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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 6 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HCA HCA HEALTHCARE INC Healthcare 602.0 $281K 0.04% +120.0 +24.9% $466.86 -15.6%
102 SCHX SCHWAB STRATEGIC TR 10,420.0 $280K 0.04% NEW $26.91 +9.0%
103 KLAC KLA CORP Technology 228.0 $277K 0.04% NEW $1215.08 +55.4%
104 AIG AMERICAN INTL GROUP INC Financial Services 3,204.0 $274K 0.04% +207.0 +6.9% $85.55 -9.9%
105 XLB SELECT SECTOR SPDR TR 6,000.0 $272K 0.04% $45.35 +10.9%
106 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 958.0 $264K 0.04% +13.0 +1.4% $275.39 +195.1%
107 TSLA TESLA INC Consumer Cyclical 586.0 $263K 0.04% +121.0 +26.0% $449.59 -5.2%
108 BOTZ GLOBAL X FDS 7,200.0 $261K 0.04% $36.23 +11.2%
109 VST VISTRA CORP Utilities 1,592.0 $257K 0.04% -54.0 -3.3% $161.33 -3.1%
110 VBR VANGUARD INDEX FDS 1,206.0 $255K 0.04% +12.0 +1.0% $211.72 +9.9%
111 CMCSA COMCAST CORP NEW Communication Services 8,436.0 $252K 0.04% NEW $29.89 -15.7%
112 IWO ISHARES TR 764.0 $247K 0.04% $323.21 +15.2%
113 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 15,419.0 $240K 0.03% +613.0 +4.1% $15.59 +4.2%
114 SU SUNCOR ENERGY INC NEW Energy 5,396.0 $239K 0.03% -63.0 -1.1% $44.36 +51.8%
115 VLO VALERO ENERGY CORP Energy 1,460.0 $238K 0.03% NEW $162.79 +51.7%
116 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,376.0 $236K 0.03% NEW $53.94 +10.2%
117 CAT CATERPILLAR INC Industrials 409.0 $234K 0.03% NEW $573.00 +53.6%
118 XOM EXXON MOBIL CORP Energy 1,937.0 $233K 0.03% -552.0 -22.2% $120.31 +28.8%
119 MTUM ISHARES TR 927.0 $232K 0.03% $250.31 +21.3%
120 DASH DOORDASH INC Communication Services 1,013.0 $229K 0.03% -194.0 -16.1% $226.48 -29.2%
Page 6 of 7  ·  138 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%