$383 Million is the total value of Investors Research Corp's 1074 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 23.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $8,599,227 | -2.4% | 163,826 | +1.2% | 2.25% | +1.0% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $8,526,028 | -0.2% | 55,425 | +2.9% | 2.23% | +3.3% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $8,012,097 | -0.1% | 159,413 | +3.5% | 2.09% | +3.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $7,997,128 | +0.1% | 158,046 | +3.6% | 2.09% | +3.5% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $7,765,609 | +2.0% | 105,468 | +4.0% | 2.03% | +5.5% |
| OEF | Buy | ISHARES TRs&p 100 etf | $7,747,312 | +0.1% | 38,613 | +3.3% | 2.02% | +3.5% |
| VSDA | Buy | VICTORY PORTFOLIOS II | $7,679,285 | -2.9% | 176,901 | +3.4% | 2.00% | +0.4% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $7,601,187 | +1.3% | 38,843 | +4.9% | 1.98% | +4.8% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $7,589,915 | +0.9% | 128,035 | +3.8% | 1.98% | +4.4% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $7,536,576 | -0.3% | 124,407 | +3.8% | 1.97% | +3.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $7,451,842 | -2.1% | 79,115 | +1.7% | 1.95% | +1.3% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $6,606,425 | -2.0% | 116,990 | +2.3% | 1.72% | +1.4% |
| MSFT | Buy | MICROSOFT CORP | $4,159,460 | -7.1% | 13,173 | +0.2% | 1.09% | -3.9% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $2,550,669 | -4.6% | 84,599 | +383.0% | 0.67% | -1.2% |
| MPC | Buy | MARATHON PETE CORP | $2,021,448 | +31.3% | 13,357 | +1.1% | 0.53% | +35.7% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $1,902,155 | -0.5% | 54,503 | +0.8% | 0.50% | +2.9% |
| RZG | Buy | INVESCO EXCHANGE TRADED FD Ts&p sml600 gwt | $1,754,468 | -7.6% | 43,569 | +191.2% | 0.46% | -4.4% |
| PFXF | Buy | VANECK ETF TRUSTpreferred securt | $1,611,961 | +4.1% | 95,893 | +9.5% | 0.42% | +7.7% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,591,853 | -2.1% | 13,841 | +4.4% | 0.42% | +1.5% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $1,588,204 | +7.4% | 112,959 | +9.6% | 0.42% | +11.3% |
| JEF | Buy | JEFFERIES FINL GROUP INC | $1,560,291 | +11.2% | 42,596 | +0.7% | 0.41% | +15.0% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $1,552,610 | +1.5% | 27,016 | +5.0% | 0.40% | +4.9% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $1,494,962 | +2.3% | 79,477 | +5.5% | 0.39% | +5.7% |
| FB | Buy | META PLATFORMS INCcl a | $1,429,000 | +4.7% | 4,760 | +0.1% | 0.37% | +8.1% |
| VLO | Buy | VALERO ENERGY CORP | $1,425,036 | +23.3% | 10,056 | +2.0% | 0.37% | +27.4% |
| PFE | Buy | PFIZER INC | $1,312,570 | +59.6% | 39,571 | +76.5% | 0.34% | +64.9% |
| TFC | Buy | TRUIST FINL CORP | $1,255,950 | -4.3% | 43,899 | +1.6% | 0.33% | -0.9% |
| T | Buy | AT&T INC | $1,144,674 | +7.2% | 76,210 | +13.9% | 0.30% | +11.2% |
| MDT | Buy | MEDTRONIC PLC | $1,125,563 | -10.8% | 14,364 | +0.3% | 0.29% | -7.5% |
| AMZN | Buy | AMAZON COM INC | $1,073,306 | -2.0% | 8,443 | +0.5% | 0.28% | +1.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,058,997 | +11.4% | 32,675 | +27.9% | 0.28% | +15.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,041,248 | +0.4% | 3,218 | +0.1% | 0.27% | +3.8% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,034,408 | -2.4% | 9,402 | +0.3% | 0.27% | +0.7% |
| SPTN | Buy | SPARTANNASH CO | $957,110 | -2.1% | 43,505 | +0.2% | 0.25% | +1.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $937,612 | +10.0% | 7,165 | +0.6% | 0.24% | +14.0% |
| XOM | Buy | EXXON MOBIL CORP | $901,486 | +10.9% | 7,667 | +1.1% | 0.24% | +14.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $885,995 | +11.1% | 6,315 | +5.9% | 0.23% | +14.9% |
| CRM | Buy | SALESFORCE INC | $870,129 | -3.9% | 4,291 | +0.1% | 0.23% | -0.9% |
| O | Buy | REALTY INCOME CORP | $795,045 | +2232.9% | 15,920 | +2693.0% | 0.21% | +2211.1% |
| K | Buy | KELLANOVA | $786,484 | +72857.7% | 13,216 | +82500.0% | 0.20% | – |
| MAT | Buy | MATTEL INC | $755,673 | +14.1% | 34,302 | +1.2% | 0.20% | +18.0% |
| GEF | Buy | GREIF INCcl a | $744,932 | -0.8% | 11,150 | +2.3% | 0.20% | +2.6% |
| DIS | Buy | DISNEY WALT CO | $737,312 | -2.4% | 9,097 | +7.5% | 0.19% | +1.0% |
| PK | Buy | PARK HOTELS & RESORTS INC | $720,338 | +11137.7% | 58,469 | +11593.8% | 0.19% | +9300.0% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $702,475 | -1.8% | 9,660 | +1.2% | 0.18% | +1.1% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $632,266 | +0.4% | 5,150 | +3.0% | 0.16% | +3.8% |
| HD | Buy | HOME DEPOT INC | $594,953 | -2.6% | 1,969 | +0.2% | 0.16% | +0.6% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $587,395 | +2.6% | 156,222 | +1.2% | 0.15% | +5.5% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $571,010 | -4.6% | 4,645 | +1.3% | 0.15% | -1.3% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $560,498 | +0.9% | 11,201 | +1.8% | 0.15% | +4.3% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $550,542 | +2.3% | 6,034 | +1.8% | 0.14% | +5.9% |
| SPXN | Buy | PROSHARES TRsp500 ex finls | $542,612 | -2.0% | 5,868 | +1.7% | 0.14% | +1.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $537,044 | -0.7% | 4,075 | +1.6% | 0.14% | +2.9% |
| PWB | Buy | INVESCO EXCHANGE TRADED FD Tlarge cap growth | $521,388 | -2.2% | 7,691 | +1.8% | 0.14% | +0.7% |
| JSMD | Buy | JANUS DETROIT STR TRhendersn sml etf | $516,142 | -4.1% | 8,832 | +2.0% | 0.14% | -0.7% |
| KO | Buy | COCA COLA CO | $499,510 | -6.5% | 8,923 | +0.6% | 0.13% | -3.7% |
| FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $494,749 | -2.8% | 7,082 | +2.0% | 0.13% | 0.0% |
| RTH | Buy | VANECK ETF TRUSTretail etf | $495,720 | -2.1% | 2,953 | +1.8% | 0.13% | +0.8% |
| C | Buy | CITIGROUP INC | $481,879 | -8.9% | 11,716 | +2.0% | 0.13% | -6.0% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $464,288 | +0.0% | 4,896 | +3.0% | 0.12% | +3.4% |
| KSS | Buy | KOHLS CORP | $455,712 | -8.1% | 21,742 | +1.0% | 0.12% | -4.8% |
| Buy | SK TELECOM LTDsponsored adr | $440,145 | +1331.5% | 20,510 | +1201.4% | 0.12% | +1337.5% | |
| FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $434,334 | -2.4% | 5,172 | +2.5% | 0.11% | +0.9% |
| WPP | Buy | WPP PLC NEWadr | $424,491 | -14.1% | 9,522 | +0.8% | 0.11% | -11.2% |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $368,843 | – | 4,875 | +100.0% | 0.10% | – |
| JNJ | Buy | JOHNSON & JOHNSON | $342,806 | -4.9% | 2,201 | +1.1% | 0.09% | -1.1% |
| D | Buy | DOMINION ENERGY INC | $335,606 | -13.6% | 7,513 | +0.2% | 0.09% | -10.2% |
| NWL | Buy | NEWELL BRANDS INC | $311,508 | +3.9% | 34,497 | +0.1% | 0.08% | +6.6% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $303,410 | +1291.9% | 2,099 | +1791.0% | 0.08% | +1216.7% |
| CVX | Buy | CHEVRON CORP NEW | $298,289 | +7.8% | 1,769 | +0.6% | 0.08% | +11.4% |
| KRO | Buy | KRONOS WORLDWIDE INC | $296,438 | -7.7% | 38,250 | +3.9% | 0.08% | -4.9% |
| SPSB | Buy | SPDR SER TRportfolio short | $289,535 | +5.0% | 9,875 | +5.5% | 0.08% | +8.6% |
| SWM | Buy | MATIV HOLDINGS INC | $288,466 | -4.1% | 20,229 | +1.6% | 0.08% | -1.3% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $286,622 | +4.7% | 3,814 | +5.4% | 0.08% | +8.7% |
| MRNA | Buy | MODERNA INC | $273,925 | +112626.3% | 2,652 | +132500.0% | 0.07% | – |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $262,558 | +0.8% | 27,696 | +0.5% | 0.07% | +4.5% |
| AXP | Buy | AMERICAN EXPRESS CO | $258,994 | -13.8% | 1,736 | +0.6% | 0.07% | -10.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $251,317 | -2.7% | 1,723 | +1.2% | 0.07% | +1.5% |
| TGI | Buy | TRIUMPH GROUP INC NEW | $244,239 | -37.5% | 31,885 | +0.9% | 0.06% | -35.4% |
| QDF | Buy | FLEXSHARES TRqualt divd idx | $231,599 | +2.9% | 4,152 | +6.6% | 0.06% | +5.3% |
| QDEF | Buy | FLEXSHARES TRqlt div def idx | $231,019 | +3.1% | 4,271 | +6.6% | 0.06% | +5.3% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $218,738 | +5.1% | 1,933 | +7.1% | 0.06% | +7.5% |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $219,045 | +7.5% | 4,317 | +7.4% | 0.06% | +11.8% |
| SHV | Buy | ISHARES TRshort treas bd | $213,870 | +7.3% | 1,936 | +7.3% | 0.06% | +12.0% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $213,435 | +7.4% | 2,132 | +7.4% | 0.06% | +12.0% |
| TD | Buy | TORONTO DOMINION BK ONT | $212,417 | -2.3% | 3,525 | +0.6% | 0.06% | 0.0% |
| COTY | Buy | COTY INC | $210,624 | -8.4% | 19,200 | +2.7% | 0.06% | -5.2% |
| LVHD | Buy | LEGG MASON ETF INVTfranklin us low | $207,820 | -0.9% | 6,134 | +7.3% | 0.05% | +1.9% |
| BGS | Buy | B & G FOODS INC NEW | $202,251 | -28.2% | 20,450 | +1.1% | 0.05% | -25.4% |
| COP | Buy | CONOCOPHILLIPS | $200,425 | +16.7% | 1,673 | +0.9% | 0.05% | +20.9% |
| TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $198,179 | +4.7% | 8,639 | +8.1% | 0.05% | +8.3% |
| MBSD | Buy | FLEXSHARES TRdiscp dur mbs | $197,122 | +4.6% | 9,991 | +8.1% | 0.05% | +6.2% |
| GNMA | Buy | ISHARES TRgnma bond etf | $196,282 | +2.9% | 4,698 | +8.0% | 0.05% | +6.2% |
| INT | Buy | WORLD KINECT CORPORATION | $183,926 | +11.9% | 8,200 | +3.1% | 0.05% | +17.1% |
| MT | Buy | ARCELORMITTAL SA LUXEMBOURGny registry sh | $184,621 | -6.3% | 7,376 | +2.3% | 0.05% | -4.0% |
| BRFS | Buy | BRF SAsponsored adr | $141,311 | +8.6% | 68,932 | +0.7% | 0.04% | +12.1% |
| PAVE | New | GLOBAL X FDSus infr dev etf | $139,140 | – | 4,580 | +100.0% | 0.04% | – |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $133,937 | +18817.7% | 1,957 | +19470.0% | 0.04% | – |
| TXN | Buy | TEXAS INSTRS INC | $135,636 | -10.9% | 853 | +0.8% | 0.04% | -7.9% |
| ILCG | New | ISHARES TRmorningstar grwt | $133,377 | – | 2,236 | +100.0% | 0.04% | – |
| New | PHINIA INC | $130,869 | – | 4,885 | +100.0% | 0.03% | – | |
| RLGY | Buy | ANYWHERE REAL ESTATE INC | $123,501 | -1.7% | 19,207 | +2.1% | 0.03% | 0.0% |
| TGT | Buy | TARGET CORP | $112,781 | -11.9% | 1,020 | +5.2% | 0.03% | -9.4% |
| NSC | Buy | NORFOLK SOUTHN CORP | $107,524 | -12.4% | 546 | +0.9% | 0.03% | -9.7% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $99,527 | +2.8% | 523 | +1.6% | 0.03% | +8.3% |
| WM | Buy | WASTE MGMT INC DEL | $92,074 | -11.4% | 604 | +0.8% | 0.02% | -7.7% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $75,230 | -3.8% | 1,084 | +1.1% | 0.02% | 0.0% |
| V | Buy | VISA INC | $68,340 | +2.4% | 297 | +5.7% | 0.02% | +5.9% |
| CNDT | Buy | CONDUENT INC | $64,418 | +3.0% | 18,511 | +0.7% | 0.02% | +6.2% |
| HON | Buy | HONEYWELL INTL INC | $63,366 | -8.3% | 343 | +3.0% | 0.02% | 0.0% |
| IEO | Buy | ISHARES TRus oil gs ex etf | $58,420 | +4485.6% | 599 | +3893.3% | 0.02% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $58,619 | – | 1,564 | +100.0% | 0.02% | – |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $57,558 | – | 930 | +100.0% | 0.02% | – |
| UL | Buy | UNILEVER PLCspon adr new | $53,747 | -2.9% | 1,088 | +2.4% | 0.01% | 0.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $51,123 | +3.1% | 101 | +6.3% | 0.01% | 0.0% |
| DE | Buy | DEERE & CO | $51,324 | -5.5% | 136 | +1.5% | 0.01% | -7.1% |
| New | ATLANTA BRAVES HLDGS INC | $51,630 | – | 1,445 | +100.0% | 0.01% | – | |
| ESGD | Buy | ISHARES TResg aw msci eafe | $44,796 | +9.3% | 648 | +15.3% | 0.01% | +20.0% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $45,496 | +10.3% | 1,310 | +14.9% | 0.01% | +20.0% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $45,075 | +11.7% | 501 | +16.2% | 0.01% | +20.0% |
| CRBN | Buy | ISHARES TRmsci lw crb tg | $46,427 | +16.4% | 309 | +21.2% | 0.01% | +20.0% |
| ESGU | Buy | ISHARES TResg awr msci usa | $46,298 | +10.0% | 493 | +14.1% | 0.01% | +9.1% |
| DHR | Buy | DANAHER CORPORATION | $44,658 | +10.8% | 180 | +7.1% | 0.01% | +20.0% |
| ESML | Buy | ISHARES TResg aware msci | $42,567 | +7.8% | 1,265 | +13.8% | 0.01% | +10.0% |
| BA | Buy | BOEING CO | $40,253 | -8.4% | 210 | +1.0% | 0.01% | 0.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $39,327 | +15.2% | 78 | +9.9% | 0.01% | +11.1% |
| CYH | Buy | COMMUNITY HEALTH SYS INC NEW | $36,746 | -32.5% | 12,671 | +2.4% | 0.01% | -28.6% |
| NKE | Buy | NIKE INCcl b | $33,658 | -10.0% | 352 | +3.8% | 0.01% | 0.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $29,583 | -7.3% | 391 | +2.4% | 0.01% | 0.0% |
| PLD | Buy | PROLOGIS INC. | $17,729 | -0.3% | 158 | +9.0% | 0.01% | +25.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $17,513 | +6.5% | 319 | +10.0% | 0.01% | +25.0% |
| ADI | Buy | ANALOG DEVICES INC | $17,159 | -3.2% | 98 | +7.7% | 0.00% | 0.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $13,513 | +25.1% | 44 | +25.7% | 0.00% | +33.3% |
| USRT | Buy | ISHARES TRcre u s reit etf | $14,531 | -3.2% | 308 | +5.5% | 0.00% | 0.0% |
| Buy | KYNDRYL HLDGS INC | $16,625 | +21.4% | 1,101 | +6.8% | 0.00% | +33.3% | |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $16,898 | -4.9% | 952 | +4.6% | 0.00% | 0.0% |
| HUM | Buy | HUMANA INC | $12,163 | +13.3% | 25 | +4.2% | 0.00% | 0.0% |
| PXD | Buy | PIONEER NAT RES CO | $13,314 | +14.8% | 58 | +3.6% | 0.00% | 0.0% |
| ZTS | Buy | ZOETIS INCcl a | $12,353 | +19.5% | 71 | +18.3% | 0.00% | 0.0% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $10,465 | -2.3% | 460 | +7.7% | 0.00% | 0.0% |
| AGZD | Buy | WISDOMTREE TRintrst rate hdge | $6,870 | +0.2% | 310 | +100.0% | 0.00% | 0.0% |
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $7,044 | -3.1% | 171 | +0.6% | 0.00% | 0.0% |
| WMG | Buy | WARNER MUSIC GROUP CORP | $5,935 | +30.0% | 189 | +8.0% | 0.00% | +100.0% |
| SRVR | Buy | PACER FDS TRdata and infrast | $2,848 | +19.0% | 110 | +34.1% | 0.00% | 0.0% |
| BBRE | Buy | J P MORGAN EXCHANGE TRADED Fbetbuld msci | $2,878 | +21.7% | 37 | +32.1% | 0.00% | 0.0% |
| REM | Buy | ISHARES TRmortge rel etf | $2,860 | +28.9% | 128 | +36.2% | 0.00% | 0.0% |
| REET | Buy | ISHARES TRglobal reit etf | $3,091 | +22.3% | 146 | +32.7% | 0.00% | 0.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $5,432 | +9.9% | 19 | +26.7% | 0.00% | 0.0% |
| REZ | Buy | ISHARES TRresidential mult | $2,770 | +22.0% | 42 | +35.5% | 0.00% | 0.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $2,813 | +20.4% | 36 | +33.3% | 0.00% | 0.0% |
| ICF | Buy | ISHARES TRcohen steer reit | $2,709 | +18.9% | 54 | +31.7% | 0.00% | 0.0% |
| RWR | Buy | SPDR SER TRdj reit etf | $2,737 | +21.1% | 33 | +32.0% | 0.00% | 0.0% |
| IQV | New | IQVIA HLDGS INC | $2,164 | – | 11 | +100.0% | 0.00% | – |
| RWJ | Buy | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $2,841 | -3.7% | 78 | +200.0% | 0.00% | 0.0% |
| TMUS | New | T-MOBILE US INC | $2,521 | – | 18 | +100.0% | 0.00% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,042 | +43.6% | 35 | +66.7% | 0.00% | 0.0% |
| APH | New | AMPHENOL CORP NEWcl a | $2,688 | – | 32 | +100.0% | 0.00% | – |
| CBSH | New | COMMERCE BANCSHARES INC | $336 | – | 7 | +100.0% | 0.00% | – |
| CGNX | New | COGNEX CORP | $340 | – | 8 | +100.0% | 0.00% | – |
| SYY | New | SYSCO CORP | $1,321 | – | 20 | +100.0% | 0.00% | – |
| DEO | New | DIAGEO PLCspon adr new | $1,044 | – | 7 | +100.0% | 0.00% | – |
| HDB | New | HDFC BANK LTDsponsored ads | $708 | – | 12 | +100.0% | 0.00% | – |
| HEI | New | HEICO CORP NEW | $648 | – | 4 | +100.0% | 0.00% | – |
| SPGI | New | S&P GLOBAL INC | $1,462 | – | 4 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $1,109 | – | 21 | +100.0% | 0.00% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,421 | – | 13 | +100.0% | 0.00% | – |
| New | WHEELS UP EXPERIENCE INC | $838 | – | 405 | +100.0% | 0.00% | – | |
| RELX | New | RELX PLCsponsored adr | $1,550 | – | 46 | +100.0% | 0.00% | – |
| New | BRP INC | $759 | – | 10 | +100.0% | 0.00% | – | |
| AVY | New | AVERY DENNISON CORP | $1,279 | – | 7 | +100.0% | 0.00% | – |
| CCEP | New | COCA-COLA EUROPACIFIC PARTNE | $937 | – | 15 | +100.0% | 0.00% | – |
| New | KENVUE INC | $321 | – | 16 | +100.0% | 0.00% | – | |
| MSI | New | MOTOROLA SOLUTIONS INC | $817 | – | 3 | +100.0% | 0.00% | – |
| APTV | Buy | APTIV PLC | $1,775 | +33.8% | 18 | +38.5% | 0.00% | – |
| New | LIBERTY MEDIA CORP DEL | $64 | – | 2 | +100.0% | 0.00% | – | |
| New | ALLURION TECHNOLOGIES INC*w exp 07/31/202 | $5 | – | 6 | +100.0% | 0.00% | – | |
| PTC | New | PTC INC | $992 | – | 7 | +100.0% | 0.00% | – |
| New | LIBERTY MEDIA CORP DEL | $623 | – | 10 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DEL | $255 | – | 10 | +100.0% | 0.00% | – | |
| NDSN | New | NORDSON CORP | $223 | – | 1 | +100.0% | 0.00% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $1,000 | – | 5 | +100.0% | 0.00% | – |
| BLD | New | TOPBUILD CORP | $503 | – | 2 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 24 | Q3 2023 | 1.5% |
| INTEL CORP | 24 | Q3 2023 | 1.3% |
| CF INDS HLDGS INC | 24 | Q3 2023 | 1.1% |
| APPLE INC | 24 | Q3 2023 | 1.1% |
| SANOFI | 24 | Q3 2023 | 0.9% |
| INTL PAPER CO | 24 | Q3 2023 | 0.7% |
| NRG ENERGY INC | 24 | Q3 2023 | 1.1% |
| CISCO SYS INC | 24 | Q3 2023 | 0.8% |
| MOSAIC CO NEW | 24 | Q3 2023 | 1.1% |
| LOCKHEED MARTIN CORP | 24 | Q3 2023 | 0.6% |
View Investors Research Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-27 |
View Investors Research Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.