Investment Research & Advisory Group, Inc. Top Holdings and 13F Report (2026) About Investment Research & Advisory Group, Inc.Investment ActivityInvestment Research & Advisory Group, Inc. has $286.31 million in total holdings as of March 31, 2026.Investment Research & Advisory Group, Inc. owns shares of 280 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 2.64% of the portfolio was purchased this quarter.About 2.47% of the portfolio was sold this quarter.This quarter, Investment Research & Advisory Group, Inc. has purchased 278 new stocks and bought additional shares in 93 stocks.Investment Research & Advisory Group, Inc. sold shares of 42 stocks and completely divested from 19 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $69,037,528Apple $19,544,055Alphabet $12,248,660NVIDIA $11,564,134Amazon.com $8,620,295 Largest New Holdings this Quarter 189054109 - Clorox $1,625,022 Holding48251W104 - KKR & Co. Inc. $986,698 Holding25434V807 - Dimensional International Value ETF $84,448 Holding78467Y107 - SPDR S&P MidCap 400 ETF Trust $74,945 Holding81369Y852 - Communication Services Select Sector SPDR Fund $49,115 Holding Largest Purchases this Quarter Clorox 15,681 shares (about $1.63M)KKR & Co. Inc. 10,652 shares (about $986.70K)Globe Life 4,542 shares (about $632.29K)SHOPIFY INC FCLASS CLASS A 3,466 shares (about $411.14K)Palo Alto Networks 2,122 shares (about $340.20K) Largest Sales this Quarter Procter & Gamble 12,218 shares (about $1.79M)Adobe 4,528 shares (about $1.10M)NVIDIA 3,284 shares (about $590.63K)Booking 101 shares (about $425.11K)Alphabet 1,114 shares (about $326.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestment Research & Advisory Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$69,037,528$324,471 ▲0.5%115,53424.1%ETFAAPLApple$19,544,055$177,409 ▼-0.9%76,0136.8%Computer and TechnologyGOOGLAlphabet$12,248,660$326,764 ▼-2.6%41,7584.3%Computer and TechnologyNVDANVIDIA$11,564,134$590,625 ▼-4.9%64,2994.0%Computer and TechnologyAMZNAmazon.com$8,620,295$5,436 ▼-0.1%41,2313.0%Retail/WholesaleMSFTMicrosoft$7,850,643$1,851 ▲0.0%21,2082.7%Computer and TechnologyJPMJPMorgan Chase & Co.$7,631,437$24,186 ▲0.3%25,8742.7%FinanceMAMastercard$6,840,186$11,992 ▼-0.2%13,6902.4%Business ServicesLLYEli Lilly and Company$6,787,813$46,107 ▲0.7%7,3612.4%MedicalSCHWCharles Schwab$6,295,276$77,322 ▲1.2%66,9242.2%FinanceVVisa$6,006,747$31,433 ▲0.5%19,8742.1%Business ServicesMETAMeta Platforms$5,635,520$70,638 ▼-1.2%9,8132.0%Computer and TechnologyJNJJohnson & Johnson$5,336,144$141,148 ▼-2.6%21,7381.9%MedicalBLKBlackRock$5,136,330$31,759 ▲0.6%5,3371.8%FinanceASMLASML$4,953,113$35,662 ▼-0.7%3,7501.7%Computer and TechnologyCOSTCostco Wholesale$4,893,187$47,953 ▲1.0%4,8981.7%Retail/WholesaleCBChubb$4,672,465$52,892 ▲1.1%14,3111.6%FinanceGEGE Aerospace$4,375,690$155,808 ▼-3.4%15,3901.5%AerospaceUBERUber Technologies$4,203,733$23,161 ▼-0.5%58,4421.5%Computer and TechnologyGDGeneral Dynamics$3,862,923$130,172 ▲3.5%11,2471.3%AerospaceBRK.BBerkshire Hathaway$3,709,487$7,790 ▲0.2%7,6191.3%FinanceNFLXNetflix$3,627,547$146,661 ▼-3.9%37,6951.3%Consumer DiscretionaryPMPhilip Morris International$3,479,822$12,633 ▲0.4%20,9351.2%Consumer StaplesLMTLockheed Martin$3,413,214$248,432 ▼-6.8%5,6331.2%AerospaceIQVIQVIA$3,124,975$61,749 ▲2.0%18,3201.1%MedicalSBUXStarbucks$3,087,958$97,398 ▲3.3%34,4311.1%Retail/WholesaleCATCaterpillar$3,053,502$110,830 ▲3.8%4,2981.1%IndustrialsCRMSalesforce$3,031,601$26,747 ▼-0.9%16,2081.1%Computer and TechnologyBABoeing$2,977,290$211,967 ▲7.7%14,9591.0%AerospaceBKNGBooking$2,765,351$425,115 ▼-13.3%6571.0%Retail/WholesaleVBVanguard Small-Cap ETF$2,733,221$61,553 ▼-2.2%10,4351.0%ETFVTWOVanguard Russell 2000 ETF$2,658,354$227,890 ▲9.4%26,5380.9%ETFVEEVVeeva Systems$2,365,965$241,271 ▼-9.3%13,4640.8%MedicalSPYXSPDR S&P Fossil Fuel Reserves Free ETF$2,096,715$262,740 ▲14.3%3,2240.7%ETFADMArcher Daniels Midland$1,909,192$14,553 ▼-0.8%26,2370.7%Consumer StaplesPANWPalo Alto Networks$1,872,377$340,199 ▲22.2%11,6790.7%Computer and TechnologyGE VERNOVA INC$1,839,054$43,787 ▼-2.3%2,1000.6%COMIEFAiShares Core MSCI EAFE ETF$1,691,997$10,411 ▲0.6%18,6900.6%ETFCLXClorox$1,625,022$1,625,022 ▲New Holding15,6810.6%Consumer StaplesTMOThermo Fisher Scientific$1,619,213$12,847 ▲0.8%3,2770.6%MedicalDHRDanaher$1,293,255$165,899 ▲14.7%6,8210.5%MedicalSHOPIFY INC FCLASS CLASS A$1,285,722$411,137 ▲47.0%10,8390.4%CL ABNDVanguard Total Bond Market ETF$1,208,157$53,095 ▲4.6%16,4060.4%ETFGOOGAlphabet$1,150,072$4,420 ▲0.4%3,9030.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,133,912$12,492 ▼-1.1%14,7050.4%ETFKKRKKR & Co. Inc.$986,698$986,698 ▲New Holding10,6520.3%FinanceIJHiShares Core S&P Mid-Cap ETF$951,813$98,051 ▼-9.3%14,0950.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$935,942$4,883 ▲0.5%13,4160.3%ETFIVViShares Core S&P 500 ETF$911,381$32,666 ▼-3.5%1,3950.3%ETFIVWiShares S&P 500 Growth ETF$800,126$679 ▲0.1%7,0740.3%ETFHDHome Depot$768,384$5,263 ▲0.7%2,3360.3%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$759,742$1,119 ▲0.1%9,5040.3%ETFMRKMerck & Co., Inc.$756,287$63,703 ▼-7.8%6,2210.3%MedicalVDEVanguard Energy ETF$706,429$3,807 ▲0.5%4,0820.2%ETFGLGlobe Life$663,749$632,288 ▲2,009.7%4,7680.2%FinanceMGVVanguard Mega Cap Value ETF$550,832$870 ▲0.2%3,8000.2%ETFIVEiShares S&P 500 Value ETF$546,525$1,901 ▲0.3%2,5880.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$461,258$28,871 ▲6.7%19,7790.2%ETFCHHChoice Hotels International$439,544$1,138 ▲0.3%4,2470.2%Consumer DiscretionaryFDXFedEx$426,736$2,150 ▲0.5%1,1910.1%TransportationTSLATesla$386,248$145,439 ▲60.4%9720.1%Auto/Tires/TrucksIRTIndependence Realty Trust$377,003$69,507 ▼-15.6%25,3190.1%FinanceAVGOBroadcom$351,849$73,137 ▼-17.2%1,0680.1%Computer and TechnologyKOCocaCola$324,956$10,125 ▼-3.0%4,1400.1%Consumer StaplesVMCVulcan Materials$304,480$290,802 ▲2,126.0%1,1130.1%ConstructionLOWLowe's Companies$277,258$10,144 ▼-3.5%1,1480.1%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$274,218$134 ▲0.0%2,0540.1%ETFPINNACLE FINL PARTNERS I$265,386$1,465 ▲0.6%3,0800.1%COMAVUVAvantis U.S. Small Cap Value ETF$258,900$110 ▲0.0%2,3440.1%ETFBACBank of America$248,518$823 ▲0.3%4,8330.1%FinanceISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$244,701$570 ▲0.2%1,7180.1%CORE S&P TTL STK ETFPRINCIPAL FINL GROUP INC$238,2510.0%2,6360.1%COMVBRVanguard Small-Cap Value ETF$229,936$1,304 ▲0.6%1,0580.1%ETFVBKVanguard Small-Cap Growth ETF$223,9670.0%7410.1%ETFABBVAbbVie$202,772$683 ▲0.3%8910.1%MedicalGSThe Goldman Sachs Group$191,354$878 ▲0.5%2180.1%FinanceAMGNAmgen$179,528$8,793 ▼-4.7%4900.1%MedicalMCDMcDonald's$172,765$48,611 ▼-22.0%5260.1%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$160,829$159,294 ▲10,375.0%8380.1%ETFWALMART INC$158,404$137 ▲0.1%1,1590.1%COMLAM RESH CORP$153,117$226 ▲0.1%6790.1%COM NEWXLKTechnology Select Sector SPDR Fund$143,408$59,803 ▲71.5%7290.1%ETFSDYSPDR S&P Dividend ETF$143,292$3,648 ▼-2.5%9820.1%ETFBNBrookfield$136,5860.0%3,3750.0%FinanceCCitigroup$134,681$711 ▲0.5%1,1370.0%Financial ServicesCRWDCrowdStrike$133,5200.0%3420.0%Computer and TechnologyQQQInvesco QQQ$133,209$1,153 ▲0.9%2310.0%FinanceSMHVanEck Semiconductor ETF$128,777$11,881 ▲10.2%3360.0%ManufacturingVTIVanguard Total Stock Market ETF$120,6770.0%3760.0%ETFMUMicron Technology$119,933$47,246 ▲65.0%3300.0%Computer and TechnologyANETArista Networks$115,4130.0%9050.0%Computer and TechnologyBNDXVanguard Total International Bond ETF$106,686$8,891 ▲9.1%2,2200.0%ETFTAT&T$106,3930.0%3,5080.0%Computer and TechnologyRTXRTX$106,0950.0%5130.0%AerospaceWFCWells Fargo & Company$104,105$169 ▲0.2%1,2290.0%FinancePRFInvesco RAFI US 1000 ETF$101,400$59,661 ▲142.9%2,1330.0%ETFDUKDuke Energy$92,246$7,817 ▼-7.8%6490.0%UtilitiesSOFISoFi Technologies$91,262$11,576 ▲14.5%5,7470.0%FinanceAMTAmerican Tower$88,563$863 ▲1.0%5130.0%FinanceCVXChevron$87,3120.0%3800.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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