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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 43 of 52  ·  1,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 186.0 $3K 0.00% NEW $16.43 +21.9%
842 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 41.0 $3K 0.00% NEW $74.44 +14.2%
843 ADT ADT INC DEL COM Industrials 463.0 $3K 0.00% NEW $6.57 +5.5%
844 HLI HOULIHAN LOKEY INC CL A Financial Services 21.0 $3K 0.00% NEW $143.62 +5.0%
845 DB DEUTSCHE BK AG NAMEN AKT Financial Services 101.0 $3K 0.00% NEW $29.78 +12.4%
846 TER TERADYNE INC COM Technology 10.0 $3K 0.00% NEW $296.50 +31.2%
847 CMC COMMERCIAL METALS CO COM Basic Materials 48.0 $3K 0.00% NEW $61.44 +20.0%
848 ARGX ARGENX SE SPONSORED ADR Healthcare 4.0 $3K 0.00% NEW $730.25 +10.7%
849 CAVA CAVA GROUP INC COM Consumer Cyclical 36.0 $3K 0.00% NEW $80.89 -0.7%
850 VIAV VIAVI SOLUTIONS INC COM Technology 87.0 $3K 0.00% NEW $33.28 +61.6%
851 WU WESTERN UN CO COM Financial Services 331.0 $3K 0.00% NEW $8.73 -4.1%
852 WWD WOODWARD INC COM Industrials 8.0 $3K 0.00% NEW $357.88 -1.8%
853 EMERA INC COM 55.0 $3K 0.00% NEW $51.84
854 KWEB KRANESHARES CSI CHINA INTERNET ETF 100.0 $3K 0.00% NEW $28.43 -4.1%
855 FDS FACTSET RESH SYS INC COM Financial Services 13.0 $3K 0.00% NEW $217.00 +6.4%
856 SF STIFEL FINL CORP COM Financial Services 38.0 $3K 0.00% NEW $73.92 -1.8%
857 PDD PDD HOLDINGS INC SPONSORED ADS Consumer Cyclical 27.0 $3K 0.00% NEW $102.19 -5.4%
858 RL RALPH LAUREN CORP CL A Consumer Cyclical 8.0 $3K 0.00% NEW $344.88 +10.7%
859 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 33.0 $3K 0.00% NEW $83.06 -1.0%
860 SM SM ENERGY COMPANY COM Energy 87.0 $3K 0.00% NEW $31.18 +1.9%
Page 43 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%