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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | SAM | BOSTON BEER INC | Consumer Defensive | 1,150.0 | $224K | 0.04% | NEW | — | $195.13 | -10.5% |
| 282 | AAP | ADVANCE AUTO PARTS INC | Consumer Cyclical | 5,625.0 | $221K | 0.04% | NEW | — | $39.30 | +28.8% |
| 283 | BK | BANK NEW YORK MELLON CORP | Financial Services | 1,894.0 | $220K | 0.04% | NEW | — | $116.09 | +17.7% |
| 284 | IEI | ISHARES TR | — | 1,788.0 | $213K | 0.04% | NEW | — | $119.35 | -2.0% |
| 285 | ESGU | ISHARES TR | — | 1,418.0 | $211K | 0.04% | NEW | — | $148.98 | +7.9% |
| 286 | — | MATIV HOLDINGS INC | — | 17,304.0 | $210K | 0.04% | NEW | — | $12.15 | — |
| 287 | SOLV | SOLVENTUM CORP | Healthcare | 2,642.0 | $209K | 0.04% | NEW | — | $79.24 | -6.3% |
| 288 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,351.0 | $209K | 0.04% | NEW | — | $62.47 | +11.3% |
| 289 | BCS | BARCLAYS PLC | Financial Services | 8,100.0 | $206K | 0.04% | NEW | — | $25.45 | -9.9% |
| 290 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 1,949.0 | $204K | 0.04% | NEW | — | $104.72 | -23.3% |
| 291 | AA | ALCOA CORP | Basic Materials | 3,838.0 | $204K | 0.04% | NEW | — | $53.14 | +17.8% |
| 292 | DINO | HF SINCLAIR CORP | Energy | 4,400.0 | $203K | 0.04% | NEW | — | $46.08 | +51.9% |
| 293 | THG | HANOVER INS GROUP INC | Financial Services | 1,100.0 | $201K | 0.04% | NEW | — | $182.77 | +6.5% |
| 294 | TRV | TRAVELERS COMPANIES INC | Financial Services | 686.0 | $199K | 0.04% | NEW | — | $290.06 | +3.3% |
| 295 | MMI | MARCUS & MILLICHAP INC | Real Estate | 7,275.0 | $199K | 0.04% | NEW | — | $27.29 | +3.3% |
| 296 | LVHD | LEGG MASON ETF INVT | — | 4,944.0 | $197K | 0.04% | NEW | — | $39.88 | +6.7% |
| 297 | FMC | FMC CORP | Basic Materials | 14,191.0 | $197K | 0.04% | NEW | — | $13.87 | +2.2% |
| 298 | MGK | VANGUARD WORLD FD | — | 472.0 | $195K | 0.04% | NEW | — | $412.77 | -78.6% |
| 299 | MO | ALTRIA GROUP INC | Consumer Defensive | 3,275.0 | $189K | 0.04% | NEW | — | $57.66 | +26.8% |
| 300 | DAN | DANA INC | Consumer Cyclical | 7,900.0 | $188K | 0.03% | NEW | — | $23.76 | +39.3% |
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%