Investors Research
Investors Research reported 790 stocks worth $569M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are SCHX (4.5%), SPYM (4.5%) and SPYG (4.4%). Compared with Q2 2026, the fund added to SCHX, SPYM and VV, trimmed SPYG, IWY and VSDA and sold out of XOM, WKC and RWX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $25.5M | 4.5% | 851K | +70K (+9%) | 8 of 8 | |
| 2 |  SPYM Spdr Series Trust | $25.5M | 4.5% | 284K | +23K (+9%) | 8 of 8 | |
| 3 |  SPYG Spdr Series Trust | $25.2M | 4.4% | 204K | −1,218 (−1%) | 8 of 8 | |
| 4 |  VV Vanguard Large Cap ETF | $24.2M | 4.3% | 69K | +5,812 (+9%) | 8 of 8 | |
| 5 |  IWY Ishares TR | $24M | 4.2% | 81K | −284 (−0%) | 8 of 8 | |
| 6 |  OEF Ishares S&P 100 ETF | $22.1M | 3.9% | 58K | No change | 8 of 8 | |
| 7 |  VSDA Victory Portfolios II | $16.6M | 2.9% | 296K | −1,880 (−1%) | 8 of 8 | |
| 8 |  FHLC Fidelity Msci Health Care Index ETF | $16.6M | 2.9% | 203K | −13K (−6%) | 8 of 8 | |
| 9 |  FTCS First Trust | $16.3M | 2.9% | 174K | No change | 7 of 8 | |
| 10 |  SPTM Spdr Series Trust | $11.7M | 2.1% | 127K | −847 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $476K | 3,484 |
TEVA PHARMACEUTICAL INDS LTD | $440K | 13K |
LEGGETT & PLATT INC | $313K | 27K |
CHART INDS INC | $285K | 1,366 |
 WKC World Kinect Corporation | $234K | 7,100 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 7, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Investors Research 13F FAQ
What does Investors Research own?
Investors Research reported 790 stocks worth $569M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are SCHX (4.5%), SPYM (4.5%) and SPYG (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Investors Research buy and sell in Q3 2026?
Compared with Q2 2026: 44 new positions, 88 added to, 254 trimmed and 59 sold out. It sold all of XOM, WKC and RWX.
When will Investors Research file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Investors Research's portfolio worth?
The Q3 2026 filing reports $569M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.