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 | TG | TREDEGAR CORP | Industrials | 10,500.0 | $84K | 0.01% | — | — | $7.96 | +0.1% |
| 342 | RNST | RENASANT CORP | Financial Services | 1,964.0 | $84K | 0.01% | -600.0 | -23.4% | $42.54 | -2.6% |
| 343 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 566.0 | $83K | 0.01% | — | — | $146.55 | +0.0% |
| 344 | VBR | VANGUARD INDEX FDS | — | 341.0 | $83K | 0.01% | — | — | $242.99 | +2.2% |
| 345 | VALE | VALE S A | Basic Materials | 5,500.0 | $83K | 0.01% | — | — | $15.04 | +0.0% |
| 346 | BA | BOEING CO | Industrials | 382.0 | $83K | 0.01% | +333.0 | +679.6% | $216.47 | -2.8% |
| 347 | — | ATLANTA BRAVES HLDGS INC | — | 1,570.0 | $81K | 0.01% | — | — | $51.90 | — |
| 348 | FRDM | EA SERIES TRUST | — | 1,117.0 | $81K | 0.01% | — | — | $72.90 | -6.7% |
| 349 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 898.0 | $81K | 0.01% | +804.0 | +855.3% | $90.46 | +0.0% |
| 350 | — | FEDEX FGHT HLDG CO INC | — | 532.0 | $80K | 0.01% | NEW | — | $151.00 | — |
| 351 | ARCC | ARES CAPITAL CORP | Financial Services | 4,296.0 | $80K | 0.01% | — | — | $18.53 | +8.2% |
| 352 | WFC | WELLS FARGO & CO | Financial Services | 963.0 | $80K | 0.01% | — | — | $82.64 | +2.5% |
| 353 | MCD | MCDONALDS CORP | Consumer Cyclical | 287.0 | $78K | 0.01% | -342.0 | -54.4% | $270.31 | +0.8% |
| 354 | ACI | ALBERTSONS COMPANIES INC | Consumer Defensive | 5,665.0 | $77K | 0.01% | -558.0 | -9.0% | $13.53 | -6.8% |
| 355 | COKE | COCA COLA CONS INC | Consumer Defensive | 400.0 | $76K | 0.01% | — | — | $190.92 | +0.9% |
| 356 | DUK | DUKE ENERGY CORP NEW | Utilities | 600.0 | $76K | 0.01% | — | — | $126.58 | -3.6% |
| 357 | IWD | ISHARES TR | — | 313.0 | $76K | 0.01% | -65.0 | -17.2% | $242.43 | +6.6% |
| 358 | AIG | AMERICAN INTL GROUP INC | Financial Services | 1,000.0 | $75K | 0.01% | — | — | $74.53 | +3.8% |
| 359 | LRGE | LEGG MASON ETF INVT | — | 860.0 | $74K | 0.01% | — | — | $85.66 | +1.7% |
| 360 | WDAY | WORKDAY INC | Technology | 594.0 | $73K | 0.01% | — | — | $122.42 | +62.7% |
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
17.0%
Technology
15.6%
Consumer Cyclical
11.1%
Consumer Defensive
10.1%
Healthcare
9.8%
Industrials
7.2%
Communication Services
7.0%
Real Estate
6.3%
Energy
6.0%
Basic Materials
5.6%