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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | LFUS | LITTELFUSE INC | Technology | 50.0 | $13K | 0.00% | NEW | — | $252.92 | +58.9% |
| 602 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 93.0 | $13K | 0.00% | NEW | — | $135.22 | +15.2% |
| 603 | AVY | AVERY DENNISON CORP | Industrials | 69.0 | $13K | 0.00% | NEW | — | $181.88 | -10.3% |
| 604 | IVOL | KRANESHARES TRUST | — | 642.0 | $12K | 0.00% | NEW | — | $19.16 | -9.3% |
| 605 | PBR | PETROLEO BRASILEIRO SA PETRO | Energy | 1,034.0 | $12K | 0.00% | NEW | — | $11.85 | +47.4% |
| 606 | MT | ARCELORMITTAL SA LUXEMBOURG | Basic Materials | 266.0 | $12K | 0.00% | NEW | — | $45.57 | +43.5% |
| 607 | DE | DEERE & CO | Industrials | 26.0 | $12K | 0.00% | NEW | — | $465.58 | +28.7% |
| 608 | NEM | NEWMONT CORP | Basic Materials | 120.0 | $12K | 0.00% | NEW | — | $99.85 | -9.0% |
| 609 | TLH | ISHARES TR | — | 117.0 | $12K | 0.00% | NEW | — | $101.67 | -3.2% |
| 610 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 52.0 | $12K | 0.00% | NEW | — | $223.17 | -31.4% |
| 611 | FNDX | SCHWAB STRATEGIC TR | — | 426.0 | $12K | 0.00% | NEW | — | $27.21 | +16.2% |
| 612 | RYAM | RAYONIER ADVANCED MATLS INC | Basic Materials | 1,900.0 | $11K | 0.00% | NEW | — | $5.89 | +38.4% |
| 613 | IWP | ISHARES TR | — | 81.0 | $11K | 0.00% | NEW | — | $136.94 | +1.0% |
| 614 | HNDL | STRATEGY SHS | — | 503.0 | $11K | 0.00% | NEW | — | $22.02 | +3.3% |
| 615 | SABA | SABA CAPITAL INCOME & OPPORT | Financial Services | 1,335.0 | $11K | 0.00% | NEW | — | $8.25 | +1.0% |
| 616 | YUM | YUM BRANDS INC | Consumer Cyclical | 71.0 | $11K | 0.00% | NEW | — | $151.28 | +0.5% |
| 617 | CWH | CAMPING WORLD HLDGS INC | Consumer Cyclical | 1,100.0 | $11K | 0.00% | NEW | — | $9.73 | -32.8% |
| 618 | BA | BOEING CO | Industrials | 49.0 | $11K | 0.00% | NEW | — | $217.12 | -1.3% |
| 619 | MATW | MATTHEWS INTL CORP | Industrials | 400.0 | $10K | 0.00% | NEW | — | $26.12 | +7.0% |
| 620 | ESGE | ISHARES INC | — | 235.0 | $10K | 0.00% | NEW | — | $44.17 | +16.4% |
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%