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 | VGSH | VANGUARD SCOTTSDALE FDS | — | 255.0 | $15K | 0.00% | — | — | $58.20 | +0.0% |
| 502 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 104.0 | $14K | 0.00% | -20.0 | -16.1% | $139.09 | -2.9% |
| 503 | AMCX | AMC GLOBAL MEDIA INC | Communication Services | 1,400.0 | $14K | 0.00% | — | — | $9.98 | +28.8% |
| 504 | AMP | AMERIPRISE FINL INC | Financial Services | 30.0 | $14K | 0.00% | — | — | $458.77 | +22.1% |
| 505 | OGN | ORGANON & CO | Healthcare | 1,009.0 | $14K | 0.00% | -14.0 | -1.4% | $13.54 | +1.5% |
| 506 | CNMD | CONMED CORP | Healthcare | 415.0 | $14K | 0.00% | — | — | $32.73 | +56.2% |
| 507 | — | EVEREST GROUP LTD | — | 38.0 | $14K | 0.00% | — | — | $357.24 | — |
| 508 | HYG | ISHARES TR | — | 169.0 | $14K | 0.00% | — | — | $79.97 | -0.1% |
| 509 | EPC | EDGEWELL PERSONAL CARE CO | Consumer Defensive | 500.0 | $13K | 0.00% | — | — | $26.86 | +7.8% |
| 510 | USAR | USA RARE EARTH INC | Basic Materials | 615.0 | $13K | 0.00% | +200.0 | +48.2% | $21.58 | -10.1% |
| 511 | USB | US BANCORP | Financial Services | 219.0 | $13K | 0.00% | -110.0 | -33.4% | $60.40 | +3.3% |
| 512 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 300.0 | $13K | 0.00% | NEW | — | $42.68 | +16.8% |
| 513 | COMP | COMPASS INC | Technology | 1,005.0 | $12K | 0.00% | — | — | $12.33 | -4.3% |
| 514 | ACWV | ISHARES INC | — | 99.0 | $12K | 0.00% | — | — | $120.23 | +6.2% |
| 515 | IWP | ISHARES TR | — | 81.0 | $12K | 0.00% | — | — | $146.41 | -3.1% |
| 516 | SOUN | SOUNDHOUND AI INC | Technology | 1,822.0 | $12K | 0.00% | — | — | $6.47 | +9.0% |
| 517 | TLH | ISHARES TR | — | 117.0 | $12K | 0.00% | — | — | $100.35 | -2.4% |
| 518 | IXUS | ISHARES TR | — | 123.0 | $12K | 0.00% | NEW | — | $95.44 | +3.1% |
| 519 | — | HONEYWELL INTL INC | — | 52.0 | $12K | 0.00% | NEW | — | $223.90 | — |
| 520 | IYW | ISHARES TR | — | 46.0 | $12K | 0.00% | -40.0 | -46.5% | $252.24 | -2.5% |
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%