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 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 7.0 | $3K | 0.00% | -43.0 | -86.0% | $477.57 | -14.1% |
| 642 | ELF | E L F BEAUTY INC | Consumer Defensive | 44.0 | $3K | 0.00% | — | — | $74.00 | +43.2% |
| 643 | AZO | AUTOZONE INC | Consumer Cyclical | 1.0 | $3K | 0.00% | — | — | $3196.00 | -5.8% |
| 644 | IYF | ISHARES TR | — | 25.0 | $3K | 0.00% | NEW | — | $127.52 | +7.7% |
| 645 | XLP | SELECT SECTOR SPDR TR | — | 38.0 | $3K | 0.00% | — | — | $83.08 | +5.3% |
| 646 | TIP | ISHARES TR | — | 28.0 | $3K | 0.00% | — | — | $109.43 | -2.0% |
| 647 | EUAD | SPINNAKER ETF SERIES | — | 70.0 | $3K | 0.00% | — | — | $42.34 | +7.5% |
| 648 | CLX | CLOROX CO DEL | Consumer Defensive | 31.0 | $3K | 0.00% | -7.0 | -18.4% | $95.45 | +12.3% |
| 649 | SABR | SABRE CORP | Consumer Cyclical | 1,400.0 | $3K | 0.00% | — | — | $2.09 | +8.1% |
| 650 | EBND | SPDR SERIES TRUST | — | 139.0 | $3K | 0.00% | — | — | $20.92 | +1.6% |
| 651 | AA | ALCOA CORP | Basic Materials | 55.0 | $3K | 0.00% | — | — | $52.15 | -5.3% |
| 652 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 17.0 | $3K | 0.00% | — | — | $168.65 | -5.3% |
| 653 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 19.0 | $3K | — | — | — | $145.32 | +0.6% |
| 654 | ASTS | AST SPACEMOBILE INC | Technology | 31.0 | $3K | — | -10.0 | -24.4% | $88.87 | -29.8% |
| 655 | XEL | XCEL ENERGY INC | Utilities | 33.0 | $3K | — | — | — | $80.30 | -3.7% |
| 656 | SUI | SUN CMNTYS INC | Real Estate | 22.0 | $3K | — | — | — | $119.91 | +2.9% |
| 657 | RSG | REPUBLIC SVCS INC | Industrials | 12.0 | $3K | — | — | — | $213.08 | +4.7% |
| 658 | CPT | CAMDEN PPTY TR | Real Estate | 22.0 | $3K | — | — | — | $114.50 | -4.7% |
| 659 | MKTX | MARKETAXESS HLDGS INC | Financial Services | 22.0 | $2K | — | — | — | $113.50 | +43.1% |
| 660 | BBAI | BIGBEAR AI HLDGS INC | Technology | 678.0 | $2K | — | — | — | $3.67 | -16.3% |
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%