Portfolio (Quarterly)
Guide ↗
Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | — | 131,905.0 | $10.4M | 1.99% | -9K | -6.5% | $79.06 | +17.2% |
| 2 | ITOT | ISHARES TR | — | 60,472.0 | $8.6M | 1.65% | -5K | -7.6% | $142.43 | +17.5% |
| 3 | SCZ | ISHARES TR | — | 59,156.0 | $4.6M | 0.89% | -6K | -9.8% | $78.41 | +10.3% |
| 4 | AAPL | APPLE INC | Technology | 14,725.0 | $3.7M | 0.71% | -3K | -18.6% | $253.79 | +22.3% |
| 5 | PSK | SPDR SERIES TRUST | — | 88,842.0 | $2.7M | 0.52% | -2K | -2.1% | $30.84 | -3.5% |
| 6 | SCHA | SCHWAB STRATEGIC TR | — | 92,991.0 | $2.7M | 0.52% | -868.0 | -0.9% | $29.08 | +18.5% |
| 7 | MDYG | SPDR SERIES TRUST | — | 24,129.0 | $2.3M | 0.44% | -4K | -15.2% | $95.96 | +13.7% |
| 8 | TFC | TRUIST FINL CORP | Financial Services | 38,527.0 | $1.8M | 0.34% | -5K | -11.8% | $45.97 | +10.5% |
| 9 | GOOGL | ALPHABET INC | Communication Services | 6,153.0 | $1.8M | 0.34% | -440.0 | -6.7% | $287.56 | +21.0% |
| 10 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 34,820.0 | $1.7M | 0.33% | -2K | -5.6% | $50.20 | -0.1% |
| 11 | MLPX | GLOBAL X FDS | — | 23,177.0 | $1.7M | 0.33% | -999.0 | -4.1% | $74.04 | +0.5% |
| 12 | AMZN | AMAZON COM INC | Consumer Cyclical | 8,220.0 | $1.7M | 0.33% | -503.0 | -5.8% | $208.26 | +25.8% |
| 13 | UNM | UNUM GROUP | Financial Services | 23,401.0 | $1.7M | 0.33% | -300.0 | -1.3% | $73.03 | +22.5% |
| 14 | SRLN | SSGA ACTIVE ETF TR | — | 41,198.0 | $1.7M | 0.32% | -255.0 | -0.6% | $40.14 | +1.2% |
| 15 | SDY | SPDR SERIES TRUST | — | 11,291.0 | $1.6M | 0.32% | -134.0 | -1.2% | $145.94 | +9.1% |
| 16 | CSB | VICTORY PORTFOLIOS II | — | 26,334.0 | $1.6M | 0.31% | -1K | -4.5% | $61.75 | +8.8% |
| 17 | VLO | VALERO ENERGY CORP | Energy | 6,402.0 | $1.6M | 0.30% | -752.0 | -10.5% | $247.08 | +40.0% |
| 18 | SLB | SLB LIMITED | Energy | 27,681.0 | $1.4M | 0.27% | -1K | -5.0% | $51.39 | +5.1% |
| 19 | CVS | CVS HEALTH CORP | Healthcare | 19,767.0 | $1.4M | 0.27% | -376.0 | -1.9% | $71.82 | +31.0% |
| 20 | SMG | SCOTTS MIRACLE-GRO CO | Basic Materials | 23,034.0 | $1.4M | 0.27% | -297.0 | -1.3% | $60.81 | -0.2% |
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
Technology
14.9%
Financial Services
14.4%
Consumer Cyclical
11.6%
Consumer Defensive
9.6%
Basic Materials
8.0%
Energy
8.0%
Communication Services
7.9%
Healthcare
7.8%
Real Estate
6.8%
Industrials
6.6%