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Portfolio (Quarterly) Guide ↗

Investment Research & Advisory Group, Inc.

· CIK 0001802136
13F Portfolio $324M AUM 316 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 69 Added 28 Reduced 12 Exited
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BNDX VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES 2,400.0 $116K 0.04% +180.0 +8.1% $48.43 -2.4%
42 SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 3,561.0 $113K 0.04% +4K +10000.0% $31.71 +9.8%
43 CVX CHEVRON CORP NEW Energy 643.0 $113K 0.04% +263.0 +69.2% $175.56 +20.2%
44 RTX RTX CORP Industrials 572.0 $111K 0.03% +59.0 +11.5% $194.71 +5.4%
45 SOFI SOFI TECHNOLOGIES INC Financial Services 6,197.0 $111K 0.03% +450.0 +7.8% $17.93 -4.9%
46 AMT AMERICAN TOWER CORP NEW REIT Real Estate 518.0 $89K 0.03% +5.0 +1.0% $171.59 +2.6%
47 TFC TRUIST FINL CORP Financial Services 1,670.0 $89K 0.03% +15.0 +0.9% $53.03 -6.8%
48 MO ALTRIA GROUP INC Consumer Defensive 925.0 $77K 0.02% +13.0 +1.4% $83.68 -16.9%
49 DAL DELTA AIR LINES INC DEL Industrials 791.0 $76K 0.02% +239.0 +43.3% $96.62 -20.9%
50 CEG CONSTELLATION ENERGY COR Utilities 280.0 $72K 0.02% +3.0 +1.1% $257.24 +9.0%
51 NOW SERVICENOW INC Technology 623.0 $66K 0.02% +378.0 +154.3% $105.97 +34.8%
52 APD AIR PRODS & CHEMS INC Basic Materials 190.0 $58K 0.02% +1.0 +0.5% $303.61 +0.6%
53 AXP AMERICAN EXPRESS CO Financial Services 160.0 $56K 0.02% +47.0 +41.6% $350.94 -7.6%
54 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 968.0 $49K 0.01% +14.0 +1.5% $50.40 +1.5%
55 PFE PFIZER INC Healthcare 1,702.0 $46K 0.01% +1K +225.4% $27.06 +5.5%
56 VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 231.0 $37K 0.01% +193.0 +507.9% $158.03 +3.3%
57 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 360.0 $34K 0.01% +120.0 +50.0% $93.11 -5.5%
58 STT STATE STR CORP Financial Services 146.0 $29K 0.01% +1.0 +0.7% $197.29 -4.8%
59 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 457.0 $24K 0.01% +5.0 +1.1% $51.75 +1.8%
60 PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 284.0 $21K 0.01% +138.0 +94.5% $75.53 +4.5%
Page 3 of 4  ·  69 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 32.2%
Financial Services 18.2%
Communication Services 11.6%
Industrials 10.6%
Healthcare 9.7%
Consumer Cyclical 9.3%
Consumer Defensive 6.4%
Utilities 1.4%
Real Estate 0.3%
Basic Materials 0.2%