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Investment Research & Advisory Group, Inc. — 13F Holdings & Portfolio

CIK 1802136 · latest 13F-HR filed 2026-04-20

Backtest portfolio

Investment Research & Advisory Group, Inc. manages $286.3M in 13F-reported U.S. long-equity assets across 280 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (24.11%), AAPL (6.83%), GOOGL (4.28%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 21 new positions, exited 19, added to 93, and trimmed 96.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$286.3M

Long-equity book

Holdings

280

Distinct positions

Period

2026-03-31

Filed 2026-04-20

Q/Q Activity

+21 / −19 / ↑93 / ↓96

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS$912.3K +22.6%
  • JOHNSON & JOHNSON$708.3K +15.3%
  • COSTCO WHSL CORP NEW$705.0K +16.8%
  • CATERPILLAR INC$674.5K +28.4%
  • GLOBE LIFE INC$632.0K +1991.5%
Show all 93 →

Top Trims

  • MICROSOFT CORP-$2.5M -24.0%
  • PROCTER & GAMBLE CO-$1.8M -96.5%
  • ADOBE INC-$1.6M -97.2%
  • APPLE INC-$1.4M -6.6%
  • SALESFORCE INC-$1.3M -30.1%
Show all 96 →

New Positions

  • CLOROX CO$1.6M
  • KKR & CO INC$986.7K
  • DIMENSIONAL INTERNATIONAL VALUE ETF$84.4K
  • STATE STREET SPDR S&P MIDCAP 400 ETF TRUST$74.9K
  • STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF$49.1K
Show all 21 →

Exited Positions

  • INVSC VARIABLE RATE PREFERRED ETF$228.2K
  • BRISTOL MYERS SQUIBB CO$93.5K
  • ZETA GLOBAL HLDGS CORP CLASS CLASS A$90.2K
  • FIRST FINL BANKSHARES IN$20.9K
  • COMCAST CORP NEW TRADES WITH DUE BILLS$15.9K
Show all 19 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD S&P 500 ETF VOO 922908363 $69.0M 24.11% 115,534 SH
2 APPLE INC AAPL 037833100 $19.5M 6.83% 76,013 SH
3 ALPHABET INC CLASS CLASS A GOOGL 02079K305 $12.2M 4.28% 41,758 SH
4 NVIDIA CORP NVDA 67066G104 $11.6M 4.04% 64,299 SH
5 AMAZON.COM INC AMZN 023135106 $8.6M 3.01% 41,231 SH
6 MICROSOFT CORP MSFT 594918104 $7.9M 2.74% 21,208 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $7.6M 2.67% 25,874 SH
8 MASTERCARD INC CLASS CLASS A MA 57636Q104 $6.8M 2.39% 13,690 SH
9 ELI LILLY AND CO LLY 532457108 $6.8M 2.37% 7,361 SH
10 CHARLES SCHWAB CORP SCHW 808513105 $6.3M 2.20% 66,924 SH
11 VISA INC CLASS CLASS A V 92826C839 $6.0M 2.10% 19,874 SH
12 META PLATFORMS INC CLASS CLASS A META 30303M102 $5.6M 1.97% 9,813 SH
13 JOHNSON & JOHNSON JNJ 478160104 $5.3M 1.86% 21,738 SH
14 BLACKROCK INC NEW BLK 09247X101 $5.1M 1.79% 5,337 SH
15 ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS ASML N07059210 $5.0M 1.73% 3,750 SH
16 COSTCO WHSL CORP NEW COST 22160K105 $4.9M 1.71% 4,898 SH
17 CHUBB LTD F CB H1467J104 $4.7M 1.63% 14,311 SH
18 GE AEROSPACE GE 369604301 $4.4M 1.53% 15,390 SH
19 UBER TECHNOLOGIES INC UBER 90353T100 $4.2M 1.47% 58,442 SH
20 GENERAL DYNAMICS CORP GD 369550108 $3.9M 1.35% 11,247 SH
21 BERKSHIRE HATHAWAY CLASS B BRK.B 084670702 $3.7M 1.30% 7,619 SH
22 NETFLIX INC NFLX 64110L106 $3.6M 1.27% 37,695 SH
23 PHILIP MORRIS INTL INC PM 718172109 $3.5M 1.22% 20,935 SH
24 LOCKHEED MARTIN CORP LMT 539830109 $3.4M 1.19% 5,633 SH
25 IQVIA HLDGS INC IQV 46266C105 $3.1M 1.09% 18,320 SH
26 STARBUCKS CORP SBUX 855244109 $3.1M 1.08% 34,431 SH
27 CATERPILLAR INC CAT 149123101 $3.1M 1.07% 4,298 SH
28 SALESFORCE INC CRM 79466L302 $3.0M 1.06% 16,208 SH
29 BOEING CO BA 097023105 $3.0M 1.04% 14,959 SH
30 BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES BKNG 09857L108 $2.8M 0.97% 657 SH
31 VANGUARD SMALL-CAP INDEXFUND ETF SHARES VB 922908751 $2.7M 0.95% 10,435 SH
32 VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES VTWO 92206C664 $2.7M 0.93% 26,538 SH
33 VEEVA SYS INC CLASS CLASS A VEEV 922475108 $2.4M 0.83% 13,464 SH
34 STATE STREET SPDR S&P 500 ETF TRUST SPYX 78468R796 $2.1M 0.73% 3,224 SH
35 ARCHER-DANIELS MIDLAND C ADM 039483102 $1.9M 0.67% 26,237 SH
36 PALO ALTO NETWORKS INC PANW 697435105 $1.9M 0.65% 11,679 SH
37 GE VERNOVA INC GEV 36828A101 $1.8M 0.64% 2,100 SH
38 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $1.7M 0.59% 18,690 SH
39 CLOROX CO CLX 189054109 $1.6M 0.57% 15,681 SH
40 THERMO FISHER SCIENTIFIC TMO 883556102 $1.6M 0.57% 3,277 SH
41 DANAHER CORP DHR 235851102 $1.3M 0.45% 6,821 SH
42 SHOPIFY INC FCLASS CLASS A SHOP 82509L107 $1.3M 0.45% 10,839 SH
43 VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES BND 921937835 $1.2M 0.42% 16,406 SH
44 ALPHABET INC CLASS CLASS C GOOG 02079K107 $1.2M 0.40% 3,903 SH
45 VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES VXUS 921909768 $1.1M 0.40% 14,705 SH
46 KKR & CO INC KKR 48251W104 $986.7K 0.34% 10,652 SH
47 ISHARES CORE S&P MID-CAPETF IJH 464287507 $951.8K 0.33% 14,095 SH
48 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $935.9K 0.33% 13,416 SH
49 ISHARES CORE S&P 500 ETF IVV 464287200 $911.4K 0.32% 1,395 SH
50 ISHARES S&P 500 GROWTH ETF IVW 464287309 $800.1K 0.28% 7,074 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-20 $286.3M 280 0001802136-26-000003
2025-12-31 2026-01-20 $302.1M 276 0001802136-26-000001