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Portfolio (Quarterly) Guide ↗

Investment Research & Advisory Group, Inc.

· CIK 0001802136
13F Portfolio $286M AUM 281 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 64 Added 38 Reduced 19 Exited
Page 2 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 2,336.0 $768K 0.27% +16.0 +0.7% $328.93 +1.6%
22 VDE VANGUARD ENERGY INDEX FUND ETF SHARES 4,082.0 $706K 0.25% +22.0 +0.5% $173.06 -12.3%
23 GL GLOBE LIFE INC Financial Services 4,768.0 $664K 0.23% +5K +2009.7% $139.21 +22.7%
24 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 19,779.0 $461K 0.16% +1K +6.7% $23.32 +0.5%
25 FDX FEDEX CORP Industrials 1,191.0 $427K 0.15% +6.0 +0.5% $358.30 -9.0%
26 TSLA TESLA INC Consumer Cyclical 972.0 $386K 0.14% +366.0 +60.4% $397.37 +0.8%
27 VMC VULCAN MATLS CO Basic Materials 1,113.0 $304K 0.11% +1K +2126.0% $273.57 +10.7%
28 PNFP PINNACLE FINL PARTNERS I Financial Services 3,080.0 $265K 0.09% +17.0 +0.6% $86.16 +11.6%
29 VBR VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES 1,058.0 $230K 0.08% +6.0 +0.6% $217.33 +9.7%
30 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 838.0 $161K 0.06% +830.0 +10000.0% $191.92 +9.4%
31 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 729.0 $143K 0.05% +304.0 +71.5% $196.72 -2.7%
32 C CITIGROUP INC Financial Services 1,137.0 $135K 0.05% +6.0 +0.5% $118.45 +20.8%
33 QQQ INVESCO QQQ TR Financial Services 231.0 $133K 0.05% +2.0 +0.9% $576.66 +28.4%
34 SMH VANECK SEMICONDUCTOR ETF 336.0 $129K 0.04% +31.0 +10.2% $383.26 +72.2%
35 MU MICRON TECHNOLOGY INC Technology 330.0 $120K 0.04% +130.0 +65.0% $363.43 +212.0%
36 BNDX VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES 2,220.0 $107K 0.04% +185.0 +9.1% $48.06 +0.6%
37 PRF INVESCO RAFI US 1000 ETF 2,133.0 $101K 0.04% +1K +142.9% $47.54 +13.3%
38 SOFI SOFI TECHNOLOGIES INC Financial Services 5,747.0 $91K 0.03% +729.0 +14.5% $15.88 +12.8%
39 AMT AMERICAN TOWER CORP NEW REIT Real Estate 513.0 $89K 0.03% +5.0 +1.0% $172.64 +2.0%
40 TFC TRUIST FINL CORP Financial Services 1,655.0 $81K 0.03% +14.0 +0.8% $48.98 -1.3%
Page 2 of 4  ·  64 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
Technology 30.2%
Financial Services 19.1%
Communication Services 12.5%
Healthcare 10.3%
Industrials 10.1%
Consumer Cyclical 9.1%
Consumer Defensive 6.9%
Utilities 1.2%
Basic Materials 0.3%
Real Estate 0.3%