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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | ACCO | ACCO BRANDS CORP | Industrials | 22,215.0 | $83K | 0.01% | NEW | — | $3.73 | +1.3% |
| 382 | VTRS | VIATRIS INC | Healthcare | 6,629.0 | $83K | 0.01% | NEW | — | $12.45 | +29.9% |
| 383 | LXFR | LUXFER HLDGS PLC | Industrials | 6,100.0 | $83K | 0.01% | NEW | — | $13.53 | +12.0% |
| 384 | WFC | WELLS FARGO CO NEW | Financial Services | 879.0 | $82K | 0.01% | NEW | — | $93.20 | -20.0% |
| 385 | TGT | TARGET CORP | Consumer Defensive | 837.0 | $82K | 0.01% | NEW | — | $97.75 | +30.2% |
| 386 | LRGE | LEGG MASON ETF INVT | — | 988.0 | $81K | 0.01% | NEW | — | $82.34 | +4.5% |
| 387 | LOW | LOWES COS INC | Consumer Cyclical | 334.0 | $81K | 0.01% | NEW | — | $241.16 | -9.4% |
| 388 | IWD | ISHARES TR | — | 378.0 | $80K | 0.01% | NEW | — | $210.34 | +11.2% |
| 389 | EVT | EATON VANCE TAX ADVT DIV INC | Financial Services | 3,145.0 | $79K | 0.01% | NEW | — | $25.18 | +4.6% |
| 390 | TG | TREDEGAR CORP | Industrials | 11,000.0 | $79K | 0.01% | NEW | — | $7.18 | +1.3% |
| 391 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 4,515.0 | $78K | 0.01% | NEW | — | $17.35 | -10.9% |
| 392 | PTEN | PATTERSON-UTI ENERGY INC | Energy | 12,650.0 | $77K | 0.01% | NEW | — | $6.11 | +108.3% |
| 393 | ABR | ARBOR REALTY TRUST INC | Real Estate | 9,894.0 | $77K | 0.01% | NEW | — | $7.76 | -25.5% |
| 394 | BGS | B & G FOODS INC NEW | Consumer Defensive | 17,600.0 | $76K | 0.01% | NEW | — | $4.30 | -4.9% |
| 395 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 255.0 | $76K | 0.01% | NEW | — | $296.20 | -24.9% |
| 396 | DAVA | ENDAVA PLC | Technology | 11,750.0 | $74K | 0.01% | NEW | — | $6.32 | -37.5% |
| 397 | — | LIONSGATE STUDIOS CORP | — | 8,093.0 | $74K | 0.01% | NEW | — | $9.13 | — |
| 398 | FIW | FIRST TR EXCHANGE-TRADED FD | — | 677.0 | $74K | 0.01% | NEW | — | $108.64 | -6.9% |
| 399 | ITUB | ITAU UNIBANCO HLDG S A | Financial Services | 10,091.0 | $72K | 0.01% | NEW | — | $7.16 | +7.3% |
| 400 | USHY | ISHARES TR | — | 1,925.0 | $72K | 0.01% | NEW | — | $37.39 | -1.2% |
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
17.2%
Technology
14.6%
Consumer Cyclical
13.4%
Energy
9.2%
Basic Materials
8.3%
Communication Services
7.1%
Consumer Defensive
7.1%
Industrials
6.9%
Healthcare
6.6%
Real Estate
5.3%