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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | SMG | SCOTTS MIRACLE-GRO CO | Basic Materials | 23,034.0 | $1.4M | 0.27% | -297.0 | -1.3% | $60.81 | -19.2% |
| 62 | DVN | DEVON ENERGY CORP NEW | Energy | 27,775.0 | $1.4M | 0.27% | — | — | $50.32 | -5.4% |
| 63 | WTRG | ESSENTIAL UTILS INC | Utilities | 34,650.0 | $1.4M | 0.27% | — | — | $40.27 | -2.6% |
| 64 | IUSG | ISHARES TR | — | 8,919.0 | $1.4M | 0.26% | +472.0 | +5.6% | $155.11 | +26.5% |
| 65 | LMT | LOCKHEED MARTIN CORP | Industrials | 2,237.0 | $1.4M | 0.26% | -364.0 | -14.0% | $604.39 | -16.4% |
| 66 | SLYG | SPDR SERIES TRUST | — | 13,856.0 | $1.3M | 0.26% | — | — | $96.62 | +13.0% |
| 67 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 16,506.0 | $1.3M | 0.25% | -100.0 | -0.6% | $80.56 | -27.2% |
| 68 | PEP | PEPSICO INC | Consumer Defensive | 8,508.0 | $1.3M | 0.25% | -308.0 | -3.5% | $155.29 | -19.1% |
| 69 | NVDA | NVIDIA CORPORATION | Technology | 7,564.0 | $1.3M | 0.25% | +280.0 | +3.8% | $174.41 | +34.4% |
| 70 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 29,346.0 | $1.3M | 0.25% | -193.0 | -0.7% | $44.80 | -0.4% |
| 71 | PFFD | GLOBAL X FDS | — | 69,497.0 | $1.3M | 0.24% | -2K | -3.3% | $18.40 | -4.2% |
| 72 | BLK | BLACKROCK INC | Financial Services | 1,324.0 | $1.3M | 0.24% | -72.0 | -5.2% | $961.71 | +10.4% |
| 73 | — | SMURFIT WESTROCK PLC | — | 31,620.0 | $1.3M | 0.24% | -200.0 | -0.6% | $39.85 | — |
| 74 | FDIS | FIDELITY COVINGTON TRUST | — | 13,440.0 | $1.3M | 0.24% | +794.0 | +6.3% | $93.26 | +3.0% |
| 75 | VLYPN | VALLEY NATL BANCORP | — | 101,250.0 | $1.2M | 0.24% | -1K | -1.3% | $12.28 | — |
| 76 | CWB | SPDR SERIES TRUST | — | 13,540.0 | $1.2M | 0.24% | -74.0 | -0.5% | $91.52 | +11.6% |
| 77 | O | REALTY INCOME CORP | Real Estate | 20,130.0 | $1.2M | 0.23% | -200.0 | -1.0% | $61.18 | -11.9% |
| 78 | VWOB | VANGUARD WHITEHALL FDS | — | 18,615.0 | $1.2M | 0.23% | — | — | $65.69 | -4.6% |
| 79 | MPC | MARATHON PETE CORP | Energy | 4,971.0 | $1.2M | 0.23% | -475.0 | -8.7% | $244.18 | +73.2% |
| 80 | DOW | DOW INC | Basic Materials | 29,064.0 | $1.2M | 0.23% | — | — | $41.65 | -32.7% |
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
Technology
14.9%
Financial Services
14.4%
Consumer Cyclical
11.6%
Consumer Defensive
9.6%
Basic Materials
8.0%
Energy
8.0%
Communication Services
7.9%
Healthcare
7.8%
Real Estate
6.8%
Industrials
6.6%