Investment Research & Advisory Group, Inc.

CIK 0001802136 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Investment Research & Advisory Group, Inc. reported 314 positions worth $323.9M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: VOO (25.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$323.9M
2026 Q2
Positions
314
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.8%
Est. Net Flow (Q)
2026 Q2
10 / 314 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD S&P 500 ETFSH$80.8M24.96%117,699
2AAPLAPPLE INCSH$22.2M6.86%75,780
3GOOGLALPHABET INC CLASS ASH$15.0M4.62%41,052
4NVDANVIDIA CORPSH$12.9M3.98%62,715
5AMZNAMAZON.COM INCSH$9.9M3.05%41,261
6LLYELI LILLY AND COSH$9.0M2.77%7,451
7JPMJPMORGAN CHASE & COSH$8.5M2.63%25,929
8MSFTMICROSOFT CORPSH$8.0M2.46%21,313
9ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHSSH$7.4M2.28%3,715
10MAMASTERCARD INC CLASS CLASS ASH$7.1M2.19%13,750

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Investment Research & Advisory Group, Inc. hold as of Q2 2026?

Investment Research & Advisory Group, Inc. reported 314 positions worth $323.9M in its Q2 2026 13F filing. Largest positions: VOO (25.0%), AAPL (6.9%), GOOGL (4.6%), NVDA (4.0%) and AMZN (3.0%).

What did Investment Research & Advisory Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Investment Research & Advisory Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.