Portfolio (Quarterly)
Guide ↗
Investors Research Corp
· CIK 0001730630| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 801 | — | HERTZ GLOBAL HLDGS INC | — | 19.0 | $21.0 | — | — | — | $1.11 | — |
| 802 | NG | NOVAGOLD RESOURCES INC | Basic Materials | 1.0 | $6.0 | — | — | — | $6.00 | +9.6% |
| 803 | — | WORKHORSE GROUP INC | — | 1.0 | $3.0 | — | — | — | $3.00 | — |
| 804 | — | BED BATH & BEYOND INC | — | 2.0 | $1.0 | — | — | — | $0.50 | — |
| 805 | — | ASPIRE BIOPHARMA HLDGS INC | — | 10.0 | — | — | — | — | — | — |
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
17.0%
Technology
15.6%
Consumer Cyclical
11.1%
Consumer Defensive
10.1%
Healthcare
9.8%
Industrials
7.2%
Communication Services
7.0%
Real Estate
6.3%
Energy
6.0%
Basic Materials
5.6%