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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 541 | MATW | MATTHEWS INTL CORP | Industrials | 400.0 | $10K | 0.00% | — | — | $25.82 | +2.4% |
| 542 | UCB | UNITED CMNTY BKS BLAIRSVLE G | Financial Services | 327.0 | $10K | 0.00% | +20.0 | +6.5% | $31.49 | +5.8% |
| 543 | ECH | ISHARES INC | — | 255.0 | $10K | 0.00% | NEW | — | $39.76 | +2.5% |
| 544 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 181.0 | $10K | 0.00% | -218.0 | -54.6% | $54.63 | +0.3% |
| 545 | — | LIFETIME BRANDS INC | — | 1,700.0 | $10K | 0.00% | — | — | $5.74 | — |
| 546 | BA | BOEING CO | Industrials | 49.0 | $10K | 0.00% | — | — | $199.02 | +10.3% |
| 547 | AAL | AMERICAN AIRLS GROUP INC | Industrials | 891.0 | $10K | 0.00% | — | — | $10.74 | +26.5% |
| 548 | AMCX | AMC NETWORKS INC | Communication Services | 1,400.0 | $10K | 0.00% | — | — | $6.79 | +32.5% |
| 549 | SAP | SAP SE | Technology | 55.0 | $9K | 0.00% | — | — | $171.22 | +5.1% |
| 550 | FPXI | FIRST TR EXCHANGE TRADED FD | — | 150.0 | $9K | 0.00% | — | — | $61.75 | +20.5% |
| 551 | MASI | MASIMO CORP | Healthcare | 50.0 | $9K | 0.00% | — | — | $177.88 | +0.4% |
| 552 | — | J P MORGAN EXCHANGE TRADED F | — | 172.0 | $9K | 0.00% | — | — | $50.61 | — |
| 553 | IVE | ISHARES TR | — | 41.0 | $9K | 0.00% | — | — | $211.15 | +7.1% |
| 554 | JHMM | JOHN HANCOCK EXCHANGE TRADED | — | 125.0 | $8K | 0.00% | -120.0 | -49.0% | $67.12 | +7.2% |
| 555 | SAMT | ADVISORS INNER CIRCLE FD III | — | 213.0 | $8K | 0.00% | +50.0 | +30.7% | $39.27 | +14.6% |
| 556 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 106.0 | $8K | 0.00% | +55.0 | +107.8% | $78.03 | -2.2% |
| 557 | THRO | BLACKROCK ETF TRUST | — | 228.0 | $8K | 0.00% | — | — | $36.22 | +17.5% |
| 558 | ABT | ABBOTT LABS | Healthcare | 80.0 | $8K | 0.00% | +24.0 | +42.9% | $102.67 | -14.5% |
| 559 | MAGN | MAGNERA CORP | Industrials | 846.0 | $8K | 0.00% | -61.0 | -6.7% | $9.51 | +11.0% |
| 560 | SON | SONOCO PRODS CO | Consumer Cyclical | 147.0 | $8K | 0.00% | +23.0 | +18.6% | $54.09 | -11.3% |
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%