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Portfolio (Quarterly) Guide ↗

INVESTMENT ADVISORY SERVICES INC /TX /ADV

· CIK 0000925953
13F Portfolio $347M AUM 140 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 47 Added 28 Reduced 6 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 36,139.0 $13.5M 3.88% -503.0 -1.4% $373.02 +37.7%
2 JEPI J P MORGAN EXCHANGE TRADED F 223,721.0 $12.6M 3.64% -41K -15.3% $56.48 +2.3%
3 MCD MCDONALDS CORP Consumer Cyclical 16,202.0 $4.4M 1.26% -393.0 -2.4% $270.31 -2.0%
4 HD HOME DEPOT INC Consumer Cyclical 11,929.0 $4.2M 1.21% -338.0 -2.8% $352.68 -6.4%
5 AMZN AMAZON COM INC Consumer Cyclical 15,481.0 $3.7M 1.06% -114.0 -0.7% $238.34 +11.8%
6 CSCO CISCO SYS INC Technology 27,959.0 $3.3M 0.95% -802.0 -2.8% $117.46 -6.4%
7 JEPQ J P MORGAN EXCHANGE TRADED F 47,238.0 $2.9M 0.84% -2K -3.1% $61.46 -2.1%
8 AMGN AMGEN INC Healthcare 5,246.0 $1.9M 0.55% -38.0 -0.7% $362.15 +19.4%
9 IJR ISHARES TR 11,394.0 $1.7M 0.49% -283.0 -2.4% $148.31 -1.8%
10 ABT ABBOTT LABORATORIES Healthcare 17,000.0 $1.5M 0.44% -160.0 -0.9% $90.74 +23.9%
11 MCK MCKESSON CORP Healthcare 1,990.0 $1.5M 0.43% -13.0 -0.7% $755.73 +18.2%
12 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,972.0 $1.5M 0.42% -30.0 -1.5% $746.71 +3.0%
13 CAT CATERPILLAR INC Industrials 1,283.0 $1.4M 0.39% -282.0 -18.0% $1064.82 -24.8%
14 SBUX STARBUCKS CORP Consumer Cyclical 8,949.0 $914K 0.26% -684.0 -7.1% $102.18 +5.5%
15 LH LABCORP HOLDINGS INC Healthcare 3,024.0 $847K 0.24% -32.0 -1.1% $280.00 +19.7%
16 CENCORA INC 2,918.0 $826K 0.24% -19.0 -0.7% $282.98
17 V VISA INC Financial Services 2,371.0 $813K 0.23% -184.0 -7.2% $343.02 +11.2%
18 AMAT APPLIED MATLS INC Technology 1,069.0 $773K 0.22% -1K -51.5% $722.84 -36.1%
19 META META PLATFORMS INC Communication Services 1,227.0 $691K 0.20% -37.0 -2.9% $563.28 +2.6%
20 DUK DUKE ENERGY CORP NEW Utilities 4,769.0 $604K 0.17% -40.0 -0.8% $126.58 -5.0%
Page 1 of 2  ·  28 positions

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 30.9%
Technology 20.1%
Healthcare 12.2%
Consumer Defensive 11.1%
Energy 7.7%
Consumer Cyclical 7.0%
Industrials 5.9%
Communication Services 2.3%
Utilities 1.6%
Real Estate 0.8%