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Portfolio (Quarterly) Guide ↗

Innovative Asset Advisors Group, LLC

· CIK 0002127147
13F Portfolio $173M AUM 1,040 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 1039 New
Page 41 of 52  ·  1,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 LAMR LAMAR ADVERTISING CO CL A Real Estate 33.0 $4K 0.00% NEW $126.67 +20.1%
802 EVR EVERCORE INC CLASS A Financial Services 14.0 $4K 0.00% NEW $298.50 +14.8%
803 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 103.0 $4K 0.00% NEW $40.22 -2.6%
804 ACGL ARCH CAP GROUP LTD ORD Financial Services 43.0 $4K 0.00% NEW $96.00 -4.8%
805 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 23.0 $4K 0.00% NEW $178.96 -13.8%
806 FRMI FERMI INC COM Utilities 702.0 $4K 0.00% NEW $5.84 +12.7%
807 GMAB GENMAB A/S SPONSORED ADS Healthcare 151.0 $4K 0.00% NEW $26.83 -0.4%
808 WIT WIPRO LTD SPON ADR 1 SH Technology 1,874.0 $4K 0.00% NEW $2.12 -3.3%
809 NMR NOMURA HLDGS INC SPONSORED ADR Financial Services 499.0 $4K 0.00% NEW $7.89 +0.9%
810 LSTR LANDSTAR SYS INC COM Industrials 24.0 $4K 0.00% NEW $160.29 +25.4%
811 CINF CINCINNATI FINL CORP COM Financial Services 24.0 $4K 0.00% NEW $158.29 +2.9%
812 M MACYS INC COM Consumer Cyclical 208.0 $4K 0.00% NEW $18.13 +16.1%
813 KEP KOREA ELEC PWR CORP SPONSORED ADR Utilities 264.0 $4K 0.00% NEW $14.25 -7.1%
814 EXPD EXPEDITORS INTL WASH INC COM Industrials 26.0 $4K 0.00% NEW $143.23 +12.8%
815 OMC OMNICOM GROUP INC COM Communication Services 49.0 $4K 0.00% NEW $75.88 -1.4%
816 RELX RELX PLC SPONSORED ADR Communication Services 112.0 $4K 0.00% NEW $33.15 -0.9%
817 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 77.0 $4K 0.00% NEW $47.97 +12.5%
818 OUSTER INC COM NEW 200.0 $4K 0.00% NEW $18.37
819 E ENI SPA SPONSORED ADR Energy 64.0 $4K 0.00% NEW $57.22 -8.3%
820 RHP RYMAN HOSPITALITY PPTYS INC COM Real Estate 39.0 $4K 0.00% NEW $93.46 +23.1%
Page 41 of 52  ·  1,039 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 45.5%
Industrials 11.4%
Financial Services 9.4%
Consumer Cyclical 9.1%
Communication Services 6.9%
Healthcare 6.4%
Consumer Defensive 3.4%
Energy 3.4%
Basic Materials 2.5%
Utilities 1.6%