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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 521 | TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | 725.0 | $13K | 0.00% | -44K | -98.4% | $18.52 | -7.1% |
| 522 | VHT | VANGUARD WORLD FD | — | 49.0 | $13K | 0.00% | -50.0 | -50.5% | $272.33 | +12.4% |
| 523 | AMP | AMERIPRISE FINL INC | Financial Services | 30.0 | $13K | 0.00% | — | — | $444.40 | +20.6% |
| 524 | IAGG | ISHARES TR | — | 262.0 | $13K | 0.00% | — | — | $50.04 | -0.2% |
| 525 | NEM | NEWMONT CORP | Basic Materials | 120.0 | $13K | 0.00% | — | — | $108.25 | -16.5% |
| 526 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 93.0 | $13K | 0.00% | — | — | $136.47 | +13.9% |
| 527 | SOUN | SOUNDHOUND AI INC | Technology | 1,822.0 | $13K | 0.00% | — | — | $6.87 | -11.7% |
| 528 | — | EVEREST GROUP LTD | — | 38.0 | $12K | 0.00% | — | — | $326.84 | — |
| 529 | IVOL | KRANESHARES TRUST | — | 642.0 | $12K | 0.00% | — | — | $18.71 | -6.9% |
| 530 | AVY | AVERY DENNISON CORP | Industrials | 69.0 | $12K | 0.00% | — | — | $172.68 | -4.7% |
| 531 | ACWV | ISHARES INC | — | 99.0 | $12K | 0.00% | -110.0 | -52.6% | $119.51 | +2.6% |
| 532 | MG | MISTRAS GROUP INC | Industrials | 800.0 | $12K | 0.00% | — | — | $14.78 | +7.8% |
| 533 | TLH | ISHARES TR | — | 117.0 | $12K | 0.00% | — | — | $100.72 | -1.7% |
| 534 | SABA | SABA CAPITAL INCOME & OPPORT | Financial Services | 1,335.0 | $11K | 0.00% | — | — | $8.32 | -0.2% |
| 535 | YUM | YUM BRANDS INC | Consumer Cyclical | 71.0 | $11K | 0.00% | — | — | $155.48 | -0.6% |
| 536 | NUS | NU SKIN ENTERPRISES INC | Consumer Defensive | 1,515.0 | $11K | 0.00% | — | — | $7.28 | -25.8% |
| 537 | HNDL | STRATEGY SHS | — | 503.0 | $11K | 0.00% | — | — | $21.84 | +4.1% |
| 538 | EWZ | ISHARES INC | — | 278.0 | $11K | 0.00% | NEW | — | $38.39 | -8.2% |
| 539 | EPC | EDGEWELL PERS CARE CO | Consumer Defensive | 500.0 | $11K | 0.00% | — | — | $21.34 | +39.2% |
| 540 | IWP | ISHARES TR | — | 81.0 | $10K | 0.00% | — | — | $128.12 | +6.9% |
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
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%