Investment Research & Advisory Group, Inc.
CIK: 0001802136Latest portfolio: $302.1M · Q4 2025
Holdings
275
Total Value
$302.1M
New Positions
275
Closed Positions
0
Top Holdings
View All 275 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD S&P 500 ETF | 114,991 | $72.1M | 23.87% | NEW | |
| 2 | AAPLAPPLE INC | 76,703 | $20.9M | 6.93% | NEW | |
| 3 | GOOGLALPHABET INC CLASS CLASS A | 42,872 | $13.5M | 4.46% | NEW | |
| 4 | NVDANVIDIA CORP | 67,583 | $12.7M | 4.20% | NEW | |
| 5 | MSFTMICROSOFT CORP | 21,203 | $10.3M | 3.42% | NEW | |
| 6 | AMZNAMAZON.COM INC | 41,257 | $9.6M | 3.17% | NEW | |
| 7 | JPMJPMORGAN CHASE & CO | 25,792 | $8.3M | 2.76% | NEW | |
| 8 | LLYELI LILLY AND CO | 7,311 | $7.9M | 2.61% | NEW | |
| 9 | MAMASTERCARD INC CLASS CLASS A | 13,714 | $7.8M | 2.59% | NEW | |
| 10 | VVISA INC CLASS CLASS A | 19,770 | $6.9M | 2.30% | NEW | |
| 11 | SCHWCHARLES SCHWAB CORP | 66,102 | $6.6M | 2.19% | NEW | |
| 12 | METAMETA PLATFORMS INC CLASS A | 9,936 | $6.6M | 2.18% | NEW | |
| 13 | BLKCHFBLACKROCK INC NEW | 5,304 | $5.7M | 1.88% | NEW | |
| 14 | GEGE AEROSPACE | 15,938 | $4.9M | 1.63% | NEW | |
| 15 | UBERUBER TECHNOLOGIES INC | 58,764 | $4.8M | 1.59% | NEW | |
| 16 | JNJJOHNSON & JOHNSON | 22,313 | $4.6M | 1.53% | NEW | |
| 17 | CBCHUBB LTD F | 14,149 | $4.4M | 1.46% | NEW | |
| 18 | CRMSALESFORCE INC | 16,351 | $4.3M | 1.44% | NEW | |
| 19 | COSTCOSTCO WHSL CORP NEW | 4,850 | $4.2M | 1.39% | NEW | |
| 20 | BKNGBOOKING HLDGS INC | 758 | $4.1M | 1.34% | NEW | |
| 21 | IQVIQVIA HLDGS INC | 17,958 | $4.0M | 1.34% | NEW | |
| 22 | ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 3,777 | $4.0M | 1.34% | NEW | |
| 23 | BRK/BBERKSHIRE HATHAWAY CLASS CLASS B | 7,603 | $3.8M | 1.27% | NEW | |
| 24 | NFLXNETFLIX INC | 39,219 | $3.7M | 1.22% | NEW | |
| 25 | GDGENERAL DYNAMICS CORP | 10,868 | $3.7M | 1.21% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($7.211483287838695e+209T)
Technology0.0% ($2.0931126921032447e+78T)
Healthcare0.0% ($7.874462740483313e+47T)
Consumer Cyclical0.0% ($9.566405728098053e+42T)
Industrials0.0% ($4.916366030192925e+37T)
Unknown0.0% ($5.6803837334916616e+25T)
Consumer Defensive0.0% ($4.188181815203011e+24T)
Communication Services0.0% ($134766585368212291584.0T)
Utilities0.0% ($1408101.8T)
Energy0.0% ($63573.5T)
Basic Materials0.0% ($5.4T)
Real Estate0.0% ($5.2T)
Filing History
Fund Information
Investment Research & Advisory Group, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $302.1M across 275 holdings. The largest position is VANGUARD S&P 500 ETF (VOO), representing 23.9% of the portfolio. Compared to the previous quarter, the fund opened 276 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.