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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | NVO | NOVO-NORDISK A S | Healthcare | 18,475.0 | $679K | 0.13% | NEW | — | $36.75 | +20.6% |
| 142 | HMC | HONDA MOTOR LTD | Consumer Cyclical | 27,783.0 | $675K | 0.13% | -200.0 | -0.7% | $24.31 | +3.7% |
| 143 | SPY | SPDR S&P 500 ETF TR | Financial Services | 1,025.0 | $667K | 0.13% | -18.0 | -1.7% | $650.34 | +13.2% |
| 144 | SHEL | SHELL PLC | Energy | 7,163.0 | $666K | 0.13% | -3K | -29.1% | $93.00 | -4.9% |
| 145 | PII | POLARIS INC | Consumer Cyclical | 12,182.0 | $664K | 0.13% | +120.0 | +1.0% | $54.50 | +18.4% |
| 146 | DVY | ISHARES TR | — | 4,296.0 | $650K | 0.12% | -38.0 | -0.9% | $151.41 | +0.6% |
| 147 | ABEV | AMBEV SA | Consumer Defensive | 220,775.0 | $645K | 0.12% | — | — | $2.92 | +7.0% |
| 148 | CMCSA | COMCAST CORP NEW | Communication Services | 21,866.0 | $628K | 0.12% | -1K | -6.3% | $28.71 | -12.2% |
| 149 | KKR | KKR & CO INC | Financial Services | 6,725.0 | $622K | 0.12% | NEW | — | $92.50 | +3.9% |
| 150 | NKE | NIKE INC | Consumer Cyclical | 11,773.0 | $622K | 0.12% | +2K | +26.2% | $52.82 | -19.7% |
| 151 | JSMD | JANUS DETROIT STR TR | — | 7,827.0 | $621K | 0.12% | -164.0 | -2.0% | $79.35 | +14.3% |
| 152 | HD | HOME DEPOT INC | Consumer Cyclical | 1,886.0 | $620K | 0.12% | — | — | $328.86 | -9.1% |
| 153 | PRU | PRUDENTIAL FINL INC | Financial Services | 6,328.0 | $618K | 0.12% | +51.0 | +0.8% | $97.69 | +5.1% |
| 154 | BAC | BANK AMERICA CORP | Financial Services | 12,577.0 | $613K | 0.12% | -511.0 | -3.9% | $48.75 | +3.7% |
| 155 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 3,875.0 | $609K | 0.12% | — | — | $157.28 | -0.9% |
| 156 | XMMO | INVESCO EXCHANGE TRADED FD T | — | 4,182.0 | $606K | 0.12% | +533.0 | +14.6% | $145.00 | +11.1% |
| 157 | SBUX | STARBUCKS CORP | Consumer Cyclical | 6,750.0 | $605K | 0.12% | -2K | -25.8% | $89.59 | +19.3% |
| 158 | IVW | ISHARES TR | — | 5,339.0 | $604K | 0.12% | +651.0 | +13.9% | $113.11 | +19.8% |
| 159 | SPGP | INVESCO EXCHANGE TRADED FD T | — | 5,586.0 | $601K | 0.12% | — | — | $107.62 | +7.8% |
| 160 | ETD | ETHAN ALLEN INTERIORS INC | Consumer Cyclical | 26,400.0 | $588K | 0.11% | +275.0 | +1.1% | $22.26 | -13.1% |
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
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%