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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | QDF | FLEXSHARES TR | — | 3,151.0 | $249K | 0.05% | +67.0 | +2.2% | $79.09 | +16.8% |
| 242 | DON | WISDOMTREE TR | — | 4,727.0 | $248K | 0.05% | -300.0 | -6.0% | $52.54 | +10.9% |
| 243 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,067.0 | $243K | 0.05% | +70.0 | +2.3% | $79.27 | -0.7% |
| 244 | QQQ | INVESCO QQQ TR | Financial Services | 417.0 | $241K | 0.05% | — | — | $577.12 | +23.2% |
| 245 | KEY | KEYCORP | Financial Services | 12,000.0 | $241K | 0.05% | — | — | $20.05 | +10.4% |
| 246 | KSS | KOHLS CORP | Consumer Cyclical | 18,592.0 | $240K | 0.05% | +150.0 | +0.8% | $12.90 | +35.7% |
| 247 | META | META PLATFORMS INC | Communication Services | 417.0 | $239K | 0.05% | +18.0 | +4.5% | $572.13 | +1.0% |
| 248 | BLD | TOPBUILD CORP | Industrials | 675.0 | $237K | 0.04% | — | — | $351.30 | +0.9% |
| 249 | PAG | PENSKE AUTOMOTIVE GRP INC | Consumer Cyclical | 1,575.0 | $235K | 0.04% | — | — | $149.52 | +46.6% |
| 250 | BK | BANK NEW YORK MELLON CORP | Financial Services | 1,926.0 | $228K | 0.04% | +32.0 | +1.7% | $118.63 | +19.6% |
| 251 | SBH | SALLY BEAUTY HLDGS INC | Consumer Cyclical | 16,325.0 | $226K | 0.04% | -400.0 | -2.4% | $13.85 | +19.9% |
| 252 | COP | CONOCOPHILLIPS | Energy | 1,705.0 | $225K | 0.04% | +47.0 | +2.8% | $132.00 | -0.1% |
| 253 | XLK | SELECT SECTOR SPDR TR | — | 1,670.0 | $222K | 0.04% | — | — | $132.90 | +37.4% |
| 254 | KRO | KRONOS WORLDWIDE INC | Basic Materials | 33,750.0 | $222K | 0.04% | +2K | +4.7% | $6.57 | +33.1% |
| 255 | TWI | TITAN INTL INC ILL | Industrials | 31,925.0 | $221K | 0.04% | -1K | -3.9% | $6.91 | +3.7% |
| 256 | QCOM | QUALCOMM INC | Technology | 1,704.0 | $219K | 0.04% | -195.0 | -10.3% | $128.78 | +26.2% |
| 257 | LVHD | LEGG MASON ETF INVT | — | 5,075.0 | $216K | 0.04% | +131.0 | +2.6% | $42.56 | +4.8% |
| 258 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,351.0 | $215K | 0.04% | — | — | $64.08 | +14.7% |
| 259 | ESGU | ISHARES TR | — | 1,511.0 | $214K | 0.04% | +93.0 | +6.6% | $141.42 | +18.7% |
| 260 | BAX | BAXTER INTL INC | Healthcare | 12,476.0 | $210K | 0.04% | +150.0 | +1.2% | $16.80 | +58.5% |
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%