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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | PTEN | PATTERSON-UTI ENERGY INC | Energy | 12,350.0 | $134K | 0.03% | -300.0 | -2.4% | $10.83 | +17.5% |
| 122 | BKR | BAKER HUGHES COMPANY | Energy | 2,175.0 | $133K | 0.03% | -900.0 | -29.3% | $61.05 | +9.4% |
| 123 | AEO | AMERICAN EAGLE OUTFITTERS IN | Consumer Cyclical | 7,789.0 | $130K | 0.03% | -33K | -81.0% | $16.70 | -1.8% |
| 124 | EZM | WISDOMTREE TR | — | 1,799.0 | $121K | 0.02% | -5K | -72.2% | $67.22 | +6.8% |
| 125 | SCHB | SCHWAB STRATEGIC TR | — | 4,693.0 | $118K | 0.02% | -500.0 | -9.6% | $25.10 | +13.7% |
| 126 | DLS | WISDOMTREE TR | — | 1,395.0 | $114K | 0.02% | -312.0 | -18.3% | $81.50 | +7.2% |
| 127 | XLV | SELECT SECTOR SPDR TR | — | 727.0 | $107K | 0.02% | -165.0 | -18.5% | $146.61 | +0.4% |
| 128 | IWB | ISHARES TR | — | 291.0 | $104K | 0.02% | -356.0 | -55.0% | $356.56 | +13.3% |
| 129 | CSCO | CISCO SYS INC | Technology | 1,270.0 | $99K | 0.02% | -291.0 | -18.6% | $77.58 | +48.7% |
| 130 | RNST | RENASANT CORP | Financial Services | 2,564.0 | $93K | 0.02% | -750.0 | -22.6% | $36.13 | +10.1% |
| 131 | BND | VANGUARD BD INDEX FDS | — | 1,171.0 | $86K | 0.02% | -38.0 | -3.1% | $73.64 | -1.1% |
| 132 | DFAC | DIMENSIONAL ETF TRUST | — | 2,155.0 | $84K | 0.02% | -980.0 | -31.3% | $38.86 | +11.1% |
| 133 | TG | TREDEGAR CORP | Industrials | 10,500.0 | $83K | 0.02% | -500.0 | -4.5% | $7.95 | -8.6% |
| 134 | COKE | COCA COLA CONS INC | Consumer Defensive | 400.0 | $77K | 0.01% | -250.0 | -38.5% | $191.74 | -9.6% |
| 135 | VBR | VANGUARD INDEX FDS | — | 341.0 | $74K | 0.01% | -66.0 | -16.2% | $217.25 | +5.8% |
| 136 | MRNA | MODERNA INC | Healthcare | 1,302.0 | $66K | 0.01% | -250.0 | -16.1% | $50.80 | -10.0% |
| 137 | LRGE | LEGG MASON ETF INVT | — | 860.0 | $65K | 0.01% | -128.0 | -13.0% | $75.20 | +14.4% |
| 138 | SKM | SK TELECOM CO LTD | Communication Services | 2,200.0 | $64K | 0.01% | -17K | -88.3% | $29.29 | +26.8% |
| 139 | ABBV | ABBVIE INC | Healthcare | 275.0 | $60K | 0.01% | -481.0 | -63.6% | $217.49 | -2.4% |
| 140 | NULV | NUSHARES ETF TR | — | 1,288.0 | $59K | 0.01% | -26.0 | -2.0% | $45.50 | +10.3% |
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
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%