Investment Advisory Services Group LLC
Filing Date
Global Rank
#8,006
/ 8,586
▲ 77
Top Industry
Consumer Electronics
24.1%
3Y Alpha vs SPY
+0.5%
Period ended 3 months ago
Filed Apr 28, 2026 · 50d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.2%
SPY
+11.2%
Annualised alpha
+0.0%
Max drawdown
−8.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.5%
+3.2 pts
Top 5
75.5%
+1.4 pts
Top 10
97.3%
+1.9 pts
HHI
1,400
Diversified+97
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.3% | $4,596,918 |
| Communication Services | 25.6% | $3,157,966 |
| Consumer Cyclical | 22.2% | $2,732,019 |
| Unclassified | 10.8% | $1,329,897 |
| Financial Services | 4.1% | $506,993 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +3,222 | 4,079 | $1,509,923 | |
| AAPL | Apple Inc. | +2,041 | 10,458 | $2,654,135 | |
| NFLX | Netflix Inc | +1,073 | 6,074 | $584,015 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +900 | 10,835 | $639,590 | |
| AMZN | Amazon Com Inc | +769 | 10,567 | $2,200,789 | |
| GOOGL | Alphabet Inc. | +335 | 7,805 | $2,244,405 | |
| NVDA | Nvidia Corp | +59 | 2,482 | $432,860 | |
| META | Meta Platforms, Inc. | +10 | 576 | $329,546 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LLY | ELI LILLY & Co | 190 | $204,189 | |
| No positions match the current search. | ||||
3 positions ·
$4,596,918 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 10,458 | $2,654,135 | 57.74% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,079 | $1,509,923 | 32.85% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,482 | $432,860 | 9.42% |