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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 6 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 1,600.0 $84K 0.03% NEW $52.78 +4.8%
102 XOM EXXON MOBIL CORP Energy 387.0 $84K 0.03% $216.13 -34.9%
103 TFC TRUIST FINL CORP Financial Services 1,655.0 $81K 0.03% +14.0 +0.8% $48.98 -1.3%
104 CEG CONSTELLATION ENERGY COR Utilities 277.0 $78K 0.03% -3.0 -1.1% $282.27 -2.9%
105 SPHQ INVESCO S&P 500 QUALITY ETF 1,011.0 $76K 0.03% $75.19 +18.8%
106 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 122.0 $75K 0.03% NEW $614.30 +12.5%
107 PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A Technology 432.0 $71K 0.03% +201.0 +87.0% $164.56 -21.9%
108 MO ALTRIA GROUP INC Consumer Defensive 912.0 $70K 0.02% +45.0 +5.2% $76.90 -10.1%
109 AA ALCOA CORP Basic Materials 1,027.0 $68K 0.02% $66.32 -10.5%
110 GILD GILEAD SCIENCES INC Healthcare 408.0 $68K 0.02% $166.39 -25.6%
111 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 483.0 $67K 0.02% $139.55 -61.6%
112 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF 657.0 $64K 0.02% +610.0 +1297.9% $97.92 +22.1%
113 PG PROCTER & GAMBLE CO Consumer Defensive 430.0 $63K 0.02% -12K -96.6% $146.12 +2.9%
114 GRDN GUARDIAN PHARMACY SVCS ICLASS A Healthcare 1,666.0 $63K 0.02% $37.66 +12.6%
115 GBTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,274.0 $62K 0.02% $48.97 -0.3%
116 RDDT REDDIT INC CLASS A Communication Services 430.0 $58K 0.02% $134.65 +29.9%
117 SO SOUTHERN CO Utilities 504.0 $58K 0.02% $114.71 -18.8%
118 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 1,021.0 $58K 0.02% $56.58 +7.6%
119 OXY OCCIDENTAL PETE CORP Energy 856.0 $56K 0.02% $65.43 -20.8%
120 APD AIR PRODS & CHEMS INC Basic Materials 189.0 $56K 0.02% +2.0 +1.1% $296.07 -5.4%
Page 6 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%