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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 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IAU ISHARES GOLD TRUST Financial Services 42.0 $3K 0.00% NEW $75.50 +7.7%
42 MP MP MATLS CORP CLASS A Basic Materials 56.0 $3K 0.00% NEW $56.02 -4.1%
43 FISV FISERV INC Technology 29.0 $3K 0.00% NEW $99.79 -48.2%
44 TLT ISHARES 20 YEAR TREASURY BOND ETF 12.0 $1K NEW $86.42 -5.3%
45 SPACE EX TECH SPACEX CLASS A 2.0 $342.0 NEW $171.00
46 VERSIGENT LTD F 4.0 $252.0 NEW $63.00
47 GAMESTOP CORP NEW 26 WTSWARRANTS EXP 10/30/26 2.0 $6.0 NEW $3.00
Page 3 of 3  ·  47 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%