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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 721 | SHOP | SHOPIFY INC | Technology | 14.0 | $2K | — | NEW | — | $118.64 | -14.5% |
| 722 | HR | HEALTHCARE RLTY TR | Real Estate | 97.0 | $2K | — | — | — | $16.99 | +20.3% |
| 723 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 29.0 | $2K | — | NEW | — | $56.31 | +13.4% |
| 724 | CACI | CACI INTL INC | Technology | 3.0 | $2K | — | NEW | — | $544.00 | -8.9% |
| 725 | SYM | SYMBOTIC INC | Industrials | 30.0 | $2K | — | — | — | $53.20 | -11.6% |
| 726 | AOS | SMITH A O CORP | Industrials | 24.0 | $2K | — | NEW | — | $65.96 | -14.4% |
| 727 | IYK | ISHARES TR | — | 23.0 | $2K | — | — | — | $68.78 | +5.6% |
| 728 | HLI | HOULIHAN LOKEY INC | Financial Services | 11.0 | $2K | — | NEW | — | $143.64 | +6.3% |
| 729 | — | CENCORA INC | — | 5.0 | $2K | — | NEW | — | $314.20 | — |
| 730 | — | BROWN FORMAN CORP | — | 57.0 | $2K | — | — | — | $26.44 | — |
| 731 | EME | EMCOR GROUP INC | Industrials | 2.0 | $1K | — | NEW | — | $738.50 | +19.6% |
| 732 | CMS | CMS ENERGY CORP | Utilities | 19.0 | $1K | — | NEW | — | $77.58 | -7.2% |
| 733 | — | INVESCO EXCH TRADED FD TR II | — | 61.0 | $1K | — | — | — | $24.05 | — |
| 734 | XITK | SPDR SERIES TRUST | — | 10.0 | $1K | — | — | — | $146.60 | +26.9% |
| 735 | NET | CLOUDFLARE INC | Technology | 7.0 | $1K | — | NEW | — | $206.29 | -2.0% |
| 736 | COLD | AMERICOLD REALTY TRUST INC | Real Estate | 125.0 | $1K | — | — | — | $11.46 | +25.7% |
| 737 | ON | ON SEMICONDUCTOR CORP | Technology | 23.0 | $1K | — | NEW | — | $61.91 | +75.2% |
| 738 | APH | AMPHENOL CORP NEW | Technology | 11.0 | $1K | — | NEW | — | $126.36 | -3.6% |
| 739 | WTFC | WINTRUST FINL CORP | Financial Services | 10.0 | $1K | — | NEW | — | $138.90 | +6.1% |
| 740 | CRL | CHARLES RIV LABS INTL INC | Healthcare | 8.0 | $1K | — | NEW | — | $172.50 | -11.2% |
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
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%