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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | IPI | INTREPID POTASH INC | Basic Materials | 670.0 | $22K | 0.00% | — | — | $32.78 | +15.3% |
| 462 | CNDT | CONDUENT INC | Technology | 14,613.0 | $21K | 0.00% | -460.0 | -3.0% | $1.46 | +11.6% |
| 463 | SPTS | SPDR SERIES TRUST | — | 735.0 | $21K | 0.00% | — | — | $29.01 | -0.0% |
| 464 | ORCL | ORACLE CORP | Technology | 145.0 | $21K | 0.00% | -29.0 | -16.7% | $146.55 | -1.3% |
| 465 | MA | MASTERCARD INCORPORATED | Financial Services | 41.0 | $21K | 0.00% | -16.0 | -28.1% | $513.61 | +16.7% |
| 466 | WU | WESTERN UN CO | Financial Services | 2,700.0 | $21K | 0.00% | — | — | $7.70 | -4.7% |
| 467 | IUSB | ISHARES TR | — | 447.0 | $21K | 0.00% | -944.0 | -67.9% | $46.15 | -0.9% |
| 468 | APUE | TRUST FOR PROFESSIONAL MANAG | — | 432.0 | $20K | 0.00% | -432.0 | -50.0% | $46.20 | +2.5% |
| 469 | CE | CELANESE CORP DEL | Basic Materials | 420.0 | $19K | 0.00% | — | — | $46.00 | -3.2% |
| 470 | SHYG | ISHARES TR | — | 455.0 | $19K | 0.00% | — | — | $42.41 | -0.1% |
| 471 | INTC | INTEL CORP | Technology | 138.0 | $19K | 0.00% | -7K | -98.0% | $139.63 | -37.3% |
| 472 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 262.0 | $19K | 0.00% | +233.0 | +803.5% | $73.35 | -20.2% |
| 473 | AMT | AMERICAN TOWER CORP | Real Estate | 115.0 | $19K | 0.00% | — | — | $163.57 | +9.2% |
| 474 | BDX | BECTON DICKINSON & CO | Healthcare | 124.0 | $19K | 0.00% | -17.0 | -12.1% | $151.33 | +25.4% |
| 475 | TLT | ISHARES TR | — | 217.0 | $19K | 0.00% | — | — | $86.42 | -3.4% |
| 476 | RHI | ROBERT HALF INC. | Industrials | 600.0 | $18K | 0.00% | — | — | $30.70 | +46.3% |
| 477 | CRWV | COREWEAVE INC | Technology | 185.0 | $18K | 0.00% | — | — | $99.54 | -11.6% |
| 478 | MFIN | MEDALLION FINANCIAL CORP | Financial Services | 1,800.0 | $18K | 0.00% | — | — | $10.21 | +17.3% |
| 479 | B | BARRICK MNG CORP | Basic Materials | 500.0 | $18K | 0.00% | — | — | $36.73 | +33.1% |
| 480 | SIMO | SILICON MOTION TECHNOLOGY CO | Technology | 55.0 | $18K | 0.00% | NEW | — | $333.33 | -27.4% |
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%