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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | EMLP | FIRST TR EXCHANGE-TRADED FD | — | 6,796.0 | $296K | 0.05% | -711.0 | -9.5% | $43.50 | +2.8% |
| 222 | QDF | FLEXSHARES TR | — | 3,246.0 | $292K | 0.05% | +95.0 | +3.0% | $89.92 | +3.1% |
| 223 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3,016.0 | $289K | 0.05% | -103.0 | -3.3% | $95.98 | +33.6% |
| 224 | QDEF | FLEXSHARES TR | — | 3,325.0 | $289K | 0.05% | +96.0 | +3.0% | $87.02 | +4.5% |
| 225 | UTG | REAVES UTIL INCOME FD | Financial Services | 7,077.0 | $288K | 0.05% | — | — | $40.72 | -3.3% |
| 226 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 4,500.0 | $288K | 0.05% | NEW | — | $64.01 | +13.5% |
| 227 | CRM | SALESFORCE INC | Technology | 1,835.0 | $287K | 0.05% | -85.0 | -4.4% | $156.65 | +25.2% |
| 228 | GTLS | CHART INDS INC | Industrials | 1,366.0 | $285K | 0.05% | -109.0 | -7.4% | $208.94 | +0.5% |
| 229 | CNC | CENTENE CORP DEL | Healthcare | 4,424.0 | $284K | 0.05% | — | — | $64.19 | +1.6% |
| 230 | PBF | PBF ENERGY INC | Energy | 6,200.0 | $282K | 0.05% | — | — | $45.52 | +65.2% |
| 231 | PAG | PENSKE AUTOMOTIVE GRP INC | Consumer Cyclical | 1,575.0 | $282K | 0.05% | — | — | $178.95 | +20.8% |
| 232 | SPSB | SPDR SERIES TRUST | — | 9,368.0 | $281K | 0.05% | +285.0 | +3.1% | $30.01 | -0.2% |
| 233 | INTU | INTUIT | Technology | 1,077.0 | $281K | 0.05% | +100.0 | +10.2% | $261.00 | +34.3% |
| 234 | KEY | KEYCORP | Financial Services | 12,000.0 | $277K | 0.05% | — | — | $23.05 | -1.1% |
| 235 | BK | BANK OF NY MELLON CORP | Financial Services | 1,894.0 | $274K | 0.05% | -32.0 | -1.7% | $144.61 | -1.9% |
| 236 | BAX | BAXTER INTL INC | Healthcare | 12,777.0 | $272K | 0.05% | +301.0 | +2.4% | $21.32 | +21.7% |
| 237 | CBRL | CRACKER BARREL OLD CTRY STOR | Consumer Cyclical | 5,020.0 | $268K | 0.05% | — | — | $53.30 | +9.2% |
| 238 | DON | WISDOMTREE TR | — | 4,727.0 | $267K | 0.05% | — | — | $56.52 | +3.0% |
| 239 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 6,733.0 | $265K | 0.05% | -217.0 | -3.1% | $39.42 | -0.4% |
| 240 | ZTS | ZOETIS INC | Healthcare | 3,684.0 | $265K | 0.05% | -146.0 | -3.8% | $71.86 | +2.9% |
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
17.1%
Technology
15.3%
Consumer Cyclical
10.9%
Consumer Defensive
9.9%
Healthcare
9.6%
Communication Services
7.6%
Industrials
7.1%
Energy
6.4%
Real Estate
6.2%
Basic Materials
5.5%