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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | LMT | LOCKHEED MARTIN CORP | Industrials | 2,237.0 | $1.4M | 0.26% | -364.0 | -14.0% | $604.39 | -6.7% |
| 22 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 16,506.0 | $1.3M | 0.25% | -100.0 | -0.6% | $80.56 | -19.1% |
| 23 | PEP | PEPSICO INC | Consumer Defensive | 8,508.0 | $1.3M | 0.25% | -308.0 | -3.5% | $155.29 | -6.8% |
| 24 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 29,346.0 | $1.3M | 0.25% | -193.0 | -0.7% | $44.80 | -0.1% |
| 25 | PFFD | GLOBAL X FDS | — | 69,497.0 | $1.3M | 0.24% | -2K | -3.3% | $18.40 | -0.0% |
| 26 | BLK | BLACKROCK INC | Financial Services | 1,324.0 | $1.3M | 0.24% | -72.0 | -5.2% | $961.71 | +21.9% |
| 27 | — | SMURFIT WESTROCK PLC | — | 31,620.0 | $1.3M | 0.24% | -200.0 | -0.6% | $39.85 | — |
| 28 | VLYPN | VALLEY NATL BANCORP | — | 101,250.0 | $1.2M | 0.24% | -1K | -1.3% | $12.28 | — |
| 29 | CWB | SPDR SERIES TRUST | — | 13,540.0 | $1.2M | 0.24% | -74.0 | -0.5% | $91.52 | +12.2% |
| 30 | O | REALTY INCOME CORP | Real Estate | 20,130.0 | $1.2M | 0.23% | -200.0 | -1.0% | $61.18 | +3.3% |
| 31 | MPC | MARATHON PETE CORP | Energy | 4,971.0 | $1.2M | 0.23% | -475.0 | -8.7% | $244.18 | +48.5% |
| 32 | WMT | WALMART INC | Consumer Defensive | 9,695.0 | $1.2M | 0.23% | -3K | -20.5% | $124.28 | -14.3% |
| 33 | CDL | VICTORY PORTFOLIOS II | — | 15,816.0 | $1.2M | 0.23% | -90.0 | -0.6% | $74.52 | +8.7% |
| 34 | APD | AIR PRODS & CHEMS INC | Basic Materials | 4,033.0 | $1.2M | 0.22% | -214.0 | -5.0% | $290.49 | +5.4% |
| 35 | CCI | CROWN CASTLE INC | Real Estate | 14,249.0 | $1.2M | 0.22% | -284.0 | -1.9% | $81.31 | -6.0% |
| 36 | MS | MORGAN STANLEY | Financial Services | 6,903.0 | $1.1M | 0.22% | -1K | -13.8% | $164.57 | +30.1% |
| 37 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 31,565.0 | $1.1M | 0.21% | -2K | -5.6% | $35.70 | +15.0% |
| 38 | MDT | MEDTRONIC PLC | Healthcare | 12,911.0 | $1.1M | 0.21% | -810.0 | -5.9% | $86.65 | +7.2% |
| 39 | PFE | PFIZER INC | Healthcare | 38,481.0 | $1.1M | 0.21% | -2K | -5.9% | $28.08 | -0.4% |
| 40 | T | AT&T INC | Communication Services | 37,219.0 | $1.1M | 0.21% | -4K | -10.4% | $28.99 | -11.4% |
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%