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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | APD | AIR PRODS & CHEMS INC | Basic Materials | 4,247.0 | $1.0M | 0.19% | NEW | — | $247.02 | +17.5% |
| 102 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 5,579.0 | $1.0M | 0.19% | NEW | — | $185.11 | +10.3% |
| 103 | T | AT&T INC | Communication Services | 41,529.0 | $1.0M | 0.19% | NEW | — | $24.84 | +0.4% |
| 104 | PFE | PFIZER INC | Healthcare | 40,879.0 | $1.0M | 0.19% | NEW | — | $24.90 | +4.2% |
| 105 | DVN | DEVON ENERGY CORP NEW | Energy | 27,775.0 | $1.0M | 0.19% | NEW | — | $36.63 | +28.6% |
| 106 | OMC | OMNICOM GROUP INC | Communication Services | 12,438.0 | $1.0M | 0.18% | NEW | — | $80.75 | -8.6% |
| 107 | UPS | UNITED PARCEL SERVICE INC | Industrials | 10,031.0 | $995K | 0.18% | NEW | — | $99.19 | -0.3% |
| 108 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 2,900.0 | $986K | 0.18% | NEW | — | $340.07 | -6.6% |
| 109 | MRK | MERCK & CO INC | Healthcare | 9,325.0 | $982K | 0.18% | NEW | — | $105.26 | +10.1% |
| 110 | DIS | DISNEY WALT CO | Communication Services | 8,512.0 | $968K | 0.18% | NEW | — | $113.77 | -9.0% |
| 111 | SMFG | SUMITOMO MITSUI FINL GROUP I | Financial Services | 48,775.0 | $943K | 0.17% | NEW | — | $19.33 | +18.2% |
| 112 | GLPI | GAMING & LEISURE PPTYS INC | Real Estate | 21,025.0 | $940K | 0.17% | NEW | — | $44.69 | +6.3% |
| 113 | RIO | RIO TINTO PLC | Basic Materials | 11,715.0 | $938K | 0.17% | NEW | — | $80.03 | +29.1% |
| 114 | POR | PORTLAND GEN ELEC CO | Utilities | 19,125.0 | $918K | 0.17% | NEW | — | $47.99 | +3.6% |
| 115 | RYN | RAYONIER INC | Real Estate | 42,237.0 | $914K | 0.17% | NEW | — | $21.65 | -6.6% |
| 116 | SWK | STANLEY BLACK & DECKER INC | Industrials | 12,304.0 | $914K | 0.17% | NEW | — | $74.28 | +0.9% |
| 117 | SDOG | ALPS ETF TR | — | 14,802.0 | $895K | 0.16% | NEW | — | $60.47 | +10.6% |
| 118 | GOOG | ALPHABET INC | Communication Services | 2,850.0 | $894K | 0.16% | NEW | — | $313.82 | +22.2% |
| 119 | MPC | MARATHON PETE CORP | Energy | 5,446.0 | $886K | 0.16% | NEW | — | $162.63 | +52.8% |
| 120 | GSK | GSK PLC | Healthcare | 18,008.0 | $883K | 0.16% | NEW | — | $49.04 | +5.1% |
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
17.2%
Technology
14.6%
Consumer Cyclical
13.4%
Energy
9.2%
Basic Materials
8.3%
Communication Services
7.1%
Consumer Defensive
7.1%
Industrials
6.9%
Healthcare
6.6%
Real Estate
5.3%