Investment Research & Advisory Group, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$286.3M
Q ending 2026-03-31
Prior quarter
$302.1M
Q ending 2025-12-31
Change
-5.2% QoQ · +19.6% YoY
Positions
279
reported holdings
Largest positions
Top 100 of 279 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard S&P 500 Etf | VOO | Shares | $69.0M | 116K |
| Apple Inc | AAPL | Shares | $19.5M | 76K |
| Alphabet Inc Class Class A | GOOGL | Shares | $12.2M | 42K |
| Nvidia Corp | NVDA | Shares | $11.6M | 64K |
| Amazon.Com Inc | AMZN | Shares | $8.6M | 41K |
| Microsoft Corp | MSFT | Shares | $7.9M | 21K |
| Jpmorgan Chase & Co | JPM | Shares | $7.6M | 26K |
| Mastercard Inc Class Class A | MA | Shares | $6.8M | 14K |
| Eli Lilly And Co | LLY | Shares | $6.8M | 7K |
| Charles Schwab Corp | SCHW | Shares | $6.3M | 67K |
| Visa Inc Class Class A | V | Shares | $6.0M | 20K |
| Meta Platforms Inc Class Class A | META | Shares | $5.6M | 10K |
| Johnson & Johnson | JNJ | Shares | $5.3M | 22K |
| Blackrock Inc New | BLQAD | Shares | $5.1M | 5K |
| Asml Hldg N V Fsponsored Adr 1 Adr | Shares | $5.0M | 4K | |
| Costco Whsl Corp New | COST | Shares | $4.9M | 5K |
| Chubb Ltd F | Shares | $4.7M | 14K | |
| Ge Aerospace | GE | Shares | $4.4M | 15K |
| Uber Technologies Inc | UBER | Shares | $4.2M | 58K |
| General Dynamics Corp | GD | Shares | $3.9M | 11K |
| Berkshire Hathaway Class B | BRK/B | Shares | $3.7M | 8K |
| Netflix Inc | NFLX | Shares | $3.6M | 38K |
| Philip Morris Intl Inc | PM | Shares | $3.5M | 21K |
| Lockheed Martin Corp | LMT | Shares | $3.4M | 6K |
| Iqvia Hldgs Inc | IQV | Shares | $3.1M | 18K |
| Starbucks Corp | SBUX | Shares | $3.1M | 34K |
| Caterpillar Inc | CAT | Shares | $3.1M | 4K |
| Salesforce Inc | CRM | Shares | $3.0M | 16K |
| Boeing Co | BA | Shares | $3.0M | 15K |
| Booking Hldgs Inc Forward Split Wi | BKNG | Shares | $2.8M | 657 |
| Vanguard Small-Cap Indexfund Etf S | VB | Shares | $2.7M | 10K |
| Vanguard Russell 2000 Index Fund E | VTWO | Shares | $2.7M | 27K |
| Veeva Sys Inc Class Class A | VEEV | Shares | $2.4M | 13K |
| State Street Spdr S&P 500 Etf Trus | SPYX | Shares | $2.1M | 3K |
| Archer-Daniels Midland C | ADM | Shares | $1.9M | 26K |
| Palo Alto Networks Inc | PANW | Shares | $1.9M | 12K |
| Ge Vernova Inc | GEV | Shares | $1.8M | 2K |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $1.7M | 19K |
| Clorox Co | CLX | Shares | $1.6M | 16K |
| Thermo Fisher Scientific | TMO | Shares | $1.6M | 3K |
| Danaher Corp | DHR | Shares | $1.3M | 7K |
| Shopify Inc Fclass Class A | SHOP | Shares | $1.3M | 11K |
| Vanguard Total Bond Market Index F | BND | Shares | $1.2M | 16K |
| Alphabet Inc Class Class C | GOOG | Shares | $1.2M | 4K |
| Vanguard Total International Stock | VXUS | Shares | $1.1M | 15K |
| Kkr & Co Inc | KKR | Shares | $987K | 11K |
| Ishares Core S&P Mid-Capetf | IJH | Shares | $952K | 14K |
| Ishares Core Msci Emerging Markets | IEMG | Shares | $936K | 13K |
| Ishares Core S&P 500 Etf | IVV | Shares | $911K | 1K |
| Ishares S&P 500 Growth Etf | IVW | Shares | $800K | 7K |
| Home Depot Inc | HD | Shares | $768K | 2K |
| Vanguard Ftse All-World Ex-Us Inde | VEU | Shares | $760K | 10K |
| Merck & Co. Inc. | MRK | Shares | $756K | 6K |
| Vanguard Energy Index Fund Etf Sha | VDE | Shares | $706K | 4K |
| Globe Life Inc | GL | Shares | $664K | 5K |
| Vanguard Mega Cap Value Index Fund | MGV | Shares | $551K | 4K |
| Ishares S&P 500 Value Etf | IVE | Shares | $547K | 3K |
| State Street Spdr Portfolio High Y | SPHY | Shares | $461K | 20K |
| Choice Hotels Intl Inc | CHH | Shares | $440K | 4K |
| Fedex Corp | FDX | Shares | $427K | 1K |
| Tesla Inc | TSLA | Shares | $386K | 972 |
| Independence Rlty Tr Increit | IRT | Shares | $377K | 25K |
| Broadcom Inc | AVGO | Shares | $352K | 1K |
| The Coca-Cola Co | KO | Shares | $325K | 4K |
| Vulcan Matls Co | VMC | Shares | $304K | 1K |
| Lowes Cos Inc | LOW | Shares | $277K | 1K |
| Ishares Core S&P Small-Cap Etf | IJR | Shares | $274K | 2K |
| Pinnacle Finl Partners I | Shares | $265K | 3K | |
| Avantis Us Small Cap Value Etf | AVUV | Shares | $259K | 2K |
| Bank Of America Corp | BAC | Shares | $249K | 5K |
| Ishares Core S&P Total U.S. Stock | Shares | $245K | 2K | |
| Principal Finl Group Inc | PFG | Shares | $238K | 3K |
| Vanguard Small-Cap Valueindex Fund | VBR | Shares | $230K | 1K |
| Vanguard Small-Cap Growth Index Fu | VBK | Shares | $224K | 741 |
| Abbvie Inc | ABBV | Shares | $203K | 891 |
| Goldman Sachs Group Inc | GS | Shares | $191K | 218 |
| Amgen Inc | AMGN | Shares | $180K | 490 |
| Mcdonalds Corp | MCD | Shares | $173K | 526 |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $161K | 838 |
| Walmart Inc | WMT | Shares | $158K | 1K |
| Lam Resh Corp | LRCX | Shares | $153K | 679 |
| State Street Technology Select Sec | XLK | Shares | $143K | 729 |
| State Street Spdr S&P Dividend Etf | SDY | Shares | $143K | 982 |
| Brookfield Corp Fclass A | BN | Shares | $137K | 3K |
| Citigroup Inc | C | Shares | $135K | 1K |
| Crowdstrike Hldgs Inc Class A | CRWD | Shares | $134K | 342 |
| Invesco Qqq Tr | QQQ | Shares | $133K | 231 |
| Vaneck Semiconductor Etf | SMH | Shares | $129K | 336 |
| Vanguard Total Stock Market Index | VTI | Shares | $121K | 376 |
| Micron Technology Inc | MU | Shares | $120K | 330 |
| Arista Networks Inc | ANETEUR | Shares | $115K | 905 |
| Vanguard Total International Bond | BNDX | Shares | $107K | 2K |
| At&T Inc | T | Shares | $106K | 4K |
| Rtx Corp | RTX | Shares | $106K | 513 |
| Wells Fargo & Co | WFC | Shares | $104K | 1K |
| Invesco Rafi Us 1000 Etf | PRF | Shares | $101K | 2K |
| Duke Energy Corp New | DUK | Shares | $92K | 649 |
| Sofi Technologies Inc | SOFI | Shares | $91K | 6K |
| American Tower Corp New Reit | AMT | Shares | $89K | 513 |
| Chevron Corp New | CVX | Shares | $87K | 380 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.