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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 20 of 52  ·  1,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 484.0 $35K 0.02% NEW $72.71 +7.5%
382 RBRK RUBRIK INC. CL A Technology 715.0 $35K 0.02% NEW $48.97 +34.1%
383 TRV TRAVELERS COMPANIES INC COM Financial Services 120.0 $35K 0.02% NEW $291.68 +5.4%
384 NXPI NXP SEMICONDUCTORS N V COM Technology 176.0 $35K 0.02% NEW $197.88 +67.2%
385 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 533.0 $35K 0.02% NEW $65.09 +19.9%
386 RHI ROBERT HALF INC. COM Industrials 1,343.0 $34K 0.02% NEW $25.40 +8.8%
387 SHW SHERWIN WILLIAMS CO COM Basic Materials 106.0 $34K 0.02% NEW $320.55 -2.1%
388 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 289.0 $34K 0.02% NEW $117.06 -1.6%
389 EFG ISHARES MSCI EAFE GROWTH ETF 302.0 $34K 0.02% NEW $111.37 +10.3%
390 STE STERIS PLC SHS USD Healthcare 151.0 $33K 0.02% NEW $221.13 -1.7%
391 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 305.0 $33K 0.02% NEW $109.12 +6.5%
392 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 1,000.0 $33K 0.02% NEW $33.22 +20.7%
393 EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 549.0 $33K 0.02% NEW $60.43 +21.8%
394 WDC WESTERN DIGITAL CORP COM Technology 122.0 $33K 0.02% NEW $270.49 +94.8%
395 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 682.0 $33K 0.02% NEW $48.08 +0.3%
396 CAH CARDINAL HEALTH INC COM Healthcare 155.0 $33K 0.02% NEW $211.49 -5.0%
397 PAYC PAYCOM SOFTWARE INC COM Technology 269.0 $33K 0.02% NEW $121.54 +11.2%
398 MARA MARA HOLDINGS INC COM Financial Services 4,000.0 $33K 0.02% NEW $8.16 +71.1%
399 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 618.0 $33K 0.02% NEW $52.76 +10.0%
400 BBAI BIGBEAR AI HLDGS INC COM Technology 9,250.0 $33K 0.02% NEW $3.52 +16.5%
Page 20 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%