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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | GEN | GEN DIGITAL INC | Technology | 4,600.0 | $125K | 0.02% | NEW | — | $27.19 | -0.1% |
| 342 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 142.0 | $125K | 0.02% | NEW | — | $879.00 | +22.2% |
| 343 | DFAC | DIMENSIONAL ETF TRUST | — | 3,135.0 | $124K | 0.02% | NEW | — | $39.59 | +12.0% |
| 344 | CSCO | CISCO SYS INC | Technology | 1,561.0 | $120K | 0.02% | NEW | — | $77.04 | +45.2% |
| 345 | NWL | NEWELL BRANDS INC | Consumer Defensive | 32,197.0 | $120K | 0.02% | NEW | — | $3.72 | +48.3% |
| 346 | OXY | OCCIDENTAL PETE CORP | Energy | 2,906.0 | $119K | 0.02% | NEW | — | $41.12 | +33.0% |
| 347 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 4,112.0 | $119K | 0.02% | NEW | — | $28.82 | -5.3% |
| 348 | RNST | RENASANT CORP | Financial Services | 3,314.0 | $117K | 0.02% | NEW | — | $35.22 | +24.8% |
| 349 | NULG | NUSHARES ETF TR | — | 1,184.0 | $116K | 0.02% | NEW | — | $97.80 | +13.3% |
| 350 | ESGV | VANGUARD WORLD FD | — | 955.0 | $116K | 0.02% | NEW | — | $120.96 | +8.9% |
| 351 | SUSA | ISHARES TR | — | 817.0 | $114K | 0.02% | NEW | — | $139.35 | +10.0% |
| 352 | IEFA | ISHARES TR | — | 1,258.0 | $113K | 0.02% | NEW | — | $89.46 | +7.4% |
| 353 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 362.0 | $112K | 0.02% | NEW | — | $310.24 | +18.4% |
| 354 | XLC | SELECT SECTOR SPDR TR | — | 951.0 | $112K | 0.02% | NEW | — | $117.72 | -5.5% |
| 355 | MUR | MURPHY OIL CORP | Energy | 3,514.0 | $110K | 0.02% | NEW | — | $31.25 | +17.8% |
| 356 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 421.0 | $108K | 0.02% | NEW | — | $257.23 | +0.6% |
| 357 | ACI | ALBERTSONS COS INC | Consumer Defensive | 6,223.0 | $107K | 0.02% | NEW | — | $17.17 | -9.9% |
| 358 | EVCM | EVERCOMMERCE INC | Technology | 8,822.0 | $107K | 0.02% | NEW | — | $12.11 | -0.9% |
| 359 | GD | GENERAL DYNAMICS CORP | Industrials | 315.0 | $106K | 0.02% | NEW | — | $336.66 | +11.4% |
| 360 | STT | STATE STR CORP | Financial Services | 800.0 | $103K | 0.02% | NEW | — | $129.01 | +42.1% |
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%