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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | — | BUNGE GLOBAL SA | — | 5,575.0 | $497K | 0.09% | NEW | — | $89.08 | — |
| 202 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 6,775.0 | $489K | 0.09% | NEW | — | $72.14 | -44.6% |
| 203 | ANDE | ANDERSONS INC | Consumer Defensive | 9,166.0 | $487K | 0.09% | NEW | — | $53.17 | +33.3% |
| 204 | AVT | AVNET INC | Technology | 10,100.0 | $486K | 0.09% | NEW | — | $48.08 | +73.3% |
| 205 | GLD | SPDR GOLD TR | Financial Services | 1,216.0 | $482K | 0.09% | NEW | — | $396.31 | +5.3% |
| 206 | — | IQVIA HLDGS INC | — | 2,136.0 | $481K | 0.09% | NEW | — | $225.41 | — |
| 207 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,317.0 | $480K | 0.09% | NEW | — | $206.95 | +9.5% |
| 208 | ZTS | ZOETIS INC | Healthcare | 3,809.0 | $479K | 0.09% | NEW | — | $125.82 | -41.0% |
| 209 | MU | MICRON TECHNOLOGY INC | Technology | 1,670.0 | $477K | 0.09% | NEW | — | $285.41 | +153.9% |
| 210 | TSN | TYSON FOODS INC | Consumer Defensive | 8,066.0 | $473K | 0.09% | NEW | — | $58.62 | +12.2% |
| 211 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 8,756.0 | $472K | 0.09% | NEW | — | $53.94 | +6.2% |
| 212 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3,209.0 | $470K | 0.09% | NEW | — | $146.58 | -9.1% |
| 213 | NFLX | NETFLIX INC | Communication Services | 5,000.0 | $469K | 0.09% | NEW | — | $93.76 | -7.2% |
| 214 | VOO | VANGUARD INDEX FDS | — | 739.0 | $463K | 0.09% | NEW | — | $627.08 | +8.3% |
| 215 | LNC | LINCOLN NATL CORP IND | Financial Services | 10,207.0 | $455K | 0.08% | NEW | — | $44.53 | -22.8% |
| 216 | CCU | COMPANIA CERVECERIAS UNIDAS | Consumer Defensive | 35,075.0 | $448K | 0.08% | NEW | — | $12.76 | -9.0% |
| 217 | KMT | KENNAMETAL INC | Industrials | 15,225.0 | $433K | 0.08% | NEW | — | $28.41 | +22.0% |
| 218 | EZM | WISDOMTREE TR | — | 6,470.0 | $432K | 0.08% | NEW | — | $66.80 | +6.6% |
| 219 | DEO | DIAGEO PLC | Consumer Defensive | 5,002.0 | $432K | 0.08% | NEW | — | $86.27 | -5.3% |
| 220 | ASML | ASML HOLDING N V | Technology | 400.0 | $428K | 0.08% | NEW | — | $1069.86 | +37.6% |
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
17.2%
Technology
14.6%
Consumer Cyclical
13.4%
Energy
9.2%
Basic Materials
8.3%
Communication Services
7.1%
Consumer Defensive
7.1%
Industrials
6.9%
Healthcare
6.6%
Real Estate
5.3%