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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 13 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SLB SLB LIMITED F Energy 79.0 $9K 0.00% NEW $110.05 -48.1%
242 USMV ISHARES MSCI USA MIN VOLFACTOR ETF 90.0 $9K 0.00% NEW $96.46 +4.8%
243 EPI WISDOMTREE INDIA EARNINGS FUND 200.0 $9K 0.00% $42.78 +0.7%
244 MSI MOTOROLA SOLUTIONS INC Technology 11.0 $8K 0.00% NEW $755.09 -34.9%
245 NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 152.0 $8K 0.00% $50.72 +0.7%
246 CTAS CINTAS CORP Industrials 31.0 $8K 0.00% NEW $246.90 -18.8%
247 WING WINGSTOP INC Consumer Cyclical 40.0 $7K 0.00% -2.0 -4.8% $183.35 -40.2%
248 OPPJ WISDOMTREE JAPAN OPPORTUNITIES FUND 126.0 $7K 0.00% NEW $57.55 +1.1%
249 ADBE ADOBE INC Technology 35.0 $7K 0.00% -153.0 -81.4% $205.03 +39.5%
250 SRE SEMPRA Utilities 60.0 $7K 0.00% NEW $118.98 -29.2%
251 PKW INVESCO BUYBACK ACHIEVERS ETF 50.0 $7K 0.00% $141.66 +7.0%
252 DXCM DEXCOM INC Healthcare 100.0 $7K 0.00% $70.72 +27.5%
253 HCA HCA HEALTHCARE INC Healthcare 16.0 $7K 0.00% NEW $414.25 -0.2%
254 FIX COMFORT SYS USA INC Industrials 3.0 $6K 0.00% NEW $1982.00 -21.6%
255 IT GARTNER INC Technology 43.0 $6K 0.00% $129.63 +46.5%
256 MTCH MATCH GROUP INC NEW Communication Services 145.0 $6K 0.00% $38.14 +9.9%
257 VO VANGUARD MID-CAP INDEX FUND ETF SHARES 68.0 $5K 0.00% +51.0 +300.0% $80.57 +0.9%
258 IBIT ISHARES BITCOIN TRUST ETF Financial Services 161.0 $5K 0.00% $33.29 +31.4%
259 KHC KRAFT HEINZ CO Consumer Defensive 210.0 $5K 0.00% $23.62 +9.5%
260 HSY HERSHEY CO Consumer Defensive 23.0 $5K 0.00% $212.35 -17.1%
Page 13 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%