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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 621 | SRVR | PACER FDS TR | — | 150.0 | $5K | 0.00% | — | — | $31.77 | -0.3% |
| 622 | RR | RICHTECH ROBOTICS INC | Industrials | 2,189.0 | $5K | 0.00% | — | — | $2.11 | -23.7% |
| 623 | SBAC | SBA COMMUNICATIONS CORP | Real Estate | 26.0 | $5K | 0.00% | — | — | $176.46 | +2.8% |
| 624 | — | ANNALY CAPITAL MANAGEMENT IN | — | 187.0 | $4K | 0.00% | — | — | $22.36 | — |
| 625 | REM | ISHARES TR | — | 178.0 | $4K | 0.00% | — | — | $22.05 | -0.2% |
| 626 | IEF | ISHARES TR | — | 41.0 | $4K | 0.00% | — | — | $94.56 | -1.7% |
| 627 | — | XEROX HOLDINGS CORP | — | 14,052.0 | $4K | 0.00% | NEW | — | $0.28 | — |
| 628 | RDW | REDWIRE CORPORATION | Industrials | 312.0 | $4K | 0.00% | +15.0 | +5.0% | $12.23 | +5.8% |
| 629 | WAT | WATERS CORP | Healthcare | 10.0 | $4K | 0.00% | — | — | $375.00 | +7.0% |
| 630 | VGLT | VANGUARD SCOTTSDALE FDS | — | 66.0 | $4K | 0.00% | — | — | $55.18 | -4.8% |
| 631 | — | METALLUS INC | — | 187.0 | $3K | 0.00% | — | — | $18.69 | — |
| 632 | IIM | INVESCO VALUE MUN INCOME TR | Financial Services | 274.0 | $3K | 0.00% | — | — | $12.73 | -1.3% |
| 633 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 130.0 | $3K | 0.00% | — | — | $26.66 | +6.8% |
| 634 | FTV | FORTIVE CORP | Technology | 56.0 | $3K | 0.00% | — | — | $61.09 | -2.7% |
| 635 | — | BARON ETF TR | — | 140.0 | $3K | 0.00% | NEW | — | $24.40 | — |
| 636 | COF | CAPITAL ONE FINL CORP | Financial Services | 17.0 | $3K | 0.00% | — | — | $200.65 | +10.4% |
| 637 | PPG | PPG INDS INC | Basic Materials | 28.0 | $3K | 0.00% | — | — | $121.29 | -7.0% |
| 638 | HAL | HALLIBURTON CO | Energy | 100.0 | $3K | 0.00% | +12.0 | +13.6% | $33.95 | +2.1% |
| 639 | VOYG | VOYAGER TECHNOLOGIES INC | Industrials | 105.0 | $3K | 0.00% | NEW | — | $32.25 | +31.0% |
| 640 | VNQ | VANGUARD INDEX FDS | — | 35.0 | $3K | 0.00% | — | — | $96.43 | +1.2% |
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%