Portfolio (Quarterly)
Guide ↗
Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | GE | GE AEROSPACE | Industrials | 432.0 | $123K | 0.02% | +23.0 | +5.6% | $283.77 | -0.8% |
| 102 | NULG | NUSHARES ETF TR | — | 1,335.0 | $121K | 0.02% | +151.0 | +12.8% | $90.94 | +20.0% |
| 103 | SUSA | ISHARES TR | — | 918.0 | $121K | 0.02% | +101.0 | +12.4% | $132.10 | +13.4% |
| 104 | ESGV | VANGUARD WORLD FD | — | 1,077.0 | $121K | 0.02% | +122.0 | +12.8% | $112.27 | +15.5% |
| 105 | V | VISA INC | Financial Services | 397.0 | $120K | 0.02% | +2.0 | +0.5% | $302.24 | +7.8% |
| 106 | NWL | NEWELL BRANDS INC | Consumer Defensive | 32,922.0 | $113K | 0.02% | +725.0 | +2.2% | $3.43 | +12.0% |
| 107 | GD | GENERAL DYNAMICS CORP | Industrials | 326.0 | $112K | 0.02% | +11.0 | +3.5% | $343.22 | -2.5% |
| 108 | — | PIPER SANDLER COMPANIES | — | 1,400.0 | $107K | 0.02% | +700.0 | +100.0% | $76.55 | — |
| 109 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 508.0 | $100K | 0.02% | +8.0 | +1.6% | $196.04 | -0.1% |
| 110 | NOW | SERVICENOW INC | Technology | 865.0 | $90K | 0.02% | +10.0 | +1.2% | $104.55 | -9.1% |
| 111 | BGS | B & G FOODS INC NEW | Consumer Defensive | 17,950.0 | $86K | 0.02% | +350.0 | +2.0% | $4.81 | -15.0% |
| 112 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 566.0 | $82K | 0.02% | +192.0 | +51.3% | $144.34 | -1.9% |
| 113 | ARCC | ARES CAPITAL CORP | Financial Services | 4,296.0 | $77K | 0.01% | +2K | +75.6% | $18.02 | +3.9% |
| 114 | ACCO | ACCO BRANDS CORP | Industrials | 25,615.0 | $77K | 0.01% | +3K | +15.3% | $3.00 | +27.3% |
| 115 | GCO | GENESCO INC | Consumer Cyclical | 2,650.0 | $77K | 0.01% | +700.0 | +35.9% | $28.99 | +14.0% |
| 116 | WFC | WELLS FARGO CO NEW | Financial Services | 963.0 | $77K | 0.01% | +84.0 | +9.6% | $79.61 | -7.8% |
| 117 | ACTG | ACACIA RESH CORP | Industrials | 14,609.0 | $70K | 0.01% | +600.0 | +4.3% | $4.81 | -3.5% |
| 118 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 270.0 | $65K | 0.01% | +15.0 | +5.9% | $242.12 | -9.4% |
| 119 | SCHW | SCHWAB CHARLES CORP | Financial Services | 583.0 | $55K | 0.01% | +53.0 | +10.0% | $93.98 | -3.3% |
| 120 | USXF | ISHARES TR | — | 839.0 | $46K | 0.01% | +290.0 | +52.8% | $55.20 | +18.4% |
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%