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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | MHK | MOHAWK INDS INC | Consumer Cyclical | 150.0 | $18K | 0.00% | — | — | $121.33 | +10.9% |
| 482 | FBND | FIDELITY MERRIMACK STR TR | — | 395.0 | $18K | 0.00% | — | — | $45.49 | -0.7% |
| 483 | USMV | ISHARES TR | — | 186.0 | $18K | 0.00% | — | — | $96.46 | +5.2% |
| 484 | IDEV | ISHARES TR | — | 200.0 | $18K | 0.00% | — | — | $89.01 | +5.2% |
| 485 | LQD | ISHARES TR | — | 163.0 | $18K | 0.00% | — | — | $109.07 | -2.1% |
| 486 | HNI | HNI CORP | Industrials | 438.0 | $18K | 0.00% | — | — | $40.41 | +22.1% |
| 487 | KMT | KENNAMETAL INC | Industrials | 500.0 | $18K | 0.00% | — | — | $35.05 | -17.3% |
| 488 | CWI | SPDR INDEX SHS FDS | — | 430.0 | $17K | 0.00% | — | — | $40.67 | +2.2% |
| 489 | URNM | SPROTT FDS TR | — | 331.0 | $17K | 0.00% | NEW | — | $52.59 | +16.0% |
| 490 | USIG | ISHARES TR | — | 338.0 | $17K | 0.00% | — | — | $51.29 | -1.5% |
| 491 | CATO | CATO CORP NEW | Consumer Cyclical | 5,300.0 | $17K | 0.00% | — | — | $3.24 | -13.3% |
| 492 | PBR | PETROLEO BRASILEIRO S A | Energy | 1,034.0 | $17K | 0.00% | — | — | $16.16 | +9.7% |
| 493 | ADNT | ADIENT PLC | Consumer Cyclical | 906.0 | $17K | 0.00% | -25.0 | -2.7% | $18.38 | +2.2% |
| 494 | VTEB | VANGUARD MUN BD FDS | — | 320.0 | $16K | 0.00% | — | — | $50.58 | -2.0% |
| 495 | AAL | AMERICAN AIRLINES GROUP INC | Industrials | 891.0 | $16K | 0.00% | — | — | $18.07 | -23.8% |
| 496 | CEG | CONSTELLATION ENERGY CORP | Utilities | 64.0 | $16K | 0.00% | — | — | $248.38 | +10.6% |
| 497 | ITB | ISHARES TR | — | 150.0 | $16K | 0.00% | — | — | $104.48 | -6.3% |
| 498 | MAGS | LISTED FDS TR | — | 240.0 | $15K | 0.00% | — | — | $64.30 | +4.9% |
| 499 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 93.0 | $15K | 0.00% | — | — | $164.75 | -9.3% |
| 500 | MUB | ISHARES TR | — | 139.0 | $15K | 0.00% | — | — | $107.62 | -1.9% |
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
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%