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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | FMDE | FIDELITY COVINGTON TRUST | — | 578.0 | $21K | 0.00% | -350.0 | -37.7% | $35.96 | +6.8% |
| 162 | CNQ | CANADIAN NAT RES LTD | Energy | 400.0 | $19K | 0.00% | -43K | -99.1% | $48.73 | -2.5% |
| 163 | CNDT | CONDUENT INC | Technology | 15,073.0 | $19K | 0.00% | -240.0 | -1.6% | $1.28 | +10.5% |
| 164 | KD | KYNDRYL HLDGS INC | Technology | 1,464.0 | $19K | 0.00% | -16.0 | -1.1% | $13.12 | -13.9% |
| 165 | KMT | KENNAMETAL INC | Industrials | 500.0 | $18K | 0.00% | -15K | -96.7% | $36.13 | -4.4% |
| 166 | FBND | FIDELITY MERRIMACK STR TR | — | 395.0 | $18K | 0.00% | -225.0 | -36.3% | $45.62 | -0.9% |
| 167 | USMV | ISHARES TR | — | 186.0 | $17K | 0.00% | -85.0 | -31.4% | $92.74 | +2.3% |
| 168 | USB | US BANCORP DEL | Financial Services | 329.0 | $17K | 0.00% | -33K | -99.0% | $52.01 | +2.4% |
| 169 | VTEB | VANGUARD MUN BD FDS | — | 320.0 | $16K | 0.00% | -320.0 | -50.0% | $49.89 | -0.1% |
| 170 | CWI | SPDR INDEX SHS FDS | — | 430.0 | $16K | 0.00% | -93.0 | -17.8% | $36.59 | +8.2% |
| 171 | MHK | MOHAWK INDS INC | Consumer Cyclical | 150.0 | $15K | 0.00% | -31.0 | -17.1% | $98.46 | -1.6% |
| 172 | TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | 725.0 | $13K | 0.00% | -44K | -98.4% | $18.52 | -10.0% |
| 173 | VHT | VANGUARD WORLD FD | — | 49.0 | $13K | 0.00% | -50.0 | -50.5% | $272.33 | -0.9% |
| 174 | ACWV | ISHARES INC | — | 99.0 | $12K | 0.00% | -110.0 | -52.6% | $119.51 | +1.4% |
| 175 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 181.0 | $10K | 0.00% | -218.0 | -54.6% | $54.63 | +4.2% |
| 176 | JHMM | JOHN HANCOCK EXCHANGE TRADED | — | 125.0 | $8K | 0.00% | -120.0 | -49.0% | $67.12 | +5.8% |
| 177 | MAGN | MAGNERA CORP | Industrials | 846.0 | $8K | 0.00% | -61.0 | -6.7% | $9.51 | +6.4% |
| 178 | BCE | BCE INC | Communication Services | 289.0 | $7K | 0.00% | -264.0 | -47.7% | $25.24 | -6.3% |
| 179 | CME | CME GROUP INC | Financial Services | 23.0 | $7K | 0.00% | -46.0 | -66.7% | $295.35 | +1.8% |
| 180 | FV | FIRST TR EXCHANGE TRADED FD | — | 109.0 | $7K | 0.00% | -108.0 | -49.8% | $60.44 | +14.9% |
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%