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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | CLW | CLEARWATER PAPER CORP | Basic Materials | 3,150.0 | $45K | 0.01% | +400.0 | +14.6% | $14.38 | -5.3% |
| 122 | XLY | SELECT SECTOR SPDR TR | — | 412.0 | $45K | 0.01% | +8.0 | +2.0% | $108.98 | +6.7% |
| 123 | — | XPERI INC | — | 7,903.0 | $44K | 0.01% | +698.0 | +9.7% | $5.60 | — |
| 124 | XLU | SELECT SECTOR SPDR TR | — | 955.0 | $44K | 0.01% | +155.0 | +19.4% | $45.89 | -4.2% |
| 125 | MLKN | MILLERKNOLL INC | Consumer Cyclical | 2,688.0 | $39K | 0.01% | +704.0 | +35.5% | $14.46 | +0.0% |
| 126 | XRX | XEROX HOLDINGS CORP | Technology | 28,473.0 | $37K | 0.01% | +1K | +5.3% | $1.29 | +100.0% |
| 127 | VRT | VERTIV HOLDINGS CO | Industrials | 145.0 | $36K | 0.01% | +15.0 | +11.5% | $250.58 | +48.0% |
| 128 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 241.0 | $35K | 0.01% | +16.0 | +7.1% | $146.28 | -8.4% |
| 129 | COTY | COTY INC | Consumer Defensive | 16,600.0 | $33K | 0.01% | +700.0 | +4.4% | $2.01 | +2.5% |
| 130 | NEE | NEXTERA ENERGY INC | Utilities | 311.0 | $29K | 0.01% | +30.0 | +10.7% | $92.88 | +0.5% |
| 131 | MA | MASTERCARD INCORPORATED | Financial Services | 57.0 | $28K | 0.01% | +9.0 | +18.8% | $499.67 | -1.1% |
| 132 | PRGO | PERRIGO CO PLC | Healthcare | 2,472.0 | $27K | 0.01% | +300.0 | +13.8% | $10.74 | -1.2% |
| 133 | ORCL | ORACLE CORP | Technology | 174.0 | $26K | 0.01% | +10.0 | +6.1% | $147.11 | +31.2% |
| 134 | VOE | VANGUARD INDEX FDS | — | 136.0 | $25K | 0.01% | +104.0 | +325.0% | $184.28 | +4.1% |
| 135 | BDX | BECTON DICKINSON & CO | Healthcare | 141.0 | $22K | 0.00% | +6.0 | +4.4% | $157.23 | -9.5% |
| 136 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 115.0 | $20K | 0.00% | +93.0 | +422.7% | $172.58 | +2.7% |
| 137 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 50.0 | $17K | 0.00% | +5.0 | +11.1% | $337.96 | +19.6% |
| 138 | CNMD | CONMED CORP | Healthcare | 415.0 | $15K | 0.00% | +15.0 | +3.8% | $35.36 | +3.5% |
| 139 | UCB | UNITED CMNTY BKS BLAIRSVLE G | Financial Services | 327.0 | $10K | 0.00% | +20.0 | +6.5% | $31.49 | +1.8% |
| 140 | SAMT | ADVISORS INNER CIRCLE FD III | — | 213.0 | $8K | 0.00% | +50.0 | +30.7% | $39.27 | +13.6% |
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%