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Portfolio (Quarterly) Guide ↗

Intelligence Driven Advisers, LLC

· CIK 0001819955
13F Portfolio $700M AUM 138 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 22 New 34 Added 61 Reduced 8 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LOW LOWES COS INC Consumer Cyclical 1,520.0 $367K 0.05% +446.0 +41.5% $241.16 -10.8%
22 XLK SELECT SECTOR SPDR TR 2,520.0 $363K 0.05% +1K +100.0% $143.97 +25.3%
23 GILD GILEAD SCIENCES INC Healthcare 2,897.0 $356K 0.05% +476.0 +19.7% $122.75 +9.5%
24 MO ALTRIA GROUP INC Consumer Defensive 6,060.0 $349K 0.05% +867.0 +16.7% $57.66 +28.2%
25 SDY SPDR SERIES TRUST 2,284.0 $318K 0.04% +101.0 +4.6% $139.14 +7.8%
26 HCA HCA HEALTHCARE INC Healthcare 602.0 $281K 0.04% +120.0 +24.9% $466.86 -15.6%
27 AIG AMERICAN INTL GROUP INC Financial Services 3,204.0 $274K 0.04% +207.0 +6.9% $85.55 -9.9%
28 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 958.0 $264K 0.04% +13.0 +1.4% $275.39 +195.1%
29 TSLA TESLA INC Consumer Cyclical 586.0 $263K 0.04% +121.0 +26.0% $449.59 -5.2%
30 VBR VANGUARD INDEX FDS 1,206.0 $255K 0.04% +12.0 +1.0% $211.72 +9.9%
31 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 15,419.0 $240K 0.03% +613.0 +4.1% $15.59 +4.2%
32 GD GENERAL DYNAMICS CORP Industrials 627.0 $211K 0.03% +27.0 +4.5% $336.66 +1.9%
33 GRAB GRAB HOLDINGS LIMITED Technology 11,549.0 $58K 0.01% +1K +12.6% $4.99 -29.7%
34 ENIC ENEL CHILE S.A. Utilities 11,610.0 $47K 0.01% +957.0 +9.0% $4.02 +5.0%
Page 2 of 2  ·  34 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 38.1%
Financial Services 34.2%
Communication Services 8.6%
Consumer Cyclical 5.7%
Industrials 5.0%
Healthcare 4.0%
Consumer Defensive 2.1%
Utilities 1.2%
Energy 1.1%