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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | UNP | UNION PAC CORP | Industrials | 563.0 | $137K | 0.03% | +17.0 | +3.1% | $242.62 | +26.8% |
| 302 | IIPR | INNOVATIVE INDL PPTYS INC | Real Estate | 2,700.0 | $135K | 0.03% | — | — | $50.16 | +13.4% |
| 303 | PTEN | PATTERSON-UTI ENERGY INC | Energy | 12,350.0 | $134K | 0.03% | -300.0 | -2.4% | $10.83 | +13.7% |
| 304 | BKR | BAKER HUGHES COMPANY | Energy | 2,175.0 | $133K | 0.03% | -900.0 | -29.3% | $61.05 | +2.7% |
| 305 | WPP | WPP PLC NEW | Communication Services | 8,535.0 | $133K | 0.03% | +663.0 | +8.4% | $15.55 | +67.4% |
| 306 | VCIT | VANGUARD SCOTTSDALE FDS | — | 1,597.0 | $132K | 0.03% | — | — | $82.75 | -1.6% |
| 307 | AEO | AMERICAN EAGLE OUTFITTERS IN | Consumer Cyclical | 7,789.0 | $130K | 0.03% | -33K | -81.0% | $16.70 | +0.9% |
| 308 | HPQ | HP INC | Technology | 6,631.0 | $127K | 0.02% | — | — | $19.21 | +51.5% |
| 309 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 150.0 | $127K | 0.02% | +8.0 | +5.6% | $845.99 | +22.7% |
| 310 | GE | GE AEROSPACE | Industrials | 432.0 | $123K | 0.02% | +23.0 | +5.6% | $283.77 | +20.6% |
| 311 | NULG | NUSHARES ETF TR | — | 1,335.0 | $121K | 0.02% | +151.0 | +12.8% | $90.94 | +27.4% |
| 312 | SUSA | ISHARES TR | — | 918.0 | $121K | 0.02% | +101.0 | +12.4% | $132.10 | +20.7% |
| 313 | EZM | WISDOMTREE TR | — | 1,799.0 | $121K | 0.02% | -5K | -72.2% | $67.22 | +14.2% |
| 314 | ESGV | VANGUARD WORLD FD | — | 1,077.0 | $121K | 0.02% | +122.0 | +12.8% | $112.27 | +21.8% |
| 315 | V | VISA INC | Financial Services | 397.0 | $120K | 0.02% | +2.0 | +0.5% | $302.24 | +25.7% |
| 316 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 362.0 | $118K | 0.02% | — | — | $327.07 | +8.7% |
| 317 | SCHB | SCHWAB STRATEGIC TR | — | 4,693.0 | $118K | 0.02% | -500.0 | -9.6% | $25.10 | +18.6% |
| 318 | IEFA | ISHARES TR | — | 1,258.0 | $114K | 0.02% | — | — | $90.53 | +11.2% |
| 319 | DLS | WISDOMTREE TR | — | 1,395.0 | $114K | 0.02% | -312.0 | -18.3% | $81.50 | +9.8% |
| 320 | NWL | NEWELL BRANDS INC | Consumer Defensive | 32,922.0 | $113K | 0.02% | +725.0 | +2.2% | $3.43 | +70.3% |
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%