Investment Research & Advisory Group, Inc. Portfolio Stock Holdings
Investment Research & Advisory Group, Inc. disclosed 277 stock positions valued at approximately $286.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD S&P 500 ETF, APPLE INC, and ALPHABET INC CLASS CLASS A. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 277
- Portfolio Value
- $286.3M
Holdings by Sector
Investment Research & Advisory Group, Inc. Portfolio Holdings in Q1 2026
264 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF | VOO | Other | 24.11% | 115,534 | +543 | +0.47% | $69,037,528 |
| APPLE INC | AAPL | Technology | 6.83% | 76,013 | -690 | -0.90% | $19,544,055 |
| ALPHABET INC CLASS CLASS A | GOOGL | Communication Services | 4.28% | 41,758 | -1,114 | -2.60% | $12,248,660 |
| NVIDIA CORP | NVDA | Technology | 4.04% | 64,299 | -3,284 | -4.86% | $11,564,134 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 3.01% | 41,231 | -26 | -0.06% | $8,620,295 |
| MICROSOFT CORP | MSFT | Technology | 2.74% | 21,208 | +5 | +0.02% | $7,850,643 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.67% | 25,874 | +82 | +0.32% | $7,631,437 |
| MASTERCARD INC CLASS CLASS A | MA | Financial Services | 2.39% | 13,690 | -24 | -0.18% | $6,840,186 |
| ELI LILLY AND CO | LLY | Healthcare | 2.37% | 7,361 | +50 | +0.68% | $6,787,813 |
| CHARLES SCHWAB CORP | SCHW | Financial Services | 2.20% | 66,924 | +822 | +1.24% | $6,295,276 |
| VISA INC CLASS CLASS A | V | Financial Services | 2.10% | 19,874 | +104 | +0.53% | $6,006,747 |
| META PLATFORMS INC CLASS CLASS A | META | Communication Services | 1.97% | 9,813 | -123 | -1.24% | $5,635,520 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.86% | 21,738 | -575 | -2.58% | $5,336,144 |
| BLACKROCK INC NEW | BLK | Financial Services | 1.79% | 5,337 | +33 | +0.62% | $5,136,330 |
| ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | ASML | Other | 1.73% | 3,750 | -27 | -0.71% | $4,953,113 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 1.71% | 4,898 | +48 | +0.99% | $4,893,187 |
| CHUBB LTD F | CB | Financial Services | 1.63% | 14,311 | +162 | +1.14% | $4,672,465 |
| GE AEROSPACE | GE | Industrials | 1.53% | 15,390 | -548 | -3.44% | $4,375,690 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.47% | 58,442 | -322 | -0.55% | $4,203,733 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.35% | 11,247 | +379 | +3.49% | $3,862,923 |
| BERKSHIRE HATHAWAY CLASS B | BRK-B | Financial Services | 1.30% | 7,619 | +16 | +0.21% | $3,709,487 |
| NETFLIX INC | NFLX | Communication Services | 1.27% | 37,695 | -1,524 | -3.89% | $3,627,547 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.22% | 20,935 | +76 | +0.36% | $3,479,822 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.19% | 5,633 | -410 | -6.78% | $3,413,214 |
| IQVIA HLDGS INC | IQV | Healthcare | 1.09% | 18,320 | +362 | +2.02% | $3,124,975 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 1.08% | 34,431 | +1,086 | +3.26% | $3,087,958 |
| CATERPILLAR INC | CAT | Industrials | 1.07% | 4,298 | +156 | +3.77% | $3,053,502 |
| SALESFORCE INC | CRM | Technology | 1.06% | 16,208 | -143 | -0.87% | $3,031,601 |
| BOEING CO | BA | Industrials | 1.04% | 14,959 | +1,065 | +7.67% | $2,977,290 |
| BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | BKNG | Consumer Cyclical | 0.97% | 657 | -101 | -13.32% | $2,765,351 |
| VANGUARD SMALL-CAP INDEXFUND ETF SHARES | VB | Other | 0.95% | 10,435 | -235 | -2.20% | $2,733,221 |
| VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | VTWO | Other | 0.93% | 26,538 | +2,275 | +9.38% | $2,658,354 |
| VEEVA SYS INC CLASS CLASS A | VEEV | Healthcare | 0.83% | 13,464 | -1,373 | -9.25% | $2,365,965 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPYX | Other | 0.73% | 3,224 | +404 | +14.33% | $2,096,715 |
| ARCHER-DANIELS MIDLAND C | ADM | Consumer Defensive | 0.67% | 26,237 | -200 | -0.76% | $1,909,192 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.65% | 11,679 | +2,122 | +22.20% | $1,872,377 |
| GE VERNOVA INC | GEV | Utilities | 0.64% | 2,100 | -50 | -2.33% | $1,839,054 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 0.59% | 18,690 | +115 | +0.62% | $1,691,997 |
| CLOROX CO | CLX | Consumer Defensive | 0.57% | 15,681 | +15,681 | +100.00% | $1,625,022 |
| THERMO FISHER SCIENTIFIC | TMO | Healthcare | 0.57% | 3,277 | +26 | +0.80% | $1,619,213 |
| DANAHER CORP | DHR | Healthcare | 0.45% | 6,821 | +875 | +14.72% | $1,293,255 |
| SHOPIFY INC FCLASS CLASS A | SHOP | Technology | 0.45% | 10,839 | +3,466 | +47.01% | $1,285,722 |
| VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | BND | Other | 0.42% | 16,406 | +721 | +4.60% | $1,208,157 |
| ALPHABET INC CLASS CLASS C | GOOG | Communication Services | 0.40% | 3,903 | +15 | +0.39% | $1,150,072 |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | VXUS | Other | 0.40% | 14,705 | -162 | -1.09% | $1,133,912 |
| KKR & CO INC | KKR | Financial Services | 0.34% | 10,652 | +10,652 | +100.00% | $986,698 |
| ISHARES CORE S&P MID-CAPETF | IJH | Other | 0.33% | 14,095 | -1,452 | -9.34% | $951,813 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | Other | 0.33% | 13,416 | +70 | +0.52% | $935,942 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.32% | 1,395 | -50 | -3.46% | $911,381 |
| ISHARES S&P 500 GROWTH ETF | IVW | Other | 0.28% | 7,074 | +6 | +0.08% | $800,126 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.27% | 2,336 | +16 | +0.69% | $768,384 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | VEU | Other | 0.27% | 9,504 | +14 | +0.15% | $759,742 |
| MERCK & CO. INC. | MRK | Healthcare | 0.26% | 6,221 | -524 | -7.77% | $756,287 |
| VANGUARD ENERGY INDEX FUND ETF SHARES | VDE | Other | 0.25% | 4,082 | +22 | +0.54% | $706,429 |
| GLOBE LIFE INC | GL | Financial Services | 0.23% | 4,768 | +4,542 | +2009.73% | $663,749 |
| VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | MGV | Other | 0.19% | 3,800 | +6 | +0.16% | $550,832 |
| ISHARES S&P 500 VALUE ETF | IVE | Other | 0.19% | 2,588 | +9 | +0.35% | $546,525 |
| STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | SPHY | Other | 0.16% | 19,779 | +1,238 | +6.68% | $461,258 |
| CHOICE HOTELS INTL INC | CHH | Consumer Cyclical | 0.15% | 4,247 | +11 | +0.26% | $439,544 |
| FEDEX CORP | FDX | Industrials | 0.15% | 1,191 | +6 | +0.51% | $426,736 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 972 | +366 | +60.40% | $386,248 |
| INDEPENDENCE RLTY TR INCREIT | IRT | Real Estate | 0.13% | 25,319 | -4,668 | -15.57% | $377,003 |
| BROADCOM INC | AVGO | Technology | 0.12% | 1,068 | -222 | -17.21% | $351,849 |
| THE COCA-COLA CO | KO | Consumer Defensive | 0.11% | 4,140 | -129 | -3.02% | $324,956 |
| VULCAN MATLS CO | VMC | Basic Materials | 0.11% | 1,113 | +1,063 | +2126.00% | $304,480 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.10% | 1,148 | -42 | -3.53% | $277,258 |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | Other | 0.10% | 2,054 | +1 | +0.05% | $274,218 |
| PINNACLE FINL PARTNERS I | PNFP | Financial Services | 0.09% | 3,080 | +17 | +0.56% | $265,386 |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | Other | 0.09% | 2,344 | +1 | +0.04% | $258,900 |
| BANK OF AMERICA CORP | BAC | Financial Services | 0.09% | 4,833 | +16 | +0.33% | $248,518 |
| PRINCIPAL FINL GROUP INC | PFG | Financial Services | 0.08% | 2,636 | - | - | $238,251 |
| VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | VBR | Other | 0.08% | 1,058 | +6 | +0.57% | $229,936 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | VBK | Other | 0.08% | 741 | - | - | $223,967 |
| ABBVIE INC | ABBV | Healthcare | 0.07% | 891 | +3 | +0.34% | $202,772 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.07% | 218 | +1 | +0.46% | $191,354 |
| AMGEN INC | AMGN | Healthcare | 0.06% | 490 | -24 | -4.67% | $179,528 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.06% | 526 | -148 | -21.96% | $172,765 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 0.06% | 838 | +830 | +10375.00% | $160,829 |
| WALMART INC | WMT | Consumer Defensive | 0.06% | 1,159 | +1 | +0.09% | $158,404 |
| LAM RESH CORP | LRCX | Other | 0.05% | 679 | +1 | +0.15% | $153,117 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 0.05% | 729 | +304 | +71.53% | $143,408 |
| STATE STREET SPDR S&P DIVIDEND ETF | SDY | Other | 0.05% | 982 | -25 | -2.48% | $143,292 |
| BROOKFIELD CORP FCLASS A | BN | Financial Services | 0.05% | 3,375 | - | - | $136,586 |
| CITIGROUP INC | C | Financial Services | 0.05% | 1,137 | +6 | +0.53% | $134,681 |
| CROWDSTRIKE HLDGS INC CLASS A | CRWD | Technology | 0.05% | 342 | - | - | $133,520 |
| INVESCO QQQ TR | QQQ | Other | 0.05% | 231 | +2 | +0.87% | $133,209 |
| VANECK SEMICONDUCTOR ETF | SMH | Other | 0.04% | 336 | +31 | +10.16% | $128,777 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | VTI | Other | 0.04% | 376 | - | - | $120,677 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.04% | 330 | +130 | +65.00% | $119,933 |
| ARISTA NETWORKS INC | ANET | Technology | 0.04% | 905 | - | - | $115,413 |
| VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | BNDX | Other | 0.04% | 2,220 | +185 | +9.09% | $106,686 |
| AT&T INC | T | Communication Services | 0.04% | 3,508 | - | - | $106,393 |
| RTX CORP | RTX | Industrials | 0.04% | 513 | - | - | $106,095 |
| WELLS FARGO & CO | WFC | Financial Services | 0.04% | 1,229 | +2 | +0.16% | $104,105 |
| INVESCO RAFI US 1000 ETF | PRF | Other | 0.04% | 2,133 | +1,255 | +142.94% | $101,400 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.03% | 649 | -55 | -7.81% | $92,246 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 0.03% | 5,747 | +729 | +14.53% | $91,262 |
| AMERICAN TOWER CORP NEW REIT | AMT | Real Estate | 0.03% | 513 | +5 | +0.98% | $88,563 |
| CHEVRON CORP NEW | CVX | Energy | 0.03% | 380 | - | - | $87,312 |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | Other | 0.03% | 1,600 | +1,600 | +100.00% | $84,448 |
Investment Research & Advisory Group, Inc. Options Holdings in Q1 2026