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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 441 | VTI | VANGUARD INDEX FDS | — | 90.0 | $29K | 0.01% | — | — | $320.81 | +14.4% |
| 442 | IPI | INTREPID POTASH INC | Basic Materials | 670.0 | $29K | 0.01% | — | — | $42.77 | -20.0% |
| 443 | MA | MASTERCARD INCORPORATED | Financial Services | 57.0 | $28K | 0.01% | +9.0 | +18.8% | $499.67 | +8.8% |
| 444 | AFL | AFLAC INC | Financial Services | 259.0 | $28K | 0.01% | — | — | $109.71 | +13.7% |
| 445 | CMP | COMPASS MINERALS INTL INC | Basic Materials | 1,214.0 | $28K | 0.01% | — | — | $23.35 | +26.2% |
| 446 | VTIP | VANGUARD MALVERN FDS | — | 567.0 | $28K | 0.01% | — | — | $49.95 | -0.5% |
| 447 | IWN | ISHARES TR | — | 147.0 | $28K | 0.01% | -3.0 | -2.0% | $189.59 | +17.3% |
| 448 | CE | CELANESE CORP DEL | Basic Materials | 420.0 | $28K | 0.01% | — | — | $65.77 | -30.5% |
| 449 | OZK | BANK OZK LITTLE ROCK ARK | Financial Services | 600.0 | $28K | 0.01% | — | — | $45.89 | +13.3% |
| 450 | SJM | SMUCKER J M CO | Consumer Defensive | 282.0 | $27K | 0.01% | — | — | $96.44 | +16.1% |
| 451 | PRGO | PERRIGO CO PLC | Healthcare | 2,472.0 | $27K | 0.01% | +300.0 | +13.8% | $10.74 | -0.2% |
| 452 | NOV | NOV INC | Energy | 1,400.0 | $26K | 0.01% | — | — | $18.81 | +3.8% |
| 453 | ORCL | ORACLE CORP | Technology | 174.0 | $26K | 0.01% | +10.0 | +6.1% | $147.11 | -14.0% |
| 454 | VTV | VANGUARD INDEX FDS | — | 128.0 | $25K | 0.01% | — | — | $196.20 | +11.1% |
| 455 | VOE | VANGUARD INDEX FDS | — | 136.0 | $25K | 0.01% | +104.0 | +325.0% | $184.28 | +10.1% |
| 456 | PANW | PALO ALTO NETWORKS INC | Technology | 152.0 | $24K | 0.01% | NEW | — | $160.32 | +123.7% |
| 457 | PGZ | PRINCIPAL REAL ESTATE INCOME | Financial Services | 2,500.0 | $24K | 0.01% | — | — | $9.61 | +7.0% |
| 458 | PAYX | PAYCHEX INC | Industrials | 257.0 | $24K | 0.01% | -23.0 | -8.2% | $92.12 | +24.2% |
| 459 | WU | WESTERN UN CO | Financial Services | 2,700.0 | $24K | 0.01% | — | — | $8.73 | +1.7% |
| 460 | FNB | F N B CORP | Financial Services | 1,400.0 | $23K | 0.00% | — | — | $16.72 | +14.6% |
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%