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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 7 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LGND LIGAND PHARMACEUTICALS I Healthcare 206.0 $65K 0.02% NEW $316.09 -8.7%
122 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 1,021.0 $62K 0.02% $60.79 +4.1%
123 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 1,333.0 $61K 0.02% $45.44 -1.0%
124 CSCO CISCO SYS INC Technology 408.0 $60K 0.02% $146.44 -25.1%
125 XOM EXXON MOBIL CORP Energy 387.0 $59K 0.02% $153.68 +6.3%
126 APD AIR PRODS & CHEMS INC Basic Materials 190.0 $58K 0.02% +1.0 +0.5% $303.61 +1.4%
127 XLV STATE STREET HEALTH CARESELECT SECTOR SPDR ETF 145.0 $57K 0.02% $389.68 -55.3%
128 AXP AMERICAN EXPRESS CO Financial Services 160.0 $56K 0.02% +47.0 +41.6% $350.94 -6.7%
129 PFGC PERFORMANCE FOOD GROUP C Consumer Defensive 500.0 $56K 0.02% $111.79 -10.4%
130 GILD GILEAD SCIENCES INC Healthcare 410.0 $55K 0.02% $134.70 +12.8%
131 DIS DISNEY WALT CO Communication Services 504.0 $54K 0.02% $107.76 -0.0%
132 GBTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,274.0 $54K 0.02% $42.26 +41.5%
133 AA ALCOA CORP Basic Materials 1,029.0 $54K 0.02% $52.10 -2.3%
134 NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 1,115.0 $53K 0.02% $47.94 -2.3%
135 AVDE AVANTIS INTERNATIONAL EQUITY ETF 589.0 $53K 0.02% $89.20 +4.4%
136 ORCL ORACLE CORP Technology 326.0 $52K 0.02% $159.63 -10.1%
137 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 691.0 $52K 0.02% $74.90 -0.7%
138 INTC INTEL CORP Technology 251.0 $50K 0.01% $199.71 -55.6%
139 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 968.0 $49K 0.01% +14.0 +1.5% $50.40 +1.9%
140 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 286.0 $46K 0.01% $161.29 -29.1%
Page 7 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%