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 | PPG | PPG INDS INC | Basic Materials | 28.0 | $3K | 0.00% | — | — | $106.89 | +6.3% |
| 662 | WAT | WATERS CORP | Healthcare | 10.0 | $3K | 0.00% | NEW | — | $297.80 | +39.2% |
| 663 | MRVL | MARVELL TECHNOLOGY INC | Technology | 30.0 | $3K | 0.00% | — | — | $99.07 | +142.6% |
| 664 | TER | TERADYNE INC | Technology | 10.0 | $3K | 0.00% | NEW | — | $296.50 | +23.6% |
| 665 | ALGM | ALLEGRO MICROSYSTEMS INC | Technology | 93.0 | $3K | 0.00% | NEW | — | $31.53 | +18.8% |
| 666 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 17.0 | $3K | 0.00% | — | — | $171.41 | -6.9% |
| 667 | EBND | SPDR SERIES TRUST | — | 139.0 | $3K | 0.00% | — | — | $20.64 | +3.3% |
| 668 | EUAD | SPINNAKER ETF SERIES | — | 70.0 | $3K | 0.00% | — | — | $40.90 | +12.4% |
| 669 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 117.0 | $3K | 0.00% | NEW | — | $23.81 | +124.5% |
| 670 | SUI | SUN CMNTYS INC | Real Estate | 22.0 | $3K | 0.00% | NEW | — | $125.95 | -0.0% |
| 671 | VTRS | VIATRIS INC | Healthcare | 204.0 | $3K | 0.00% | -6K | -96.9% | $13.51 | +23.8% |
| 672 | GOOS | CANADA GOOSE HLDGS INC | Consumer Cyclical | 251.0 | $3K | 0.00% | — | — | $10.97 | -25.1% |
| 673 | CHWY | CHEWY INC | Consumer Cyclical | 100.0 | $3K | 0.00% | — | — | $27.00 | -8.6% |
| 674 | XBI | SPDR SERIES TRUST | — | 21.0 | $3K | 0.00% | — | — | $127.71 | +32.4% |
| 675 | ELF | E L F BEAUTY INC | Consumer Defensive | 44.0 | $3K | 0.00% | -24.0 | -35.3% | $60.61 | +74.5% |
| 676 | RSG | REPUBLIC SVCS INC | Industrials | 12.0 | $3K | 0.00% | NEW | — | $219.00 | +0.9% |
| 677 | XEL | XCEL ENERGY INC | Utilities | 33.0 | $3K | 0.00% | NEW | — | $79.45 | -2.9% |
| 678 | VUG | VANGUARD INDEX FDS | — | 6.0 | $3K | 0.00% | NEW | — | $436.83 | -80.0% |
| 679 | INSM | INSMED INC | Healthcare | 16.0 | $3K | — | NEW | — | $163.50 | -24.2% |
| 680 | RDW | REDWIRE CORPORATION | Industrials | 297.0 | $3K | — | NEW | — | $8.50 | +35.0% |
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
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%