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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 16 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 OKLO OKLO INC CLASS A Utilities 9.0 $471.0 $52.33 -26.4%
302 SPACE EX TECH SPACEX CLASS A 2.0 $342.0 NEW $171.00
303 AER AERCAP HOLDINGS N V F Industrials 2.0 $292.0 $146.00 -1.3%
304 VERSIGENT LTD F 4.0 $252.0 NEW $63.00
305 PSC PRINCIPAL U.S. SMALL-CAPETF 3.0 $211.0 $70.33 -2.8%
306 SMG SCOTTS MIRACLE-GRO CO Basic Materials 3.0 $204.0 $68.00 -13.1%
307 BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS Energy 4.0 $148.0 $37.00 +20.2%
308 BR BROADRIDGE FINL SOLUTION Technology 1.0 $138.0 $138.00 +30.7%
309 RVLV REVOLVE GROUP INC CLASS A Consumer Cyclical 5.0 $114.0 $22.80 -2.6%
310 FENI FIDELITY ENHANCED INTERNATIONAL ETF 2.0 $83.0 $41.50 -1.3%
311 EVTR EATON VANCE TOTAL RETURNBOND ETF 1.0 $54.0 $54.00 -7.9%
312 UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF 1.0 $48.0 $48.00 -4.3%
313 GAMESTOP CORP NEW 26 WTSWARRANTS EXP 10/30/26 2.0 $6.0 NEW $3.00
314 CGC CANOPY GROWTH CORP F Healthcare 5.0 $5.0 $1.00 -2.5%
Page 16 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%