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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 681 | KMI | KINDER MORGAN INC DEL | Energy | 202.0 | $6K | 0.00% | NEW | — | $27.49 | +22.3% |
| 682 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 114.0 | $6K | 0.00% | NEW | — | $48.58 | +75.2% |
| 683 | SON | SONOCO PRODS CO | Consumer Cyclical | 124.0 | $5K | 0.00% | NEW | — | $43.64 | +7.0% |
| 684 | LUNR | INTUITIVE MACHINES INC | Industrials | 325.0 | $5K | 0.00% | NEW | — | $16.23 | +108.8% |
| 685 | — | VEON LTD | — | 100.0 | $5K | 0.00% | NEW | — | $52.57 | — |
| 686 | TDAY | USA TODAY CO INC | Communication Services | 1,019.0 | $5K | 0.00% | NEW | — | $5.15 | +43.5% |
| 687 | ELF | E L F BEAUTY INC | Consumer Defensive | 68.0 | $5K | 0.00% | NEW | — | $76.04 | -25.8% |
| 688 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 23.0 | $5K | 0.00% | NEW | — | $218.00 | -22.6% |
| 689 | USAR | USA RARE EARTH INC | Basic Materials | 415.0 | $5K | 0.00% | NEW | — | $11.90 | +104.9% |
| 690 | HBB | HAMILTON BEACH BRANDS HLDG C | Consumer Cyclical | 300.0 | $5K | 0.00% | NEW | — | $16.45 | +10.6% |
| 691 | REET | ISHARES TR | — | 197.0 | $5K | 0.00% | NEW | — | $24.95 | +8.3% |
| 692 | BINC | BLACKROCK ETF TRUST II | — | 93.0 | $5K | 0.00% | NEW | — | $52.77 | -1.5% |
| 693 | MGA | MAGNA INTL INC | Consumer Cyclical | 92.0 | $5K | 0.00% | NEW | — | $53.30 | +13.3% |
| 694 | ERIC | TELEFONAKTIEBOLAGET LM ERICS | Technology | 500.0 | $5K | 0.00% | NEW | — | $9.65 | +29.5% |
| 695 | UDR | UDR INC | Real Estate | 130.0 | $5K | 0.00% | NEW | — | $36.68 | +0.7% |
| 696 | FREL | FIDELITY COVINGTON TRUST | — | 177.0 | $5K | 0.00% | NEW | — | $26.89 | +7.3% |
| 697 | REZ | ISHARES TR | — | 57.0 | $5K | 0.00% | NEW | — | $82.63 | +9.4% |
| 698 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 36.0 | $5K | 0.00% | NEW | — | $130.50 | -4.3% |
| 699 | SLQD | ISHARES TR | — | 92.0 | $5K | 0.00% | NEW | — | $50.70 | -0.9% |
| 700 | BBRE | J P MORGAN EXCHANGE TRADED F | — | 50.0 | $5K | 0.00% | NEW | — | $92.60 | +12.2% |
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%