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Portfolio (Quarterly) Guide ↗

Investors Research Corp

· CIK 0001730630
13F Portfolio $523M AUM 851 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 108 New 148 Added 197 Reduced
Page 38 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 WTI W & T OFFSHORE INC Energy 400.0 $1K $3.41 +11.4%
742 WDC WESTERN DIGITAL CORP Technology 5.0 $1K NEW $270.40 +61.0%
743 SSRM SSR MINING IN Basic Materials 46.0 $1K $29.37 +31.5%
744 VNQI VANGUARD INTL EQUITY INDEX F 30.0 $1K -179.0 -85.7% $44.47 +3.0%
745 HEDJ WISDOMTREE TR 25.0 $1K $53.24 +8.2%
746 MIDD MIDDLEBY CORP Industrials 10.0 $1K NEW $132.60 -13.1%
747 ARES ARES MANAGEMENT CORPORATION Financial Services 12.0 $1K NEW $109.08 +28.4%
748 CDE COEUR MNG INC Basic Materials 68.0 $1K $18.76 +11.3%
749 WEC WEC ENERGY GROUP INC Utilities 11.0 $1K NEW $115.73 -7.0%
750 HYLB DBX ETF TR 35.0 $1K $36.17 +0.5%
751 IFN INDIA FD INC Financial Services 110.0 $1K $11.32 +0.9%
752 TDIV FIRST TR EXCHANGE TRADED FD 13.0 $1K $95.08 +19.3%
753 BOX BOX INC Technology 52.0 $1K NEW $23.63 +41.6%
754 AVEM AMERICAN CENTY ETF TR 15.0 $1K $80.60 +15.5%
755 DAX GLOBAL X FDS 28.0 $1K $42.79 +10.3%
756 APP APPLOVIN CORP Technology 3.0 $1K NEW $398.00 -25.0%
757 HOOD ROBINHOOD MKTS INC Financial Services 17.0 $1K NEW $69.29 +49.5%
758 MPLX MPLX LP Energy 20.0 $1K $57.05 +2.5%
759 PLUG PLUG POWER INC Industrials 500.0 $1K $2.26 -4.0%
760 QIAGEN NV 28.0 $1K NEW $40.04
Page 38 of 43  ·  848 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
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%