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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 721 | BBAI | BIGBEAR AI HLDGS INC | Technology | 678.0 | $4K | 0.00% | NEW | — | $5.40 | -25.6% |
| 722 | — | AMCOR PLC | — | 437.0 | $4K | 0.00% | NEW | — | $8.34 | — |
| 723 | MTH | MERITAGE HOMES CORP | Consumer Cyclical | 54.0 | $4K | 0.00% | NEW | — | $65.80 | +13.1% |
| 724 | IIM | INVESCO VALUE MUN INCOME TR | Financial Services | 274.0 | $3K | 0.00% | NEW | — | $12.32 | +2.3% |
| 725 | CHWY | CHEWY INC | Consumer Cyclical | 100.0 | $3K | 0.00% | NEW | — | $33.05 | -41.6% |
| 726 | ARM | ARM HOLDINGS PLC | Technology | 30.0 | $3K | 0.00% | NEW | — | $109.30 | +248.4% |
| 727 | GOOS | CANADA GOOSE HLDGS INC | Consumer Cyclical | 251.0 | $3K | 0.00% | NEW | — | $12.95 | -22.1% |
| 728 | — | METALLUS INC | — | 187.0 | $3K | 0.00% | NEW | — | $17.16 | — |
| 729 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 54.0 | $3K | 0.00% | NEW | — | $58.11 | +3.0% |
| 730 | VNQ | VANGUARD INDEX FDS | — | 35.0 | $3K | 0.00% | NEW | — | $88.49 | +11.3% |
| 731 | FTV | FORTIVE CORP | Technology | 56.0 | $3K | 0.00% | NEW | — | $55.21 | +8.9% |
| 732 | TIP | ISHARES TR | — | 28.0 | $3K | 0.00% | NEW | — | $109.89 | -0.3% |
| 733 | EBND | SPDR SERIES TRUST | — | 139.0 | $3K | 0.00% | NEW | — | $21.37 | -1.9% |
| 734 | EUAD | SPINNAKER ETF SERIES | — | 70.0 | $3K | 0.00% | NEW | — | $42.30 | -2.8% |
| 735 | ENTG | ENTEGRIS INC | Technology | 35.0 | $3K | 0.00% | NEW | — | $84.26 | +78.6% |
| 736 | — | APARTMENT INVT & MGMT CO | — | 495.0 | $3K | 0.00% | NEW | — | $5.94 | — |
| 737 | LYFT | LYFT INC | Technology | 150.0 | $3K | 0.00% | NEW | — | $19.37 | -30.1% |
| 738 | PPG | PPG INDS INC | Basic Materials | 28.0 | $3K | 0.00% | NEW | — | $102.46 | +16.5% |
| 739 | TTD | THE TRADE DESK INC | Technology | 75.0 | $3K | 0.00% | NEW | — | $37.96 | -49.2% |
| 740 | KWEB | KRANESHARES TRUST | — | 80.0 | $3K | — | NEW | — | $34.05 | -22.2% |
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%