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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 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CEG CONSTELLATION ENERGY CORP Utilities 3,723.0 $925K 0.27% $248.40 +11.4%
62 SBUX STARBUCKS CORP Consumer Cyclical 8,949.0 $914K 0.26% -684.0 -7.1% $102.18 +5.5%
63 LH LABCORP HOLDINGS INC Healthcare 3,024.0 $847K 0.24% -32.0 -1.1% $280.00 +19.7%
64 CENCORA INC 2,918.0 $826K 0.24% -19.0 -0.7% $282.98
65 V VISA INC Financial Services 2,371.0 $813K 0.23% -184.0 -7.2% $343.02 +11.2%
66 VPU VANGUARD WORLD FD 4,108.0 $804K 0.23% $195.71 -5.6%
67 AMAT APPLIED MATLS INC Technology 1,069.0 $773K 0.22% -1K -51.5% $722.84 -36.1%
68 AMD ADVANCED MICRO DEVICES INC Technology 1,231.0 $715K 0.21% +9.0 +0.7% $580.91 -19.9%
69 CARR CARRIER GLOBAL CORPORATION Industrials 9,738.0 $714K 0.21% $73.35 -19.9%
70 DELL DELL TECHNOLOGIES INC Technology 1,606.0 $693K 0.20% NEW $431.46 +5.7%
71 META META PLATFORMS INC Communication Services 1,227.0 $691K 0.20% -37.0 -2.9% $563.28 +2.6%
72 XLV SELECT SECTOR SPDR TR 4,026.0 $639K 0.18% +193.0 +5.0% $158.68 +7.9%
73 DUK DUKE ENERGY CORP NEW Utilities 4,769.0 $604K 0.17% -40.0 -0.8% $126.58 -5.0%
74 AFL AFLAC INC Financial Services 4,982.0 $584K 0.17% $117.25 -0.6%
75 COP CONOCOPHILLIPS Energy 5,555.0 $577K 0.17% +105.0 +1.9% $103.95 +25.4%
76 VGT VANGUARD WORLD FD 4,800.0 $574K 0.17% +4K +700.0% $119.52 +0.5%
77 PM PHILIP MORRIS INTL INC Consumer Defensive 2,809.0 $508K 0.15% +61.0 +2.2% $180.91 +6.1%
78 FCX FREEPORT MCMORAN INC Basic Materials 7,949.0 $500K 0.14% -158.0 -1.9% $62.89 +21.6%
79 MU MICRON TECHNOLOGY INC Technology 425.0 $491K 0.14% NEW $1154.29 -19.2%
80 MDT MEDTRONIC PLC Healthcare 5,765.0 $451K 0.13% -2K -29.8% $78.23 +16.6%
Page 4 of 7  ·  140 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%