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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 561 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 45.0 | $8K | 0.00% | — | — | $173.44 | +5.0% |
| 562 | UBER | UBER TECHNOLOGIES INC | Technology | 106.0 | $8K | 0.00% | +6.0 | +6.0% | $71.93 | +2.9% |
| 563 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 134.0 | $8K | 0.00% | — | — | $56.68 | +0.5% |
| 564 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 94.0 | $8K | 0.00% | — | — | $80.09 | +9.7% |
| 565 | CWH | CAMPING WORLD HLDGS INC | Consumer Cyclical | 1,100.0 | $8K | 0.00% | — | — | $6.83 | -4.2% |
| 566 | IEX | IDEX CORP | Industrials | 39.0 | $7K | 0.00% | — | — | $189.54 | +20.8% |
| 567 | COMP | COMPASS INC | Technology | 1,005.0 | $7K | 0.00% | NEW | — | $7.31 | +66.6% |
| 568 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 56.0 | $7K | 0.00% | — | — | $131.07 | +1.6% |
| 569 | BCE | BCE INC | Communication Services | 289.0 | $7K | 0.00% | -264.0 | -47.7% | $25.24 | -12.3% |
| 570 | ONDS | ONDAS HLDGS INC | Technology | 784.0 | $7K | 0.00% | NEW | — | $9.04 | -26.4% |
| 571 | CAT | CATERPILLAR INC | Industrials | 10.0 | $7K | 0.00% | — | — | $708.50 | +23.8% |
| 572 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 288.0 | $7K | 0.00% | NEW | — | $24.39 | -26.7% |
| 573 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | Financial Services | 152.0 | $7K | 0.00% | — | — | $46.19 | -15.1% |
| 574 | BHC | BAUSCH HEALTH COS INC | Healthcare | 1,300.0 | $7K | 0.00% | — | — | $5.40 | -8.7% |
| 575 | — | BRIGHTSTAR LOTTERY PLC | — | 544.0 | $7K | 0.00% | — | — | $12.74 | — |
| 576 | RKLB | ROCKET LAB CORP | Industrials | 107.0 | $7K | 0.00% | NEW | — | $64.22 | +4.9% |
| 577 | CME | CME GROUP INC | Financial Services | 23.0 | $7K | 0.00% | -46.0 | -66.7% | $295.35 | -16.6% |
| 578 | KMI | KINDER MORGAN INC DEL | Energy | 202.0 | $7K | 0.00% | — | — | $33.53 | -3.0% |
| 579 | INVH | INVITATION HOMES INC | Real Estate | 271.0 | $7K | 0.00% | — | — | $24.85 | +22.4% |
| 580 | HOV | HOVNANIAN ENTERPRISES INC | Consumer Cyclical | 60.0 | $7K | 0.00% | — | — | $110.92 | +22.9% |
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%