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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | REET | ISHARES TR | — | 197.0 | $5K | 0.00% | — | — | $27.62 | +2.0% |
| 602 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 288.0 | $5K | 0.00% | — | — | $18.87 | +20.3% |
| 603 | DCH | DAUCH CORP | Industrials | 1,000.0 | $5K | 0.00% | — | — | $5.42 | +19.2% |
| 604 | REZ | ISHARES TR | — | 57.0 | $5K | 0.00% | — | — | $94.68 | +2.2% |
| 605 | BBRE | J P MORGAN EXCHANGE TRADED F | — | 50.0 | $5K | 0.00% | — | — | $107.28 | +1.7% |
| 606 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 155.0 | $5K | 0.00% | — | — | $34.00 | +11.8% |
| 607 | — | VEON LTD | — | 100.0 | $5K | 0.00% | — | — | $52.21 | — |
| 608 | UDR | UDR INC | Real Estate | 130.0 | $5K | 0.00% | — | — | $39.92 | -3.8% |
| 609 | FREL | FIDELITY COVINGTON TRUST | — | 177.0 | $5K | 0.00% | — | — | $29.30 | +2.7% |
| 610 | WMG | WARNER MUSIC GROUP CORP | Communication Services | 189.0 | $5K | 0.00% | — | — | $27.07 | +2.6% |
| 611 | RWR | SPDR SERIES TRUST | — | 45.0 | $5K | 0.00% | — | — | $112.98 | +1.9% |
| 612 | J | JACOBS SOLUTIONS INC | Industrials | 40.0 | $5K | 0.00% | NEW | — | $126.00 | +20.3% |
| 613 | ICF | ISHARES TR | — | 73.0 | $5K | 0.00% | — | — | $67.63 | +2.2% |
| 614 | — | VELO3D INC | — | 280.0 | $5K | 0.00% | NEW | — | $17.55 | — |
| 615 | IYR | ISHARES TR | — | 48.0 | $5K | 0.00% | — | — | $102.25 | +3.1% |
| 616 | SWMR | SWARMER INC | Technology | 110.0 | $5K | 0.00% | NEW | — | $44.31 | -10.2% |
| 617 | BINC | BLACKROCK ETF TRUST II | — | 93.0 | $5K | 0.00% | — | — | $52.34 | -0.6% |
| 618 | CDRE | CADRE HLDGS INC | Industrials | 170.0 | $5K | 0.00% | — | — | $28.51 | +16.0% |
| 619 | TER | TERADYNE INC | Technology | 10.0 | $5K | 0.00% | — | — | $483.80 | -24.6% |
| 620 | COIN | COINBASE GLOBAL INC | Financial Services | 33.0 | $5K | 0.00% | — | — | $146.18 | +22.8% |
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%