Investment Research & Advisory Group, Inc. 13F Holdings · Q2 2026
Investment Research & Advisory Group, Inc. reported 312 securities worth $323.88M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (24.96%), AAPL (6.86%), GOOGL (4.62%). Among its top 25 positions this quarter: 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $80.8M | 24.96% | 117,699 | Added |
| 2 | AAPL | APPLE INC | $22.2M | 6.86% | 75,780 | Trimmed |
| 3 | GOOGL | ALPHABET INC CLASS A | $15.0M | 4.62% | 41,052 | Trimmed |
| 4 | NVDA | NVIDIA CORP | $12.9M | 3.98% | 62,715 | Trimmed |
| 5 | AMZN | AMAZON.COM INC | $9.9M | 3.05% | 41,261 | Added |
| 6 | LLY | ELI LILLY AND CO | $9.0M | 2.77% | 7,451 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $8.5M | 2.63% | 25,929 | Added |
| 8 | MSFT | MICROSOFT CORP | $8.0M | 2.45% | 21,313 | Added |
| 9 | ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.4M | 2.28% | 3,715 | Trimmed |
| 10 | MA | MASTERCARD INC CLASS CLASS A | $7.1M | 2.19% | 13,750 | Added |
| 11 | V | VISA INC CLASS A | $6.8M | 2.11% | 19,810 | Trimmed |
| 12 | SCHW | CHARLES SCHWAB CORP | $6.2M | 1.92% | 67,427 | Added |
| 13 | GE | GE AEROSPACE | $5.8M | 1.78% | 15,390 | Hold |
| 14 | META | META PLATFORMS INC CLASS A | $5.6M | 1.72% | 9,873 | Added |
| 15 | BLK | BLACKROCK INC NEW | $5.2M | 1.60% | 5,399 | Added |
| 16 | CB | CHUBB LTD F | $4.9M | 1.51% | 14,354 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $4.7M | 1.44% | 18,355 | Trimmed |
| 18 | CAT | CATERPILLAR INC | $4.6M | 1.43% | 4,335 | Added |
| 19 | COST | COSTCO WHSL CORP NEW | $4.6M | 1.43% | 4,937 | Added |
| 20 | UBER | UBER TECHNOLOGIES INC | $4.2M | 1.31% | 58,744 | Added |
| 21 | PANW | PALO ALTO NETWORKS INC | $4.1M | 1.27% | 12,081 | Added |
| 22 | GD | GENERAL DYNAMICS CORP | $4.0M | 1.24% | 11,352 | Added |
| 23 | BRKB | BERKSHIRE HATHAWAY CLASS B | $3.9M | 1.19% | 7,614 | Trimmed |
| 24 | PM | PHILIP MORRIS INTL INC | $3.8M | 1.18% | 21,071 | Added |
| 25 | SBUX | STARBUCKS CORP | $3.5M | 1.09% | 34,667 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR