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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 Q QNITY ELECTRONICS INC Technology 120.0 $20K 0.01% +74.0 +160.9% $166.03 -30.4%
62 HRL HORMEL FOODS CORP Consumer Defensive 765.0 $19K 0.01% +11.0 +1.5% $24.83 -11.5%
63 CTVA CORTEVA INC Basic Materials 133.0 $14K 0.00% +40.0 +43.0% $108.25 -19.0%
64 BSV VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES 140.0 $11K 0.00% +1.0 +0.7% $78.06 -1.2%
65 ZTS ZOETIS INC CLASS A Healthcare 110.0 $9K 0.00% +1.0 +0.9% $82.33 -6.2%
66 VO VANGUARD MID-CAP INDEX FUND ETF SHARES 68.0 $5K 0.00% +51.0 +300.0% $80.57 +0.9%
67 RKT ROCKET COMPANIES CLA A CLASS A Financial Services 307.0 $5K 0.00% +296.0 +2690.9% $15.75 -17.3%
68 EPD ENTERPRISE PRODS PART LP 104.0 $4K 0.00% +1.0 +1.0% $36.88
69 MFA MFA FINL INC REIT Real Estate 137.0 $1K +5.0 +3.8% $9.69 -10.4%
Page 4 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%