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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 621 | UAL | UNITED AIRLS HLDGS INC | Industrials | 50.0 | $5K | 0.00% | — | — | $92.08 | +0.5% |
| 622 | RR | RICHTECH ROBOTICS INC | Industrials | 2,189.0 | $5K | 0.00% | — | — | $2.09 | +21.1% |
| 623 | SMCI | SUPER MICRO COMPUTER INC | Technology | 200.0 | $5K | 0.00% | — | — | $22.77 | +35.5% |
| 624 | RWR | SPDR SERIES TRUST | — | 45.0 | $5K | 0.00% | — | — | $100.98 | +8.4% |
| 625 | IYR | ISHARES TR | — | 48.0 | $5K | 0.00% | — | — | $94.56 | +7.1% |
| 626 | ARM | ARM HOLDINGS PLC | Technology | 30.0 | $5K | 0.00% | — | — | $151.27 | +47.5% |
| 627 | ICF | ISHARES TR | — | 73.0 | $5K | 0.00% | — | — | $61.89 | +8.8% |
| 628 | SCHR | SCHWAB STRATEGIC TR | — | 180.0 | $4K | 0.00% | — | — | $24.91 | -1.8% |
| 629 | SBAC | SBA COMMUNICATIONS CORP NEW | Real Estate | 26.0 | $4K | 0.00% | +7.0 | +36.8% | $172.12 | +18.1% |
| 630 | UDR | UDR INC | Real Estate | 130.0 | $4K | 0.00% | — | — | $33.78 | +10.9% |
| 631 | DWAS | INVESCO EXCH TRADED FD TR II | — | 44.0 | $4K | 0.00% | — | — | $98.48 | +11.4% |
| 632 | ETN | EATON CORP PLC | Industrials | 12.0 | $4K | 0.00% | NEW | — | $357.67 | +6.8% |
| 633 | SPSM | SPDR SERIES TRUST | — | 87.0 | $4K | 0.00% | — | — | $48.32 | +7.2% |
| 634 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 23.0 | $4K | 0.00% | — | — | $178.96 | -5.4% |
| 635 | PCEF | INVESCO EXCH TRADED FD TR II | — | 213.0 | $4K | 0.00% | — | — | $18.82 | +4.0% |
| 636 | CLX | CLOROX CO DEL | Consumer Defensive | 38.0 | $4K | 0.00% | — | — | $104.66 | -11.5% |
| 637 | — | ANNALY CAPITAL MANAGEMENT IN | — | 187.0 | $4K | 0.00% | — | — | $21.15 | — |
| 638 | ROK | ROCKWELL AUTOMATION INC | Industrials | 11.0 | $4K | 0.00% | NEW | — | $358.91 | +21.6% |
| 639 | IEF | ISHARES TR | — | 41.0 | $4K | 0.00% | -60.0 | -59.4% | $95.44 | -2.4% |
| 640 | REM | ISHARES TR | — | 178.0 | $4K | 0.00% | — | — | $21.47 | -0.0% |
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
15.4%
Technology
14.6%
Consumer Cyclical
11.3%
Consumer Defensive
9.3%
Energy
8.4%
Communication Services
8.3%
Basic Materials
7.8%
Healthcare
7.6%
Real Estate
6.6%
Industrials
6.4%