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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 661 | HUM | HUMANA INC | Healthcare | 25.0 | $6K | 0.00% | NEW | — | $256.12 | +18.7% |
| 662 | SAMT | ADVISORS INNER CIRCLE FD III | — | 163.0 | $6K | 0.00% | NEW | — | $38.51 | +14.3% |
| 663 | BME | BLACKROCK HEALTH SCIENCES TR | Financial Services | 150.0 | $6K | 0.00% | NEW | — | $41.13 | -6.2% |
| 664 | OIS | OIL STS INTL INC | Energy | 900.0 | $6K | 0.00% | NEW | — | $6.77 | +36.5% |
| 665 | GNTX | GENTEX CORP | Consumer Cyclical | 253.0 | $6K | 0.00% | NEW | — | $23.27 | -3.8% |
| 666 | SMCI | SUPER MICRO COMPUTER INC | Technology | 200.0 | $6K | 0.00% | NEW | — | $29.27 | +5.3% |
| 667 | HOV | HOVNANIAN ENTERPRISES INC | Consumer Cyclical | 60.0 | $6K | 0.00% | NEW | — | $97.53 | -4.6% |
| 668 | SPMD | SPDR SERIES TRUST | — | 101.0 | $6K | 0.00% | NEW | — | $57.91 | +8.0% |
| 669 | QQQE | DIREXION SHS ETF TR | — | 57.0 | $6K | 0.00% | NEW | — | $102.32 | +10.1% |
| 670 | WMG | WARNER MUSIC GROUP CORP | Communication Services | 189.0 | $6K | 0.00% | NEW | — | $30.67 | +10.7% |
| 671 | ESS | ESSEX PPTY TR INC | Real Estate | 22.0 | $6K | 0.00% | NEW | — | $261.68 | +3.5% |
| 672 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 155.0 | $6K | 0.00% | NEW | — | $37.00 | -9.6% |
| 673 | CAT | CATERPILLAR INC | Industrials | 10.0 | $6K | 0.00% | NEW | — | $572.90 | +48.9% |
| 674 | VOE | VANGUARD INDEX FDS | — | 32.0 | $6K | 0.00% | NEW | — | $177.38 | +7.1% |
| 675 | EOG | EOG RES INC | Energy | 54.0 | $6K | 0.00% | NEW | — | $105.02 | +36.5% |
| 676 | CNI | CANADIAN NATL RY CO | Industrials | 57.0 | $6K | 0.00% | NEW | — | $98.84 | +13.2% |
| 677 | KGC | KINROSS GOLD CORP | Basic Materials | 200.0 | $6K | 0.00% | NEW | — | $28.16 | -0.3% |
| 678 | UAL | UNITED AIRLS HLDGS INC | Industrials | 50.0 | $6K | 0.00% | NEW | — | $111.82 | -20.5% |
| 679 | — | BLACKROCK TECH AND PRIVATE E | — | 848.0 | $6K | 0.00% | NEW | — | $6.59 | — |
| 680 | SSP | SCRIPPS E W CO OHIO | Communication Services | 1,397.0 | $6K | 0.00% | NEW | — | $3.99 | -12.0% |
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
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%