Investment Research & Advisory Group, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1802136
Institutional-grade research for retail investors
Sector Allocation
- Other32.7%$110.2M
- Technology29.9%$100.8M
- Financials14.1%$47.5M
- Healthcare6.7%$22.5M
- Industrials5.9%$20.0M
- Consumer Discretionary5.4%$18.3M
- Consumer Staples3.8%$12.8M
- Communication Services0.8%$2.7M
- Real Estate0.2%$652,585
- Materials0.1%$424,787
AUM History
13fpro.ai/research/fund/investment-research-and-advisory-group-inc-1802136
Conviction and streaks
Stable · top 10 = 56.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$84.4M
AAPL
$25.8MNVDA
$14.5MGOOGL
$14.0MMSFT
$10.8MAMZN
$10.1MLLY
$8.6MJPM
$8.4MMA
$7.4MV
$7.1MMETA
$7.0MASML
$6.6MSCHW
$6.5MBLK
$5.6MJNJ
$4.9MPANW
$4.8MIQV
$4.7MCB
$4.5MCOST
$4.5MGE
$4.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/investment-research-and-advisory-group-inc-1802136
Investment Research & Advisory Group, Inc. 13F holdings — Q3 2026
$336.6M portfolio (+3.9% QoQ) · 333 holdings · Q3 2026 13F · top 10 are 57% of the stock portfolio
- 1
VANGUARD S&P 500 ETF - S&P 500 ETF SHS
$84.4M
25.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $25.8M
7.7% of stocks
+0.6%This quarter+0.3%Since filed6+ qtrsHeld$14.5M
4.3% of stocks
-2%This quarter-0.5%Since filed6+ qtrsHeld$14.0M
4.2% of stocks
-3%This quarter-7.6%Since filed6+ qtrsHeld$10.8M
3.2% of stocks
-2%This quarter-0.2%Since filed6+ qtrsHeld$10.1M
3.0% of stocks
-2%This quarter-5.1%Since filed6+ qtrsHeld$8.6M
2.6% of stocks
-0.3%This quarter+3.1%Since filed6+ qtrsHeld$8.4M
2.5% of stocks
-3%This quarter+0.1%Since filed6+ qtrsHeld$7.4M
2.2% of stocks
-2%This quarter-0.5%Since filed6+ qtrsHeld$7.1M
2.1% of stocks
-0.6%This quarter+0.3%Since filed6+ qtrsHeld
All holdings — Investment Research & Advisory Group, Inc. (Q3 2026)
333 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Meta Platforms, Inc. | Technology | $7.0M | 2.1% | 9,649 | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ASML HOLDING NVadr | Technology | $6.6M | 1.9% | 3,628 | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | SCHWAB CHARLES CORP | Financials | $6.5M | 1.9% | 66K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | BlackRock, Inc. | Financials | $5.6M | 1.7% | 5,296 | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JOHNSON & JOHNSON | Healthcare | $4.9M | 1.4% | 18K | +0.0% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Palo Alto Networks Inc | Technology | $4.8M | 1.4% | 12K | -1.0% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | IQVIA HOLDINGS INC. | Healthcare | $4.7M | 1.4% | 18K | -3% | 6+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Chubb Ltd | Financials | $4.5M | 1.3% | 14K | -3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.5M | 1.3% | 4,920 | -0.3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GENERAL ELECTRIC CO | Industrials | $4.5M | 1.3% | 14K | -8% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Philip Morris International Inc. | Consumer Staples | $4.0M | 1.2% | 21K | -0.7% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Uber Technologies, Inc | Technology | $3.9M | 1.2% | 57K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BERKSHIRE HATHAWAY INC | Financials | $3.8M | 1.1% | 7,546 | -0.9% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | VEEVA SYSTEMS INC | Technology | $3.7M | 1.1% | 13K | +0.4% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GENERAL DYNAMICS CORP | Industrials | $3.7M | 1.1% | 11K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CRM | Salesforce, Inc. | Technology | $3.6M | 1.1% | 16K | -3% | |||
| 27 | $CAT | CATERPILLAR INC | Industrials | $3.5M | 1.0% | 4,285 | -1% | |||
| 28 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $3.2M | 0.9% | 34K | -1% | |||
| 29 | — | VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES - VNG RUS2000IDX | — | $3.2M | 0.9% | 28K | +4% | |||
| 30 | — | VANGUARD MORNINGSTAR SMALL-CAP ETF - SMALL CP ETF | — | $3.1M | 0.9% | 11K | +0.5% | |||
| 31 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.9M | 0.9% | 5,664 | +1% | |||
| 32 | $BA | BOEING CO | Industrials | $2.7M | 0.8% | 14K | -3% | |||
| 33 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $2.6M | 0.8% | 16K | -1% | |||
| 34 | $NFLX | NETFLIX INC | Communication Services | $2.5M | 0.8% | 36K | -3% | |||
| 35 | — | STATE STREET SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF | — | $2.5M | 0.7% | 3,239 | +0.2% | |||
| 36 | — | ISHARES CORE MSCI EAFE ETF - CORE MSCI EAFE | — | $2.1M | 0.6% | 22K | +8% | |||
| 37 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $2.1M | 0.6% | 26K | — | |||
| 38 | $GEV | GE Vernova Inc. | Industrials | $1.9M | 0.6% | 1,961 | -5% | |||
| 39 | $SHOP | SHOPIFY INC. | Technology | $1.6M | 0.5% | 11K | -3% | |||
| 40 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.5M | 0.5% | 6,713 | -2% | |||
| 41 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.4M | 0.4% | 3,428 | +4% | |||
| 42 | $GOOG | Alphabet Inc. | Technology | $1.4M | 0.4% | 3,902 | -0.4% | |||
| 43 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - CORE MSCI EMKT | — | $1.3M | 0.4% | 17K | +5% | |||
| 44 | — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES - VG TL INTL STK F | — | $1.3M | 0.4% | 16K | -1.0% | |||
| 45 | — | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES - TOTAL BND MKT | — | $1.3M | 0.4% | 19K | +10% | |||
| 46 | $CLX | CLOROX CO /DE/ | Consumer Staples | $1.3M | 0.4% | 16K | -3% | |||
| 47 | $KKR | KKR & Co. Inc. | Financials | $1.2M | 0.4% | 13K | +4% | |||
| 48 | — | ISHARES S&P 500 GROWTH ETF - S&P 500 GRWT ETF | — | $1.0M | 0.3% | 7,087 | +0.1% | |||
| 49 | — | ISHARES CORE S&P MID-CAPETF - CORE S&P MCP ETF | — | $977K | 0.3% | 14K | -4% | |||
| 50 | — | ISHARES CORE S&P 500 ETF - CORE S&P 500 ETF | — | $905K | 0.3% | 1,181 | -18% | |||
| 51 | — | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF - MEGA CAP VAL ETF | — | $903K | 0.3% | 5,605 | +47% | |||
| 52 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES - ALLWRLD EX US ETF | — | $844K | 0.3% | 9,571 | +0.2% | |||
| 53 | $GL | GLOBE LIFE INC. | Financials | $735K | 0.2% | 4,436 | -7% | |||
| 54 | — | VANGUARD ENERGY INDEX FUND ETF SHARES - ENERGY ETF | — | $712K | 0.2% | 4,135 | +0.6% | |||
| 55 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $704K | 0.2% | 2,417 | +4% | |||
| 56 | — | ISHARES S&P 500 VALUE ETF - S&P 500 VAL ETF | — | $596K | 0.2% | 2,609 | +0.4% | |||
| 57 | — | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF - PORTFLI HIGH YLD ETF | — | $574K | 0.2% | 25K | +17% | |||
| 58 | $TSLA | Tesla, Inc. | Consumer Discretionary | $543K | 0.2% | 1,427 | +0.8% | |||
| 59 | $AVGO | Broadcom Inc. | Technology | $505K | 0.1% | 1,272 | +27% | |||
| 60 | — | VICTORYSHARES FREE CASH FLOW ETF - SHS FR CA FL ETF | — | $464K | 0.1% | 8,003 | New | |||
| 61 | $CHH | CHOICE HOTELS INTERNATIONAL INC /DE | Consumer Discretionary | $436K | 0.1% | 4,257 | — | |||
| 62 | $MU | MICRON TECHNOLOGY INC | Technology | $416K | 0.1% | 344 | -3% | |||
| 63 | $KO | COCA COLA CO | Consumer Staples | $376K | 0.1% | 4,057 | -3% | |||
| 64 | $IRT | INDEPENDENCE REALTY TRUST, INC. | Real Estate | $376K | 0.1% | 26K | +1% | |||
| 65 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $370K | 0.1% | 1,368 | +300% | |||
| 66 | $MRK | Merck & Co., Inc. | Healthcare | $365K | 0.1% | 2,398 | -0.0% | |||
| 67 | $FDX | FEDEX CORP | Industrials | $344K | 0.1% | 1,201 | +0.4% | |||
| 68 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $299K | 0.1% | 4,861 | +0.3% | |||
| 69 | $PNFP | Pinnacle Financial Partners, Inc. | Financials | $291K | 0.1% | 3,111 | +0.5% | |||
| 70 | — | AVANTIS US SMALL CAP VALUE ETF - US SML CP VALU | — | $291K | 0.1% | 2,474 | +6% | |||
| 71 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - CORE S&P TTL STK ETF | — | $280K | 0.1% | 1,685 | -2% | |||
| 72 | $VMC | Vulcan Materials CO | Materials | $273K | 0.1% | 1,117 | +0.2% | |||
| 73 | — | DIMENSIONAL INTERNATIONAL VALUE ETF - INTERNATNAL VAL | — | $270K | 0.1% | 4,831 | +116% | |||
| 74 | — | ISHARES CORE S&P SMALL-CAP ETF - CORE S&P SCP ETF | — | $264K | 0.1% | 1,793 | -13% | |||
| 75 | $ABBV | AbbVie Inc. | Healthcare | $260K | 0.1% | 930 | +4% | |||
| 76 | — | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF - SML CP GRW ETF | — | $251K | 0.1% | 742 | — | |||
| 77 | $LRCX | LAM RESEARCH CORP | Technology | $243K | 0.1% | 703 | +0.1% | |||
| 78 | $PLTR | Palantir Technologies Inc. | Technology | $240K | 0.1% | 1,179 | +1% | |||
| 79 | — | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - SM CP VAL ETF | — | $233K | 0.1% | 1,007 | +0.4% | |||
| 80 | $AMGN | AMGEN INC | Healthcare | $216K | 0.1% | 496 | +0.6% | |||
| 81 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - TECHNOLOGY | — | $215K | 0.1% | 731 | -7% | |||
| 82 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $212K | 0.1% | 1,126 | -2% | |||
| 83 | $GS | GOLDMAN SACHS GROUP INC | Financials | $203K | 0.1% | 208 | +1.0% | |||
| 84 | $ANET | Arista Networks, Inc. | Technology | $199K | 0.1% | 933 | +3% | |||
| 85 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $197K | 0.1% | 1,749 | -34% | |||
| 86 | $IVZ | Invesco Ltd. | Financials | $179K | 0.1% | 3,292 | +2% | |||
| 87 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $179K | 0.1% | 215 | +4% | |||
| 88 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $171K | 0.1% | 231 | — | |||
| 89 | $C | CITIGROUP INC | Financials | $163K | 0.1% | 1,148 | +0.5% | |||
| 90 | $CVX | CHEVRON CORP | Energy | $151K | 0.0% | 643 | — | |||
| 91 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - TOTAL STK MKT | — | $139K | 0.0% | 370 | — | |||
| 92 | — | VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES - TOTAL INT BD ETF | — | $135K | 0.0% | 2,879 | +20% | |||
| 93 | $SO | SOUTHERN CO | Utilities | $133K | 0.0% | 1,591 | — | |||
| 94 | $WMT | Walmart Inc. | Consumer Staples | $132K | 0.0% | 1,221 | +5% | |||
| 95 | — | STATE STREET SPDR S&P DIVIDEND ETF - S&P DIVID ETF | — | $132K | 0.0% | 901 | -4% | |||
| 96 | — | ISHARES RUSSELL 1000 GROWTH ETF - RUS 1000 GRW ETF | — | $131K | 0.0% | 1,048 | — | |||
| 97 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $130K | 0.0% | 3,575 | +6% | |||
| 98 | $DUK | Duke Energy CORP | Utilities | $129K | 0.0% | 1,068 | +0.6% | |||
| 99 | — | SCHWAB U.S. DIVIDEND EQUITY ETF - US DIVIDEND EQ | — | $116K | 0.0% | 3,562 | +0.0% | |||
| 100 | $RTX | RTX Corp | Industrials | $113K | 0.0% | 573 | +0.2% | |||
| 101 | — | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF - ST STR | — | $109K | 0.0% | 2,407 | — | |||
| 102 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $105K | 0.0% | 1,231 | +0.1% | |||
| 103 | — | ISHARES RUSSELL 1000 VALUE ETF - RUS 1000 VAL ETF | — | $103K | 0.0% | 417 | — | |||
| 104 | $NOW | ServiceNow, Inc. | Technology | $101K | 0.0% | 663 | +6% | |||
| 105 | $MCD | MCDONALDS CORP | Consumer Discretionary | $99K | 0.0% | 428 | +260% | |||
| 106 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $94K | 0.0% | 524 | +1% | |||
| 107 | $SOFI | SoFi Technologies, Inc. | Financials | $93K | 0.0% | 5,905 | -5% | |||
| 108 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $91K | 0.0% | 547 | +1089% | |||
| 109 | $PEP | PEPSICO INC | Consumer Staples | $90K | 0.0% | 634 | +159% | |||
| 110 | $T | AT&T INC. | Communication Services | $90K | 0.0% | 3,508 | — | |||
| 111 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - NASDAQ CYB ETF | — | $87K | 0.0% | 840 | — | |||
| 112 | $IVZ | Invesco Ltd. | Financials | $85K | 0.0% | 1,011 | — | |||
| 113 | $ABT | ABBOTT LABORATORIES | Healthcare | $83K | 0.0% | 720 | +433% | |||
| 114 | $TFC | TRUIST FINANCIAL CORP | Financials | $83K | 0.0% | 1,684 | +0.8% | |||
| 115 | $CEG | Constellation Energy Corp | Utilities | $82K | 0.0% | 304 | +9% | |||
| 116 | $DIS | Walt Disney Co | Communication Services | $81K | 0.0% | 702 | +39% | |||
| 117 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF - STATE STREET SPD | — | $81K | 0.0% | 659 | +0.2% | |||
| 118 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $81K | 0.0% | 387 | — | |||
| 119 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $80K | 0.0% | 122 | — | |||
| 120 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $75K | 0.0% | 938 | +1% | |||
| 121 | $UNP | UNION PACIFIC CORP | Industrials | $74K | 0.0% | 194 | +4% | |||
| 122 | $APH | AMPHENOL CORP /DE/ | Technology | $74K | 0.0% | 694 | +100% | |||
| 123 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $71K | 0.0% | 1,190 | -7% | |||
| 124 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $70K | 0.0% | 412 | +0.5% | |||
| 125 | $DAL | DELTA AIR LINES, INC. | Industrials | $68K | 0.0% | 791 | — | |||
| 126 | $GRDN | Guardian Pharmacy Services, Inc. | Healthcare | $68K | 0.0% | 1,666 | — | |||
| 127 | $CSCO | CISCO SYSTEMS, INC. | Technology | $66K | 0.0% | 409 | +0.2% | |||
| 128 | $RDDT | Reddit, Inc. | Technology | $66K | 0.0% | 463 | +8% | |||
| 129 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $66K | 0.0% | 597 | — | |||
| 130 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $66K | 0.0% | 69 | +263% | |||
| 131 | $LGND | LIGAND PHARMACEUTICALS INC | Healthcare | $64K | 0.0% | 206 | — | |||
| 132 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - UT SER 1 | — | $62K | 0.0% | 1,021 | — | |||
| 133 | $IVZ | Invesco Ltd. | Financials | $59K | 0.0% | 1,339 | +0.5% | |||
| 134 | $APD | Air Products & Chemicals, Inc. | Materials | $57K | 0.0% | 191 | +0.5% | |||
| 135 | — | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF - SBI HEALTHCARE | — | $57K | 0.0% | 146 | +0.7% | |||
| 136 | $AXP | AMERICAN EXPRESS CO | Financials | $56K | 0.0% | 160 | — | |||
| 137 | $PFE | PFIZER INC | Healthcare | $55K | 0.0% | 1,703 | +0.1% | |||
| 138 | — | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF - COM | — | $54K | 0.0% | 136 | +0.7% | |||
| 139 | $TGT | TARGET CORP | Consumer Staples | $53K | 0.0% | 294 | — | |||
| 140 | — | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES - INF TECH ETF | — | $52K | 0.0% | 415 | New | |||
| 141 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - FINANCIAL | — | $52K | 0.0% | 487 | +0.4% | |||
| 142 | $ORCL | ORACLE CORP | Technology | $51K | 0.0% | 327 | +0.3% | |||
| 143 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - STATE STREET SPD | — | $49K | 0.0% | 968 | — | |||
| 144 | $HOOD | Robinhood Markets, Inc. | Financials | $47K | 0.0% | 362 | +35% | |||
| 145 | $PFGC | Performance Food Group Co | Consumer Staples | $46K | 0.0% | 500 | — | |||
| 146 | $SYY | SYSCO CORP | Consumer Discretionary | $45K | 0.0% | 553 | New | |||
| 147 | $ETN | Eaton Corp plc | Industrials | $45K | 0.0% | 100 | — | |||
| 148 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF - SBI CONS DISCR | — | $44K | 0.0% | 287 | +0.3% | |||
| 149 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $44K | 0.0% | 125 | — | |||
| 150 | $AA | Alcoa Corp | Materials | $43K | 0.0% | 1,030 | +0.1% |
What changed in Q3 2026
Against the previous quarter's 13F: 39 new, 104 added to, 57 trimmed, 19 sold out. Share-count changes; largest moves by dollar size first.
New positions (39)
- VICTORYSHARES FREE CASH FLOW ETF - SHS FR CA FL ETF$464K
first bought this quarter
- VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES - INF TECH ETF$52K
first bought this quarter
$SYYSYSCO CORP$45K
first bought this quarter
- STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ST STR UTIL ETF$28K
first bought this quarter
$SNOWSnowflake Inc.$19K
first bought this quarter
$ARMARM HOLDINGS PLC /UK$19K
first bought this quarter
+33 more in the Excel export
Added to (104)
- VANGUARD S&P 500 ETF - S&P 500 ETF SHS+2%
now $84.4M
- VANGUARD MORNINGSTAR MEGA CAP VALUE ETF - MEGA CAP VAL ETF+47%
now $903K
$CRWDCrowdStrike Holdings, Inc.+300%
now $370K · held 6+ qtrs
- ISHARES CORE MSCI EAFE ETF - CORE MSCI EAFE+8%
now $2.1M
- DIMENSIONAL INTERNATIONAL VALUE ETF - INTERNATNAL VAL+116%
now $270K
now $25.8M · held 6+ qtrs
+98 more in the Excel export
Trimmed (57)
now $14.0M · held 6+ qtrs, 3 trims in a row
now $4.5M · held 6+ qtrs
now $14.5M · held 6+ qtrs, 4 trims in a row
now $8.4M · held 6+ qtrs
now $10.1M · held 6+ qtrs
now $10.8M · held 6+ qtrs
+51 more in the Excel export
Sold out (19)
- HARTFORD TOTAL RETURN BOND ETF - TOTAL RTRN ETFwas $43K
- FIDELITY LIMITED TERM BOND ETF - LTD TRM BD ETFwas $41K
- PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FU - 0-5 HIGH YIELDwas $40K
- STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST - UT SER 1was $37K
- VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES - DIV APP ETFwas $33K
$ARESAres Management Corpwas $29K
+13 more in the Excel export
Holdings by quarter
Every 13F Investment Research & Advisory Group, Inc. has filed, 27 earlier quarters. Pick one to see what it held then.
Email me the moment this fund files its next 13FPro
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Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Investment Research & Advisory Group's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.8%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 8% over the last 4
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Investment Research & Advisory Group, Inc. disclosed 333 positions worth $336.6M in its Form 13F-HR for Q3 2026, followed by $AAPL and $NVDA. During the quarter the fund opened 39 new positions and exited 19. The portfolio is most concentrated in Other (32.7% of disclosed assets). All figures are sourced directly from Investment Research & Advisory Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1802136.
Funds like this
managers whose biggest positions overlap Investment Research & Advisory Group'sLONDON CO OF VIRGINIA$17.54B 13F book · 5 shared top holdingsBLKSCHWPMCBCapitalatWork S.A.$3.99B 13F book · 5 shared top holdingsSCHWBLKCBUBERThomasville National Bank$1.82B 13F book · 7 shared top holdingsASMLGDPMBKNGCOUNTRY TRUST BANK$5.71B 13F book · 5 shared top holdingsASMLCBBKNGIQVST GERMAIN D J CO INC$2.78B 13F book · 5 shared top holdingsASMLCBBLKBKNGTrajan Wealth LLC$2.65B 13F book · 7 shared top holdingsPMIQVUBERBKNG
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Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
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AI-Powered Hedge Fund Analysis: Investment Research & Advisory Group, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Investment Research & Advisory Group, Inc. (SEC CIK: 1802136), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Investment Research & Advisory Group, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.