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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 6 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SOFI SOFI TECHNOLOGIES INC Financial Services 6,197.0 $111K 0.03% +450.0 +7.8% $17.93 -0.5%
102 WFC WELLS FARGO & CO Financial Services 1,230.0 $102K 0.03% $82.64 +8.1%
103 IWD ISHARES RUSSELL 1000 VALUE ETF 417.0 $101K 0.03% NEW $242.43 +6.0%
104 SPHQ INVESCO S&P 500 QUALITY ETF 1,011.0 $91K 0.03% $90.10 -5.9%
105 FEDEX FGHT HLDG CO INC 597.0 $91K 0.03% NEW $151.76
106 AMT AMERICAN TOWER CORP NEW REIT Real Estate 518.0 $89K 0.03% +5.0 +1.0% $171.59 +1.0%
107 TFC TRUIST FINL CORP Financial Services 1,670.0 $89K 0.03% +15.0 +0.9% $53.03 -4.1%
108 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 122.0 $86K 0.03% $702.15 -2.6%
109 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF 658.0 $78K 0.02% $118.97 +1.2%
110 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 485.0 $78K 0.02% $160.60 -64.0%
111 MO ALTRIA GROUP INC Consumer Defensive 925.0 $77K 0.02% +13.0 +1.4% $83.68 -16.5%
112 DAL DELTA AIR LINES INC DEL Industrials 791.0 $76K 0.02% +239.0 +43.3% $96.62 -19.1%
113 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 840.0 $75K 0.02% $89.85 +3.5%
114 RDDT REDDIT INC CLASS A Communication Services 430.0 $75K 0.02% $173.58 -11.1%
115 T AT&T INC Communication Services 3,508.0 $73K 0.02% $20.70 +27.1%
116 CEG CONSTELLATION ENERGY COR Utilities 280.0 $72K 0.02% +3.0 +1.1% $257.24 +9.6%
117 GRDN GUARDIAN PHARMACY SVCS ICLASS A Healthcare 1,666.0 $70K 0.02% $41.87 -5.1%
118 APH AMPHENOL CORP NEW CLASS A Technology 347.0 $69K 0.02% NEW $199.18 -19.7%
119 UNP UNION PAC CORP Industrials 186.0 $66K 0.02% NEW $355.35 -18.1%
120 NOW SERVICENOW INC Technology 623.0 $66K 0.02% +378.0 +154.3% $105.97 +29.0%
Page 6 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%