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Portfolio (Quarterly) Guide ↗

Investment Research & Advisory Group, Inc.

· CIK 0001802136
13F Portfolio $302M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 275 New
Page 4 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FDX FEDEX CORP Industrials 1,185.0 $344K 0.11% NEW $289.93 +12.5%
62 KO THE COCA-COLA CO Consumer Defensive 4,269.0 $301K 0.10% NEW $70.58 +12.5%
63 TSLA TESLA INC Consumer Cyclical 606.0 $298K 0.10% NEW $492.02 -18.6%
64 PNFP PINNACLE FINL PARTNERS I Financial Services 3,063.0 $292K 0.10% NEW $95.44 +0.7%
65 LOW LOWES COS INC Consumer Cyclical 1,190.0 $290K 0.10% NEW $243.49 -8.7%
66 BAC BANK OF AMERICA CORP Financial Services 4,817.0 $272K 0.09% NEW $56.51 -0.5%
67 IJR ISHARES CORE S&P SMALL CAP ETF 2,053.0 $265K 0.09% NEW $129.08 +10.9%
68 ISHARES TOTAL US STOCK MARKET ETF 1,714.0 $255K 0.08% NEW $148.72
69 AVUV AVANTIS US SMALL CAP VALUE ETF 2,343.0 $239K 0.08% NEW $102.00 +19.6%
70 PFG PRINCIPAL FINL GROUP INC Financial Services 2,636.0 $233K 0.08% NEW $88.48 +23.8%
71 VRP INVSC VARIABLE RATE PREFERRED ETF 9,379.0 $228K 0.08% NEW $24.33 +0.4%
72 VBK VANGUARD SMALL CAP GROWTH ETF 741.0 $224K 0.07% NEW $302.11 +18.0%
73 VBR VANGUARD SMALL CAP VALUEETF 1,052.0 $223K 0.07% NEW $211.86 +12.5%
74 ABBV ABBVIE INC Healthcare 888.0 $211K 0.07% NEW $237.90 -8.9%
75 MCD MCDONALDS CORP Consumer Cyclical 674.0 $211K 0.07% NEW $312.73 -10.9%
76 GS GOLDMAN SACHS GROUP INC Financial Services 217.0 $198K 0.07% NEW $911.34 +20.3%
77 AMGN AMGEN INC Healthcare 514.0 $172K 0.06% NEW $334.05 +1.1%
78 CRWD CROWDSTRIKE HLDGS INC CLASS A Technology 342.0 $163K 0.05% NEW $475.61 +44.0%
79 BN BROOKFIELD CORP FCLASS A Financial Services 3,375.0 $155K 0.05% NEW $45.89 -3.2%
80 QQQ INVSC QQQ TRUST SRS 1 ETF Financial Services 229.0 $140K 0.05% NEW $613.17 +20.8%
Page 4 of 14  ·  275 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 18.6%
Communication Services 12.9%
Healthcare 10.5%
Consumer Cyclical 9.5%
Industrials 9.0%
Consumer Defensive 5.9%
Utilities 0.9%
Real Estate 0.3%
Basic Materials 0.1%