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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | CDRE | CADRE HLDGS INC | Industrials | 170.0 | $5K | 0.00% | NEW | — | $30.68 | -18.5% |
| 22 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 287.0 | $5K | 0.00% | NEW | — | $16.43 | +18.6% |
| 23 | ETN | EATON CORP PLC | Industrials | 12.0 | $4K | 0.00% | NEW | — | $357.67 | +21.9% |
| 24 | ROK | ROCKWELL AUTOMATION INC | Industrials | 11.0 | $4K | 0.00% | NEW | — | $358.91 | +26.6% |
| 25 | GEV | GE VERNOVA INC | Utilities | 4.0 | $3K | 0.00% | NEW | — | $873.00 | +13.3% |
| 26 | AZO | AUTOZONE INC | Consumer Cyclical | 1.0 | $3K | 0.00% | NEW | — | $3378.00 | -17.3% |
| 27 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 8.0 | $3K | 0.00% | NEW | — | $391.75 | +116.7% |
| 28 | COF | CAPITAL ONE FINL CORP | Financial Services | 17.0 | $3K | 0.00% | NEW | — | $182.41 | +6.7% |
| 29 | WAT | WATERS CORP | Healthcare | 10.0 | $3K | 0.00% | NEW | — | $297.80 | +42.8% |
| 30 | TER | TERADYNE INC | Technology | 10.0 | $3K | 0.00% | NEW | — | $296.50 | +51.4% |
| 31 | ALGM | ALLEGRO MICROSYSTEMS INC | Technology | 93.0 | $3K | 0.00% | NEW | — | $31.53 | +25.4% |
| 32 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 117.0 | $3K | 0.00% | NEW | — | $23.81 | +191.2% |
| 33 | SUI | SUN CMNTYS INC | Real Estate | 22.0 | $3K | 0.00% | NEW | — | $125.95 | -12.1% |
| 34 | RSG | REPUBLIC SVCS INC | Industrials | 12.0 | $3K | 0.00% | NEW | — | $219.00 | -4.3% |
| 35 | XEL | XCEL ENERGY INC | Utilities | 33.0 | $3K | 0.00% | NEW | — | $79.45 | -10.1% |
| 36 | VUG | VANGUARD INDEX FDS | — | 6.0 | $3K | 0.00% | NEW | — | $436.83 | -79.1% |
| 37 | INSM | INSMED INC | Healthcare | 16.0 | $3K | — | NEW | — | $163.50 | -32.0% |
| 38 | RDW | REDWIRE CORPORATION | Industrials | 297.0 | $3K | — | NEW | — | $8.50 | +28.0% |
| 39 | CSX | CSX CORP | Industrials | 60.0 | $2K | — | NEW | — | $41.05 | +15.5% |
| 40 | SNA | SNAP ON INC | Industrials | 6.0 | $2K | — | NEW | — | $363.17 | +1.6% |
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%