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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 11 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PRU PRUDENTIAL FINL INC Financial Services 101.0 $11K 0.00% $110.55 -3.6%
202 BSV VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES 139.0 $11K 0.00% +1.0 +0.7% $78.33 -0.7%
203 PLD PROLOGIS INC REIT Real Estate 50.0 $10K 0.00% $206.20 -31.8%
204 PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 146.0 $10K 0.00% NEW $69.92 +11.3%
205 SE SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS Consumer Cyclical 116.0 $10K 0.00% $82.81 +10.2%
206 MS MORGAN STANLEY Financial Services 18.0 $9K 0.00% $521.11 -57.2%
207 ABNB AIRBNB INC CLASS A Consumer Cyclical 55.0 $9K 0.00% $160.73 -11.4%
208 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 53.0 $9K 0.00% NEW $162.57 +11.3%
209 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 110.0 $8K 0.00% $74.42 -17.2%
210 EPI WISDOMTREE INDIA EARNINGS FUND 200.0 $8K 0.00% $40.80 +5.4%
211 DXCM DEXCOM INC Healthcare 100.0 $7K 0.00% $70.34 +3.0%
212 CSX CSX CORP Industrials 126.0 $7K 0.00% +1.0 +0.8% $54.68 -16.6%
213 IT GARTNER INC Technology 43.0 $7K 0.00% $158.35 -19.5%
214 BLOCK INC A CLASS CLASS A 98.0 $7K 0.00% $69.39
215 PKW INVESCO BUYBACK ACHIEVERS ETF 50.0 $7K 0.00% $131.24 +5.2%
216 WING WINGSTOP INC Consumer Cyclical 42.0 $7K 0.00% $155.71 -3.6%
217 NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 152.0 $6K 0.00% $42.29 +18.1%
218 IBIT ISHARES BITCOIN TRUST ETF Financial Services 161.0 $6K 0.00% $38.42 -7.3%
219 Q QNITY ELECTRONICS INC Technology 46.0 $6K 0.00% $125.41 +34.7%
220 HSY HERSHEY CO Consumer Defensive 23.0 $6K 0.00% $249.96 -30.9%
Page 11 of 14  ·  279 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%