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 | VTIP | VANGUARD MALVERN FDS | — | 567.0 | $28K | 0.01% | — | — | $50.23 | -0.9% |
| 442 | NOV | NOV INC | Energy | 1,524.0 | $28K | 0.01% | +124.0 | +8.9% | $18.55 | +11.5% |
| 443 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 241.0 | $28K | 0.01% | — | — | $116.67 | +50.2% |
| 444 | VYX | NCR VOYIX CORPORATION | Technology | 3,400.0 | $28K | 0.01% | — | — | $8.17 | -6.5% |
| 445 | NEE | NEXTERA ENERGY INC | Utilities | 311.0 | $27K | 0.01% | — | — | $87.77 | -2.1% |
| 446 | AFL | AFLAC INC | Financial Services | 232.0 | $27K | 0.01% | -27.0 | -10.4% | $117.25 | -0.6% |
| 447 | FISV | FISERV INC | Technology | 550.0 | $27K | 0.01% | — | — | $49.05 | +6.2% |
| 448 | FNB | F N B CORP | Financial Services | 1,400.0 | $27K | 0.01% | — | — | $19.08 | -2.7% |
| 449 | PGZ | PRINCIPAL REAL ESTATE INCOME | Financial Services | 2,500.0 | $26K | 0.01% | — | — | $10.29 | -2.7% |
| 450 | PRGO | PERRIGO CO PLC | Healthcare | 2,472.0 | $26K | 0.01% | — | — | $10.39 | +34.4% |
| 451 | PAYX | PAYCHEX INC | Industrials | 257.0 | $25K | 0.01% | — | — | $98.33 | +24.6% |
| 452 | KVUE | KENVUE INC | Consumer Defensive | 1,302.0 | $25K | 0.00% | — | — | $19.11 | +0.1% |
| 453 | WEN | WENDYS CO | Consumer Cyclical | 3,000.0 | $25K | 0.00% | — | — | $8.29 | +7.7% |
| 454 | CC | CHEMOURS CO | Basic Materials | 1,200.0 | $25K | 0.00% | -22K | -94.8% | $20.52 | -22.5% |
| 455 | VGT | VANGUARD WORLD FD | — | 200.0 | $24K | 0.00% | +168.0 | +525.0% | $119.52 | -0.6% |
| 456 | SWKS | SKYWORKS SOLUTIONS INC | Technology | 340.0 | $23K | 0.00% | — | — | $67.80 | +1.0% |
| 457 | XAR | SPDR SERIES TRUST | — | 80.0 | $23K | 0.00% | — | — | $283.79 | +0.1% |
| 458 | GOVT | ISHARES TR | — | 996.0 | $23K | 0.00% | — | — | $22.78 | -1.1% |
| 459 | — | PINNACLE FINL PARTNERS INC | — | 219.0 | $22K | 0.00% | NEW | — | $100.88 | — |
| 460 | USRT | ISHARES TR | — | 331.0 | $22K | 0.00% | — | — | $66.45 | +1.0% |
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%