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 | — | BLACKROCK TECH AND PRIVATE E | — | 848.0 | $8K | 0.00% | — | — | $9.03 | — |
| 562 | UBER | UBER TECHNOLOGIES INC | Technology | 106.0 | $8K | 0.00% | — | — | $72.16 | +9.9% |
| 563 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 134.0 | $8K | 0.00% | — | — | $56.48 | +2.9% |
| 564 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 45.0 | $8K | 0.00% | — | — | $166.67 | +16.8% |
| 565 | CORN | TEUCRIUM COMMODITY TR | Financial Services | 425.0 | $7K | 0.00% | NEW | — | $16.75 | +14.7% |
| 566 | STM | STMICROELECTRONICS N V | Technology | 95.0 | $7K | 0.00% | -14K | -99.3% | $74.89 | -34.1% |
| 567 | DE | DEERE & CO | Industrials | 11.0 | $7K | 0.00% | — | — | $634.36 | +2.3% |
| 568 | QQQE | DIREXION SHARES ETF TRUST | — | 57.0 | $7K | 0.00% | — | — | $122.02 | +0.0% |
| 569 | CF | CF INDUSTRIES HOLD | Basic Materials | 64.0 | $7K | 0.00% | NEW | — | $108.27 | +19.4% |
| 570 | HBB | HAMILTON BEACH BRANDS HLDG C | Consumer Cyclical | 300.0 | $7K | 0.00% | — | — | $23.03 | +45.3% |
| 571 | UAL | UNITED AIRLS HLDGS INC | Industrials | 50.0 | $7K | 0.00% | — | — | $136.00 | -16.5% |
| 572 | CNI | CANADIAN NATL RY CO | Industrials | 57.0 | $7K | 0.00% | — | — | $119.25 | +6.8% |
| 573 | ALGM | ALLEGRO MICROSYSTEMS INC | Technology | 93.0 | $6K | 0.00% | — | — | $69.62 | -48.8% |
| 574 | KMI | KINDER MORGAN INC DEL | Energy | 202.0 | $6K | 0.00% | — | — | $31.97 | -3.0% |
| 575 | VICR | VICOR CORP | Technology | 17.0 | $6K | 0.00% | NEW | — | $379.76 | -50.0% |
| 576 | BME | BLACKROCK HEALTH SCIENCES TR | Financial Services | 150.0 | $6K | 0.00% | — | — | $42.95 | +6.7% |
| 577 | BIV | VANGUARD BD INDEX FDS | — | 84.0 | $6K | 0.00% | — | — | $76.70 | -1.5% |
| 578 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 106.0 | $6K | 0.00% | — | — | $60.67 | +24.0% |
| 579 | ESS | ESSEX PPTY TR INC | Real Estate | 22.0 | $6K | 0.00% | — | — | $291.59 | +0.7% |
| 580 | BHC | BAUSCH HEALTH COS INC | Healthcare | 1,300.0 | $6K | 0.00% | — | — | $4.93 | +35.5% |
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%