Investment Research & Advisory Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Investment Research & Advisory Group, Inc. disclosed 326 stock positions valued at approximately $336.59M as of quarter-end September 30, 2026. The largest holdings include VANGUARD S&P 500 ETF, APPLE INC, and NVIDIA CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 326
- Portfolio Value
- $336.59M
Holdings by Sector
Investment Research & Advisory Group, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | VOO | Other | 25.09% | 120,479 | +2,780 | +2.36% | $84,438,813 |
| APPLE INC | AAPL | Technology | 7.66% | 76,205 | +425 | +0.56% | $25,783,756 |
| NVIDIA CORP | NVDA | Technology | 4.32% | 61,646 | -1,069 | -1.70% | $14,537,086 |
| ALPHABET INC CLASS A | GOOGL | Communication Services | 4.16% | 39,822 | -1,230 | -3.00% | $13,997,073 |
| MICROSOFT CORP | MSFT | Technology | 3.22% | 20,902 | -411 | -1.93% | $10,821,906 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 3.01% | 40,380 | -881 | -2.14% | $10,142,477 |
| ELI LILLY AND CO | LLY | Healthcare | 2.56% | 7,430 | -21 | -0.28% | $8,632,682 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.49% | 25,221 | -708 | -2.73% | $8,389,813 |
| MASTERCARD INC CLASS CLASS A | MA | Financial Services | 2.21% | 13,446 | -304 | -2.21% | $7,448,781 |
| VISA INC CLASS A | V | Financial Services | 2.12% | 19,687 | -123 | -0.62% | $7,120,060 |
| META PLATFORMS INC CLASS A | META | Communication Services | 2.09% | 9,649 | -224 | -2.27% | $7,044,581 |
| ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | ASML | Technology | 1.95% | 3,628 | -87 | -2.34% | $6,573,209 |
| CHARLES SCHWAB CORP | SCHW | Financial Services | 1.92% | 66,192 | -1,235 | -1.83% | $6,478,615 |
| BLACKROCK INC NEW | BLK | Financial Services | 1.67% | 5,296 | -103 | -1.91% | $5,613,781 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.45% | 18,362 | +7 | +0.04% | $4,883,189 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.41% | 11,961 | -120 | -0.99% | $4,757,584 |
| IQVIA HLDGS INC | IQV | Healthcare | 1.40% | 17,554 | -504 | -2.79% | $4,723,828 |
| CHUBB LTD F | CB | Financial Services | 1.34% | 13,870 | -484 | -3.37% | $4,517,816 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 1.33% | 4,920 | -17 | -0.34% | $4,480,965 |
| GE AEROSPACE | GE | Industrials | 1.32% | 14,229 | -1,161 | -7.54% | $4,452,940 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.19% | 20,922 | -149 | -0.71% | $4,008,711 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.17% | 57,461 | -1,283 | -2.18% | $3,943,007 |
| BERKSHIRE HATHAWAY CLASS CLASS B | BRK-B | Financial Services | 1.13% | 7,546 | -68 | -0.89% | $3,819,277 |
| VEEVA SYS INC CLASS A | VEEV | Healthcare | 1.10% | 12,942 | +51 | +0.40% | $3,699,188 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.09% | 11,078 | -274 | -2.41% | $3,681,080 |
| SALESFORCE INC | CRM | Technology | 1.07% | 15,718 | -474 | -2.93% | $3,617,843 |
| CATERPILLAR INC | CAT | Industrials | 1.04% | 4,285 | -50 | -1.15% | $3,502,903 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.95% | 34,167 | -500 | -1.44% | $3,213,776 |
| VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | VTWO | Other | 0.95% | 28,411 | +1,133 | +4.15% | $3,188,879 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF | VB | Other | 0.93% | 10,963 | +52 | +0.48% | $3,118,724 |
Showing 30 of 326 holdings in the latest reporting period.