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Portfolio (Quarterly) Guide ↗

Innovative Asset Advisors Group, LLC

· CIK 0002127147
13F Portfolio $229M AUM 287 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 93 Added 83 Reduced 813 Exited
Page 33 of 41  ·  813 positions
# Ticker Company Sector Shares Value ↓ % Port Status
641 TFII TRANSFORCE INC COM Industrials 24 $3K 0.00% SOLD
642 BALL BALL CORP COM Consumer Cyclical 44 $3K 0.00% SOLD
643 AVY AVERY DENNISON CORP COM Industrials 15 $3K 0.00% SOLD
644 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 86 $3K 0.00% SOLD
645 CHDN CHURCHILL DOWNS INC COM Consumer Cyclical 28 $3K 0.00% SOLD
646 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 19 $3K 0.00% SOLD
647 SCHF SCHWAB INTERNATIONAL EQUITY ETF 100 $2K 0.00% SOLD
648 CVE CENOVUS ENERGY INC COM Energy 92 $2K 0.00% SOLD
649 BNL BROADSTONE NET LEASE INC COM Real Estate 131 $2K 0.00% SOLD
650 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 17 $2K 0.00% SOLD
651 NICE NICE LTD SPONSORED ADR Technology 22 $2K 0.00% SOLD
652 GPN GLOBAL PMTS INC COM Industrials 36 $2K 0.00% SOLD
653 BCS BARCLAYS PLC ADR Financial Services 111 $2K 0.00% SOLD
654 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 12 $2K 0.00% SOLD
655 TDSC ETC CABANA TARGET DRAWDOWN 10 ETF 90 $2K 0.00% SOLD
656 SE SEA LTD SPONSORD ADS Consumer Cyclical 28 $2K 0.00% SOLD
657 PUK PRUDENTIAL PLC ADR Financial Services 81 $2K 0.00% SOLD
658 LEN LENNAR CORP CL A Consumer Cyclical 26 $2K 0.00% SOLD
659 IDXX IDEXX LABS INC COM Healthcare 4 $2K 0.00% SOLD
660 PPG PPG INDS INC COM Basic Materials 21 $2K 0.00% SOLD
Page 33 of 41  ·  813 positions
Sector Allocation
Technology 54.9%
Financial Services 11.2%
Industrials 11.0%
Consumer Cyclical 7.6%
Healthcare 5.1%
Communication Services 3.4%
Consumer Defensive 2.4%
Basic Materials 1.8%
Energy 1.8%
Utilities 0.8%