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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 5 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMGN AMGEN INC Healthcare 493.0 $181K 0.06% +3.0 +0.6% $366.54 +19.5%
82 PRF INVESCO RAFI US 1000 ETF 3,216.0 $174K 0.05% +1K +50.8% $54.03 +3.2%
83 QQQ INVESCO QQQ TR Financial Services 231.0 $170K 0.05% $735.74 -3.8%
84 C CITIGROUP INC Financial Services 1,142.0 $167K 0.05% $146.20 -9.3%
85 ARISTA NETWORKS INC 905.0 $161K 0.05% $177.76
86 SO SOUTHERN CO Utilities 1,591.0 $157K 0.05% +1K +215.7% $98.48 -10.5%
87 WMT WALMART INC Consumer Defensive 1,160.0 $150K 0.05% $128.95 -17.9%
88 AMD ADVANCED MICRO DEVICES I Technology 207.0 $147K 0.04% +148.0 +250.8% $710.00 -35.3%
89 BN BROOKFIELD CORP FCLASS A Financial Services 3,375.0 $144K 0.04% $42.59 -6.7%
90 SDY STATE STREET SPDR S&P DIVIDEND ETF 940.0 $143K 0.04% -42.0 -4.3% $152.18 +2.3%
91 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 370.0 $137K 0.04% -6.0 -1.6% $370.23 +1.3%
92 PLTR PALANTIR TECHNOLOGIES INCLASS A Technology 1,167.0 $136K 0.04% +735.0 +170.1% $116.67 +54.2%
93 DUK DUKE ENERGY CORP NEW Utilities 1,062.0 $136K 0.04% +413.0 +63.6% $127.89 -5.9%
94 IWF ISHARES RUSSELL 1000 GROWTH ETF 1,048.0 $130K 0.04% NEW $124.17 -2.4%
95 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 2,234.0 $121K 0.04% +634.0 +39.6% $54.01 +7.4%
96 BNDX VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES 2,400.0 $116K 0.04% +180.0 +8.1% $48.43 -2.4%
97 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 2,407.0 $115K 0.04% NEW $47.71 +3.8%
98 SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 3,561.0 $113K 0.04% +4K +10000.0% $31.71 +9.8%
99 CVX CHEVRON CORP NEW Energy 643.0 $113K 0.04% +263.0 +69.2% $175.56 +20.2%
100 RTX RTX CORP Industrials 572.0 $111K 0.03% +59.0 +11.5% $194.71 +5.4%
Page 5 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%