Investment Research & Advisory Group, Inc. Top Holdings and 13F Report (2026)

About Investment Research & Advisory Group, Inc.

Investment Activity

Investment Research & Advisory Group, Inc. has $323.91 million in total holdings as of June 30, 2026.
Investment Research & Advisory Group, Inc. owns shares of 315 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 32.08% of the portfolio was purchased this quarter.
About 1.67% of the portfolio was sold this quarter.
This quarter, Investment Research & Advisory Group, Inc. has purchased 278 new stocks and bought additional shares in 105 stocks.
Investment Research & Advisory Group, Inc. sold shares of 33 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $80,836,836
Apple: $22,222,528
Alphabet: $14,967,658
NVIDIA: $12,891,751
Amazon.com: $9,877,763

Largest New Holdings this Quarter

46120E602 - Intuitive Surgical: $1,311,549 Holding
464287614 - iShares Russell 1000 Growth ETF: $130,130 Holding
78468R788 - SPDR Portfolio S&P 500 High Dividend ETF: $114,838 Holding
464287598 - iShares Russell 1000 Value ETF: $101,093 Holding
314352105 - FEDEX FGHT HLDG CO INC: $90,600 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 117,599 shares (about $80.77M)
Alphabet: 40,952 shares (about $14.93M)
Booking: 15,780 shares (about $2.82M)
Intuitive Surgical: 3,298 shares (about $1.31M)
KKR & Co. Inc.: 2,278 shares (about $209.52K)

Largest Sales this Quarter

Thermo Fisher Scientific: 3,258 shares (about $2.42M)
Johnson & Johnson: 3,383 shares (about $861.45K)
Merck & Co., Inc.: 3,822 shares (about $502.20K)
NVIDIA: 1,584 shares (about $325.61K)
VanEck Semiconductor ETF: 306 shares (about $203.62K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$80,836,836	$80,768,155 â–²	117,599.0%	117,699	25.0%	ETF
AAPL Apple	$22,222,528	$68,327 â–¼	-0.3%	75,780	6.9%	Technology
GOOGL Alphabet	$14,967,658	$14,931,198 â–²	40,952.0%	41,052	4.6%	Communication Services
NVDA NVIDIA	$12,891,751	$325,608 â–¼	-2.5%	62,715	4.0%	Technology
AMZN Amazon.com	$9,877,763	$7,182 â–²	0.1%	41,261	3.0%	Consumer Discretionary
LLY Eli Lilly and Company	$8,960,442	$108,232 â–²	1.2%	7,451	2.8%	Healthcare
JPM JPMorgan Chase & Co.	$8,513,819	$18,059 â–²	0.2%	25,929	2.6%	Finance
MSFT Microsoft	$7,950,291	$39,168 â–²	0.5%	21,313	2.5%	Technology
ASML ASML	$7,389,836	$69,622 â–¼	-0.9%	3,715	2.3%	Technology
MA Mastercard	$7,082,071	$30,904 â–²	0.4%	13,750	2.2%	Finance
V Visa	$6,827,449	$22,057 â–¼	-0.3%	19,810	2.1%	Finance
SCHW Charles Schwab	$6,227,202	$46,454 â–²	0.8%	67,427	1.9%	Finance
GE GE Aerospace	$5,764,321		0.0%	15,390	1.8%	Industrials
META Meta Platforms	$5,567,812	$33,837 â–²	0.6%	9,873	1.7%	Communication Services
BLK BlackRock	$5,195,728	$59,666 â–²	1.2%	5,399	1.6%	Finance
CB Chubb	$4,897,862	$14,672 â–²	0.3%	14,354	1.5%	Finance
JNJ Johnson & Johnson	$4,673,958	$861,455 â–¼	-15.6%	18,355	1.4%	Healthcare
CAT Caterpillar	$4,629,290	$39,512 â–²	0.9%	4,335	1.4%	Industrials
COST Costco Wholesale	$4,624,454	$36,531 â–²	0.8%	4,937	1.4%	Consumer Staples
UBER Uber Technologies	$4,244,956	$21,823 â–²	0.5%	58,744	1.3%	Industrials
PANW Palo Alto Networks	$4,124,462	$137,243 â–²	3.4%	12,081	1.3%	Technology
GD General Dynamics	$4,022,590	$37,207 â–²	0.9%	11,352	1.2%	Industrials
BRK.B Berkshire Hathaway	$3,860,509	$2,535 â–¼	-0.1%	7,614	1.2%	Finance
PM Philip Morris International	$3,832,370	$24,736 â–²	0.6%	21,071	1.2%	Consumer Staples
SBUX Starbucks	$3,546,367	$24,142 â–²	0.7%	34,667	1.1%	Consumer Discretionary
IQV IQVIA	$3,489,901	$50,634 â–¼	-1.4%	18,058	1.1%	Healthcare
VTWO Vanguard Russell 2000 ETF	$3,312,148	$89,852 â–²	2.8%	27,278	1.0%	ETF
VB Vanguard Small-Cap ETF	$3,307,471	$144,291 â–²	4.6%	10,911	1.0%	ETF
BA Boeing	$3,209,783	$30,980 â–¼	-1.0%	14,816	1.0%	Industrials
BKNG Booking	$2,935,994	$2,818,640 â–²	2,401.8%	16,437	0.9%	Consumer Discretionary
LMT Lockheed Martin	$2,855,937	$18,883 â–¼	-0.7%	5,596	0.9%	Industrials
NFLX Netflix	$2,701,990	$1,862 â–²	0.1%	37,721	0.8%	Communication Services
CRM Salesforce	$2,536,697	$2,507 â–¼	-0.1%	16,192	0.8%	Technology
GE VERNOVA INC	$2,429,286	$45,969 â–¼	-1.9%	2,061	0.7%	COM
SPYX SPDR S&P Fossil Fuel Reserves Free ETF	$2,413,006	$5,228 â–²	0.2%	3,231	0.7%	ETF
VEEV Veeva Systems	$2,288,146	$101,707 â–¼	-4.3%	12,891	0.7%	Healthcare
ADM Archer Daniels Midland	$2,006,635		0.0%	26,237	0.6%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$1,922,972	$117,922 â–²	6.5%	19,911	0.6%	ETF
CLX Clorox	$1,590,224	$93,627 â–²	6.3%	16,662	0.5%	Consumer Staples
GOOG Alphabet	$1,424,448	$5,091 â–²	0.4%	3,917	0.4%	Communication Services
VXUS Vanguard Total International Stock ETF	$1,344,957	$87,800 â–²	7.0%	15,732	0.4%	ETF
ISRG Intuitive Surgical	$1,311,549	$1,311,549 â–²	New Holding	3,298	0.4%	Healthcare
DHR Danaher	$1,304,297	$191 â–¼	0.0%	6,820	0.4%	Healthcare
IEMG iShares Core MSCI Emerging Markets ETF	$1,303,248	$191,859 â–²	17.3%	15,732	0.4%	ETF
BND Vanguard Total Bond Market ETF	$1,259,130	$54,764 â–²	4.5%	17,152	0.4%	ETF
SHOPIFY INC FCLASS A	$1,235,770	$1,827 â–¼	-0.1%	10,823	0.4%	CL A
KKR KKR & Co. Inc.	$1,189,269	$209,525 â–²	21.4%	12,930	0.4%	Finance
IJH iShares Core S&P Mid-Cap ETF	$1,088,186	$1,311 â–²	0.1%	14,112	0.3%	ETF
IVV iShares Core S&P 500 ETF	$1,073,264	$28,461 â–²	2.7%	1,433	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$973,766	$825 â–²	0.1%	7,080	0.3%	ETF
GL Globe Life	$852,273	$179 â–²	0.0%	4,769	0.3%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$850,423	$4,008 â–²	0.5%	9,549	0.3%	ETF
HD Home Depot	$834,238	$4,669 â–¼	-0.6%	2,323	0.3%	Consumer Discretionary
TSLA Tesla	$623,750	$195,280 â–²	45.6%	1,415	0.2%	Consumer Discretionary
MGV Vanguard Mega Cap Value ETF	$621,950	$817 â–²	0.1%	3,805	0.2%	ETF
VDE Vanguard Energy ETF	$617,066	$4,204 â–²	0.7%	4,110	0.2%	ETF
IVE iShares S&P 500 Value ETF	$590,036	$2,497 â–²	0.4%	2,599	0.2%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$507,351	$43,738 â–²	9.4%	21,645	0.2%	ETF
CHH Choice Hotels International	$469,450	$1,103 â–²	0.2%	4,257	0.1%	Consumer Discretionary
MU Micron Technology	$438,630	$30,889 â–²	7.6%	355	0.1%	Technology
IRT Independence Realty Trust	$427,046	$4,473 â–²	1.1%	25,587	0.1%	Real Estate
AVGO Broadcom	$407,391	$28,138 â–¼	-6.5%	999	0.1%	Technology
FDX FedEx	$378,522	$1,582 â–²	0.4%	1,196	0.1%	Industrials
KO CocaCola	$359,393	$2,071 â–²	0.6%	4,164	0.1%	Consumer Staples
VMC Vulcan Materials	$330,479	$593 â–²	0.2%	1,115	0.1%	Materials
IJR iShares Core S&P Small-Cap ETF	$325,243	$158 â–²	0.0%	2,055	0.1%	ETF
LAM RESH CORP	$320,816	$10,511 â–²	3.4%	702	0.1%	COM NEW
MRK Merck & Co., Inc.	$315,221	$502,199 â–¼	-61.4%	2,399	0.1%	Healthcare
PINNACLE FINL PARTNERS I	$312,399	$1,614 â–²	0.5%	3,096	0.1%	COM
BAC Bank of America	$300,660	$807 â–²	0.3%	4,846	0.1%	Finance
AVUV Avantis U.S. Small Cap Value ETF	$292,438		0.0%	2,344	0.1%	ETF
PRINCIPAL FINL GROUP INC	$284,970		0.0%	2,636	0.1%	COM
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	$282,916	$657 â–²	0.2%	1,722	0.1%	CORE S&P TTL STK ETF
VBK Vanguard Small-Cap Growth ETF	$271,255	$366 â–²	0.1%	742	0.1%	ETF
CRWD CrowdStrike	$266,336		0.0%	342	0.1%	Technology
LOW Lowe's Companies	$262,691	$1,366 â–²	0.5%	1,154	0.1%	Consumer Discretionary
VBR Vanguard Small-Cap Value ETF	$243,687	$13,363 â–¼	-5.2%	1,003	0.1%	ETF
ABBV AbbVie	$234,663	$1,310 â–²	0.6%	896	0.1%	Healthcare
XLK Technology Select Sector SPDR Fund	$224,236	$16,789 â–²	8.1%	788	0.1%	ETF
GS The Goldman Sachs Group	$216,987	$12,640 â–¼	-5.5%	206	0.1%	Finance
AMGN Amgen	$180,705	$1,100 â–²	0.6%	493	0.1%	Healthcare
PRF Invesco RAFI US 1000 ETF	$173,750	$58,511 â–²	50.8%	3,216	0.1%	ETF
QQQ Invesco QQQ	$169,956		0.0%	231	0.1%	ETF
C Citigroup	$166,966	$731 â–²	0.4%	1,142	0.1%	Finance
ANET Arista Networks	$160,876		0.0%	905	0.0%	Technology
SO Southern	$156,677	$107,045 â–²	215.7%	1,591	0.0%	Utilities
WALMART INC	$149,582	$129 â–²	0.1%	1,160	0.0%	COM
AMD Advanced Micro Devices	$146,970	$105,080 â–²	250.8%	207	0.0%	Technology
BN Brookfield	$143,741		0.0%	3,375	0.0%	Finance
SDY SPDR S&P Dividend ETF	$143,046	$6,391 â–¼	-4.3%	940	0.0%	ETF
VTI Vanguard Total Stock Market ETF	$136,984	$2,221 â–¼	-1.6%	370	0.0%	ETF
PALANTIR TECHNOLOGIES INCLASS A	$136,154	$85,753 â–²	170.1%	1,167	0.0%	CL A
DUK Duke Energy	$135,816	$52,817 â–²	63.6%	1,062	0.0%	Utilities
IWF iShares Russell 1000 Growth ETF	$130,130	$130,130 â–²	New Holding	1,048	0.0%	ETF
DFIV Dimensional International Value ETF	$120,668	$34,245 â–²	39.6%	2,234	0.0%	ETF
BNDX Vanguard Total International Bond ETF	$116,236	$8,718 â–²	8.1%	2,400	0.0%	ETF
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$114,838	$114,838 â–²	New Holding	2,407	0.0%	ETF
SCHD Schwab US Dividend Equity ETF	$112,932	$112,773 â–²	71,120.0%	3,561	0.0%	ETF
CVX Chevron	$112,883	$46,171 â–²	69.2%	643	0.0%	Energy
RTX RTX	$111,372	$11,488 â–²	11.5%	572	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

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Investment Research & Advisory Group, Inc. Top Holdings and 13F Report (2026)

About Investment Research & Advisory Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Investment Research & Advisory Group, Inc. Top Holdings and 13F Report (2026)

About Investment Research & Advisory Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInvestment Research & Advisory Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools