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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 24 of 52  ·  1,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 260.0 $24K 0.01% NEW $92.31 -3.7%
462 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 90.0 $24K 0.01% NEW $265.32 +17.5%
463 PATH UIPATH INC CL A Technology 2,146.0 $24K 0.01% NEW $11.10 -0.3%
464 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 937.0 $24K 0.01% NEW $25.37 -7.7%
465 ANGLOGOLD ASHANTI PLC COM SHS 243.0 $24K 0.01% NEW $97.36
466 MET METLIFE INC COM Financial Services 333.0 $24K 0.01% NEW $70.79 +17.4%
467 LNG CHENIERE ENERGY INC COM NEW Energy 83.0 $24K 0.01% NEW $283.76 -18.1%
468 LH LABCORP HOLDINGS INC COM SHS Healthcare 88.0 $23K 0.01% NEW $266.94 -3.2%
469 LOPE GRAND CANYON ED INC COM Consumer Defensive 138.0 $23K 0.01% NEW $170.03 -10.3%
470 USAR USA RARE EARTH INC COM Basic Materials 1,550.0 $23K 0.01% NEW $15.13 +76.8%
471 MPWR MONOLITHIC PWR SYS INC COM Technology 21.0 $23K 0.01% NEW $1095.33 +47.2%
472 ALLE ALLEGION PLC ORD SHS Industrials 158.0 $23K 0.01% NEW $145.29 -9.4%
473 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 315.0 $23K 0.01% NEW $72.74 +20.3%
474 CPT CAMDEN PPTY TR SH BEN INT Real Estate 232.0 $23K 0.01% NEW $98.72 +9.7%
475 ASCENDIS PHARMA A/S SPONSORED ADR 100.0 $23K 0.01% NEW $228.73
476 KBR KBR INC COM Industrials 618.0 $23K 0.01% NEW $36.86 -10.1%
477 MTCH MATCH GROUP INC NEW COM Communication Services 741.0 $23K 0.01% NEW $30.71 +17.9%
478 BROS DUTCH BROS INC CL A Consumer Cyclical 449.0 $23K 0.01% NEW $50.66 +10.3%
479 O REALTY INCOME CORP COM Real Estate 365.0 $22K 0.01% NEW $61.45 +1.3%
480 RSG REPUBLIC SVCS INC COM Industrials 102.0 $22K 0.01% NEW $219.32 -6.2%
Page 24 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%