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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | CLS | CELESTICA INC | Technology | 3.0 | $845.0 | — | NEW | — | $281.67 | +27.3% |
| 82 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 53.0 | $842.0 | — | NEW | — | $15.89 | +0.8% |
| 83 | TT | TRANE TECHNOLOGIES PLC | Industrials | 2.0 | $833.0 | — | NEW | — | $416.50 | +15.6% |
| 84 | DXYZ | DESTINY TECH100 INC | — | 30.0 | $803.0 | — | NEW | — | $26.77 | +70.1% |
| 85 | SNPS | SYNOPSYS INC | Technology | 2.0 | $793.0 | — | NEW | — | $396.50 | +28.6% |
| 86 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 2.0 | $781.0 | — | NEW | — | $390.50 | +48.5% |
| 87 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.0 | $662.0 | — | NEW | — | $331.00 | -13.3% |
| 88 | SE | SEA LTD | Consumer Cyclical | 8.0 | $662.0 | — | NEW | — | $82.75 | +6.7% |
| 89 | AVB | AVALONBAY CMNTYS INC | Real Estate | 4.0 | $653.0 | — | NEW | — | $163.25 | +10.8% |
| 90 | PEG | PUBLIC SVC ENTERPRISE GRP IN | Utilities | 8.0 | $648.0 | — | NEW | — | $81.00 | -4.0% |
| 91 | XLI | SELECT SECTOR SPDR TR | — | 4.0 | $647.0 | — | NEW | — | $161.75 | +6.0% |
| 92 | PZZA | PAPA JOHNS INTL INC | Consumer Cyclical | 19.0 | $616.0 | — | NEW | — | $32.42 | +0.9% |
| 93 | AVTR | AVANTOR INC | Healthcare | 68.0 | $533.0 | — | NEW | — | $7.84 | -2.8% |
| 94 | AIN | ALBANY INTL CORP | Consumer Cyclical | 10.0 | $522.0 | — | NEW | — | $52.20 | +16.2% |
| 95 | DASH | DOORDASH INC | Communication Services | 3.0 | $450.0 | — | NEW | — | $150.00 | +2.5% |
| 96 | PENN | PENN ENTERTAINMENT INC | Consumer Cyclical | 29.0 | $436.0 | — | NEW | — | $15.03 | +5.3% |
| 97 | NSP | INSPERITY INC | Industrials | 14.0 | $379.0 | — | NEW | — | $27.07 | +6.9% |
| 98 | SNOW | SNOWFLAKE INC | Technology | 2.0 | $302.0 | — | NEW | — | $151.00 | -0.2% |
| 99 | VST | VISTRA CORP | Utilities | 2.0 | $301.0 | — | NEW | — | $150.50 | -5.7% |
| 100 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 14.0 | $291.0 | — | NEW | — | $20.79 | +16.6% |
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
15.4%
Technology
14.6%
Consumer Cyclical
11.3%
Consumer Defensive
9.3%
Energy
8.4%
Communication Services
8.3%
Basic Materials
7.8%
Healthcare
7.6%
Real Estate
6.6%
Industrials
6.4%