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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | PHG | KONINKLIJKE PHILIPS N V | Healthcare | 6,925.0 | $188K | 0.03% | NEW | — | $27.08 | -3.5% |
| 302 | TFLO | ISHARES TR | — | 3,633.0 | $183K | 0.03% | NEW | — | $50.46 | +0.2% |
| 303 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 1,054.0 | $183K | 0.03% | NEW | — | $173.53 | +9.1% |
| 304 | MBSD | FLEXSHARES TR | — | 8,759.0 | $182K | 0.03% | NEW | — | $20.77 | -1.6% |
| 305 | GNMA | ISHARES TR | — | 4,064.0 | $181K | 0.03% | NEW | — | $44.54 | -2.1% |
| 306 | TDTF | FLEXSHARES TR | — | 7,472.0 | $179K | 0.03% | NEW | — | $23.96 | +0.2% |
| 307 | GBIL | GOLDMAN SACHS ETF TR | — | 1,791.0 | $179K | 0.03% | NEW | — | $99.94 | +0.1% |
| 308 | SHV | ISHARES TR | — | 1,623.0 | $179K | 0.03% | NEW | — | $110.15 | +0.1% |
| 309 | WPP | WPP PLC NEW | Communication Services | 7,872.0 | $177K | 0.03% | NEW | — | $22.46 | -17.5% |
| 310 | ABBV | ABBVIE INC | Healthcare | 756.0 | $173K | 0.03% | NEW | — | $228.49 | -6.0% |
| 311 | PBF | PBF ENERGY INC | Energy | 6,200.0 | $168K | 0.03% | NEW | — | $27.12 | +56.0% |
| 312 | SCHZ | SCHWAB STRATEGIC TR | — | 7,094.0 | $166K | 0.03% | NEW | — | $23.37 | -2.3% |
| 313 | GVA | GRANITE CONSTR INC | Industrials | 1,431.0 | $165K | 0.03% | NEW | — | $115.35 | +16.1% |
| 314 | WKC | WORLD KINECT CORPORATION | Energy | 6,900.0 | $162K | 0.03% | NEW | — | $23.43 | +23.8% |
| 315 | TSLA | TESLA INC | Consumer Cyclical | 359.0 | $161K | 0.03% | NEW | — | $449.72 | -10.7% |
| 316 | DFAX | DIMENSIONAL ETF TRUST | — | 4,911.0 | $161K | 0.03% | NEW | — | $32.73 | +11.7% |
| 317 | COP | CONOCOPHILLIPS | Energy | 1,658.0 | $155K | 0.03% | NEW | — | $93.61 | +33.9% |
| 318 | TXN | TEXAS INSTRS INC | Technology | 875.0 | $152K | 0.03% | NEW | — | $173.49 | +74.2% |
| 319 | HPQ | HP INC | Technology | 6,631.0 | $148K | 0.03% | NEW | — | $22.28 | -6.8% |
| 320 | IYE | ISHARES TR | — | 3,050.0 | $145K | 0.03% | NEW | — | $47.53 | +35.9% |
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%