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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | C | CITIGROUP INC | Financial Services | 6,342.0 | $740K | 0.14% | NEW | — | $116.69 | +4.9% |
| 142 | SPHD | INVESCO EXCH TRADED FD TR II | — | 15,294.0 | $734K | 0.13% | NEW | — | $48.00 | +3.5% |
| 143 | XOM | EXXON MOBIL CORP | Energy | 6,004.0 | $723K | 0.13% | NEW | — | $120.34 | +31.2% |
| 144 | ALB | ALBEMARLE CORP | Basic Materials | 5,090.0 | $720K | 0.13% | NEW | — | $141.44 | +24.3% |
| 145 | BAC | BANK AMERICA CORP | Financial Services | 13,088.0 | $720K | 0.13% | NEW | — | $55.00 | -9.5% |
| 146 | KO | COCA COLA CO | Consumer Defensive | 10,292.0 | $720K | 0.13% | NEW | — | $69.91 | +15.6% |
| 147 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 16,606.0 | $719K | 0.13% | NEW | — | $43.30 | +73.3% |
| 148 | SPY | SPDR S&P 500 ETF TR | Financial Services | 1,043.0 | $711K | 0.13% | NEW | — | $681.92 | +8.3% |
| 149 | EMLP | FIRST TR EXCHANGE-TRADED FD | — | 18,757.0 | $710K | 0.13% | NEW | — | $37.87 | +16.2% |
| 150 | ADBE | ADOBE INC | Technology | 2,029.0 | $710K | 0.13% | NEW | — | $349.99 | -27.0% |
| 151 | PRU | PRUDENTIAL FINL INC | Financial Services | 6,277.0 | $709K | 0.13% | NEW | — | $112.88 | -9.7% |
| 152 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 25,200.0 | $702K | 0.13% | NEW | — | $27.87 | -28.2% |
| 153 | CMCSA | COMCAST CORP NEW | Communication Services | 23,325.0 | $697K | 0.13% | NEW | — | $29.89 | -16.6% |
| 154 | TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | 44,519.0 | $694K | 0.13% | NEW | — | $15.59 | +6.5% |
| 155 | GEF | GREIF INC | Consumer Cyclical | 10,175.0 | $689K | 0.13% | NEW | — | $67.70 | -7.4% |
| 156 | VAC | MARRIOTT VACATIONS WORLDWIDE | Consumer Cyclical | 11,875.0 | $685K | 0.12% | NEW | — | $57.69 | +22.9% |
| 157 | KHC | KRAFT HEINZ CO | Consumer Defensive | 28,067.0 | $681K | 0.12% | NEW | — | $24.25 | -5.5% |
| 158 | DOW | DOW INC | Basic Materials | 29,105.0 | $680K | 0.12% | NEW | — | $23.38 | +65.7% |
| 159 | CCL | CARNIVAL CORP | Consumer Cyclical | 21,715.0 | $663K | 0.12% | NEW | — | $30.54 | -18.4% |
| 160 | — | COMERICA INC | — | 7,625.0 | $663K | 0.12% | NEW | — | $86.93 | — |
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%