Investment Advisory Services Inc /Tx

13F filer · CIK 0000925953

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$347MU.S. long equity reported on 13F

Positions11214 new · 6 closed

Net flow last quarter+$912KBuys minus sells

Top 10 positions weight32.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026112 positions
QQQInvesco QQQ Trust, Series 1	$39.7M	11.42%	Not reported	+3.3%	Q1 2022
MSFTMicrosoft Corp	$13.5M	3.88%	0.00%	-1.4%	Q4 2019
AAPLApple Inc.	$13.4M	3.85%	0.00%	-0.1%	Q4 2019
WMTWalmart Inc.	$11.2M	3.24%	0.00%	-0.3%	Q4 2019
XOMExxonMobil Holdings Corp	$6.87M	1.98%	0.00%	+0.1%	Q4 2019
JNJJohnson & Johnson	$6.61M	1.90%	0.00%	+0.2%	Q4 2019
ABBVAbbVie Inc.	$6.22M	1.79%	0.00%	+0.2%	Q4 2019
JPMJPMorgan Chase & Co	$5.47M	1.58%	0.00%	+0.1%	Q4 2019
MCDMcdonalds Corp	$4.38M	1.26%	0.00%	-2.4%	Q4 2019
HDHome Depot, Inc.	$4.21M	1.21%	0.00%	-2.8%	Q4 2019
AXPAmerican Express Co	$4.2M	1.21%	0.00%	0.0%	Q4 2019
KOCoca Cola Co	$3.77M	1.08%	0.00%	-0.1%	Q4 2019
AMZNAmazon Com Inc	$3.69M	1.06%	0.00%	-0.7%	Q1 2020
DVNDevon Energy Corp	$3.52M	1.01%	0.01%	+590.8%	Q4 2019
GOOGLAlphabet Inc.	$3.49M	1.01%	0.00%	+0.4%	Q2 2021
CSCOCisco Systems, Inc.	$3.28M	0.95%	0.00%	-2.8%	Q4 2019
SYKStryker Corp	$3.09M	0.89%	0.00%	0.0%	Q4 2019
BLKBlackRock, Inc.	$2.9M	0.84%	0.00%	+0.3%	Q4 2019
CVXChevron Corp	$2.86M	0.83%	0.00%	-0.3%	Q4 2019
RTXRTX Corp	$2.46M	0.71%	0.00%	-0.3%	Q2 2020
COSTCostco Wholesale Corp	$2.45M	0.70%	0.00%	-0.2%	Q1 2020
BACBank of America Corp	$2.32M	0.67%	0.00%	0.0%	Q4 2019
PGPROCTER & GAMBLE Co	$2.3M	0.66%	0.00%	+0.1%	Q4 2019
SCHWSchwab Charles Corp	$2.12M	0.61%	0.00%	-0.2%	Q4 2019
CMICummins Inc	$2.08M	0.60%	0.00%	+0.5%	Q4 2019
NVDANvidia Corp	$2.07M	0.60%	0.00%	+5.7%	Q2 2023
AMGNAmgen Inc	$1.9M	0.55%	0.00%	-0.7%	Q4 2019
PEPPepsico Inc	$1.77M	0.51%	0.00%	+0.6%	Q4 2019
FDXFedex Corp	$1.73M	0.50%	0.00%	Not reported	Q4 2019
ABTAbbott Laboratories	$1.54M	0.44%	0.00%	-0.9%	Q4 2019
MCKMckesson Corp	$1.5M	0.43%	0.00%	-0.7%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$1.47M	0.42%	Not reported	-1.5%	Q4 2019
CATCaterpillar Inc	$1.37M	0.39%	0.00%	-18.0%	Q2 2023
GOOGAlphabet Inc.	$1.26M	0.36%	Not reported	+0.3%	Q3 2020
TXNTexas Instruments Inc	$1.04M	0.30%	0.00%	+10.4%	Q4 2019
LRCXLam Research Corp	$1.01M	0.29%	0.00%	+89.5%	Q1 2026
IBMInternational Business Machines Corp	$992K	0.29%	0.00%	+0.7%	Q4 2019
ADPAutomatic Data Processing Inc	$975K	0.28%	0.00%	+0.1%	Q4 2019
MRKMerck & Co., Inc.	$959K	0.28%	0.00%	+1.1%	Q4 2019
AVGOBroadcom Inc.	$946K	0.27%	0.00%	+1.3%	Q4 2023
CEGConstellation Energy Corp	$925K	0.27%	0.00%	0.0%	Q1 2022
SBUXStarbucks Corp	$914K	0.26%	0.00%	-7.1%	Q1 2020
LHLabcorp Holdings Inc.	$847K	0.24%	0.00%	-1.1%	Q2 2024
CORCencora, Inc.	$826K	0.24%	0.00%	-0.7%	Q4 2019
VVisa Inc.	$813K	0.23%	0.00%	-7.2%	Q4 2019
AMATApplied Materials Inc	$773K	0.22%	0.00%	-51.5%	Q4 2023
AMDAdvanced Micro Devices Inc	$715K	0.21%	0.00%	+0.7%	Q4 2025
CARRCARRIER GLOBAL Corp	$714K	0.21%	0.00%	0.0%	Q2 2020
DELLDell Technologies Inc.	$693K	0.20%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$691K	0.20%	Not reported	-2.9%	Q4 2019

Q1 2026Reported Apr 17, 2026103 positions
QQQInvesco QQQ Trust, Series 1	$30.1M	9.57%	Not reported	-2.0%	Q1 2022
MSFTMicrosoft Corp	$13.6M	4.31%	0.00%	-2.0%	Q4 2019
WMTWalmart Inc.	$12.4M	3.93%	0.00%	-2.0%	Q4 2019
AAPLApple Inc.	$11.8M	3.74%	0.00%	-1.2%	Q4 2019
XOMExxonMobil Holdings Corp	$8.52M	2.71%	0.00%	-0.2%	Q4 2019
JNJJohnson & Johnson	$6.35M	2.02%	0.00%	-1.9%	Q4 2019
ABBVAbbVie Inc.	$5.37M	1.71%	0.00%	-2.6%	Q4 2019
MCDMcdonalds Corp	$5.16M	1.64%	0.00%	-3.5%	Q4 2019
JPMJPMorgan Chase & Co	$4.91M	1.56%	0.00%	-1.3%	Q4 2019
HDHome Depot, Inc.	$4.03M	1.28%	0.00%	-2.5%	Q4 2019
AXPAmerican Express Co	$3.76M	1.19%	0.00%	-1.4%	Q4 2019
CTRACentra Software Inc	$3.66M	1.16%	Not reported	Not reported	Q2 2022
CVXChevron Corp	$3.59M	1.14%	0.00%	+1.6%	Q4 2019
KOCoca Cola Co	$3.53M	1.12%	0.00%	-2.6%	Q4 2019
AMZNAmazon Com Inc	$3.25M	1.03%	0.00%	+2.8%	Q1 2020
SYKStryker Corp	$3.22M	1.02%	0.00%	+0.2%	Q4 2019
BLKBlackRock, Inc.	$2.9M	0.92%	0.00%	-2.9%	Q4 2019
GOOGLAlphabet Inc.	$2.8M	0.89%	0.00%	+0.6%	Q2 2021
COSTCostco Wholesale Corp	$2.61M	0.83%	0.00%	+0.2%	Q1 2020
RTXRTX Corp	$2.51M	0.80%	0.00%	-0.4%	Q2 2020
PGPROCTER & GAMBLE Co	$2.26M	0.72%	0.00%	-4.2%	Q4 2019
CSCOCisco Systems, Inc.	$2.23M	0.71%	0.00%	+1.2%	Q4 2019
SCHWSchwab Charles Corp	$2.16M	0.69%	0.00%	-7.4%	Q4 2019
PEPPepsico Inc	$2.02M	0.64%	0.00%	-2.6%	Q4 2019
BACBank of America Corp	$1.98M	0.63%	0.00%	+0.3%	Q4 2019
FDXFedex Corp	$1.96M	0.62%	0.00%	-0.2%	Q4 2019
AMGNAmgen Inc	$1.86M	0.59%	0.00%	-1.8%	Q4 2019
ABTAbbott Laboratories	$1.76M	0.56%	0.00%	-9.9%	Q4 2019
MCKMckesson Corp	$1.73M	0.55%	0.00%	-0.1%	Q4 2019
NVDANvidia Corp	$1.71M	0.54%	0.00%	+7.9%	Q2 2023
CMICummins Inc	$1.56M	0.50%	0.00%	-0.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$1.3M	0.41%	Not reported	Not reported	Q4 2019
CATCaterpillar Inc	$1.11M	0.35%	0.00%	+1.1%	Q2 2023
CEGConstellation Energy Corp	$1.04M	0.33%	0.00%	+0.1%	Q1 2022
GOOGAlphabet Inc.	$1.02M	0.32%	Not reported	+2.5%	Q3 2020
CORCencora, Inc.	$923K	0.29%	0.00%	-0.1%	Q4 2019
MRKMerck & Co., Inc.	$888K	0.28%	0.00%	+2.2%	Q4 2019
ADPAutomatic Data Processing Inc	$884K	0.28%	0.00%	-5.3%	Q4 2019
SBUXStarbucks Corp	$863K	0.27%	0.00%	-1.3%	Q1 2020
IBMInternational Business Machines Corp	$849K	0.27%	0.00%	+3.0%	Q4 2019
LHLabcorp Holdings Inc.	$815K	0.26%	0.00%	-3.9%	Q2 2024
VVisa Inc.	$772K	0.25%	0.00%	-1.3%	Q4 2019
AVGOBroadcom Inc.	$766K	0.24%	0.00%	+0.9%	Q4 2023
AMATApplied Materials Inc	$753K	0.24%	0.00%	-21.5%	Q4 2023
METAMeta Platforms, Inc.	$723K	0.23%	Not reported	+5.1%	Q4 2019
COPConocophillips	$719K	0.23%	0.00%	+3.9%	Q1 2022
MDTMedtronic plc	$712K	0.23%	0.00%	-0.1%	Q4 2019
POOLPool Corp	$647K	0.21%	0.01%	Not reported	Q1 2020
ZTSZoetis Inc.	$639K	0.20%	0.00%	-4.5%	Q1 2020
DUKDuke Energy CORP	$630K	0.20%	0.00%	-0.3%	Q2 2020

Q4 2025Reported Jan 22, 202699 positions
QQQInvesco QQQ Trust, Series 1	$32.7M	10.23%	Not reported	+0.4%	Q1 2022
MSFTMicrosoft Corp	$18.1M	5.66%	0.00%	-2.5%	Q4 2019
AAPLApple Inc.	$12.7M	3.98%	0.00%	-2.7%	Q4 2019
WMTWalmart Inc.	$11.3M	3.54%	0.00%	-1.4%	Q4 2019
XOMExxonMobil Holdings Corp	$6.06M	1.89%	0.00%	-3.8%	Q4 2019
ABBVAbbVie Inc.	$5.79M	1.81%	0.00%	-0.7%	Q4 2019
JNJJohnson & Johnson	$5.48M	1.72%	0.00%	-1.7%	Q4 2019
JPMJPMorgan Chase & Co	$5.45M	1.71%	0.00%	-2.6%	Q4 2019
MCDMcdonalds Corp	$5.26M	1.64%	0.00%	-3.7%	Q4 2019
AXPAmerican Express Co	$4.66M	1.46%	0.00%	-0.5%	Q4 2019
HDHome Depot, Inc.	$4.33M	1.35%	0.00%	-1.1%	Q4 2019
AMZNAmazon Com Inc	$3.5M	1.10%	0.00%	-0.7%	Q1 2020
SYKStryker Corp	$3.44M	1.08%	0.00%	0.0%	Q4 2019
KOCoca Cola Co	$3.33M	1.04%	0.00%	-2.6%	Q4 2019
BLKBlackRock, Inc.	$3.32M	1.04%	0.00%	-2.7%	Q4 2019
GOOGLAlphabet Inc.	$3.03M	0.95%	0.00%	-1.9%	Q2 2021
CTRACentra Software Inc	$2.74M	0.86%	Not reported	Not reported	Q2 2022
CVXChevron Corp	$2.6M	0.81%	0.00%	-0.9%	Q4 2019
SCHWSchwab Charles Corp	$2.48M	0.78%	0.00%	-1.0%	Q4 2019
RTXRTX Corp	$2.39M	0.75%	0.00%	-1.6%	Q2 2020
ABTAbbott Laboratories	$2.39M	0.75%	0.00%	-4.0%	Q4 2019
PGPROCTER & GAMBLE Co	$2.35M	0.73%	0.00%	-9.4%	Q4 2019
COSTCostco Wholesale Corp	$2.25M	0.71%	0.00%	-0.7%	Q1 2020
BACBank of America Corp	$2.23M	0.70%	0.00%	-1.9%	Q4 2019
CSCOCisco Systems, Inc.	$2.19M	0.69%	0.00%	-2.1%	Q4 2019
PEPPepsico Inc	$1.91M	0.60%	0.00%	-7.7%	Q4 2019
AMGNAmgen Inc	$1.76M	0.55%	0.00%	+0.3%	Q4 2019
NVDANvidia Corp	$1.69M	0.53%	0.00%	-5.4%	Q2 2023
MCKMckesson Corp	$1.64M	0.51%	0.00%	Not reported	Q4 2019
FDXFedex Corp	$1.59M	0.50%	0.00%	0.0%	Q4 2019
CMICummins Inc	$1.48M	0.46%	0.00%	0.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$1.37M	0.43%	Not reported	-2.9%	Q4 2019
CEGConstellation Energy Corp	$1.31M	0.41%	0.00%	-0.5%	Q1 2022
ADPAutomatic Data Processing Inc	$1.18M	0.37%	0.00%	-7.8%	Q4 2019
GOOGAlphabet Inc.	$1.08M	0.34%	Not reported	+0.7%	Q3 2020
IBMInternational Business Machines Corp	$1.01M	0.32%	0.00%	-1.7%	Q4 2019
CORCencora, Inc.	$993K	0.31%	0.00%	-3.3%	Q4 2019
VVisa Inc.	$908K	0.28%	0.00%	-0.8%	Q4 2019
CATCaterpillar Inc	$887K	0.28%	0.00%	-2.6%	Q2 2023
GISGeneral Mills Inc	$853K	0.27%	0.00%	-3.1%	Q4 2019
AVGOBroadcom Inc.	$848K	0.27%	0.00%	+21.3%	Q4 2023
SBUXStarbucks Corp	$822K	0.26%	0.00%	-7.9%	Q1 2020
LHLabcorp Holdings Inc.	$798K	0.25%	0.00%	-0.7%	Q2 2024
METAMeta Platforms, Inc.	$794K	0.25%	Not reported	-9.5%	Q4 2019
MDTMedtronic plc	$790K	0.25%	0.00%	+0.5%	Q4 2019
MRKMerck & Co., Inc.	$761K	0.24%	0.00%	+0.2%	Q4 2019
POOLPool Corp	$732K	0.23%	0.01%	-4.4%	Q1 2020
AMATApplied Materials Inc	$722K	0.23%	0.00%	-16.2%	Q4 2023
ZTSZoetis Inc.	$712K	0.22%	0.00%	-12.8%	Q1 2020
DUKDuke Energy CORP	$565K	0.18%	0.00%	-1.2%	Q2 2020

Q3 2025Reported Oct 22, 202599 positions
QQQInvesco QQQ Trust, Series 1	$31.8M	10.03%	Not reported	+1.9%	Q1 2022
MSFTMicrosoft Corp	$19.9M	6.26%	0.00%	-0.8%	Q4 2019
AAPLApple Inc.	$12.3M	3.86%	0.00%	-1.4%	Q4 2019
WMTWalmart Inc.	$10.6M	3.34%	0.00%	-1.2%	Q4 2019
ABBVAbbVie Inc.	$5.91M	1.86%	0.00%	-1.5%	Q4 2019
XOMExxonMobil Holdings Corp	$5.9M	1.86%	0.00%	-0.1%	Q4 2019
JPMJPMorgan Chase & Co	$5.48M	1.73%	0.00%	-2.8%	Q4 2019
MCDMcdonalds Corp	$5.43M	1.71%	0.00%	-1.3%	Q4 2019
HDHome Depot, Inc.	$5.15M	1.62%	0.00%	-2.1%	Q4 2019
JNJJohnson & Johnson	$4.99M	1.57%	0.00%	-0.9%	Q4 2019
AXPAmerican Express Co	$4.2M	1.32%	0.00%	-1.9%	Q4 2019
BLKBlackRock, Inc.	$3.72M	1.17%	0.00%	-1.0%	Q4 2019
SYKStryker Corp	$3.62M	1.14%	0.00%	-1.4%	Q4 2019
AMZNAmazon Com Inc	$3.35M	1.06%	0.00%	-1.7%	Q1 2020
KOCoca Cola Co	$3.25M	1.02%	0.00%	-2.5%	Q4 2019
PGPROCTER & GAMBLE Co	$2.77M	0.87%	0.00%	-1.7%	Q4 2019
CVXChevron Corp	$2.67M	0.84%	0.00%	-0.9%	Q4 2019
ABTAbbott Laboratories	$2.66M	0.84%	0.00%	-2.1%	Q4 2019
CTRACentra Software Inc	$2.46M	0.78%	Not reported	-2.1%	Q2 2022
COSTCostco Wholesale Corp	$2.44M	0.77%	0.00%	-3.7%	Q1 2020
GOOGLAlphabet Inc.	$2.4M	0.76%	0.00%	-1.7%	Q2 2021
SCHWSchwab Charles Corp	$2.39M	0.75%	0.00%	-0.8%	Q4 2019
RTXRTX Corp	$2.22M	0.70%	0.00%	-2.5%	Q2 2020
BACBank of America Corp	$2.13M	0.67%	0.00%	-3.6%	Q4 2019
PEPPepsico Inc	$2.03M	0.64%	0.00%	-1.5%	Q4 2019
CSCOCisco Systems, Inc.	$1.99M	0.63%	0.00%	-1.3%	Q4 2019
NVDANvidia Corp	$1.79M	0.56%	0.00%	-8.6%	Q2 2023
MCKMckesson Corp	$1.55M	0.49%	0.00%	Not reported	Q4 2019
AMGNAmgen Inc	$1.51M	0.48%	0.00%	-4.7%	Q4 2019
ADPAutomatic Data Processing Inc	$1.46M	0.46%	0.00%	0.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$1.37M	0.43%	Not reported	-28.3%	Q4 2019
FDXFedex Corp	$1.3M	0.41%	0.00%	-3.1%	Q4 2019
CEGConstellation Energy Corp	$1.23M	0.39%	0.00%	Not reported	Q1 2022
CMICummins Inc	$1.23M	0.39%	0.00%	-1.2%	Q4 2019
POOLPool Corp	$1.04M	0.33%	0.01%	0.0%	Q1 2020
IBMInternational Business Machines Corp	$977K	0.31%	0.00%	-7.0%	Q4 2019
METAMeta Platforms, Inc.	$976K	0.31%	Not reported	+9.5%	Q4 2019
GISGeneral Mills Inc	$955K	0.30%	0.00%	-14.1%	Q4 2019
CORCencora, Inc.	$951K	0.30%	0.00%	Not reported	Q4 2019
ZTSZoetis Inc.	$950K	0.30%	0.00%	-7.2%	Q1 2020
LHLabcorp Holdings Inc.	$919K	0.29%	0.00%	-4.4%	Q2 2024
SBUXStarbucks Corp	$896K	0.28%	0.00%	-0.7%	Q1 2020
VVisa Inc.	$891K	0.28%	0.00%	-21.3%	Q4 2019
GOOGAlphabet Inc.	$836K	0.26%	Not reported	-2.6%	Q3 2020
MDTMedtronic plc	$779K	0.25%	0.00%	+0.1%	Q4 2019
CATCaterpillar Inc	$758K	0.24%	0.00%	-5.5%	Q2 2023
TREXTrex Co Inc	$745K	0.23%	0.01%	-3.4%	Q1 2020
TXNTexas Instruments Inc	$690K	0.22%	0.00%	-2.0%	Q4 2019
AMATApplied Materials Inc	$687K	0.22%	0.00%	-3.8%	Q4 2023
AVGOBroadcom Inc.	$666K	0.21%	0.00%	-4.0%	Q4 2023

Premium opens every quarter this fund has filed