Portfolio (Quarterly)
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Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | NFLX | NETFLIX INC | Communication Services | 5,174.0 | $497K | 0.10% | +174.0 | +3.5% | $96.15 | -9.1% |
| 62 | ARE | ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 10,669.0 | $495K | 0.10% | +64.0 | +0.6% | $46.42 | -2.5% |
| 63 | DEO | DIAGEO PLC | Consumer Defensive | 6,408.0 | $477K | 0.09% | +1K | +28.1% | $74.45 | +10.8% |
| 64 | VOO | VANGUARD INDEX FDS | — | 779.0 | $465K | 0.09% | +40.0 | +5.4% | $597.51 | +13.6% |
| 65 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,534.0 | $464K | 0.09% | +10.0 | +0.7% | $302.48 | +3.0% |
| 66 | ZTS | ZOETIS INC | Healthcare | 3,830.0 | $453K | 0.09% | +21.0 | +0.6% | $118.21 | -36.6% |
| 67 | STLA | STELLANTIS N.V | Consumer Cyclical | 61,302.0 | $435K | 0.08% | +22K | +56.6% | $7.09 | +4.9% |
| 68 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 6,950.0 | $375K | 0.07% | +175.0 | +2.6% | $53.92 | -27.1% |
| 69 | SPGI | S&P GLOBAL INC | Financial Services | 812.0 | $345K | 0.07% | +775.0 | +2094.6% | $425.34 | -4.4% |
| 70 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,203.0 | $326K | 0.06% | +23.0 | +1.9% | $270.68 | +42.6% |
| 71 | SPSB | SPDR SERIES TRUST | — | 9,083.0 | $273K | 0.05% | +189.0 | +2.1% | $30.07 | -0.3% |
| 72 | LEG | LEGGETT & PLATT INC | Consumer Cyclical | 27,477.0 | $271K | 0.05% | +2K | +6.5% | $9.88 | -6.4% |
| 73 | MOS | MOSAIC CO NEW | Basic Materials | 10,375.0 | $265K | 0.05% | +500.0 | +5.1% | $25.50 | -17.2% |
| 74 | QDEF | FLEXSHARES TR | — | 3,229.0 | $258K | 0.05% | +67.0 | +2.1% | $79.82 | +8.3% |
| 75 | GT | GOODYEAR TIRE & RUBR CO | Consumer Cyclical | 38,750.0 | $257K | 0.05% | +1K | +3.8% | $6.63 | -15.2% |
| 76 | FMC | FMC CORP | Basic Materials | 14,916.0 | $257K | 0.05% | +725.0 | +5.1% | $17.22 | -18.7% |
| 77 | QDF | FLEXSHARES TR | — | 3,151.0 | $249K | 0.05% | +67.0 | +2.2% | $79.09 | +10.5% |
| 78 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,067.0 | $243K | 0.05% | +70.0 | +2.3% | $79.27 | -0.5% |
| 79 | KSS | KOHLS CORP | Consumer Cyclical | 18,592.0 | $240K | 0.05% | +150.0 | +0.8% | $12.90 | -9.2% |
| 80 | META | META PLATFORMS INC | Communication Services | 417.0 | $239K | 0.05% | +18.0 | +4.5% | $572.13 | +6.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
15.4%
Technology
14.6%
Consumer Cyclical
11.3%
Consumer Defensive
9.3%
Energy
8.4%
Communication Services
8.3%
Basic Materials
7.8%
Healthcare
7.6%
Real Estate
6.6%
Industrials
6.4%