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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | — | XPERI INC | — | 7,903.0 | $44K | 0.01% | +698.0 | +9.7% | $5.60 | — |
| 402 | IGM | ISHARES TR | — | 372.0 | $44K | 0.01% | — | — | $118.51 | +33.9% |
| 403 | XLU | SELECT SECTOR SPDR TR | — | 955.0 | $44K | 0.01% | +155.0 | +19.4% | $45.89 | -5.2% |
| 404 | BNDX | VANGUARD CHARLOTTE FDS | — | 909.0 | $44K | 0.01% | — | — | $48.05 | -0.6% |
| 405 | RNP | COHEN & STEERS REIT & PFD & | Financial Services | 2,200.0 | $43K | 0.01% | — | — | $19.76 | +3.7% |
| 406 | FPE | FIRST TR EXCH TRADED FD III | — | 2,431.0 | $43K | 0.01% | — | — | $17.75 | -0.4% |
| 407 | SCHM | SCHWAB STRATEGIC TR | — | 1,391.0 | $43K | 0.01% | -718.0 | -34.0% | $30.96 | +16.4% |
| 408 | IGV | ISHARES TR | — | 525.0 | $42K | 0.01% | — | — | $80.05 | +27.9% |
| 409 | GPC | GENUINE PARTS CO | Consumer Cyclical | 396.0 | $42K | 0.01% | — | — | $105.75 | +31.9% |
| 410 | UTF | COHEN & STEERS INFRASTRUCTUR | Financial Services | 1,608.0 | $42K | 0.01% | — | — | $25.88 | +5.5% |
| 411 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 2,030.0 | $41K | 0.01% | — | — | $20.22 | +37.7% |
| 412 | CEE | CENTRAL & EASTERN EUROPE FD | Financial Services | 2,229.0 | $41K | 0.01% | -2K | -43.1% | $18.30 | +10.2% |
| 413 | MMM | 3M CO | Industrials | 280.0 | $41K | 0.01% | -358.0 | -56.1% | $145.23 | +23.9% |
| 414 | MLKN | MILLERKNOLL INC | Consumer Cyclical | 2,688.0 | $39K | 0.01% | +704.0 | +35.5% | $14.46 | +61.3% |
| 415 | TBI | TRUEBLUE INC | Industrials | 9,850.0 | $39K | 0.01% | -700.0 | -6.6% | $3.91 | +167.3% |
| 416 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 223.0 | $37K | 0.01% | -150.0 | -40.2% | $165.34 | +17.4% |
| 417 | XRX | XEROX HOLDINGS CORP | Technology | 28,473.0 | $37K | 0.01% | +1K | +5.3% | $1.29 | +131.0% |
| 418 | VRT | VERTIV HOLDINGS CO | Industrials | 145.0 | $36K | 0.01% | +15.0 | +11.5% | $250.58 | +5.3% |
| 419 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 630.0 | $36K | 0.01% | -457.0 | -42.0% | $57.64 | +9.3% |
| 420 | SCHF | SCHWAB STRATEGIC TR | — | 1,458.0 | $36K | 0.01% | — | — | $24.75 | +14.9% |
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%