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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | CWI | SPDR INDEX SHS FDS | — | 430.0 | $16K | 0.00% | -93.0 | -17.8% | $36.59 | +13.6% |
| 502 | IYW | ISHARES TR | — | 86.0 | $16K | 0.00% | — | — | $181.42 | +35.8% |
| 503 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 173.0 | $16K | 0.00% | — | — | $90.11 | +24.0% |
| 504 | MFIN | MEDALLION FINL CORP | Financial Services | 1,800.0 | $15K | 0.00% | — | — | $8.56 | +37.5% |
| 505 | RHI | ROBERT HALF INC. | Industrials | 600.0 | $15K | 0.00% | — | — | $25.40 | +73.8% |
| 506 | CATO | CATO CORP NEW | Consumer Cyclical | 5,300.0 | $15K | 0.00% | — | — | $2.83 | -1.8% |
| 507 | VGSH | VANGUARD SCOTTSDALE FDS | — | 255.0 | $15K | 0.00% | — | — | $58.54 | -0.7% |
| 508 | DYNF | BLACKROCK ETF TRUST | — | 255.0 | $15K | 0.00% | — | — | $58.18 | +18.8% |
| 509 | MHK | MOHAWK INDS INC | Consumer Cyclical | 150.0 | $15K | 0.00% | -31.0 | -17.1% | $98.46 | +34.6% |
| 510 | MUB | ISHARES TR | — | 139.0 | $15K | 0.00% | — | — | $106.15 | -0.7% |
| 511 | CNMD | CONMED CORP | Healthcare | 415.0 | $15K | 0.00% | +15.0 | +3.8% | $35.36 | +42.9% |
| 512 | HNI | HNI CORP | Industrials | 438.0 | $15K | 0.00% | — | — | $33.39 | +48.6% |
| 513 | DXC | DXC TECHNOLOGY CO | Technology | 1,160.0 | $15K | 0.00% | — | — | $12.57 | -15.9% |
| 514 | CRWV | COREWEAVE INC | Technology | 185.0 | $14K | 0.00% | — | — | $77.47 | +13.5% |
| 515 | MAGS | LISTED FDS TR | — | 240.0 | $14K | 0.00% | — | — | $57.94 | +16.5% |
| 516 | DBA | INVESCO DB MULTI-SECTOR COMM | Financial Services | 508.0 | $14K | 0.00% | NEW | — | $27.32 | +4.8% |
| 517 | ES | EVERSOURCE ENERGY | Utilities | 199.0 | $14K | 0.00% | — | — | $69.28 | +3.3% |
| 518 | JMTG | J P MORGAN EXCHANGE TRADED F | — | 267.0 | $14K | 0.00% | — | — | $51.00 | -1.6% |
| 519 | ITB | ISHARES TR | — | 150.0 | $14K | 0.00% | — | — | $90.55 | +7.9% |
| 520 | HYG | ISHARES TR | — | 169.0 | $13K | 0.00% | — | — | $79.56 | +0.3% |
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
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%