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Livermore
Livermore
ZHEN

Investors Research Corp

SEC CIK
0001730630
Latest filing
Jul 10, 2026

The latest 13F from Investors Research Corp covers Q2 2026 (filed Jul 10, 2026): 805 long positions worth $558.8M. The top 10 holdings make up 35.6% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 Growth ETF at 4.4%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
60
Est. +$20.2M
Added
86
Est. +$15.3M
Reduced
238
Est. −$32.2M
Sold out
103
Est. −$9.78M

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    4.4%$24.5M
  2. iShares Russell Top 200 Growth ETF464289438
    4.2%$23.7M
  3. Schwab U.S. Large-Cap ETF808524201
    4.1%$23.0M
  4. State Street SPDR Portfolio S&P 500 ETF78464A854
    4.1%$22.9M
  5. Vanguard Morningstar Large-Cap ETF922908637
    3.9%$21.6M

Share of portfolio

Top 5 holdings and the other 800 positions, by share of portfolio value

  1. State Street SPDR Portfolio S&P 500 Growth ETF4.4%
  2. iShares Russell Top 200 Growth ETF4.2%
  3. Schwab U.S. Large-Cap ETF4.1%
  4. State Street SPDR Portfolio S&P 500 ETF4.1%
  5. Vanguard Morningstar Large-Cap ETF3.9%
  6. Other 800 positions79.3%

Biggest buys

New and added positions, by estimated amount bought

  1. First Tr Exchange-Traded FD33733E104
    +$16.4MNew
  2. SPYSPDR S&P 500 ETF Trust
    +$1.29MAddedHistory
  3. AMCRAmcor plc
    +$1.22MAddedHistory
  4. MKCMcCormick & Co Inc
    +$1.15MNewHistory
  5. Vanguard S&P 500 ETF922908363
    +$1.11MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. First Tr Exchange-Traded FD33733E104
    +2.93 pp0.0% → 2.9%
  2. Schwab U.S. Large-Cap ETF808524201
    +0.45 pp3.7% → 4.1%
  3. State Street SPDR Portfolio S&P 500 ETF78464A854
    +0.44 pp3.7% → 4.1%
  4. Vanguard Morningstar Large-Cap ETF922908637
    +0.43 pp3.4% → 3.9%
  5. iShares Tr464287119
    +0.25 pp1.7% → 1.9%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. First Tr Exchange-Traded FD336917109
    −$8.24MReduced
  2. Invesco Exch Traded FD Tr II46138G672
    −$3.08MReduced
  3. SEESealed Air Corp
    −$1.63MSold outHistory
  4. SLBSLB Limited
    −$1.28MReducedHistory
  5. VLYValley National Bancorp
    −$1.24MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. First Tr Exchange-Traded FD336917109
    −3.20 pp4.5% → 1.3%
  2. SEESealed Air Corp
    −0.31 pp0.3% → 0.0%History
  3. State Street Energy Select Sector SPDR ETF81369Y506
    −0.29 pp1.4% → 1.1%
  4. SLBSLB Limited
    −0.27 pp0.3% → <0.1%History
  5. VLYValley National Bancorp
    −0.24 pp0.2% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$558.8M
+$35.5M (+6.8%) vs. prior quarter
Positions
805
−43 vs. prior quarter
Top 10 concentration
35.6%
Top 10 as share of value
Turnover
6.6%
Q2 2026, one quarter
Average holding period
19.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $558.8M (Q2 2026)

Q1 2021: $265.5MQ2 2021: $289.0MQ3 2021: $296.2MQ4 2021: $330.3MQ1 2022: $354.1MQ2 2022: $332.7MQ3 2022: $326.5MQ4 2022: $369.6MQ1 2023: $385.0MQ2 2023: $396.2MQ3 2023: $382.9MQ4 2023: $414.3MQ1 2024: $427.7MQ2 2024: $428.0MQ3 2024: $457.6MQ4 2024: $455.2MQ1 2025: $461.7MQ2 2025: $510.1MQ3 2025: $540.5MQ4 2025: $546.1MQ1 2026: $523.3MQ2 2026: $558.8M
Q1 2021Q2 2026
13F filings of Investors Research Corp by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 10, 2026805$558.8MState Street SPDR Portfolio S&P 500 Growth ETFiShares Russell Top 200 Growth ETFSchwab U.S. Large-Cap ETFvs. Q1 2026SEC
Q1 2026Apr 3, 2026848$523.3MFirst Tr Exchange-Traded FDiShares Russell Top 200 Growth ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2025SEC
Q4 2025Jan 6, 2026846$546.1MiShares Russell Top 200 Growth ETFState Street SPDR Portfolio S&P 500 Growth ETFiShares S&P 100 ETFvs. Q3 2025SEC
Q3 2025Oct 2, 2025870$540.5MiShares Russell Top 200 Growth ETFState Street SPDR Portfolio S&P 500 Growth ETFiShares S&P 100 ETFvs. Q2 2025SEC
Q2 2025Jul 7, 2025925$510.1MiShares Russell Top 200 Growth ETFState Street SPDR Portfolio S&P 500 Growth ETFSchwab U.S. Large-Cap ETFvs. Q1 2025SEC
Q1 2025Apr 8, 2025962$461.7MiShares Russell Top 200 Growth ETFState Street SPDR Portfolio S&P 500 Growth ETFSchwab U.S. Large-Cap ETFvs. Q4 2024SEC
Q4 2024Feb 7, 2025943$455.2MiShares Russell Top 200 Growth ETFState Street SPDR Portfolio S&P 500 Growth ETFiShares S&P 100 ETFvs. Q3 2024SEC
Q3 2024Nov 12, 2024973$457.6MiShares Russell Top 200 Growth ETFState Street SPDR Portfolio S&P 500 Growth ETFState Street SPDR Portfolio S&P 500 ETFvs. Q2 2024SEC
Q2 2024Jul 31, 20241,054$428.0MiShares Russell Top 200 Growth ETFState Street SPDR Portfolio S&P 500 Growth ETFState Street SPDR Portfolio S&P 500 ETFvs. Q1 2024SEC
Q1 2024May 6, 20241,030$427.7MiShares Russell Top 200 Growth ETFState Street SPDR Portfolio S&P 500 ETFSchwab U.S. Large-Cap ETFvs. Q4 2023SEC
Q4 2023Jan 30, 20241,063$414.3MiShares Russell Top 200 Growth ETFSPDR Series TrustSchwab U.S. Large-Cap ETFvs. Q3 2023SEC
Q3 2023Nov 1, 20231,074$382.9MSPDR Series TrustiShares Russell Top 200 Growth ETFState Street SPDR Portfolio S&P 500 ETFvs. Q2 2023SEC
Q2 2023Aug 14, 20231,087$396.2MSPDR Series TrustiShares Russell Top 200 Growth ETFState Street SPDR Portfolio S&P 500 ETFvs. Q1 2023SEC
Q1 2023May 11, 20231,127$385.0MSPDR Series TrustVictory Portfolios IIiShares Russell Top 200 Growth ETFvs. Q4 2022SEC
Q4 2022Feb 6, 20231,145$369.6MSPDR Series TrustVictory Portfolios IIFidelity MSCI Health Care Index ETFvs. Q3 2022SEC
Q3 2022Nov 10, 20221,153$326.5MSPDR Series TrustFidelity MSCI Health Care Index ETFVictory Portfolios IIvs. Q2 2022SEC
Q2 2022Jul 21, 20221,152$332.7MSPDR Series TrustFidelity MSCI Health Care Index ETFVictory Portfolios IIvs. Q1 2022SEC
Q1 2022Apr 13, 20221,100$354.1MSPDR Series TrustiShares Russell Top 200 Growth ETFSchwab U.S. Large-Cap ETFvs. Q4 2021SEC
Q4 2021Jan 27, 20221,060$330.3MSPDR Series TrustMSFTiShares Russell Top 200 Growth ETFvs. Q3 2021SEC
Q3 2021Oct 27, 20211,048$296.2MMSFTSPDR Series TrustInvesco Exchange Traded FD Tvs. Q2 2021SEC
Q2 2021Jul 29, 20211,022$289.0MMSFTSPDR Series TrustInvesco Exchange Traded FD Tvs. Q1 2021SEC
Q1 2021Apr 28, 20211,002$265.5MMSFTSchwab U.S. Small-Cap ETFInvesco Exch Traded FD Tr II–SEC