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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | MLPX | GLOBAL X FDS | — | 24,176.0 | $1.5M | 0.27% | NEW | — | $60.53 | +25.3% |
| 62 | SPXN | PROSHARES TR | — | 19,704.0 | $1.5M | 0.27% | NEW | — | $73.95 | +11.0% |
| 63 | LGOV | FIRST TR EXCHANGE-TRADED FD | — | 65,213.0 | $1.4M | 0.26% | NEW | — | $21.83 | -3.1% |
| 64 | MS | MORGAN STANLEY | Financial Services | 8,008.0 | $1.4M | 0.26% | NEW | — | $177.53 | +8.7% |
| 65 | IUSG | ISHARES TR | — | 8,447.0 | $1.4M | 0.26% | NEW | — | $167.93 | +11.0% |
| 66 | QUAL | ISHARES TR | — | 7,135.0 | $1.4M | 0.26% | NEW | — | $198.62 | +5.9% |
| 67 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 18,630.0 | $1.4M | 0.26% | NEW | — | $75.05 | +9.9% |
| 68 | SMG | SCOTTS MIRACLE-GRO CO | Basic Materials | 23,331.0 | $1.4M | 0.25% | NEW | — | $58.35 | -3.8% |
| 69 | WMT | WALMART INC | Consumer Defensive | 12,198.0 | $1.4M | 0.25% | NEW | — | $111.41 | +18.0% |
| 70 | PFFD | GLOBAL X FDS | — | 71,863.0 | $1.4M | 0.25% | NEW | — | $18.91 | -0.4% |
| 71 | NVDA | NVIDIA CORPORATION | Technology | 7,284.0 | $1.4M | 0.25% | NEW | — | $186.51 | +21.9% |
| 72 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 29,539.0 | $1.4M | 0.25% | NEW | — | $45.88 | -1.7% |
| 73 | CVE | CENOVUS ENERGY INC | Energy | 79,125.0 | $1.3M | 0.24% | NEW | — | $16.92 | +80.9% |
| 74 | WTRG | ESSENTIAL UTILS INC | Utilities | 34,650.0 | $1.3M | 0.24% | NEW | — | $38.36 | -2.2% |
| 75 | MDT | MEDTRONIC PLC | Healthcare | 13,721.0 | $1.3M | 0.24% | NEW | — | $96.06 | -20.8% |
| 76 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 33,437.0 | $1.3M | 0.24% | NEW | — | $39.39 | -22.6% |
| 77 | SLYG | SPDR SERIES TRUST | — | 13,895.0 | $1.3M | 0.24% | NEW | — | $94.19 | +12.3% |
| 78 | FDIS | FIDELITY COVINGTON TRUST | — | 12,646.0 | $1.3M | 0.24% | NEW | — | $102.16 | -2.2% |
| 79 | CCI | CROWN CASTLE INC | Real Estate | 14,533.0 | $1.3M | 0.24% | NEW | — | $88.87 | -2.1% |
| 80 | PEP | PEPSICO INC | Consumer Defensive | 8,816.0 | $1.3M | 0.23% | NEW | — | $143.51 | +3.6% |
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%