%)

ING0.1%

-30,035(-75%)

MAT0.0%

-20,592(-67%)

NTR0.1%

-18,449(-71%)

SU0.0%

-16,822(-100%)

Exited

FTCS

-172,565

-26,690

-79,125

-2,900

-48,775

-11,715

-12,692

-32,555

-10,175

-7,625

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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