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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 641 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 94.0 | $8K | 0.00% | NEW | — | $85.26 | -4.5% |
| 642 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 593.0 | $8K | 0.00% | NEW | — | $13.40 | -26.2% |
| 643 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 134.0 | $8K | 0.00% | NEW | — | $57.24 | -1.9% |
| 644 | INVH | INVITATION HOMES INC | Real Estate | 271.0 | $8K | 0.00% | NEW | — | $27.79 | +0.5% |
| 645 | OGN | ORGANON & CO | Healthcare | 1,042.0 | $7K | 0.00% | NEW | — | $7.17 | +86.9% |
| 646 | COIN | COINBASE GLOBAL INC | Financial Services | 33.0 | $7K | 0.00% | NEW | — | $226.15 | -16.2% |
| 647 | LPL | LG DISPLAY CO LTD | Technology | 1,700.0 | $7K | 0.00% | NEW | — | $4.21 | +14.5% |
| 648 | RR | RICHTECH ROBOTICS INC | Industrials | 2,189.0 | $7K | 0.00% | NEW | — | $3.23 | -17.0% |
| 649 | ABT | ABBOTT LABS | Healthcare | 56.0 | $7K | 0.00% | NEW | — | $125.29 | -29.8% |
| 650 | IEX | IDEX CORP | Industrials | 39.0 | $7K | 0.00% | NEW | — | $177.95 | +16.7% |
| 651 | JBLU | JETBLUE AWYS CORP | Industrials | 1,500.0 | $7K | 0.00% | NEW | — | $4.55 | +0.7% |
| 652 | MP | MP MATERIALS CORP | Basic Materials | 135.0 | $7K | 0.00% | NEW | — | $50.52 | +21.3% |
| 653 | — | LIFETIME BRANDS INC | — | 1,700.0 | $7K | 0.00% | NEW | — | $3.95 | — |
| 654 | BIV | VANGUARD BD INDEX FDS | — | 84.0 | $7K | 0.00% | NEW | — | $77.88 | -2.4% |
| 655 | MTUM | ISHARES TR | — | 26.0 | $7K | 0.00% | NEW | — | $250.31 | +17.6% |
| 656 | MASI | MASIMO CORP | Healthcare | 50.0 | $7K | 0.00% | NEW | — | $130.06 | +37.2% |
| 657 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | Financial Services | 152.0 | $6K | 0.00% | NEW | — | $42.55 | +5.6% |
| 658 | IGIB | ISHARES TR | — | 120.0 | $6K | 0.00% | NEW | — | $53.88 | -2.3% |
| 659 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 56.0 | $6K | 0.00% | NEW | — | $115.30 | +10.7% |
| 660 | DCH | AMERICAN AXLE & MFG HLDGS IN | Industrials | 1,000.0 | $6K | 0.00% | NEW | — | $6.41 | -0.8% |
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
17.2%
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%