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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 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RBLX RIVIAN AUTOMOTIVE INC CLASS CLASS A Technology 53.0 $1K +2.0 +3.9% $26.98 +91.0%
62 BBUC BROOKFIELD BUSINESS CO FCLASS A Financial Services 45.0 $1K +30.0 +200.0% $31.64 +4.6%
63 MFA MFA FINL INC REIT Real Estate 132.0 $1K +4.0 +3.1% $9.61 -0.8%
64 PSC PRINCIPAL U.S. SMALL-CAPETF 3.0 $172.0 +1.0 +50.0% $57.33 +18.4%
Page 4 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%