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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | VDE | VANGUARD WORLD FD | — | 1,139.0 | $143K | 0.03% | NEW | — | $125.92 | +36.2% |
| 322 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 10,755.0 | $143K | 0.03% | NEW | — | $13.28 | -19.7% |
| 323 | KRO | KRONOS WORLDWIDE INC | Basic Materials | 32,250.0 | $143K | 0.03% | NEW | — | $4.42 | +52.7% |
| 324 | BKR | BAKER HUGHES COMPANY | Energy | 3,075.0 | $140K | 0.03% | NEW | — | $45.54 | +45.4% |
| 325 | V | VISA INC | Financial Services | 395.0 | $139K | 0.03% | NEW | — | $350.71 | -7.1% |
| 326 | DLS | WISDOMTREE TR | — | 1,707.0 | $138K | 0.03% | NEW | — | $81.01 | +7.2% |
| 327 | XLV | SELECT SECTOR SPDR TR | — | 892.0 | $138K | 0.03% | NEW | — | $154.80 | -5.9% |
| 328 | SCHB | SCHWAB STRATEGIC TR | — | 5,193.0 | $136K | 0.03% | NEW | — | $26.23 | +8.2% |
| 329 | VCIT | VANGUARD SCOTTSDALE FDS | — | 1,597.0 | $134K | 0.02% | NEW | — | $83.75 | -2.2% |
| 330 | DFAT | DIMENSIONAL ETF TRUST | — | 2,238.0 | $133K | 0.02% | NEW | — | $59.54 | +10.6% |
| 331 | RQI | COHEN & STEERS QUALITY INCOM | Financial Services | 11,615.0 | $133K | 0.02% | NEW | — | $11.42 | +14.2% |
| 332 | NOW | SERVICENOW INC | Technology | 855.0 | $131K | 0.02% | NEW | — | $153.19 | -37.9% |
| 333 | ENB | ENBRIDGE INC | Energy | 2,738.0 | $131K | 0.02% | NEW | — | $47.83 | +15.6% |
| 334 | DBI | DESIGNER BRANDS INC | Consumer Cyclical | 17,517.0 | $130K | 0.02% | NEW | — | $7.43 | -13.7% |
| 335 | IIPR | INNOVATIVE INDL PPTYS INC | Real Estate | 2,700.0 | $128K | 0.02% | NEW | — | $47.36 | +14.0% |
| 336 | WDAY | WORKDAY INC | Technology | 594.0 | $128K | 0.02% | NEW | — | $214.78 | -41.8% |
| 337 | CBRL | CRACKER BARREL OLD CTRY STOR | Consumer Cyclical | 5,020.0 | $128K | 0.02% | NEW | — | $25.40 | +15.4% |
| 338 | UNP | UNION PAC CORP | Industrials | 546.0 | $126K | 0.02% | NEW | — | $231.32 | +17.0% |
| 339 | GE | GE AEROSPACE | Industrials | 409.0 | $126K | 0.02% | NEW | — | $308.03 | -8.6% |
| 340 | OVV | OVINTIV INC | Energy | 3,200.0 | $125K | 0.02% | NEW | — | $39.19 | +53.1% |
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%