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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 14 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FCX FREEPORT-MCMORAN INC Basic Materials 49.0 $5K 0.00% $98.84 -26.7%
262 RKT ROCKET COMPANIES CLA A CLASS A Financial Services 307.0 $5K 0.00% +296.0 +2690.9% $15.75 -17.3%
263 JBL JABIL INC Technology 9.0 $5K 0.00% NEW $514.00 -41.8%
264 MMM 3M CO Industrials 12.0 $4K 0.00% $368.25 -53.8%
265 ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 32.0 $4K 0.00% $132.22 -9.1%
266 MSOS ADVISORSHARES PURE US CANNABIS ETF 800.0 $4K 0.00% $5.08 -3.0%
267 EPD ENTERPRISE PRODS PART LP 104.0 $4K 0.00% +1.0 +1.0% $36.88
268 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 8.0 $4K 0.00% $477.62 -13.3%
269 RSG REPUBLIC SVCS INC Industrials 17.0 $4K 0.00% $213.06 +4.8%
270 ATLASSIAN CORP CLASS A 45.0 $4K 0.00% $77.80
271 F FORD MTR CO DEL Consumer Cyclical 12.0 $3K 0.00% $281.50 -95.1%
272 IHG INTERCONTINENTAL HOTEL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS Consumer Cyclical 19.0 $3K 0.00% $173.11 -10.3%
273 LULU LULULEMON ATHLETICA INC Consumer Cyclical 28.0 $3K 0.00% $114.18 +3.3%
274 DOW DOW INC Basic Materials 93.0 $3K 0.00% $34.13 -10.8%
275 IAU ISHARES GOLD TRUST Financial Services 42.0 $3K 0.00% NEW $75.50 +7.7%
276 MP MP MATLS CORP CLASS A Basic Materials 56.0 $3K 0.00% NEW $56.02 -4.1%
277 FISV FISERV INC Technology 29.0 $3K 0.00% NEW $99.79 -48.2%
278 JOBY JOBY AVIATION INC FCLASS A Industrials 300.0 $3K 0.00% $8.92 -25.0%
279 UL UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS Consumer Defensive 43.0 $3K 0.00% $60.12 +7.1%
280 PLX PROTALIX BIOTHERAPEUTICS Healthcare 1,000.0 $2K 0.00% $2.33 +11.2%
Page 14 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%