Investment Research & Advisory Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Investment Research & Advisory Group, Inc. disclosed 302 stock positions valued at approximately $323.91M as of quarter-end June 30, 2026. The largest holdings include VANGUARD S&P 500 ETF, APPLE INC, and ALPHABET INC CLASS A.
- Report Period
- June 30, 2026
- No. of Stocks
- 302
- Portfolio Value
- $323.91M
Holdings by Sector
Investment Research & Advisory Group, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | VOO | Other | 24.96% | 117,699 | +2,165 | +1.87% | $80,836,836 |
| APPLE INC | AAPL | Technology | 6.86% | 75,780 | -233 | -0.31% | $22,222,528 |
| ALPHABET INC CLASS A | GOOGL | Communication Services | 4.62% | 41,052 | -706 | -1.69% | $14,967,658 |
| NVIDIA CORP | NVDA | Technology | 3.98% | 62,715 | -1,584 | -2.46% | $12,891,751 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 3.05% | 41,261 | +30 | +0.07% | $9,877,763 |
| ELI LILLY AND CO | LLY | Healthcare | 2.77% | 7,451 | +90 | +1.22% | $8,960,442 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.63% | 25,929 | +55 | +0.21% | $8,513,819 |
| MICROSOFT CORP | MSFT | Technology | 2.45% | 21,313 | +105 | +0.50% | $7,950,291 |
| ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | ASML | Other | 2.28% | 3,715 | -35 | -0.93% | $7,389,836 |
| MASTERCARD INC CLASS CLASS A | MA | Financial Services | 2.19% | 13,750 | +60 | +0.44% | $7,082,071 |
| VISA INC CLASS A | V | Financial Services | 2.11% | 19,810 | -64 | -0.32% | $6,827,449 |
| CHARLES SCHWAB CORP | SCHW | Financial Services | 1.92% | 67,427 | +503 | +0.75% | $6,227,202 |
| GE AEROSPACE | GE | Industrials | 1.78% | 15,390 | - | - | $5,764,321 |
| META PLATFORMS INC CLASS A | META | Communication Services | 1.72% | 9,873 | +60 | +0.61% | $5,567,812 |
| BLACKROCK INC NEW | BLK | Financial Services | 1.60% | 5,399 | +62 | +1.16% | $5,195,728 |
| CHUBB LTD F | CB | Financial Services | 1.51% | 14,354 | +43 | +0.30% | $4,897,862 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.44% | 18,355 | -3,383 | -15.56% | $4,673,958 |
| CATERPILLAR INC | CAT | Industrials | 1.43% | 4,335 | +37 | +0.86% | $4,629,290 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 1.43% | 4,937 | +39 | +0.80% | $4,624,454 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.31% | 58,744 | +302 | +0.52% | $4,244,956 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.27% | 12,081 | +402 | +3.44% | $4,124,462 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.24% | 11,352 | +105 | +0.93% | $4,022,590 |
| BERKSHIRE HATHAWAY CLASS B | BRK-B | Financial Services | 1.19% | 7,614 | -5 | -0.07% | $3,860,509 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.18% | 21,071 | +136 | +0.65% | $3,832,370 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 1.09% | 34,667 | +236 | +0.69% | $3,546,367 |
| IQVIA HLDGS INC | IQV | Healthcare | 1.08% | 18,058 | -262 | -1.43% | $3,489,901 |
| VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | VTWO | Other | 1.02% | 27,278 | +740 | +2.79% | $3,312,148 |
| VANGUARD SMALL-CAP INDEXFUND ETF SHARES | VB | Other | 1.02% | 10,911 | +476 | +4.56% | $3,307,471 |
| BOEING CO | BA | Industrials | 0.99% | 14,816 | -143 | -0.96% | $3,209,783 |
| BOOKING HLDGS INC | BKNG | Consumer Cyclical | 0.91% | 16,437 | +15,780 | +2401.83% | $2,935,994 |
Showing 30 of 302 holdings in the latest reporting period.