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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 7 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PEP PEPSICO INC Consumer Defensive 324.0 $55K 0.02% +2.0 +0.6% $170.91 -16.9%
122 BRO BROWN & BROWN INC Financial Services 835.0 $54K 0.02% $65.21 -9.4%
123 ACN ACCENTURE PLC IRELAND FCLASS CLASS A Technology 267.0 $53K 0.02% +170.0 +175.3% $198.29 -35.5%
124 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 840.0 $53K 0.02% $62.68 +34.9%
125 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 691.0 $51K 0.02% $73.14 -0.1%
126 XLV STATE STREET HEALTH CARESELECT SECTOR SPDR ETF 145.0 $51K 0.02% +1.0 +0.7% $348.34 -57.1%
127 AVDE AVANTIS INTERNATIONAL EQUITY ETF 589.0 $50K 0.02% $84.84 +6.4%
128 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 135.0 $49K 0.02% NEW $363.81 -69.9%
129 DIS DISNEY WALT CO Communication Services 504.0 $49K 0.02% -133.0 -20.9% $96.43 +7.7%
130 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 1,333.0 $48K 0.02% $36.20 +23.2%
131 EXC EXELON CORP Utilities 900.0 $48K 0.02% $53.16 -13.8%
132 ORCL ORACLE CORP Technology 325.0 $48K 0.02% $147.18 +25.2%
133 ADBE ADOBE INC Technology 188.0 $46K 0.02% -5K -96.0% $243.08 -19.7%
134 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 954.0 $44K 0.01% NEW $45.67 +13.5%
135 HTRB HARTFORD TOTAL RETURN BOND ETF 1,287.0 $43K 0.01% $33.74 +0.1%
136 CRUS CIRRUS LOGIC INC Technology 300.0 $43K 0.01% $144.62 +14.3%
137 PFGC PERFORMANCE FOOD GROUP C Consumer Defensive 500.0 $43K 0.01% $85.66 +21.0%
138 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 286.0 $42K 0.01% +97.0 +51.3% $146.23 -19.9%
139 NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 1,115.0 $41K 0.01% $36.75 +17.5%
140 FLTB FIDELITY LIMITED TERM BOND ETF 811.0 $41K 0.01% $50.27 -0.1%
Page 7 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%