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 | VGLT | VANGUARD SCOTTSDALE FDS | — | 66.0 | $4K | 0.00% | — | — | $55.35 | -3.3% |
| 642 | AA | ALCOA CORP | Basic Materials | 55.0 | $4K | 0.00% | -4K | -98.6% | $66.33 | -5.6% |
| 643 | MKTX | MARKETAXESS HLDGS INC | Financial Services | 22.0 | $4K | 0.00% | — | — | $165.00 | -16.1% |
| 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 | -1.8% |
| 646 | GEV | GE VERNOVA INC | Utilities | 4.0 | $3K | 0.00% | NEW | — | $873.00 | +20.2% |
| 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 | +7.1% |
| 649 | ASTS | AST SPACEMOBILE INC | Technology | 41.0 | $3K | 0.00% | +31.0 | +310.0% | $82.88 | +4.8% |
| 650 | AZO | AUTOZONE INC | Consumer Cyclical | 1.0 | $3K | 0.00% | NEW | — | $3378.00 | -0.4% |
| 651 | IIM | INVESCO VALUE MUN INCOME TR | Financial Services | 274.0 | $3K | 0.00% | — | — | $12.16 | -1.0% |
| 652 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 8.0 | $3K | 0.00% | NEW | — | $391.75 | +103.1% |
| 653 | XLP | SELECT SECTOR SPDR TR | — | 38.0 | $3K | 0.00% | -459.0 | -92.3% | $81.97 | +4.8% |
| 654 | VNQ | VANGUARD INDEX FDS | — | 35.0 | $3K | 0.00% | — | — | $88.71 | +7.1% |
| 655 | COF | CAPITAL ONE FINL CORP | Financial Services | 17.0 | $3K | 0.00% | NEW | — | $182.41 | +2.6% |
| 656 | FTV | FORTIVE CORP | Technology | 56.0 | $3K | 0.00% | — | — | $55.29 | +6.2% |
| 657 | TIP | ISHARES TR | — | 28.0 | $3K | 0.00% | — | — | $110.36 | +0.1% |
| 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 | -7.0% |
| 660 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 54.0 | $3K | 0.00% | — | — | $55.52 | +7.5% |
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
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%