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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | VALE | VALE S A | Basic Materials | 5,500.0 | $88K | 0.02% | — | — | $15.91 | +2.5% |
| 342 | GEN | GEN DIGITAL INC | Technology | 4,600.0 | $87K | 0.02% | — | — | $18.83 | +29.3% |
| 343 | BGS | B & G FOODS INC NEW | Consumer Defensive | 17,950.0 | $86K | 0.02% | +350.0 | +2.0% | $4.81 | -16.0% |
| 344 | BND | VANGUARD BD INDEX FDS | — | 1,171.0 | $86K | 0.02% | -38.0 | -3.1% | $73.64 | -1.6% |
| 345 | DFAC | DIMENSIONAL ETF TRUST | — | 2,155.0 | $84K | 0.02% | -980.0 | -31.3% | $38.86 | +9.8% |
| 346 | TG | TREDEGAR CORP | Industrials | 10,500.0 | $83K | 0.02% | -500.0 | -4.5% | $7.95 | -6.3% |
| 347 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 282.0 | $83K | 0.02% | — | — | $292.75 | +34.6% |
| 348 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 566.0 | $82K | 0.02% | +192.0 | +51.3% | $144.34 | -1.4% |
| 349 | IWD | ISHARES TR | — | 378.0 | $81K | 0.01% | — | — | $213.67 | +8.4% |
| 350 | CRBN | ISHARES TR | — | 362.0 | $81K | 0.01% | — | — | $222.81 | +10.9% |
| 351 | DUK | DUKE ENERGY CORP NEW | Utilities | 600.0 | $79K | 0.01% | — | — | $130.94 | -6.2% |
| 352 | — | LIONSGATE STUDIOS CORP | — | 8,093.0 | $78K | 0.01% | — | — | $9.59 | — |
| 353 | ARCC | ARES CAPITAL CORP | Financial Services | 4,296.0 | $77K | 0.01% | +2K | +75.6% | $18.02 | +3.1% |
| 354 | EVT | EATON VANCE TAX ADVT DIV INC | Financial Services | 3,145.0 | $77K | 0.01% | — | — | $24.55 | +5.7% |
| 355 | WDAY | WORKDAY INC | Technology | 594.0 | $77K | 0.01% | — | — | $129.92 | -0.8% |
| 356 | ACCO | ACCO BRANDS CORP | Industrials | 25,615.0 | $77K | 0.01% | +3K | +15.3% | $3.00 | +25.3% |
| 357 | GCO | GENESCO INC | Consumer Cyclical | 2,650.0 | $77K | 0.01% | +700.0 | +35.9% | $28.99 | +11.1% |
| 358 | COKE | COCA COLA CONS INC | Consumer Defensive | 400.0 | $77K | 0.01% | -250.0 | -38.5% | $191.74 | -10.2% |
| 359 | WFC | WELLS FARGO CO NEW | Financial Services | 963.0 | $77K | 0.01% | +84.0 | +9.6% | $79.61 | -6.6% |
| 360 | AIG | AMERICAN INTL GROUP INC | Financial Services | 1,000.0 | $75K | 0.01% | — | — | $75.25 | +3.0% |
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%