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Portfolio (Quarterly) Guide ↗

Investors Research Corp

· CIK 0001730630
13F Portfolio $559M AUM 805 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 84 Added 231 Reduced 108 Exited
Page 37 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 WEC WEC ENERGY GROUP INC Utilities 11.0 $1K $116.73 -7.8%
722 HYLB DBX ETF TR 35.0 $1K $36.51 -0.4%
723 UCON FIRST TR EXCHNG TRADED FD VI 51.0 $1K NEW $24.88 -1.2%
724 WTI W & T OFFSHORE INC Energy 400.0 $1K $3.15 +20.6%
725 LEA LEAR CORP Consumer Cyclical 9.0 $1K $134.11 -8.4%
726 BXP BXP INC Real Estate 18.0 $1K $66.33 +5.5%
727 BIO BIO RAD LABS INC Healthcare 4.0 $1K $293.50 +30.1%
728 MPLX MPLX LP Energy 20.0 $1K $56.35 +3.7%
729 TENB TENABLE HLDGS INC Technology 30.0 $1K $36.87 -7.9%
730 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 30.0 $1K $36.50 +5.6%
731 QIAGEN NV 28.0 $1K NEW $39.11
732 URG UR-ENERGY INC Energy 753.0 $1K NEW $1.36 +5.2%
733 RKLB ROCKET LAB CORP Industrials 10.0 $1K -97.0 -90.7% $101.70 -32.9%
734 WEX WEX INC Technology 7.0 $988.0 $141.14 +44.0%
735 CVNA CARVANA CO Consumer Cyclical 15.0 $987.0 +12.0 +400.0% $65.80 +9.9%
736 FG F&G ANNUITIES & LIFE INC Financial Services 37.0 $984.0 $26.59 -13.1%
737 SOFI SOFI TECHNOLOGIES INC Financial Services 53.0 $950.0 $17.92 +1.8%
738 SATL SATELLOGIC INC Technology 160.0 $915.0 NEW $5.72 -7.7%
739 SNPS SYNOPSYS INC Technology 2.0 $892.0 $446.00 -11.5%
740 YSS YORK SPACE SYSTEMS INC Technology 36.0 $886.0 NEW $24.61 -60.3%
Page 37 of 41  ·  805 positions

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%