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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | UP | WHEELS UP EXPERIENCE INC | Industrials | 20.0 | $179.0 | — | NEW | — | $8.95 | -63.1% |
| 62 | — | COHEN & STEERS QUALITY INCOM | — | 11,615.0 | $173.0 | — | NEW | — | $0.01 | — |
| 63 | SKYQ | SKY QUARRY INC | Energy | 16.0 | $59.0 | — | NEW | — | $3.69 | -33.4% |
| 64 | — | AUTONOMIX MED INC | — | 8.0 | $50.0 | — | NEW | — | $6.25 | — |
| 65 | BNZI | BANZAI INTERNATIONAL INC | Technology | 10.0 | $30.0 | — | NEW | — | $3.00 | -36.3% |
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
17.0%
Technology
15.6%
Consumer Cyclical
11.1%
Consumer Defensive
10.1%
Healthcare
9.8%
Industrials
7.2%
Communication Services
7.0%
Real Estate
6.3%
Energy
6.0%
Basic Materials
5.6%