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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 35 of 52  ·  1,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 VLTO VERALTO CORP COM SHS Industrials 96.0 $9K 0.01% NEW $88.60 -4.7%
682 INCY INCYTE CORP COM Healthcare 88.0 $8K 0.01% NEW $94.12 +3.4%
683 ZTS ZOETIS INC CL A Healthcare 70.0 $8K 0.01% NEW $118.21 -32.8%
684 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 86.0 $8K 0.01% NEW $95.41 +7.6%
685 CNH INDL N V SHS 741.0 $8K 0.01% NEW $11.00
686 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 434.0 $8K 0.01% NEW $18.70 -2.9%
687 ING ING GROEP N.V. SPONSORED ADR Financial Services 309.0 $8K 0.01% NEW $26.05 +19.4%
688 JOET VIRTUS TERRANOVA US QUALITY MOMENTUM ETF 200.0 $8K 0.01% NEW $40.03 +10.4%
689 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 100.0 $8K 0.01% NEW $80.05 +16.2%
690 IHI ISHARES U.S. MEDICAL DEVICES ETF 150.0 $8K 0.01% NEW $53.35 -7.8%
691 LTBR LIGHTBRIDGE CORP COM Industrials 750.0 $8K 0.01% NEW $10.66 +5.8%
692 HALO HALOZYME THERAPEUTICS INC COM Healthcare 123.0 $8K 0.01% NEW $64.63 +6.2%
693 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 156.0 $8K 0.01% NEW $50.81 +11.6%
694 VEEV VEEVA SYS INC CL A COM Healthcare 45.0 $8K 0.01% NEW $175.67 -9.7%
695 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 320.0 $8K 0.00% NEW $24.31 +10.6%
696 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 158.0 $8K 0.00% NEW $48.78 -9.7%
697 NTR NUTRIEN LTD COM Basic Materials 101.0 $8K 0.00% NEW $76.01 -9.6%
698 PNW PINNACLE WEST CAP CORP COM Utilities 76.0 $8K 0.00% NEW $100.75 +2.0%
699 HST HOST HOTELS & RESORTS INC COM Real Estate 395.0 $8K 0.00% NEW $19.36 +21.3%
700 BKR BAKER HUGHES COMPANY CL A Energy 125.0 $8K 0.00% NEW $61.05 +3.5%
Page 35 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%