Investment Research & Advisory Group, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1802136
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13F Reported Value
ⓘ$323.9M
Holdings
314
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Investment Research & Advisory Group, Inc. disclosed 314 positions worth $323.9M in its Form 13F-HR for Q2 2026, followed by $AAPL and $GOOG. During the quarter the fund opened 46 new positions and exited 11 — including a new stake in $ISRG and a full exit from $BRO. The portfolio is most concentrated in Other (32.8% 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.
AI Fund Analysis
ConcentratingVANGUARD S&P 500 ETF - S&P
25.0% weight
Held 10 quarters
$AAPL6.9% weight
Held 10 quarters
$GOOG4.6% weight
Held 10 quarters
$NVDA4.0% weight
Held 10 quarters
$AMZN3.0% weight
Held 10 quarters
$LLY7 quarters accumulating
$COST7 quarters accumulating
STATE STREET SPDR PORTFOLI
7 quarters accumulating
$JPM6 quarters accumulating
VANGUARD RUSSELL 2000 INDE
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD S&P 500 ETF - S&P 500 ETF SHS
—Quality
$80.8M117,699 sh- 76.4#84
Quality
$22.2M75,780 sh - 78.2#57
Quality
$15.0M41,052 sh - 85.9
Quality
$12.9M62,715 sh - 68.7
Quality
$9.9M41,261 sh - 87.5
Quality
$9.0M7,451 sh - 70.7
Quality
$8.5M25,929 sh - 79.8
Quality
$8.0M21,313 sh - —
Quality
$7.4M3,715 sh - 85.1
Quality
$7.1M13,750 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD S&P 500 ETF - S&P 500 ETF SHS | — | $80.8M | 117,699 |
| Apple Inc.$AAPL | 76.4#84 | $22.2M | 75,780 |
| Alphabet Inc.$GOOG | 78.2#57 | $15.0M | 41,052 |
| NVIDIA CORP$NVDA | 85.9 | $12.9M | 62,715 |
| AMAZON COM INC$AMZN | 68.7 | $9.9M | 41,261 |
| ELI LILLY & Co$LLY | 87.5 | $9.0M | 7,451 |
| JPMORGAN CHASE & CO$JPM | 70.7 | $8.5M | 25,929 |
 MICROSOFT CORP$MSFT | 79.8 | $8.0M | 21,313 |
 ASML HOLDING NV$ASML | — | $7.4M | 3,715 |
 Mastercard Inc$MA | 85.1 | $7.1M | 13,750 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Investment Research & Advisory Group, Inc.'s 314 positions.
Showing top 10 of 314 holdings.
Sector Allocation
Other
$106.2M
Technology
$91.3M
Financials
$46.9M
Industrials
$24.1M
Consumer Discretionary
$23.0M
Healthcare
$19.6M
Consumer Staples
$6.5M
Communication Services
$2.9M
Top Holdings — Investment Research & Advisory Group, Inc. (Q2 2026)
Top 150 of 314 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD S&P 500 ETF - S&P 500 ETF SHS | $80.8M | 25.0% | +2% | — |
| 2 | $AAPL | Apple Inc. | $22.2M | 6.9% | -0% | 76.4 |
| 3 | $GOOG | Alphabet Inc. | $15.0M | 4.6% | -2% | 78.2 |
| 4 | $NVDA | NVIDIA CORP | $12.9M | 4.0% | -2% | 85.9 |
| 5 | $AMZN | AMAZON COM INC | $9.9M | 3.0% | +0% | 68.7 |
| 6 | $LLY | ELI LILLY & Co | $9.0M | 2.8% | +1% | 87.5 |
| 7 | $JPM | JPMORGAN CHASE & CO | $8.5M | 2.6% | +0% | 70.7 |
| 8 | $MSFT | MICROSOFT CORP | $8.0M | 2.5% | +0% | 79.8 |
| 9 | $ASML | ASML HOLDING NV | $7.4M | 2.3% | -1% | — |
| 10 | $MA | Mastercard Inc | $7.1M | 2.2% | +0% | 85.1 |
| 11 |  $V | VISA INC. | $6.8M | 2.1% | -0% | 82.9 |
| 12 |  $SCHW | SCHWAB CHARLES CORP | $6.2M | 1.9% | +1% | 79.4 |
| 13 |  $GE | GENERAL ELECTRIC CO | $5.8M | 1.8% | +0% | 73.8 |
| 14 |  $META | Meta Platforms, Inc. | $5.6M | 1.7% | +1% | 79.6 |
| 15 |  $BLK | BlackRock, Inc. | $5.2M | 1.6% | +1% | 70 |
| 16 |  $CB | Chubb Ltd | $4.9M | 1.5% | +0% | — |
| 17 |  $JNJ | JOHNSON & JOHNSON | $4.7M | 1.4% | -16% | 69 |
| 18 |  $CAT | CATERPILLAR INC | $4.6M | 1.4% | +1% | 66.5 |
| 19 | $COST | COSTCO WHOLESALE CORP /NEW | $4.6M | 1.4% | +1% | 66.2 |
| 20 |  $UBER | Uber Technologies, Inc | $4.2M | 1.3% | +1% | 73.5 |
| 21 |  $PANW | Palo Alto Networks Inc | $4.1M | 1.3% | +3% | 65.5 |
| 22 |  $GD | GENERAL DYNAMICS CORP | $4.0M | 1.2% | +1% | 68.7 |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.9M | 1.2% | -0% | 73.8 |
| 24 |  $PM | Philip Morris International Inc. | $3.8M | 1.2% | +1% | 75.9 |
| 25 |  $SBUX | STARBUCKS CORP | $3.5M | 1.1% | +1% | 58.2 |
| 26 |  $IQV | IQVIA HOLDINGS INC. | $3.5M | 1.1% | -1% | 61.4 |
| 27 | — | VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES - VNG RUS2000IDX | $3.3M | 1.0% | +3% | — |
| 28 | — | VANGUARD SMALL-CAP INDEXFUND ETF SHARES - SMALL CP ETF | $3.3M | 1.0% | +5% | — |
| 29 |  $BA | BOEING CO | $3.2M | 1.0% | -1% | 61.6 |
| 30 |  $BKNG | Booking Holdings Inc. | $2.9M | 0.9% | +2402% | 58.5 |
| 31 |  $LMT | LOCKHEED MARTIN CORP | $2.9M | 0.9% | -1% | 65.6 |
| 32 |  $NFLX | NETFLIX INC | $2.7M | 0.8% | +0% | 78.8 |
| 33 |  $CRM | Salesforce, Inc. | $2.5M | 0.8% | -0% | 77 |
| 34 |  $GEV | GE Vernova Inc. | $2.4M | 0.8% | -2% | 81.1 |
| 35 | — | STATE STREET SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF | $2.4M | 0.7% | +0% | — |
| 36 |  $VEEV | VEEVA SYSTEMS INC | $2.3M | 0.7% | -4% | 77.6 |
| 37 |  $ADM | Archer-Daniels-Midland Co | $2.0M | 0.6% | +0% | 50.7 |
| 38 | — | ISHARES CORE MSCI EAFE ETF - CORE MSCI EAFE | $1.9M | 0.6% | +7% | — |
| 39 |  $CLX | CLOROX CO /DE/ | $1.6M | 0.5% | +6% | 54.1 |
| 40 |  $GOOGL | Alphabet Inc. | $1.4M | 0.4% | +0% | 78.2 |
| 41 | — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES - VG TL INTL STK F | $1.3M | 0.4% | +7% | — |
| 42 |  $ISRG | INTUITIVE SURGICAL INC | $1.3M | 0.4% | NEW | 79.9 |
| 43 |  $DHR | DANAHER CORP /DE/ | $1.3M | 0.4% | -0% | 64.8 |
| 44 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - CORE MSCI EMKT | $1.3M | 0.4% | +17% | — |
| 45 | — | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES - TOTAL BND MKT | $1.3M | 0.4% | +5% | — |
| 46 |  $SHOP | SHOPIFY INC. | $1.2M | 0.4% | -0% | 64.9 |
| 47 |  $KKR | KKR & Co. Inc. | $1.2M | 0.4% | +21% | 54.3 |
| 48 | — | ISHARES CORE S&P MID-CAPETF - CORE S&P MCP ETF | $1.1M | 0.3% | +0% | — |
| 49 | — | ISHARES CORE S&P 500 ETF - CORE S&P 500 ETF | $1.1M | 0.3% | +3% | — |
| 50 | — | ISHARES S&P 500 GROWTH ETF - S&P 500 GRWT ETF | $973,766 | 0.3% | +0% | — |
| 51 |  $GL | GLOBE LIFE INC. | $852,273 | 0.3% | +0% | 66 |
| 52 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES - ALLWRLD EX US ETF | $850,423 | 0.3% | +0% | — |
| 53 |  $HD | HOME DEPOT, INC. | $834,238 | 0.3% | -1% | 60.3 |
| 54 |  $TSLA | Tesla, Inc. | $623,750 | 0.2% | +46% | 53.9 |
| 55 | — | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES - MEGA CAP VAL ETF | $621,950 | 0.2% | +0% | — |
| 56 | — | VANGUARD ENERGY INDEX FUND ETF SHARES - ENERGY ETF | $617,066 | 0.2% | +1% | — |
| 57 | — | ISHARES S&P 500 VALUE ETF - S&P 500 VAL ETF | $590,036 | 0.2% | +0% | — |
| 58 | — | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF - PORTFLI HIGH YLD ETF | $507,351 | 0.2% | +9% | — |
| 59 |  $CHH | CHOICE HOTELS INTERNATIONAL INC /DE | $469,450 | 0.1% | +0% | 52.4 |
| 60 |  $MU | MICRON TECHNOLOGY INC | $438,630 | 0.1% | +8% | 86.2 |
| 61 |  $IRT | INDEPENDENCE REALTY TRUST, INC. | $427,046 | 0.1% | +1% | 52.9 |
| 62 |  $AVGO | Broadcom Inc. | $407,391 | 0.1% | -6% | 84.5 |
| 63 |  $FDX | FEDEX CORP | $378,522 | 0.1% | +0% | 60.3 |
| 64 |  $KO | COCA COLA CO | $359,393 | 0.1% | +1% | 69.5 |
| 65 |  $VMC | Vulcan Materials CO | $330,479 | 0.1% | +0% | 63.5 |
| 66 | — | ISHARES CORE S&P SMALL-CAP ETF - CORE S&P SCP ETF | $325,243 | 0.1% | +0% | — |
| 67 |  $LRCX | LAM RESEARCH CORP | $320,816 | 0.1% | +3% | 79.4 |
| 68 |  $MRK | Merck & Co., Inc. | $315,221 | 0.1% | -61% | 59.9 |
| 69 |  $PNFP | Pinnacle Financial Partners, Inc. | $312,399 | 0.1% | +1% | 54.5 |
| 70 |  $BAC | BANK OF AMERICA CORP /DE/ | $300,660 | 0.1% | +0% | 67.6 |
| 71 | — | AVANTIS US SMALL CAP VALUE ETF - US SML CP VALU | $292,438 | 0.1% | +0% | — |
| 72 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $284,970 | 0.1% | +0% | 57.5 |
| 73 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - CORE S&P TTL STK ETF | $282,916 | 0.1% | +0% | — |
| 74 | — | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES - SML CP GRW ETF | $271,255 | 0.1% | +0% | — |
| 75 |  $CRWD | CrowdStrike Holdings, Inc. | $266,336 | 0.1% | +0% | 67.7 |
| 76 |  $LOW | LOWES COMPANIES INC | $262,691 | 0.1% | +1% | 60.8 |
| 77 | — | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES - SM CP VAL ETF | $243,687 | 0.1% | -5% | — |
| 78 |  $ABBV | AbbVie Inc. | $234,663 | 0.1% | +1% | 72.6 |
| 79 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - TECHNOLOGY | $224,236 | 0.1% | +8% | — |
| 80 |  $GS | GOLDMAN SACHS GROUP INC | $216,987 | 0.1% | -6% | 73.5 |
| 81 |  $AMGN | AMGEN INC | $180,705 | 0.1% | +1% | 79.2 |
| 82 |  $IVZ | Invesco Ltd. | $173,750 | 0.1% | +51% | — |
| 83 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $169,956 | 0.1% | +0% | — |
| 84 |  $C | CITIGROUP INC | $166,966 | 0.1% | +0% | 65 |
| 85 |  $ANET | Arista Networks, Inc. | $160,876 | 0.1% | +0% | 81.9 |
| 86 |  $SO | SOUTHERN CO | $156,677 | 0.1% | +216% | 62 |
| 87 |  $WMT | Walmart Inc. | $149,582 | 0.1% | +0% | 60.2 |
| 88 |  $AMD | ADVANCED MICRO DEVICES INC | $146,970 | 0.1% | +251% | 79.8 |
| 89 |  $BN | BROOKFIELD Corp /ON/ | $143,741 | 0.0% | +0% | — |
| 90 | — | STATE STREET SPDR S&P DIVIDEND ETF - S&P DIVID ETF | $143,046 | 0.0% | -4% | — |
| 91 | — | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES - TOTAL STK MKT | $136,984 | 0.0% | -2% | — |
| 92 |  $PLTR | Palantir Technologies Inc. | $136,154 | 0.0% | +170% | 84.6 |
| 93 |  $DUK | Duke Energy CORP | $135,816 | 0.0% | +64% | 56.4 |
| 94 | — | ISHARES RUSSELL 1000 GROWTH ETF - RUS 1000 GRW ETF | $130,130 | 0.0% | NEW | — |
| 95 | — | DIMENSIONAL INTERNATIONAL VALUE ETF - INTERNATNAL VAL | $120,668 | 0.0% | +40% | — |
| 96 | — | VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES - TOTAL INT BD ETF | $116,236 | 0.0% | +8% | — |
| 97 | — | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF - ST STR | $114,838 | 0.0% | NEW | — |
| 98 | — | SCHWAB U.S. DIVIDEND EQUITY ETF - US DIVIDEND EQ | $112,932 | 0.0% | NEW | — |
| 99 |  $CVX | CHEVRON CORP | $112,883 | 0.0% | +69% | 62.8 |
| 100 |  $RTX | RTX Corp | $111,372 | 0.0% | +12% | 73.2 |
| 101 |  $SOFI | SoFi Technologies, Inc. | $111,112 | 0.0% | +8% | 62.4 |
| 102 |  $WFC | WELLS FARGO & COMPANY/MN | $101,648 | 0.0% | +0% | 61.8 |
| 103 | — | ISHARES RUSSELL 1000 VALUE ETF - RUS 1000 VAL ETF | $101,093 | 0.0% | NEW | — |
| 104 | $IVZ | Invesco Ltd. | $91,091 | 0.0% | +0% | — |
| 105 |  $FDXF | FedEx Freight Holding Company, Inc. | $90,600 | 0.0% | NEW | — |
| 106 |  $AMT | AMERICAN TOWER CORP /MA/ | $88,884 | 0.0% | +1% | 66.3 |
| 107 |  $TFC | TRUIST FINANCIAL CORP | $88,566 | 0.0% | +1% | 76.4 |
| 108 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $85,662 | 0.0% | +0% | — |
| 109 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF - STATE STREET SPD | $78,279 | 0.0% | +0% | — |
| 110 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - FINANCIAL | $77,893 | 0.0% | +0% | — |
| 111 |  $MO | ALTRIA GROUP, INC. | $77,403 | 0.0% | +1% | 67.4 |
| 112 |  $DAL | DELTA AIR LINES, INC. | $76,427 | 0.0% | +43% | 57.5 |
| 113 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - NASDAQ CYB ETF | $75,474 | 0.0% | +0% | — |
| 114 |  $RDDT | Reddit, Inc. | $74,639 | 0.0% | +0% | 79.8 |
| 115 |  $T | AT&T INC. | $72,616 | 0.0% | +0% | 65.7 |
| 116 |  $CEG | Constellation Energy Corp | $72,027 | 0.0% | +1% | 59.4 |
| 117 |  $GRDN | Guardian Pharmacy Services, Inc. | $69,755 | 0.0% | +0% | 62.3 |
| 118 |  $APH | AMPHENOL CORP /DE/ | $69,117 | 0.0% | NEW | 79.3 |
| 119 |  $UNP | UNION PACIFIC CORP | $66,096 | 0.0% | NEW | 69.7 |
| 120 |  $NOW | ServiceNow, Inc. | $66,021 | 0.0% | +154% | 72.9 |
| 121 |  $LGND | LIGAND PHARMACEUTICALS INC | $65,115 | 0.0% | NEW | 76 |
| 122 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - UT SER 1 | $62,067 | 0.0% | +0% | — |
| 123 | $IVZ | Invesco Ltd. | $60,571 | 0.0% | +0% | — |
| 124 |  $CSCO | CISCO SYSTEMS, INC. | $59,749 | 0.0% | +0% | 70.3 |
| 125 |  $XOM.R34088 | EXXON MOBIL CORP | $59,473 | 0.0% | +0% | 57.9 |
| 126 |  $APD | Air Products & Chemicals, Inc. | $57,685 | 0.0% | +1% | 46.4 |
| 127 | — | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF - SBI HEALTHCARE | $56,504 | 0.0% | +0% | — |
| 128 |  $AXP | AMERICAN EXPRESS CO | $56,150 | 0.0% | +42% | 69.4 |
| 129 |  $PFGC | Performance Food Group Co | $55,895 | 0.0% | +0% | 55.7 |
| 130 |  $GILD | GILEAD SCIENCES, INC. | $55,225 | 0.0% | +0% | 57.4 |
| 131 |  $DIS | Walt Disney Co | $54,309 | 0.0% | +0% | 60.1 |
| 132 |  $GBTC | Grayscale Bitcoin Trust ETF | $53,843 | 0.0% | +0% | — |
| 133 |  $AA | Alcoa Corp | $53,610 | 0.0% | +0% | 63.4 |
| 134 |  $NVO | NOVO NORDISK A S | $53,453 | 0.0% | +0% | — |
| 135 | — | AVANTIS INTERNATIONAL EQUITY ETF - INTL EQT ETF | $52,539 | 0.0% | +0% | — |
| 136 |  $ORCL | ORACLE CORP | $52,040 | 0.0% | +0% | 66.2 |
| 137 | $IVZ | Invesco Ltd. | $51,756 | 0.0% | +0% | — |
| 138 |  $INTC | INTEL CORP | $50,127 | 0.0% | +0% | 45.6 |
| 139 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - STATE STREET SPD | $48,789 | 0.0% | +1% | — |
| 140 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF - SBI CONS DISCR | $46,130 | 0.0% | +0% | — |
| 141 |  $PFE | PFIZER INC | $46,049 | 0.0% | +225% | 62 |
| 142 |  $KLAC | KLA CORP | $45,257 | 0.0% | NEW | 78.6 |
| 143 |  $CRUS | CIRRUS LOGIC, INC. | $44,559 | 0.0% | +0% | 66.8 |
| 144 |  $ETN | Eaton Corp plc | $44,316 | 0.0% | +0% | — |
| 145 | — | HARTFORD TOTAL RETURN BOND ETF - TOTAL RTRN ETF | $43,417 | 0.0% | +0% | — |
| 146 |  $TGT | TARGET CORP | $43,232 | 0.0% | +0% | 60.7 |
| 147 |  $EXC | EXELON CORP | $43,077 | 0.0% | +0% | 59.6 |
| 148 | — | ISHARES MSCI EAFE ETF - MSCI EAFE ETF | $41,864 | 0.0% | +0% | — |
| 149 | — | FIDELITY LIMITED TERM BOND ETF - LTD TRM BD ETF | $40,655 | 0.0% | +0% | — |
| 150 | — | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF - COM | $40,323 | 0.0% | +0% | — |
New Positions (46)
$ISRG INTUITIVE SURGICAL INC$1.3M ISHARES RUSSELL 1000 GROWTH ETF - RUS 1000 GRW ETF$130,130
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF - ST STR$114,838
ISHARES RUSSELL 1000 VALUE ETF - RUS 1000 VAL ETF$101,093
$FDXF FedEx Freight Holding Company, Inc.$90,600$APH AMPHENOL CORP /DE/$69,117$UNP UNION PACIFIC CORP$66,096$LGND LIGAND PHARMACEUTICALS INC$65,115$KLAC KLA CORP$45,257 VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES - FTSE EMR MKT ETF$37,784
$AMAT APPLIED MATERIALS INC /DE$36,873
$MRVL Marvell Technology, Inc.$34,257
$ARES Ares Management Corp$29,052
$SAP SAP SE$26,353
$TJX TJX COMPANIES INC /DE/$24,543Exited Positions (11)
$BRO BROWN & BROWN, INC.
$MDT Medtronic plc
$ABNB Airbnb, Inc.
$GEHC GE HealthCare Technologies Inc.
$DD DuPont de Nemours, Inc.
$VTRS Viatris Inc$GOOGCALL Alphabet Inc.
$CRWV CoreWeave, Inc.CALL CALL VNGRD S&P 500 $625 EXP 04/24/26
$EPSM Epsium Enterprise Ltd STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
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