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 | CI | THE CIGNA GROUP | Healthcare | 8.0 | $2K | — | NEW | — | $266.75 | +9.2% |
| 42 | GATX | GATX CORP | Industrials | 12.0 | $2K | — | NEW | — | $170.75 | -0.5% |
| 43 | RGA | REINSURANCE GRP OF AMERICA I | Financial Services | 10.0 | $2K | — | NEW | — | $204.20 | +4.5% |
| 44 | RJF | RAYMOND JAMES FINL INC | Financial Services | 14.0 | $2K | — | NEW | — | $144.79 | +5.9% |
| 45 | PGR | PROGRESSIVE CORP | Financial Services | 10.0 | $2K | — | NEW | — | $198.20 | +3.3% |
| 46 | NXPI | NXP SEMICONDUCTORS N V | Technology | 10.0 | $2K | — | NEW | — | $196.90 | +50.2% |
| 47 | LRCX | LAM RESEARCH CORP | Technology | 9.0 | $2K | — | NEW | — | $213.67 | +28.9% |
| 48 | NTRA | NATERA INC | Healthcare | 9.0 | $2K | — | NEW | — | $200.00 | -2.8% |
| 49 | DHI | D R HORTON INC | Consumer Cyclical | 13.0 | $2K | — | NEW | — | $137.23 | -1.3% |
| 50 | WBS | WEBSTER FINL CORP | Financial Services | 25.0 | $2K | — | NEW | — | $69.44 | +3.4% |
| 51 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 8.0 | $2K | — | NEW | — | $216.62 | -4.4% |
| 52 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 1.0 | $2K | — | NEW | — | $1729.00 | -7.8% |
| 53 | HXL | HEXCEL CORP NEW | Industrials | 21.0 | $2K | — | NEW | — | $80.95 | +10.0% |
| 54 | — | HOLOGIC INC | — | 22.0 | $2K | — | NEW | — | $75.59 | — |
| 55 | SHOP | SHOPIFY INC | Technology | 14.0 | $2K | — | NEW | — | $118.64 | -14.4% |
| 56 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 29.0 | $2K | — | NEW | — | $56.31 | +10.6% |
| 57 | CACI | CACI INTL INC | Technology | 3.0 | $2K | — | NEW | — | $544.00 | -8.8% |
| 58 | AOS | SMITH A O CORP | Industrials | 24.0 | $2K | — | NEW | — | $65.96 | -15.4% |
| 59 | HLI | HOULIHAN LOKEY INC | Financial Services | 11.0 | $2K | — | NEW | — | $143.64 | +5.2% |
| 60 | — | CENCORA INC | — | 5.0 | $2K | — | NEW | — | $314.20 | — |
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%