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Portfolio (Quarterly) Guide ↗

Investors Research Corp

· CIK 0001730630
13F Portfolio $523M AUM 851 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 108 New 148 Added 197 Reduced
Page 33 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 VGLT VANGUARD SCOTTSDALE FDS 66.0 $4K 0.00% $55.35 -3.4%
642 AA ALCOA CORP Basic Materials 55.0 $4K 0.00% -4K -98.6% $66.33 -23.9%
643 MKTX MARKETAXESS HLDGS INC Financial Services 22.0 $4K 0.00% $165.00 -1.5%
644 STARZ ENTERTAINMENT CORP. 315.0 $4K 0.00% $11.50
645 WBD WARNER BROS DISCOVERY INC Communication Services 130.0 $4K 0.00% -4K -96.8% $27.46 +5.2%
646 GEV GE VERNOVA INC Utilities 4.0 $3K 0.00% NEW $873.00 +7.6%
647 AMCOR PLC 87.0 $3K 0.00% -350.0 -80.1% $39.75
648 HAL HALLIBURTON CO Energy 88.0 $3K 0.00% -2K -96.0% $38.99 -12.4%
649 ASTS AST SPACEMOBILE INC Technology 41.0 $3K 0.00% +31.0 +310.0% $82.88 -25.1%
650 AZO AUTOZONE INC Consumer Cyclical 1.0 $3K 0.00% NEW $3378.00 -10.2%
651 IIM INVESCO VALUE MUN INCOME TR Financial Services 274.0 $3K 0.00% $12.16 +3.1%
652 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 8.0 $3K 0.00% NEW $391.75 +108.1%
653 XLP SELECT SECTOR SPDR TR 38.0 $3K 0.00% -459.0 -92.3% $81.97 +5.4%
654 VNQ VANGUARD INDEX FDS 35.0 $3K 0.00% $88.71 +11.8%
655 COF CAPITAL ONE FINL CORP Financial Services 17.0 $3K 0.00% NEW $182.41 +19.2%
656 FTV FORTIVE CORP Technology 56.0 $3K 0.00% $55.29 +7.9%
657 TIP ISHARES TR 28.0 $3K 0.00% $110.36 -2.5%
658 METALLUS INC 187.0 $3K 0.00% $16.34
659 KGC KINROSS GOLD CORP Basic Materials 100.0 $3K 0.00% -100.0 -50.0% $30.52 +8.7%
660 JEPQ J P MORGAN EXCHANGE TRADED F 54.0 $3K 0.00% $55.52 +7.6%
Page 33 of 43  ·  848 positions

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
Technology 14.9%
Financial Services 14.4%
Consumer Cyclical 11.6%
Consumer Defensive 9.6%
Basic Materials 8.0%
Energy 8.0%
Communication Services 7.9%
Healthcare 7.8%
Real Estate 6.8%
Industrials 6.6%