Portfolio (Quarterly)
Guide ↗
Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VOO | VANGUARD INDEX FDS | — | 2,388.0 | $1.6M | 0.29% | +2K | +206.6% | $686.79 | +2.8% |
| 22 | AVGO | BROADCOM INC | Technology | 2,841.0 | $1.1M | 0.19% | +393.0 | +16.1% | $377.75 | +0.7% |
| 23 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 4,431.0 | $991K | 0.18% | +141.0 | +3.3% | $223.65 | -0.6% |
| 24 | PFE | PFIZER INC | Healthcare | 38,962.0 | $938K | 0.17% | +481.0 | +1.2% | $24.08 | +13.1% |
| 25 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 6,425.0 | $880K | 0.16% | +75.0 | +1.2% | $136.95 | +25.9% |
| 26 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 6,825.0 | $840K | 0.15% | +3K | +76.1% | $123.11 | +27.3% |
| 27 | NOW | SERVICENOW INC | Technology | 7,674.0 | $762K | 0.14% | +7K | +787.2% | $99.28 | +20.8% |
| 28 | IVW | ISHARES TR | — | 5,414.0 | $745K | 0.13% | +75.0 | +1.4% | $137.53 | +1.6% |
| 29 | XMMO | INVESCO EXCHANGE TRADED FD T | — | 4,228.0 | $719K | 0.13% | +46.0 | +1.1% | $170.14 | -5.0% |
| 30 | XLG | INVESCO EXCHANGE TRADED FD T | — | 11,037.0 | $676K | 0.12% | +339.0 | +3.2% | $61.23 | +1.9% |
| 31 | ABT | ABBOTT LABORATORIES | Healthcare | 6,305.0 | $572K | 0.10% | +6K | +7781.2% | $90.74 | +24.2% |
| 32 | V | VISA INC | Financial Services | 1,595.0 | $547K | 0.10% | +1K | +301.8% | $343.09 | +6.4% |
| 33 | D | DOMINION ENERGY INC | Utilities | 7,865.0 | $537K | 0.10% | +798.0 | +11.3% | $68.29 | +1.2% |
| 34 | DHR | DANAHER CORP DEL | Healthcare | 2,810.0 | $535K | 0.10% | +3K | +10000.0% | $190.48 | +5.3% |
| 35 | SAP | SAP SE | Technology | 3,030.0 | $467K | 0.08% | +3K | +5409.1% | $154.11 | +37.3% |
| 36 | NOC | NORTHROP GRUMMAN CORP | Industrials | 890.0 | $453K | 0.08% | +865.0 | +3460.0% | $509.31 | +15.7% |
| 37 | IWF | ISHARES TR | — | 3,184.0 | $395K | 0.07% | +3K | +444.3% | $124.17 | -0.8% |
| 38 | XLK | SELECT SECTOR SPDR TR | — | 1,867.0 | $356K | 0.06% | +197.0 | +11.8% | $190.52 | -2.8% |
| 39 | RTX | RTX CORPORATION | Industrials | 1,563.0 | $297K | 0.05% | +233.0 | +17.5% | $189.73 | +17.8% |
| 40 | QDF | FLEXSHARES TR | — | 3,246.0 | $292K | 0.05% | +95.0 | +3.0% | $89.92 | +3.2% |
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
17.1%
Technology
15.3%
Consumer Cyclical
10.9%
Consumer Defensive
9.9%
Healthcare
9.6%
Communication Services
7.6%
Industrials
7.1%
Energy
6.4%
Real Estate
6.2%
Basic Materials
5.5%