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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 6 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GBTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,274.0 $81K 0.03% NEW $63.43 -23.1%
102 SPHQ INVESCO S&P 500 QUALITY ETF 1,011.0 $76K 0.03% NEW $75.05 +19.1%
103 DIS DISNEY WALT CO Communication Services 637.0 $75K 0.03% NEW $117.20 -11.4%
104 XLF STE STRT FINCL SLCT SECTOR SPDR ETF 481.0 $75K 0.03% NEW $155.18 -65.5%
105 ORCL ORACLE CORP Technology 324.0 $69K 0.02% NEW $213.71 -13.8%
106 BRO BROWN & BROWN INC Financial Services 835.0 $67K 0.02% NEW $79.70 -25.8%
107 AXP AMERICAN EXPRESS CO Financial Services 163.0 $65K 0.02% NEW $397.87 -15.0%
108 CVX CHEVRON CORP NEW Energy 380.0 $64K 0.02% NEW $167.65 +3.6%
109 MU MICRON TECHNOLOGY INC Technology 200.0 $64K 0.02% NEW $318.23 +256.3%
110 CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF 840.0 $60K 0.02% NEW $71.45 +18.3%
111 SPYV ST STRT SPDR PRTFL S&P 500 VL ETF IV 1,021.0 $58K 0.02% NEW $56.81 +7.1%
112 XOM EXXON MOBIL CORP Energy 387.0 $58K 0.02% NEW $148.95 -7.5%
113 NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 1,115.0 $57K 0.02% NEW $50.88 -15.1%
114 AA ALCOA CORP Basic Materials 1,025.0 $54K 0.02% NEW $53.14 +11.6%
115 XLV STATE STRT HLTH CRE SLT SEC SPDR ETF 144.0 $53K 0.02% NEW $369.72 -59.6%
116 GILD GILEAD SCIENCES INC Healthcare 406.0 $53K 0.02% NEW $130.98 -5.5%
117 MO ALTRIA GROUP INC Consumer Defensive 867.0 $51K 0.02% NEW $59.14 +16.9%
118 PEP PEPSICO INC Consumer Defensive 322.0 $51K 0.02% NEW $157.27 -9.7%
119 GRDN GUARDIAN PHARMACY SVCS ICLASS A Healthcare 1,666.0 $50K 0.02% NEW $30.09 +40.9%
120 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 691.0 $49K 0.02% NEW $71.42 +2.3%
Page 6 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%