Portfolio (Quarterly)
Guide ↗
Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | BK | BANK NEW YORK MELLON CORP | Financial Services | 1,926.0 | $228K | 0.04% | +32.0 | +1.7% | $118.63 | +14.9% |
| 82 | COP | CONOCOPHILLIPS | Energy | 1,705.0 | $225K | 0.04% | +47.0 | +2.8% | $132.00 | -5.9% |
| 83 | KRO | KRONOS WORLDWIDE INC | Basic Materials | 33,750.0 | $222K | 0.04% | +2K | +4.7% | $6.57 | +3.4% |
| 84 | LVHD | LEGG MASON ETF INVT | — | 5,075.0 | $216K | 0.04% | +131.0 | +2.6% | $42.56 | -0.4% |
| 85 | ESGU | ISHARES TR | — | 1,511.0 | $214K | 0.04% | +93.0 | +6.6% | $141.42 | +13.5% |
| 86 | BAX | BAXTER INTL INC | Healthcare | 12,476.0 | $210K | 0.04% | +150.0 | +1.2% | $16.80 | +6.0% |
| 87 | TFLO | ISHARES TR | — | 3,744.0 | $190K | 0.04% | +111.0 | +3.1% | $50.63 | -0.1% |
| 88 | MBSD | FLEXSHARES TR | — | 9,035.0 | $187K | 0.04% | +276.0 | +3.1% | $20.71 | -0.9% |
| 89 | TDTF | FLEXSHARES TR | — | 7,708.0 | $186K | 0.04% | +236.0 | +3.2% | $24.11 | +0.1% |
| 90 | GNMA | ISHARES TR | — | 4,190.0 | $186K | 0.04% | +126.0 | +3.1% | $44.33 | -1.2% |
| 91 | GBIL | GOLDMAN SACHS ETF TR | — | 1,846.0 | $185K | 0.04% | +55.0 | +3.1% | $100.19 | -0.1% |
| 92 | SHV | ISHARES TR | — | 1,673.0 | $185K | 0.04% | +50.0 | +3.1% | $110.39 | -0.1% |
| 93 | ABR | ARBOR REALTY TRUST INC | Real Estate | 23,664.0 | $182K | 0.04% | +14K | +139.2% | $7.71 | -20.3% |
| 94 | WKC | WORLD KINECT CORPORATION | Energy | 7,100.0 | $164K | 0.03% | +200.0 | +2.9% | $23.07 | +26.4% |
| 95 | — | MATIV HOLDINGS INC | — | 18,554.0 | $161K | 0.03% | +1K | +7.2% | $8.70 | — |
| 96 | TSLA | TESLA INC | Consumer Cyclical | 393.0 | $146K | 0.03% | +34.0 | +9.5% | $371.75 | +10.7% |
| 97 | CNC | CENTENE CORP DEL | Healthcare | 4,424.0 | $145K | 0.03% | +2K | +101.1% | $32.74 | +77.6% |
| 98 | UNP | UNION PAC CORP | Industrials | 563.0 | $137K | 0.03% | +17.0 | +3.1% | $242.62 | +13.7% |
| 99 | WPP | WPP PLC NEW | Communication Services | 8,535.0 | $133K | 0.03% | +663.0 | +8.4% | $15.55 | +18.2% |
| 100 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 150.0 | $127K | 0.02% | +8.0 | +5.6% | $845.99 | +12.1% |
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%