Portfolio (Quarterly) Guide ↗

INVESTMENT ADVISORY SERVICES INC /TX /ADV

· CIK 0000925953

13F Portfolio $314M AUM 130 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 37 Added 48 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	CIVITAS RESOURCES INC	—	10,633	$288K	0.09%	SOLD
2	ORCL	ORACLE CORP	Technology	1,131	$220K	0.07%	SOLD
3	PANW	PALO ALTO NETWORKS INC	Technology	1,185	$218K	0.07%	SOLD
4	PRU	PRUDENTIAL FINL INC	Financial Services	1,924	$217K	0.07%	SOLD
5	UNH	UNITEDHEALTH GROUP INC	Healthcare	626	$207K	0.07%	SOLD

Sector Allocation

Financial Services 26.7%

Technology 17.7%

Healthcare 13.0%

Consumer Defensive 12.7%

Energy 10.5%

Consumer Cyclical 7.5%

Industrials 6.2%

Communication Services 2.7%

Utilities 1.8%

Real Estate 0.8%