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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | WMT | WALMART INC | Consumer Defensive | 9,695.0 | $1.2M | 0.23% | -3K | -20.5% | $124.28 | -14.3% |
| 82 | HST | HOST HOTELS & RESORTS INC | Real Estate | 62,783.0 | $1.2M | 0.23% | — | — | $19.16 | +21.0% |
| 83 | CDL | VICTORY PORTFOLIOS II | — | 15,816.0 | $1.2M | 0.23% | -90.0 | -0.6% | $74.52 | +8.7% |
| 84 | ACN | ACCENTURE PLC IRELAND | Technology | 5,916.0 | $1.2M | 0.22% | +5K | +443.8% | $198.29 | -5.9% |
| 85 | APD | AIR PRODS & CHEMS INC | Basic Materials | 4,033.0 | $1.2M | 0.22% | -214.0 | -5.0% | $290.49 | +5.4% |
| 86 | CCI | CROWN CASTLE INC | Real Estate | 14,249.0 | $1.2M | 0.22% | -284.0 | -1.9% | $81.31 | -6.0% |
| 87 | VICI | VICI PPTYS INC | Real Estate | 41,859.0 | $1.1M | 0.22% | +42K | +10000.0% | $27.32 | -2.0% |
| 88 | MS | MORGAN STANLEY | Financial Services | 6,903.0 | $1.1M | 0.22% | -1K | -13.8% | $164.57 | +30.1% |
| 89 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 31,565.0 | $1.1M | 0.21% | -2K | -5.6% | $35.70 | +15.0% |
| 90 | MDT | MEDTRONIC PLC | Healthcare | 12,911.0 | $1.1M | 0.21% | -810.0 | -5.9% | $86.65 | +7.2% |
| 91 | BX | BLACKSTONE INC | Financial Services | 9,713.0 | $1.1M | 0.21% | +9K | +4216.9% | $114.99 | +24.9% |
| 92 | LW | LAMB WESTON HLDGS INC | Consumer Defensive | 26,025.0 | $1.1M | 0.21% | +7K | +36.8% | $42.26 | +29.7% |
| 93 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 69,025.0 | $1.1M | 0.21% | — | — | $15.72 | +6.0% |
| 94 | PFE | PFIZER INC | Healthcare | 38,481.0 | $1.1M | 0.21% | -2K | -5.9% | $28.08 | -0.4% |
| 95 | VAC | MARRIOTT VACATIONS WORLDWIDE | Consumer Cyclical | 16,574.0 | $1.1M | 0.21% | +5K | +39.6% | $65.12 | +75.6% |
| 96 | T | AT&T INC | Communication Services | 37,219.0 | $1.1M | 0.21% | -4K | -10.4% | $28.99 | -11.4% |
| 97 | MRK | MERCK & CO INC | Healthcare | 8,958.0 | $1.1M | 0.21% | -367.0 | -3.9% | $120.29 | +25.3% |
| 98 | — | SOUTHSTATE BK CORP | — | 11,347.0 | $1.0M | 0.20% | — | — | $92.52 | — |
| 99 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 10,800.0 | $1.0M | 0.20% | +10K | +3223.1% | $96.47 | +15.4% |
| 100 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 6,350.0 | $1.0M | 0.20% | +6K | +10000.0% | $162.48 | +14.1% |
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
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%