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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | GNTX | GENTEX CORP | Consumer Cyclical | 253.0 | $6K | 0.00% | — | — | $21.85 | +7.1% |
| 602 | LPG | DORIAN LPG LTD | Energy | 160.0 | $5K | 0.00% | — | — | $34.20 | +34.0% |
| 603 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 593.0 | $5K | 0.00% | — | — | $9.02 | +12.3% |
| 604 | ESS | ESSEX PPTY TR INC | Real Estate | 22.0 | $5K | 0.00% | — | — | $242.00 | +13.1% |
| 605 | SU | SUNCOR ENERGY INC NEW | Energy | 80.0 | $5K | 0.00% | -17K | -99.5% | $66.11 | +2.6% |
| 606 | CDRE | CADRE HLDGS INC | Industrials | 170.0 | $5K | 0.00% | NEW | — | $30.68 | -2.7% |
| 607 | SSP | SCRIPPS E W CO OHIO | Communication Services | 1,397.0 | $5K | 0.00% | — | — | $3.72 | -10.8% |
| 608 | SCHH | SCHWAB STRATEGIC TR | — | 231.0 | $5K | 0.00% | -489.0 | -67.9% | $21.49 | +10.1% |
| 609 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 155.0 | $5K | 0.00% | — | — | $32.01 | +2.5% |
| 610 | REET | ISHARES TR | — | 197.0 | $5K | 0.00% | — | — | $25.15 | +9.1% |
| 611 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 36.0 | $5K | 0.00% | — | — | $136.08 | -9.0% |
| 612 | BINC | BLACKROCK ETF TRUST II | — | 93.0 | $5K | 0.00% | — | — | $51.92 | +0.5% |
| 613 | WMG | WARNER MUSIC GROUP CORP | Communication Services | 189.0 | $5K | 0.00% | — | — | $25.54 | +32.8% |
| 614 | BBRE | J P MORGAN EXCHANGE TRADED F | — | 50.0 | $5K | 0.00% | — | — | $95.70 | +10.3% |
| 615 | FREL | FIDELITY COVINGTON TRUST | — | 177.0 | $5K | 0.00% | — | — | $26.91 | +9.1% |
| 616 | REZ | ISHARES TR | — | 57.0 | $5K | 0.00% | — | — | $83.21 | +10.1% |
| 617 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 287.0 | $5K | 0.00% | NEW | — | $16.43 | +19.5% |
| 618 | SRVR | PACER FDS TR | — | 150.0 | $5K | 0.00% | — | — | $31.22 | +10.1% |
| 619 | SLQD | ISHARES TR | — | 92.0 | $5K | 0.00% | — | — | $50.49 | -0.4% |
| 620 | — | VEON LTD | — | 100.0 | $5K | 0.00% | — | — | $46.30 | — |
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%