Investment Research & Advisory Group, Inc. Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$302.1M
Holdings
275
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (275 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD S&P 500 ETF | 114,991 | $72.1M | 23.87% | |
| 2 | AAPLAPPLE INC | 76,703 | $20.9M | 6.93% | |
| 3 | GOOGLALPHABET INC CLASS CLASS A | 42,872 | $13.5M | 4.46% | |
| 4 | NVDANVIDIA CORP | 67,583 | $12.7M | 4.20% | |
| 5 | MSFTMICROSOFT CORP | 21,203 | $10.3M | 3.42% | |
| 6 | AMZNAMAZON.COM INC | 41,257 | $9.6M | 3.17% | |
| 7 | JPMJPMORGAN CHASE & CO | 25,792 | $8.3M | 2.76% | |
| 8 | LLYELI LILLY AND CO | 7,311 | $7.9M | 2.61% | |
| 9 | MAMASTERCARD INC CLASS CLASS A | 13,714 | $7.8M | 2.59% | |
| 10 | VVISA INC CLASS CLASS A | 19,770 | $6.9M | 2.30% | |
| 11 | SCHWCHARLES SCHWAB CORP | 66,102 | $6.6M | 2.19% | |
| 12 | METAMETA PLATFORMS INC CLASS A | 9,936 | $6.6M | 2.18% | |
| 13 | BLKCHFBLACKROCK INC NEW | 5,304 | $5.7M | 1.88% | |
| 14 | GEGE AEROSPACE | 15,938 | $4.9M | 1.63% | |
| 15 | UBERUBER TECHNOLOGIES INC | 58,764 | $4.8M | 1.59% | |
| 16 | JNJJOHNSON & JOHNSON | 22,313 | $4.6M | 1.53% | |
| 17 | CBCHUBB LTD F | 14,149 | $4.4M | 1.46% | |
| 18 | CRMSALESFORCE INC | 16,351 | $4.3M | 1.44% | |
| 19 | COSTCOSTCO WHSL CORP NEW | 4,850 | $4.2M | 1.39% | |
| 20 | BKNGBOOKING HLDGS INC | 758 | $4.1M | 1.34% | |
| 21 | IQVIQVIA HLDGS INC | 17,958 | $4.0M | 1.34% | |
| 22 | ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 3,777 | $4.0M | 1.34% | |
| 23 | BRK/BBERKSHIRE HATHAWAY CLASS CLASS B | 7,603 | $3.8M | 1.27% | |
| 24 | NFLXNETFLIX INC | 39,219 | $3.7M | 1.22% | |
| 25 | GDGENERAL DYNAMICS CORP | 10,868 | $3.7M | 1.21% | |
| 26 | 4I1PHILIP MORRIS INTL INC | 20,859 | $3.3M | 1.11% | |
| 27 | VEEVVEEVA SYS INC CLASS CLASS A | 14,837 | $3.3M | 1.10% | |
| 28 | BABOEING CO | 13,894 | $3.0M | 1.00% | |
| 29 | LMTLOCKHEED MARTIN CORP | 6,043 | $2.9M | 0.97% | |
| 30 | SBUXSTARBUCKS CORP | 33,345 | $2.8M | 0.93% | |
| 31 | VBVANGUARD SMALL CAP ETF | 10,670 | $2.8M | 0.91% | |
| 32 | VTWOVANGUARD RUSSELL 2000 ETF | 24,263 | $2.4M | 0.80% | |
| 33 | CATCATERPILLAR INC | 4,142 | $2.4M | 0.79% | |
| 34 | SPYXSPDR S&P 500 ETF | 2,820 | $1.9M | 0.64% | |
| 35 | TMOTHERMO FISHER SCIENTIFIC | 3,251 | $1.9M | 0.63% | |
| 36 | PGPROCTER & GAMBLE CO | 12,648 | $1.8M | 0.60% | |
| 37 | PANWPALO ALTO NETWORKS INC | 9,557 | $1.8M | 0.58% | |
| 38 | AQLTISHARES CORE MSCI EAFE ETF | 18,575 | $1.7M | 0.55% | |
| 39 | ADBEADOBE INC | 4,716 | $1.7M | 0.55% | |
| 40 | ADMARCHER-DANIELS MIDLAND C | 26,437 | $1.5M | 0.50% | |
| 41 | GEVGE VERNOVA INC | 2,150 | $1.4M | 0.47% | |
| 42 | DHRDANAHER CORP | 5,946 | $1.4M | 0.45% | |
| 43 | GOOGALPHABET INC CLASS CLASS C | 3,888 | $1.2M | 0.41% | |
| 44 | SHOPSHOPIFY INC FCLASS CLASS A | 7,373 | $1.2M | 0.39% | |
| 45 | BNDVANGUARD TOTAL BOND MARKET ETF | 15,685 | $1.2M | 0.38% | |
| 46 | VXUSVANGUARD TOTAL INTERNATIONAL STK ETF | 14,867 | $1.1M | 0.37% | |
| 47 | IJHISHARES CORE S&P MID CAPETF | 15,547 | $1.0M | 0.34% | |
| 48 | IVVISHARES CORE S&P 500 ETF | 1,445 | $990K | 0.33% | |
| 49 | IEMGISHARES CORE MSCI EMERGING ETF | 13,346 | $897K | 0.30% | |
| 50 | IVWISHARES S&P 500 GROWTH ETF | 7,068 | $871K | 0.29% | |
| 51 | HDHOME DEPOT INC | 2,320 | $805K | 0.27% | |
| 52 | VEUVANGUARD FTSE ALL WORLD EX US ETF | 9,490 | $743K | 0.25% | |
| 53 | MRKMERCK & CO. INC. | 6,745 | $715K | 0.24% | |
| 54 | IVEISHARES S&P 500 VALUE ETF | 2,579 | $546K | 0.18% | |
| 55 | MGVVANGUARD MEGA CAP VALUE ETF | 3,794 | $535K | 0.18% | |
| 56 | IRTINDEPENDENCE RLTY TR INCREIT | 29,987 | $524K | 0.17% | |
| 57 | VDEVANGUARD ENERGY ETF | 4,060 | $511K | 0.17% | |
| 58 | AVGOBROADCOM INC | 1,290 | $478K | 0.16% | |
| 59 | SPHYSTATE SRT SPDR PRTFL HGHYLD BND ETF | 18,541 | $438K | 0.15% | |
| 60 | CHHCHOICE HOTELS INTL INC | 4,236 | $403K | 0.13% | |
| 61 | FDXFEDEX CORP | 1,185 | $343K | 0.11% | |
| 62 | KOTHE COCA-COLA CO | 4,269 | $301K | 0.10% | |
| 63 | TSLATESLA INC | 606 | $298K | 0.10% | |
| 64 | PNFPPINNACLE FINL PARTNERS I | 3,063 | $292K | 0.10% | |
| 65 | LOWLOWES COS INC | 1,190 | $289K | 0.10% | |
| 66 | BACBANK OF AMERICA CORP | 4,817 | $272K | 0.09% | |
| 67 | IJRISHARES CORE S&P SMALL CAP ETF | 2,053 | $265K | 0.09% | |
| 68 | BRTRISHARES TOTAL US STOCK MARKET ETF | 1,714 | $254K | 0.08% | |
| 69 | AVUVAVANTIS US SMALL CAP VALUE ETF | 2,343 | $238K | 0.08% | |
| 70 | PG4PRINCIPAL FINL GROUP INC | 2,636 | $233K | 0.08% | |
| 71 | VRPINVSC VARIABLE RATE PREFERRED ETF | 9,379 | $228K | 0.08% | |
| 72 | VBKVANGUARD SMALL CAP GROWTH ETF | 741 | $223K | 0.07% | |
| 73 | VBRVANGUARD SMALL CAP VALUEETF | 1,052 | $222K | 0.07% | |
| 74 | ABBVABBVIE INC | 888 | $211K | 0.07% | |
| 75 | MCDMCDONALDS CORP | 674 | $210K | 0.07% | |
| 76 | GSGOLDMAN SACHS GROUP INC | 217 | $197K | 0.07% | |
| 77 | AMGNAMGEN INC | 514 | $171K | 0.06% | |
| 78 | CRWDCROWDSTRIKE HLDGS INC CLASS A | 342 | $162K | 0.05% | |
| 79 | BNBROOKFIELD CORP FCLASS A | 3,375 | $154K | 0.05% | |
| 80 | NDQINVSC QQQ TRUST SRS 1 ETF | 229 | $140K | 0.05% | |
| 81 | SDYSTATE STREET SPDR S&P DIV ETF | 1,007 | $140K | 0.05% | |
| 82 | WMTWALMART INC | 1,158 | $139K | 0.05% | |
| 83 | TRVCCITIGROUP INC | 1,131 | $136K | 0.05% | |
| 84 | SOFISOFI TECHNOLOGIES INC | 5,018 | $132K | 0.04% | |
| 85 | VTIVANGUARD TOTAL STOCK MARKET ETF | 376 | $126K | 0.04% | |
| 86 | ANETEURARISTA NETWORKS INC | 905 | $121K | 0.04% | |
| 87 | WFCWELLS FARGO & CO | 1,227 | $120K | 0.04% | |
| 88 | LRCXLAM RESH CORP | 678 | $120K | 0.04% | |
| 89 | XLKSTATE STRET TEC SELECT SEC SPDR ETF | 425 | $111K | 0.04% | |
| 90 | SMHVANECK SEMICONDUCTOR ETF | 305 | $110K | 0.04% | |
| 91 | CEGCONSTELLATION ENERGY COR | 280 | $101K | 0.03% | |
| 92 | RTXRTX CORP | 513 | $99K | 0.03% | |
| 93 | RDDTREDDIT INC CLASS A | 430 | $99K | 0.03% | |
| 94 | BNDXVANGUARD TOTAL INTERNATIONAL BND ETF | 2,035 | $98K | 0.03% | |
| 95 | BMYBRISTOL MYERS SQUIBB CO | 1,696 | $93K | 0.03% | |
| 96 | AMTAMERICAN TOWER CORP NEW REIT | 508 | $91K | 0.03% | |
| 97 | ZETAZETA GLOBAL HLDGS CORP CLASS CLASS A | 4,433 | $90K | 0.03% | |
| 98 | TAT&T INC | 3,508 | $89K | 0.03% | |
| 99 | DUKDUKE ENERGY CORP NEW | 704 | $84K | 0.03% | |
| 100 | TFCTRUIST FINL CORP | 1,641 | $82K | 0.03% |
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