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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 561 | LIN | LINDE PLC | Basic Materials | 41.0 | $17K | 0.00% | NEW | — | $426.39 | +18.8% |
| 562 | IYW | ISHARES TR | — | 86.0 | $17K | 0.00% | NEW | — | $199.67 | +18.4% |
| 563 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 124.0 | $17K | 0.00% | NEW | — | $137.96 | +6.1% |
| 564 | DXC | DXC TECHNOLOGY CO | Technology | 1,160.0 | $17K | 0.00% | NEW | — | $14.65 | -36.6% |
| 565 | PHIN | PHINIA INC | Consumer Cyclical | 270.0 | $17K | 0.00% | NEW | — | $62.69 | +14.9% |
| 566 | IDEV | ISHARES TR | — | 200.0 | $16K | 0.00% | NEW | — | $82.48 | +6.8% |
| 567 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 124.0 | $16K | 0.00% | NEW | — | $132.77 | -24.0% |
| 568 | CATO | CATO CORP NEW | Consumer Cyclical | 5,300.0 | $16K | 0.00% | NEW | — | $3.09 | -3.2% |
| 569 | RHI | ROBERT HALF INC. | Industrials | 600.0 | $16K | 0.00% | NEW | — | $27.16 | -4.2% |
| 570 | CNMD | CONMED CORP | Healthcare | 400.0 | $16K | 0.00% | NEW | — | $40.60 | -10.0% |
| 571 | JHMM | JOHN HANCOCK EXCHANGE TRADED | — | 245.0 | $16K | 0.00% | NEW | — | $65.48 | +7.4% |
| 572 | MAGS | LISTED FDS TR | — | 240.0 | $16K | 0.00% | NEW | — | $65.96 | +4.4% |
| 573 | DYNF | BLACKROCK ETF TRUST | — | 255.0 | $16K | 0.00% | NEW | — | $60.81 | +8.3% |
| 574 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 173.0 | $15K | 0.00% | NEW | — | $88.21 | +14.1% |
| 575 | SCHH | SCHWAB STRATEGIC TR | — | 720.0 | $15K | 0.00% | NEW | — | $20.89 | +11.0% |
| 576 | VGSH | VANGUARD SCOTTSDALE FDS | — | 255.0 | $15K | 0.00% | NEW | — | $58.73 | -1.0% |
| 577 | EPR | EPR PPTYS | Real Estate | 300.0 | $15K | 0.00% | NEW | — | $49.90 | +16.2% |
| 578 | MUB | ISHARES TR | — | 139.0 | $15K | 0.00% | NEW | — | $107.11 | -1.2% |
| 579 | AMP | AMERIPRISE FINL INC | Financial Services | 30.0 | $15K | 0.00% | NEW | — | $490.33 | -4.7% |
| 580 | ECVT | ECOVYST INC | Basic Materials | 1,500.0 | $15K | 0.00% | NEW | — | $9.73 | +45.9% |
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
17.2%
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%