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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 4 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 972.0 $386K 0.14% +366.0 +60.4% $397.37 +0.8%
62 IRT INDEPENDENCE RLTY TR INCREIT Real Estate 25,319.0 $377K 0.13% -5K -15.6% $14.89 +6.2%
63 AVGO BROADCOM INC Technology 1,068.0 $352K 0.12% -222.0 -17.2% $329.45 +24.9%
64 KO THE COCA-COLA CO Consumer Defensive 4,140.0 $325K 0.11% -129.0 -3.0% $78.49 +1.1%
65 VMC VULCAN MATLS CO Basic Materials 1,113.0 $304K 0.11% +1K +2126.0% $273.57 +7.8%
66 LOW LOWES COS INC Consumer Cyclical 1,148.0 $277K 0.10% -42.0 -3.5% $241.51 -8.0%
67 IJR ISHARES CORE S&P SMALL-CAP ETF 2,054.0 $274K 0.10% $133.50 +7.3%
68 PNFP PINNACLE FINL PARTNERS I Financial Services 3,080.0 $265K 0.09% +17.0 +0.6% $86.16 +11.6%
69 AVUV AVANTIS US SMALL CAP VALUE ETF 2,344.0 $259K 0.09% $110.45 +10.5%
70 BAC BANK OF AMERICA CORP Financial Services 4,833.0 $249K 0.09% $51.42 +9.3%
71 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 1,718.0 $245K 0.09% $142.43
72 PFG PRINCIPAL FINL GROUP INC Financial Services 2,636.0 $238K 0.08% $90.38 +21.2%
73 VBR VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES 1,058.0 $230K 0.08% +6.0 +0.6% $217.33 +9.7%
74 VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES 741.0 $224K 0.08% $302.25 +18.0%
75 ABBV ABBVIE INC Healthcare 891.0 $203K 0.07% $227.58 -4.8%
76 GS GOLDMAN SACHS GROUP INC Financial Services 218.0 $191K 0.07% $877.77 +24.9%
77 AMGN AMGEN INC Healthcare 490.0 $180K 0.06% -24.0 -4.7% $366.38 -7.9%
78 MCD MCDONALDS CORP Consumer Cyclical 526.0 $173K 0.06% -148.0 -22.0% $328.45 -15.2%
79 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 838.0 $161K 0.06% +830.0 +10000.0% $191.92 +9.4%
80 WMT WALMART INC Consumer Defensive 1,159.0 $158K 0.06% $136.67 -13.6%
Page 4 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%