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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | CMP | COMPASS MINERALS INTL INC | Basic Materials | 1,000.0 | $31K | 0.01% | -214.0 | -17.6% | $31.13 | -21.3% |
| 202 | VSNT | VERSANT MEDIA GROUP INC | Industrials | 855.0 | $31K | 0.01% | -12.0 | -1.4% | $36.01 | +9.2% |
| 203 | DAVA | ENDAVA PLC | Technology | 10,425.0 | $30K | 0.01% | -1K | -11.3% | $2.83 | +12.4% |
| 204 | AFL | AFLAC INC | Financial Services | 232.0 | $27K | 0.01% | -27.0 | -10.4% | $117.25 | +0.8% |
| 205 | CC | CHEMOURS CO | Basic Materials | 1,200.0 | $25K | 0.00% | -22K | -94.8% | $20.52 | -25.0% |
| 206 | CNDT | CONDUENT INC | Technology | 14,613.0 | $21K | 0.00% | -460.0 | -3.0% | $1.46 | +10.3% |
| 207 | ORCL | ORACLE CORP | Technology | 145.0 | $21K | 0.00% | -29.0 | -16.7% | $146.55 | -2.8% |
| 208 | MA | MASTERCARD INCORPORATED | Financial Services | 41.0 | $21K | 0.00% | -16.0 | -28.1% | $513.61 | +16.8% |
| 209 | IUSB | ISHARES TR | — | 447.0 | $21K | 0.00% | -944.0 | -67.9% | $46.15 | -1.4% |
| 210 | APUE | TRUST FOR PROFESSIONAL MANAG | — | 432.0 | $20K | 0.00% | -432.0 | -50.0% | $46.20 | +2.2% |
| 211 | INTC | INTEL CORP | Technology | 138.0 | $19K | 0.00% | -7K | -98.0% | $139.63 | -37.5% |
| 212 | BDX | BECTON DICKINSON & CO | Healthcare | 124.0 | $19K | 0.00% | -17.0 | -12.1% | $151.33 | +26.0% |
| 213 | ADNT | ADIENT PLC | Consumer Cyclical | 906.0 | $17K | 0.00% | -25.0 | -2.7% | $18.38 | +3.3% |
| 214 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 104.0 | $14K | 0.00% | -20.0 | -16.1% | $139.09 | -1.1% |
| 215 | OGN | ORGANON & CO | Healthcare | 1,009.0 | $14K | 0.00% | -14.0 | -1.4% | $13.54 | +1.5% |
| 216 | USB | US BANCORP | Financial Services | 219.0 | $13K | 0.00% | -110.0 | -33.4% | $60.40 | +3.3% |
| 217 | IYW | ISHARES TR | — | 46.0 | $12K | 0.00% | -40.0 | -46.5% | $252.24 | -3.2% |
| 218 | URTH | ISHARES INC | — | 56.0 | $11K | 0.00% | -65.0 | -53.7% | $202.64 | +2.9% |
| 219 | ES | EVERSOURCE ENERGY | Utilities | 156.0 | $11K | 0.00% | -43.0 | -21.6% | $72.27 | -1.4% |
| 220 | XLU | SELECT SECTOR SPDR TR | — | 245.0 | $11K | 0.00% | -710.0 | -74.3% | $45.34 | -4.7% |
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
17.0%
Technology
15.6%
Consumer Cyclical
11.1%
Consumer Defensive
10.1%
Healthcare
9.8%
Industrials
7.2%
Communication Services
7.0%
Real Estate
6.3%
Energy
6.0%
Basic Materials
5.6%