Investment Research & Advisory Group, Inc.

CIK: 0001802136SEC EDGAR →

Portfolio Value

$302.1B

Holdings

275

As of

Q4 2025

New Positions

276

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VOO VANGUARD S&P 500 ETF	114,991	$72.1B	23.87%
2	AAPL APPLE INC	76,703	$20.9B	6.93%
3	GOOGL ALPHABET INC CLASS CLASS A	42,872	$13.5B	4.46%
4	NVDA NVIDIA CORP	67,583	$12.7B	4.20%
5	MSFT MICROSOFT CORP	21,203	$10.3B	3.42%
6	AMZN AMAZON.COM INC	41,257	$9.6B	3.17%
7	JPM JPMORGAN CHASE & CO	25,792	$8.3B	2.76%
8	LLY ELI LILLY AND CO	7,311	$7.9B	2.61%
9	MA MASTERCARD INC CLASS CLASS A	13,714	$7.8B	2.59%
10	V VISA INC CLASS CLASS A	19,770	$6.9B	2.30%

Quarterly Changes

Top Buys

VOONEW

$72.1B

AAPLNEW

$20.9B

GOOGLNEW

$13.5B

NVDANEW

$12.7B

MSFTNEW

$10.3B

Top Sells

No sells this quarter

New Positions (276)

$72.1B · 115K shares

$20.9B · 77K shares

$13.5B · 43K shares

$12.7B · 68K shares

$10.3B · 21K shares

$9.6B · 41K shares

$8.3B · 26K shares

$7.9B · 7K shares

$7.8B · 14K shares

$6.9B · 20K shares

SCHW

$6.6B · 66K shares

META

$6.6B · 10K shares

BLKCHF

$5.7B · 5K shares

$4.9B · 16K shares

UBER

$4.8B · 59K shares

JNJ

$4.6B · 22K shares

$4.4B · 14K shares

$4.3B · 16K shares

$4.2B · 5K shares

$4.1B · 758 shares

$4.0B · 18K shares

$4.0B · 4K shares

$3.8B · 8K shares

$3.7B · 39K shares

$3.7B · 11K shares

4I1

$3.3B · 21K shares

VEEV

$3.3B · 15K shares

$3.0B · 14K shares

LMT

$2.9B · 6K shares

SBUX

$2.8B · 33K shares

$2.8B · 11K shares

$2.4B · 24K shares

$2.4B · 4K shares

$1.9B · 3K shares

$1.9B · 3K shares

$1.8B · 13K shares

$1.8B · 10K shares

$1.7B · 19K shares

$1.7B · 5K shares

$1.5B · 26K shares

$1.4B · 2K shares

$1.4B · 6K shares

$1.2B · 4K shares

$1.2B · 7K shares

$1.2B · 16K shares

$1.1B · 15K shares

$1.0B · 16K shares

$990.0M · 1K shares

$897.0M · 13K shares

$871.0M · 7K shares

$805.0M · 2K shares

$743.0M · 9K shares

$715.0M · 7K shares

$546.0M · 3K shares

$535.0M · 4K shares

$524.0M · 30K shares

$511.0M · 4K shares

$478.0M · 1K shares

$438.0M · 19K shares

$403.0M · 4K shares

$343.0M · 1K shares

$301.0M · 4K shares

$298.0M · 606 shares

$292.0M · 3K shares

$289.0M · 1K shares

$272.0M · 5K shares

$265.0M · 2K shares

$254.0M · 2K shares

$238.0M · 2K shares

$233.0M · 3K shares

$228.0M · 9K shares

$223.0M · 741 shares

$222.0M · 1K shares

$211.0M · 888 shares

$210.0M · 674 shares

$197.0M · 217 shares

AMGN

$171.0M · 514 shares

CRWD

$162.0M · 342 shares

$154.0M · 3K shares

$140.0M · 229 shares

$140.0M · 1K shares

$139.0M · 1K shares

$136.0M · 1K shares

$132.0M · 5K shares

$126.0M · 376 shares

$121.0M · 905 shares

$120.0M · 678 shares

$120.0M · 1K shares

$111.0M · 425 shares

$110.0M · 305 shares

$101.0M · 280 shares

$99.0M · 513 shares

$99.0M · 430 shares

$98.0M · 2K shares

$93.0M · 2K shares

$91.0M · 508 shares

$90.0M · 4K shares

$89.0M · 4K shares

$84.0M · 704 shares

$82.0M · 2K shares

$75.0M · 1K shares

$74.0M · 481 shares

$74.0M · 637 shares

$72.0M · 1K shares

$69.0M · 324 shares

$66.0M · 835 shares

$64.0M · 163 shares

$63.0M · 380 shares

$63.0M · 200 shares

$60.0M · 840 shares

$58.0M · 1K shares

$57.0M · 387 shares

$56.0M · 1K shares

$54.0M · 1K shares

XLV

$53.0M · 144 shares

GILD

$53.0M · 406 shares

$51.0M · 867 shares

$50.0M · 322 shares

$50.0M · 2K shares

$49.0M · 1K shares

$49.0M · 691 shares

$48.0M · 231 shares

$48.0M · 589 shares

$47.0M · 187 shares

$46.0M · 529 shares

$44.0M · 504 shares

$44.0M · 333 shares

$44.0M · 500 shares

$43.0M · 1K shares

$41.0M · 878 shares

$41.0M · 811 shares

$40.0M · 429 shares

$40.0M · 900 shares

$39.0M · 552 shares

$37.0M · 245 shares

$36.0M · 183 shares

$35.0M · 854 shares

$35.0M · 300 shares

$34.0M · 430 shares

$34.0M · 125 shares

$34.0M · 189 shares

$33.0M · 70 shares

$31.0M · 226 shares

$30.0M · 141 shares

$30.0M · 315 shares

$29.0M · 565 shares

$29.0M · 97 shares

$29.0M · 294 shares

$29.0M · 640 shares

ACN

$29.0M · 97 shares

MHK

$29.0M · 269 shares

EMR

$28.0M · 201 shares

$28.0M · 502 shares

VOE

$27.0M · 157 shares

MCHI

$26.0M · 439 shares

$26.0M · 200 shares

OTIS

$25.0M · 290 shares

$25.0M · 2K shares

CARR

$24.0M · 451 shares

MUSA

$24.0M · 61 shares

VONG

$24.0M · 205 shares

$23.0M · 267 shares

$21.0M · 569 shares

$20.0M · 701 shares

$20.0M · 197 shares

$20.0M · 340 shares

$20.0M · 10 shares

$19.0M · 27 shares

$19.0M · 611 shares

$19.0M · 612 shares

$18.0M · 144 shares

$17.0M · 745 shares

$15.0M · 434 shares

$15.0M · 50 shares

$15.0M · 523 shares

$14.0M · 109 shares

$14.0M · 116 shares

$14.0M · 549 shares

$14.0M · 290 shares

$13.0M · 109 shares

$12.0M · 39 shares

$12.0M · 251 shares

$12.0M · 101 shares

$12.0M · 165 shares

$12.0M · 13 shares

$12.0M · 204 shares

$12.0M · 158 shares

$11.0M · 43 shares

$10.0M · 283 shares

$10.0M · 47 shares

$10.0M · 16 shares

$10.0M · 42 shares

$10.0M · 138 shares

$9.0M · 54 shares

$9.0M · 18 shares

$9.0M · 200 shares

$9.0M · 110 shares

$9.0M · 75 shares

$8.0M · 50 shares

$8.0M · 212 shares

$7.0M · 98 shares

$7.0M · 84 shares

$7.0M · 64 shares

$7.0M · 55 shares

$7.0M · 93 shares

$7.0M · 100 shares

$7.0M · 161 shares

$7.0M · 5 shares

$7.0M · 45 shares

$6.0M · 125 shares

$6.0M · 14 shares

$6.0M · 152 shares

$6.0M · 50 shares

$5.0M · 23 shares

$5.0M · 47 shares

$5.0M · 38 shares

$5.0M · 15 shares

$5.0M · 28 shares

$5.0M · 1 shares

$5.0M · 43 shares

$5.0M · 210 shares

$4.0M · 46 shares

MMM

$4.0M · 12 shares

MTCH

$4.0M · 144 shares

$4.0M · 93 shares

$4.0M · 17 shares

$3.0M · 800 shares

$3.0M · 300 shares

$3.0M · 32 shares

$3.0M · 101 shares

$2.0M · 93 shares

$2.0M · 24 shares

$2.0M · 8 shares

$2.0M · 299 shares

$2.0M · 19 shares

$1.0M · 12 shares

$1.0M · 1K shares

$1.0M · 20 shares

$1.0M · 38 shares

$1.0M · 51 shares

$1.0M · 8 shares

$1.0M · 30 shares

$1.0M · 22 shares

$1.0M · 146 shares

$1.0M · 5 shares

$1.0M · 27 shares

$1.0M · 110 shares

$1.0M · 260 shares

$1.0M · 30 shares

$1.0M · 2 shares

$1.0M · 19 shares

$1.0M · 8 shares

$1.0M · 102 shares

$1.0M · 128 shares

$0 · 1 shares

$0 · 2 shares

$0 · 1 shares

$0 · 90 shares

$0 · 56 shares

$0 · 2 shares

$0 · 9 shares

$0 · 5 shares

$0 · 11 shares

$0 · 1 shares

$0 · 5 shares

$0 · 5 shares

$0 · 3 shares

$0 · 2 shares

$0 · 2 shares

$0 · 15 shares

$0 · 78 shares

$0 · 43 shares

$0 · 7 shares

$0 · 4 shares

OKLO

$0 · 9 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	98	$126.7B	42.0%
Technology	39	$63.1B	20.9%
Communication Services	12	$25.3B	8.4%
Healthcare	24	$24.6B	8.1%
Consumer Cyclical	24	$18.6B	6.2%
Industrials	21	$17.6B	5.8%
Unknown	13	$15.2B	5.0%
Consumer Defensive	15	$8.2B	2.7%
Utilities	8	$1.7B	0.6%
Real Estate	6	$653.0M	0.2%
Energy	9	$194.0M	0.1%
Basic Materials	7	$129.0M	0.0%