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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 52 of 52  ·  1,039 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ILMN ILLUMINA INC COM Healthcare 1.0 $123.0 NEW $123.00 +18.1%
1022 NVT NVENT ELEC PLC SHS Industrials 1.0 $118.0 NEW $118.00 +43.5%
1023 WFRD WEATHERFORD INTL PLC ORD SHS Energy 1.0 $95.0 NEW $95.00 +14.5%
1024 GDDY GODADDY INC CL A Technology 1.0 $83.0 NEW $83.00 +7.2%
1025 ESI ELEMENT SOLUTIONS INC COM Basic Materials 2.0 $68.0 NEW $34.00 +27.0%
1026 EEFT EURONET WORLDWIDE INC COM Technology 1.0 $66.0 NEW $66.00 +2.2%
1027 TRMB TRIMBLE INC COM Technology 1.0 $65.0 NEW $65.00 -13.3%
1028 AAL AMERICAN AIRLINES GROUP INC COM Industrials 6.0 $64.0 NEW $10.67 +39.2%
1029 HHH HOWARD HUGHES HOLDINGS INC COM Real Estate 1.0 $63.0 NEW $63.00 +1.2%
1030 XP XP INC CL A Financial Services 3.0 $57.0 NEW $19.00 -11.5%
1031 VNO VORNADO RLTY TR SH BEN INT Real Estate 2.0 $52.0 NEW $26.00 +25.8%
1032 DXC DXC TECHNOLOGY CO COM Technology 4.0 $50.0 NEW $12.50 -26.0%
1033 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 2.0 $43.0 NEW $21.50 +10.7%
1034 APLS APELLIS PHARMACEUTICALS INC COM Healthcare 1.0 $40.0 NEW $40.00 +2.6%
1035 LUV SOUTHWEST AIRLS CO COM Industrials 1.0 $38.0 NEW $38.00 +11.3%
1036 DT DYNATRACE INC COM NEW Technology 1.0 $37.0 NEW $37.00 +9.7%
1037 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 2.0 $30.0 NEW $15.00 -4.1%
1038 WOLF WOLFSPEED INC COM Technology 1.0 $16.0 NEW $16.00 +336.8%
1039 VANI VIVANI MEDICAL INC COMMON STOCK Healthcare 5.0 $5.0 NEW $1.00 +24.0%
Page 52 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%