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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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADBE ADOBE INC Technology 1,564.0 $547K 0.08% -111.0 -6.6% $349.99 -30.1%
42 IJH ISHARES TR 8,125.0 $536K 0.08% -115.0 -1.4% $66.00 +11.4%
43 LLY ELI LILLY & CO Healthcare 486.0 $522K 0.07% -15.0 -3.0% $1074.68 -0.9%
44 TFLO ISHARES TR 10,100.0 $510K 0.07% -5K -32.6% $50.46 +0.3%
45 VOT VANGUARD INDEX FDS 1,466.0 $409K 0.06% -43.0 -2.9% $279.17 +4.3%
46 HD HOME DEPOT INC Consumer Cyclical 1,149.0 $395K 0.06% -179.0 -13.5% $344.03 -9.0%
47 IXUS ISHARES TR 4,541.0 $384K 0.06% -894.0 -16.4% $84.64 +12.2%
48 VOE VANGUARD INDEX FDS 1,939.0 $344K 0.05% -163.0 -7.8% $177.34 +9.6%
49 SLYV SPDR SERIES TRUST 3,749.0 $341K 0.05% -418.0 -10.0% $90.97 +13.6%
50 SPTM SPDR SERIES TRUST 3,540.0 $292K 0.04% -46.0 -1.3% $82.50 +9.5%
51 LRCX LAM RESEARCH CORP Technology 1,685.0 $288K 0.04% -66.0 -3.8% $171.18 +78.4%
52 USMV ISHARES TR 3,021.0 $284K 0.04% -27.0 -0.9% $94.16 +2.9%
53 VST VISTRA CORP Utilities 1,592.0 $257K 0.04% -54.0 -3.3% $161.33 -3.1%
54 SU SUNCOR ENERGY INC NEW Energy 5,396.0 $239K 0.03% -63.0 -1.1% $44.36 +51.8%
55 XOM EXXON MOBIL CORP Energy 1,937.0 $233K 0.03% -552.0 -22.2% $120.31 +28.8%
56 DASH DOORDASH INC Communication Services 1,013.0 $229K 0.03% -194.0 -16.1% $226.48 -29.2%
57 FNDE SCHWAB STRATEGIC TR 6,197.0 $223K 0.03% -195.0 -3.0% $36.06 +12.5%
58 UNH UNITEDHEALTH GROUP INC Healthcare 659.0 $218K 0.03% -47.0 -6.7% $330.11 +17.7%
59 XLC SELECT SECTOR SPDR TR 1,770.0 $208K 0.03% -639.0 -26.5% $117.72 -1.9%
60 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,251.0 $205K 0.03% -79.0 -3.4% $91.19 +0.6%
Page 3 of 4  ·  61 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%