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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 10 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWM ISHARES RUSSELL 2000 ETF 83.0 $25K 0.01% $299.89 -2.3%
182 MDLZ MONDELEZ INTL INC CLASS CLASS A Consumer Defensive 340.0 $25K 0.01% $72.64 -14.4%
183 TJX TJX COS INC NEW Consumer Cyclical 130.0 $25K 0.01% NEW $188.79 -29.9%
184 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 457.0 $24K 0.01% +5.0 +1.1% $51.75 +1.8%
185 KMB KIMBERLY CLARK CORP Consumer Defensive 197.0 $23K 0.01% $117.57 -8.4%
186 GM GENERAL MTRS CO Consumer Cyclical 268.0 $23K 0.01% $86.07 -0.4%
187 IBM IBM CORP Technology 1.0 $23K 0.01% $22778.00 -99.0%
188 DOV DOVER CORP Industrials 91.0 $23K 0.01% $247.75 -23.1%
189 MCHI ISHARES MSCI CHINA ETF 439.0 $22K 0.01% $51.03 +6.9%
190 OTIS OTIS WORLDWIDE CORP Industrials 290.0 $22K 0.01% $75.06 -5.4%
191 ABT ABBOTT LABS Healthcare 135.0 $22K 0.01% $159.53 -29.9%
192 PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 284.0 $21K 0.01% +138.0 +94.5% $75.53 +4.9%
193 BKR BAKER HUGHES CO. A CLASS A Energy 292.0 $21K 0.01% $72.88 -11.8%
194 PG PROCTER & GAMBLE CO Consumer Defensive 46.0 $21K 0.01% -384.0 -89.3% $462.24 -68.2%
195 GOLY STRATEGY SHARES GOLD-HEDGED BOND ETF 845.0 $21K 0.01% $25.15 +5.1%
196 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 145.0 $21K 0.01% NEW $146.41 -6.0%
197 ADSK AUTODESK INC Technology 97.0 $21K 0.01% $218.47 +12.3%
198 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 617.0 $21K 0.01% $33.86 +4.4%
199 MELI MERCADOLIBRE INC Consumer Cyclical 10.0 $20K 0.01% $2036.90 -1.6%
200 NU NU HLDGS LTD FCLASS A Financial Services 1,500.0 $20K 0.01% $13.36 +13.7%
Page 10 of 16  ·  314 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%