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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 761 | BIO | BIO RAD LABS INC | Healthcare | 4.0 | $1K | — | NEW | — | $278.75 | +8.0% |
| 762 | LEA | LEAR CORP | Consumer Cyclical | 9.0 | $1K | — | — | — | $121.11 | +18.6% |
| 763 | BIP | BROOKFIELD INFRAST PARTNERS | Utilities | 30.0 | $1K | — | — | — | $36.13 | +8.4% |
| 764 | WEX | WEX INC | Technology | 7.0 | $1K | — | NEW | — | $153.00 | +3.2% |
| 765 | CBT | CABOT CORP | Basic Materials | 14.0 | $1K | — | NEW | — | $75.29 | +21.4% |
| 766 | IJK | ISHARES TR | — | 10.0 | $1K | — | — | — | $100.60 | +12.4% |
| 767 | EQIX | EQUINIX INC | Real Estate | 1.0 | $980.0 | — | — | — | $980.00 | +3.0% |
| 768 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 11.0 | $973.0 | — | — | — | $88.45 | +6.3% |
| 769 | NIO | NIO INC | Consumer Cyclical | 160.0 | $965.0 | — | — | — | $6.03 | -17.3% |
| 770 | CSTE | CAESARSTONE LTD | Industrials | 900.0 | $963.0 | — | — | — | $1.07 | +125.2% |
| 771 | CVNA | CARVANA CO | Consumer Cyclical | 3.0 | $943.0 | — | NEW | — | $314.33 | -77.5% |
| 772 | FG | F&G ANNUITIES & LIFE INC | Financial Services | 37.0 | $937.0 | — | — | — | $25.32 | +27.9% |
| 773 | BXP | BXP INC | Real Estate | 18.0 | $934.0 | — | NEW | — | $51.89 | +36.2% |
| 774 | FIGR | FIGURE TECHNOLOGY SOLUTIO | Financial Services | 25.0 | $849.0 | — | — | — | $33.96 | -9.1% |
| 775 | CLS | CELESTICA INC | Technology | 3.0 | $845.0 | — | NEW | — | $281.67 | +7.9% |
| 776 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 53.0 | $842.0 | — | NEW | — | $15.89 | +9.0% |
| 777 | TT | TRANE TECHNOLOGIES PLC | Industrials | 2.0 | $833.0 | — | NEW | — | $416.50 | +14.0% |
| 778 | DXYZ | DESTINY TECH100 INC | — | 30.0 | $803.0 | — | NEW | — | $26.77 | +1.4% |
| 779 | SNPS | SYNOPSYS INC | Technology | 2.0 | $793.0 | — | NEW | — | $396.50 | +5.2% |
| 780 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 2.0 | $781.0 | — | NEW | — | $97.62 | +108.7% |
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%