Portfolio (Quarterly)
Guide ↗
Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | AFL | AFLAC INC | Financial Services | 259.0 | $29K | 0.01% | NEW | — | $110.27 | +7.4% |
| 502 | FBND | FIDELITY MERRIMACK STR TR | — | 620.0 | $29K | 0.01% | NEW | — | $46.04 | -2.2% |
| 503 | VHT | VANGUARD WORLD FD | — | 99.0 | $28K | 0.01% | NEW | — | $287.85 | -4.8% |
| 504 | VTIP | VANGUARD MALVERN FDS | — | 567.0 | $28K | 0.01% | NEW | — | $49.46 | +1.7% |
| 505 | OZK | BANK OZK LITTLE ROCK ARK | Financial Services | 600.0 | $28K | 0.01% | NEW | — | $46.02 | +2.8% |
| 506 | SJM | SMUCKER J M CO | Consumer Defensive | 282.0 | $28K | 0.01% | NEW | — | $97.81 | +6.0% |
| 507 | MA | MASTERCARD INCORPORATED | Financial Services | 48.0 | $27K | 0.01% | NEW | — | $570.88 | -11.4% |
| 508 | IWN | ISHARES TR | — | 150.0 | $27K | 0.01% | NEW | — | $181.21 | +12.7% |
| 509 | MD | PEDIATRIX MEDICAL GROUP INC | Healthcare | 1,250.0 | $27K | 0.01% | NEW | — | $21.39 | +5.8% |
| 510 | HUBB | HUBBELL INC | Industrials | 60.0 | $27K | 0.01% | NEW | — | $444.12 | +6.0% |
| 511 | OII | OCEANEERING INTL INC | Energy | 1,100.0 | $26K | 0.01% | NEW | — | $24.03 | +60.4% |
| 512 | BDX | BECTON DICKINSON & CO | Healthcare | 135.0 | $26K | 0.01% | NEW | — | $194.07 | -24.3% |
| 513 | USMV | ISHARES TR | — | 271.0 | $26K | 0.01% | NEW | — | $94.16 | +1.7% |
| 514 | YPF | YPF SOCIEDAD ANONIMA | Energy | 700.0 | $25K | 0.01% | NEW | — | $36.16 | +31.3% |
| 515 | WU | WESTERN UN CO | Financial Services | 2,700.0 | $25K | 0.01% | NEW | — | $9.31 | -9.1% |
| 516 | PGZ | PRINCIPAL REAL ESTATE INCOME | Financial Services | 2,500.0 | $25K | 0.01% | NEW | — | $10.01 | -3.3% |
| 517 | WEN | WENDYS CO | Consumer Cyclical | 3,000.0 | $25K | 0.01% | NEW | — | $8.33 | -5.9% |
| 518 | ACWV | ISHARES INC | — | 209.0 | $25K | 0.01% | NEW | — | $118.75 | +2.8% |
| 519 | VTV | VANGUARD INDEX FDS | — | 128.0 | $24K | 0.00% | NEW | — | $190.99 | +8.4% |
| 520 | VGT | VANGUARD WORLD FD | — | 32.0 | $24K | 0.00% | NEW | — | $753.78 | -85.2% |
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%