Portfolio (Quarterly)
Guide ↗
Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | — | SMURFIT WESTROCK PLC | — | 31,620.0 | $1.5M | 0.26% | — | — | $46.26 | — |
| 62 | MS | MORGAN STANLEY | Financial Services | 6,883.0 | $1.4M | 0.26% | — | — | $209.04 | +2.5% |
| 63 | CVS | CVS HEALTH CORP | Healthcare | 13,760.0 | $1.4M | 0.26% | -6K | -30.4% | $103.45 | -10.1% |
| 64 | IWR | ISHARES TR | — | 12,640.0 | $1.4M | 0.25% | -5K | -28.7% | $110.32 | +2.8% |
| 65 | FDIS | FIDELITY COVINGTON TRUST | — | 13,219.0 | $1.4M | 0.24% | -221.0 | -1.6% | $102.84 | +0.3% |
| 66 | LGOV | FIRST TR EXCHANGE-TRADED FD | — | 63,225.0 | $1.4M | 0.24% | -2K | -3.0% | $21.40 | -2.8% |
| 67 | CWB | SPDR SERIES TRUST | — | 12,516.0 | $1.3M | 0.24% | -1K | -7.6% | $107.82 | -3.8% |
| 68 | NVDA | NVIDIA CORPORATION | Technology | 6,655.0 | $1.3M | 0.24% | -909.0 | -12.0% | $200.09 | +7.3% |
| 69 | CSB | VICTORY PORTFOLIOS II | — | 20,294.0 | $1.3M | 0.24% | -6K | -22.9% | $65.59 | +2.5% |
| 70 | R | RYDER SYS INC | Industrials | 4,925.0 | $1.3M | 0.23% | — | — | $263.77 | -5.3% |
| 71 | WTRG | ESSENTIAL UTILS INC | Utilities | 33,767.0 | $1.3M | 0.23% | -883.0 | -2.5% | $38.31 | +4.9% |
| 72 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 28,618.0 | $1.3M | 0.23% | -728.0 | -2.5% | $44.75 | +0.0% |
| 73 | BLK | BLACKROCK INC | Financial Services | 1,307.0 | $1.3M | 0.23% | -17.0 | -1.3% | $961.56 | +20.3% |
| 74 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 29,052.0 | $1.2M | 0.22% | -6K | -16.6% | $42.34 | +16.8% |
| 75 | O | REALTY INCOME CORP | Real Estate | 19,746.0 | $1.2M | 0.22% | -384.0 | -1.9% | $61.96 | +1.0% |
| 76 | — | AMCOR PLC | — | 28,187.0 | $1.2M | 0.22% | NEW | — | $43.35 | — |
| 77 | PFFD | GLOBAL X FDS | — | 65,076.0 | $1.2M | 0.22% | -4K | -6.4% | $18.69 | -1.6% |
| 78 | MET | METLIFE INC | Financial Services | 14,273.0 | $1.2M | 0.22% | — | — | $84.61 | +11.5% |
| 79 | MPC | MARATHON PETE CORP | Energy | 4,696.0 | $1.2M | 0.21% | -275.0 | -5.5% | $255.67 | +41.1% |
| 80 | SWK | STANLEY BLACK & DECKER INC | Industrials | 12,588.0 | $1.2M | 0.21% | -191.0 | -1.5% | $94.12 | +6.3% |
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
17.0%
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%