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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | CYH | COMMUNITY HEALTH SYS INC NEW | Healthcare | 10,401.0 | $35K | 0.01% | -300.0 | -2.8% | $3.34 | -11.1% |
| 422 | VTI | VANGUARD INDEX FDS | — | 90.0 | $33K | 0.01% | — | — | $370.04 | +2.2% |
| 423 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 575.0 | $33K | 0.01% | -55.0 | -8.7% | $57.84 | +8.9% |
| 424 | IJR | ISHARES TR | — | 224.0 | $33K | 0.01% | NEW | — | $148.31 | -1.1% |
| 425 | BSV | VANGUARD BD INDEX FDS | — | 424.0 | $33K | 0.01% | — | — | $77.91 | -0.2% |
| 426 | TOTL | SSGA ACTIVE ETF TR | — | 822.0 | $32K | 0.01% | — | — | $39.47 | -1.3% |
| 427 | CB | CHUBB LIMITED | Financial Services | 95.0 | $32K | 0.01% | -47.0 | -33.1% | $340.74 | +0.7% |
| 428 | SJM | SMUCKER J M CO | Consumer Defensive | 282.0 | $32K | 0.01% | — | — | $112.50 | +11.5% |
| 429 | FIW | FIRST TR EXCHANGE-TRADED FD | — | 289.0 | $32K | 0.01% | — | — | $109.52 | +0.9% |
| 430 | OZK | BANK OZK LITTLE ROCK ARK | Financial Services | 600.0 | $31K | 0.01% | — | — | $52.09 | -5.5% |
| 431 | CMP | COMPASS MINERALS INTL INC | Basic Materials | 1,000.0 | $31K | 0.01% | -214.0 | -17.6% | $31.13 | -21.1% |
| 432 | STXS | STEREOTAXIS INC | Healthcare | 17,950.0 | $31K | 0.01% | — | — | $1.72 | -18.0% |
| 433 | VSNT | VERSANT MEDIA GROUP INC | Industrials | 855.0 | $31K | 0.01% | -12.0 | -1.4% | $36.01 | +10.7% |
| 434 | GLD | SPDR GOLD TR | Financial Services | 82.0 | $30K | 0.01% | +4.0 | +5.1% | $368.38 | +16.2% |
| 435 | SIRI | SIRIUSXM HOLDINGS INC | Communication Services | 1,008.0 | $30K | 0.01% | — | — | $29.54 | -2.7% |
| 436 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 100.0 | $30K | 0.01% | +99.0 | +9900.0% | $296.04 | +18.2% |
| 437 | HTRB | HARTFORD FDS EXCHANGE TRADED | — | 876.0 | $30K | 0.01% | — | — | $33.74 | -0.9% |
| 438 | DAVA | ENDAVA PLC | Technology | 10,425.0 | $30K | 0.01% | -1K | -11.3% | $2.83 | +14.8% |
| 439 | CAH | CARDINAL HEALTH INC | Healthcare | 124.0 | $29K | 0.01% | NEW | — | $237.56 | +0.2% |
| 440 | IJH | ISHARES TR | — | 375.0 | $29K | 0.01% | +50.0 | +15.4% | $77.11 | -1.3% |
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
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%