Q2 2026 13F · SEC CIK 1802136

Investment Research & Advisory Group, Inc.

Institutional asset managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $323.9M
Reported positions: 314
Top holdings a year, 3 yrs: +19.6%
Assets under management: $15.4B

Investment Research & Advisory Group, Inc. is an institutional asset manager that reported 314 positions worth $323.9M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Vanguard S&p 500 ETF (VOO, 25.0%), Apple Inc (AAPL, 6.9%), Alphabet Inc (GOOGL, 4.6%). A portfolio copying its top holdings returned 19.6% a year over the last 3 years, against 20.4% for the S&P 500.

Investment Research & Advisory Group, Inc. holdings largest 50 of 314 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investment Research & Advisory Group, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	25.0%	24.1%	117,699	+1.9%	$80.8M
AAPLApple Inc	6.9%	6.8%	75,780	-0.3%	$22.2M
GOOGLAlphabet Inc	4.6%	4.3%	41,052	-1.7%	$15.0M
NVDANvidia Corporation Com	4.0%	4.0%	62,715	-2.5%	$12.9M
AMZNAmazon Com Inc Com	3.0%	3.0%	41,261	+0.1%	$9.9M
LLYLilly Eli & Co	2.8%	2.4%	7,451	+1.2%	$9.0M
JPMJpmorgan Chase & Co	2.6%	2.7%	25,929	+0.2%	$8.5M
MSFTMicrosoft Corp	2.5%	2.7%	21,313	+0.5%	$8.0M
ASMLAsml Hldg NV	2.3%	1.7%	3,715	-0.9%	$7.4M
MAMastercard Inc.	2.2%	2.4%	13,750	+0.4%	$7.1M
VVisa Inc Com Cl A	2.1%	2.1%	19,810	-0.3%	$6.8M
SCHWSchwab Charles Corp	1.9%	2.2%	67,427	+0.8%	$6.2M
GEGe Aerospace	1.8%	1.5%	15,390	+0.0%	$5.8M
METAMeta Platforms Inc Class A	1.7%	2.0%	9,873	+0.6%	$5.6M
BLKBlackrock Inc	1.6%	1.8%	5,399	+1.2%	$5.2M
CBChubb Limited Com	1.5%	1.6%	14,354	+0.3%	$4.9M
JNJJohnson & Johnson	1.4%	1.9%	18,355	-15.6%	$4.7M
CATCaterpillar Inc Com	1.4%	1.1%	4,335	+0.9%	$4.6M
COSTCostco Whsl Corp New	1.4%	1.7%	4,937	+0.8%	$4.6M
UBERUber Technologies Inc	1.3%	1.5%	58,744	+0.5%	$4.2M
PANWPalo Alto Networks Inc	1.3%	0.7%	12,081	+3.4%	$4.1M
GDGeneral Dynamics Corp	1.2%	1.3%	11,352	+0.9%	$4.0M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.3%	7,614	-0.1%	$3.9M
PMPhilip Morris Intl Inc Com	1.2%	1.2%	21,071	+0.6%	$3.8M
SBUXStarbucks Corp Com	1.1%	1.1%	34,667	+0.7%	$3.5M
IQVIqvia Holdings Inc	1.1%	1.1%	18,058	-1.4%	$3.5M
VTWOVanguard Scottsdale Fds	1.0%	0.9%	27,278	+2.8%	$3.3M
VBVanguard Indx Fd	1.0%	1.0%	10,911	+4.6%	$3.3M
BABoeing Co	1.0%	1.0%	14,816	-1.0%	$3.2M
BKNGBooking Holdings Inc Com	0.9%	1.0%	16,437	+2401.8%	$2.9M
LMTLockheed Martin Corp Com	0.9%	1.2%	5,596	-0.7%	$2.9M
NFLXNetflix Inc Total	0.8%	1.3%	37,721	+0.1%	$2.7M
CRMSalesforce Inc Com	0.8%	1.1%	16,192	-0.1%	$2.5M
GEVGe Vernova Inc	0.8%	0.6%	2,061	-1.9%	$2.4M
SPYXSPDR S&P 500 Fossil Fuel Reserv	0.7%	0.7%	3,231	+0.2%	$2.4M
VEEVVeeva Sys Inc	0.7%	0.8%	12,891	-4.3%	$2.3M
ADMArcher Daniels Midland Co	0.6%	0.7%	26,237	+0.0%	$2.0M
IEFAIshares Core Msci Eafe ETF	0.6%	0.6%	19,911	+6.5%	$1.9M
CLXClorox Co Del	0.5%	0.6%	16,662	+6.3%	$1.6M
GOOGAlphabet Inc	0.4%	0.4%	3,917	+0.4%	$1.4M
VXUSVanguard Star Fds Vanguard Total Intl St	0.4%	0.4%	15,732	+7.0%	$1.3M
ISRGIntuitive Surgical Inc	0.4%	—	3,298	—	$1.3M
DHRDanaher Corporation	0.4%	0.5%	6,820	-0.0%	$1.3M
IEMGIshares	0.4%	0.3%	15,732	+17.3%	$1.3M
BNDVanguard Total Bond Market ETF	0.4%	0.4%	17,152	+4.5%	$1.3M
SHOPShopify Inc	0.4%	0.4%	10,823	-0.1%	$1.2M
KKRKkr & Co Inc Cl A	0.4%	0.3%	12,930	+21.4%	$1.2M
IJHIshares Tr	0.3%	0.3%	14,112	+0.1%	$1.1M
IVVIshares Core S&p 500 ETF	0.3%	0.3%	1,433	+2.7%	$1.1M
IVWIshares	0.3%	0.3%	7,080	+0.1%	$974K

What Investment Research & Advisory Group, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +20.1%
3 years: +19.6% /yr; S&P 500 +20.4%
5 years: +9.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$323.9M	314
Q1 2026	$286.3M	277
Q4 2025	$302.1M	275
Q3 2025	$295.0M	253
Q2 2025	$268.4M	246
Q1 2025	$239.4M	250
Q4 2024	$241.0M	210
Q3 2024	$236.9M	209
Q2 2024	$225.6M	207
Q1 2024	$217.3M	208
Q4 2023	$195.9M	222
Q3 2023	$176.2M	217

Questions about Investment Research & Advisory Group, Inc.'s portfolio

What stocks does Investment Research & Advisory Group, Inc. own?

Investment Research & Advisory Group, Inc.'s latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 314 positions worth $323.9M. The largest are Vanguard S&p 500 ETF (VOO) at 25.0%, Apple Inc (AAPL) at 6.9%, Alphabet Inc (GOOGL) at 4.6%, Nvidia Corporation Com (NVDA) at 4.0% and Amazon Com Inc Com (AMZN) at 3.0%.

What did Investment Research & Advisory Group, Inc. buy last quarter?

In Q2 2026, Investment Research & Advisory Group, Inc. added Booking Holdings Inc Com (BKNG) (+2401.8% shares), Kkr & Co Inc Cl A (KKR) (+21.4% shares) and Ishares (IEMG) (+17.3% shares), compared with its Q1 2026 filing.

What did Investment Research & Advisory Group, Inc. sell last quarter?

In Q2 2026, Investment Research & Advisory Group, Inc. cut from its top 50 Thermo Fisher Scientific Inc (TMO) and Johnson & Johnson (JNJ) (-15.6% shares), compared with its Q1 2026 filing.

How has Investment Research & Advisory Group, Inc.'s portfolio performed?

A portfolio copying Investment Research & Advisory Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.7% against +20.1%. Over 5 years: +9.1% a year against +11.6%.

When is Investment Research & Advisory Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Investment Research & Advisory Group, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Investment Research & Advisory Group, Inc. manage?

Investment Research & Advisory Group, Inc. reported $15.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $323.9M.