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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | DSI | ISHARES TR | — | 15,178.0 | $2.0M | 0.36% | NEW | — | $128.83 | +9.8% |
| 42 | SPLV | INVESCO EXCH TRADED FD TR II | — | 27,328.0 | $2.0M | 0.36% | NEW | — | $71.42 | +7.8% |
| 43 | SCHG | SCHWAB STRATEGIC TR | — | 59,784.0 | $2.0M | 0.36% | NEW | — | $32.62 | +6.2% |
| 44 | UNM | UNUM GROUP | Financial Services | 23,701.0 | $1.8M | 0.34% | NEW | — | $77.50 | +15.4% |
| 45 | USB | US BANCORP DEL | Financial Services | 33,782.0 | $1.8M | 0.33% | NEW | — | $53.36 | +19.9% |
| 46 | SRLN | SSGA ACTIVE ETF TR | — | 41,453.0 | $1.7M | 0.31% | NEW | — | $41.27 | -2.2% |
| 47 | IWR | ISHARES TR | — | 17,704.0 | $1.7M | 0.31% | NEW | — | $96.27 | +14.3% |
| 48 | FTEC | FIDELITY COVINGTON TRUST | — | 7,228.0 | $1.6M | 0.30% | NEW | — | $224.68 | +21.4% |
| 49 | CSB | VICTORY PORTFOLIOS II | — | 27,581.0 | $1.6M | 0.30% | NEW | — | $58.61 | +15.9% |
| 50 | NTR | NUTRIEN LTD | Basic Materials | 26,168.0 | $1.6M | 0.30% | NEW | — | $61.72 | +8.7% |
| 51 | — | SEALED AIR CORP NEW | — | 38,675.0 | $1.6M | 0.29% | NEW | — | $41.43 | — |
| 52 | CVS | CVS HEALTH CORP | Healthcare | 20,143.0 | $1.6M | 0.29% | NEW | — | $79.36 | +34.2% |
| 53 | SDY | SPDR SERIES TRUST | — | 11,425.0 | $1.6M | 0.29% | NEW | — | $139.16 | +11.9% |
| 54 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 24,932.0 | $1.6M | 0.29% | NEW | — | $63.72 | +28.2% |
| 55 | PWB | INVESCO EXCHANGE TRADED FD T | — | 12,422.0 | $1.6M | 0.29% | NEW | — | $127.11 | +22.6% |
| 56 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 36,882.0 | $1.5M | 0.28% | NEW | — | $40.73 | +7.7% |
| 57 | BLK | BLACKROCK INC | Financial Services | 1,396.0 | $1.5M | 0.27% | NEW | — | $1070.34 | +1.5% |
| 58 | AES | AES CORP | Utilities | 103,725.0 | $1.5M | 0.27% | NEW | — | $14.34 | +3.3% |
| 59 | CNQ | CANADIAN NAT RES LTD | Energy | 43,725.0 | $1.5M | 0.27% | NEW | — | $33.85 | +26.6% |
| 60 | INTC | INTEL CORP | Technology | 39,997.0 | $1.5M | 0.27% | NEW | — | $36.90 | +162.8% |
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
17.2%
Technology
14.6%
Consumer Cyclical
13.4%
Energy
9.2%
Basic Materials
8.3%
Communication Services
7.1%
Consumer Defensive
7.1%
Industrials
6.9%
Healthcare
6.6%
Real Estate
5.3%