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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 9 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ADSK AUTODESK INC Technology 97.0 $25K 0.01% $259.14 -25.2%
162 BROOKFIELD ASSET MGMT FCLASS A 565.0 $25K 0.01% $44.45
163 GOLY STRATEGY SHARES GOLD-HEDGED BOND ETF 845.0 $25K 0.01% NEW $29.45 -10.7%
164 MCHI ISHARES MSCI CHINA ETF 439.0 $25K 0.01% $56.18 -6.1%
165 CRH CRH PUBLIC LIMITED CO F Basic Materials 200.0 $23K 0.01% $117.21 -5.1%
166 MDLZ MONDELEZ INTL INC CLASS A Consumer Defensive 340.0 $23K 0.01% $68.66 -12.4%
167 XCEM COLUMBIA EM CORE EX-CHINA ETF 569.0 $23K 0.01% $40.81 +34.3%
168 VONG VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES 205.0 $22K 0.01% $109.69 +15.7%
169 OTIS OTIS WORLDWIDE CORP Industrials 290.0 $22K 0.01% $77.08 -4.9%
170 GM GENERAL MTRS CO Consumer Cyclical 268.0 $22K 0.01% $83.02 -4.5%
171 WBD WARNER BROS DISCOVERY INCLASS SERIES A Communication Services 611.0 $22K 0.01% $35.46 -26.0%
172 NU NU HLDGS LTD FCLASS CLASS A Financial Services 1,500.0 $22K 0.01% $14.37 -11.6%
173 AMD ADVANCED MICRO DEVIC Technology 59.0 $21K 0.01% NEW $362.03 +48.4%
174 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 452.0 $21K 0.01% NEW $46.91 +13.1%
175 DOV DOVER CORP Industrials 91.0 $21K 0.01% -92.0 -50.3% $230.26 -2.9%
176 IWM ISHARES RUSSELL 2000 ETF 83.0 $20K 0.01% NEW $246.95 +19.7%
177 STT STATE STR CORP Financial Services 145.0 $20K 0.01% +1.0 +0.7% $137.88 +22.1%
178 BKR BAKER HUGHES CO. A CLASS CLASS A Energy 291.0 $20K 0.01% $67.01 -12.8%
179 KMB KIMBERLY CLARK CORP Consumer Defensive 197.0 $19K 0.01% $96.47 +6.3%
180 HOOD ROBINHOOD MKTS INC CLASS CLASS A Financial Services 269.0 $19K 0.01% NEW $69.30 +56.1%
Page 9 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%