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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GIS | GENERAL MLS INC | Consumer Defensive | 26,510.0 | $987K | 0.19% | NEW | — | $37.22 | +5.0% |
| 2 | RELX | RELX PLC | Communication Services | 25,225.0 | $836K | 0.16% | NEW | — | $33.15 | +2.9% |
| 3 | NVO | NOVO-NORDISK A S | Healthcare | 18,475.0 | $679K | 0.13% | NEW | — | $36.75 | +40.2% |
| 4 | KKR | KKR & CO INC | Financial Services | 6,725.0 | $622K | 0.12% | NEW | — | $92.50 | +10.5% |
| 5 | SM | SM ENERGY CO | Energy | 15,618.0 | $487K | 0.09% | NEW | — | $31.18 | -2.0% |
| 6 | INTU | INTUIT | Technology | 977.0 | $422K | 0.08% | NEW | — | $432.38 | -31.8% |
| 7 | BXSL | BLACKSTONE SECD LENDING FD | Financial Services | 2,875.0 | $68K | 0.01% | NEW | — | $23.69 | +1.6% |
| 8 | FRDM | EA SERIES TRUST | — | 1,117.0 | $61K | 0.01% | NEW | — | $54.65 | +19.4% |
| 9 | VSNT | VERSANT MEDIA GROUP INC | Industrials | 867.0 | $32K | 0.01% | NEW | — | $37.02 | -0.8% |
| 10 | FISV | FISERV INC | Technology | 550.0 | $31K | 0.01% | NEW | — | $55.80 | -8.3% |
| 11 | PANW | PALO ALTO NETWORKS INC | Technology | 152.0 | $24K | 0.01% | NEW | — | $160.32 | +120.3% |
| 12 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 219.0 | $19K | 0.00% | NEW | — | $86.14 | +19.9% |
| 13 | DBA | INVESCO DB MULTI-SECTOR COMM | Financial Services | 508.0 | $14K | 0.00% | NEW | — | $27.32 | +1.0% |
| 14 | EWZ | ISHARES INC | — | 278.0 | $11K | 0.00% | NEW | — | $38.39 | -8.0% |
| 15 | ECH | ISHARES INC | — | 255.0 | $10K | 0.00% | NEW | — | $39.76 | -1.5% |
| 16 | COMP | COMPASS INC | Technology | 1,005.0 | $7K | 0.00% | NEW | — | $7.31 | +66.1% |
| 17 | ONDS | ONDAS HLDGS INC | Technology | 784.0 | $7K | 0.00% | NEW | — | $9.04 | -26.8% |
| 18 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 288.0 | $7K | 0.00% | NEW | — | $24.39 | -26.9% |
| 19 | RKLB | ROCKET LAB CORP | Industrials | 107.0 | $7K | 0.00% | NEW | — | $64.22 | +4.3% |
| 20 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 81.0 | $6K | 0.00% | NEW | — | $70.51 | -33.3% |
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
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%