Investment Research & Advisory Group, Inc.
CIK: 0001802136SEC EDGAR →
Portfolio Value
$302.1M
Holdings
275
As of
Q4 2025
New Positions
276
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | 114,991 | $72.1M | 23.87% |
| 2 | APPLE INC | 76,703 | $20.9M | 6.93% |
| 3 | ALPHABET INC CLASS CLASS A | 42,872 | $13.5M | 4.46% |
| 4 | NVIDIA CORP | 67,583 | $12.7M | 4.20% |
| 5 | MICROSOFT CORP | 21,203 | $10.3M | 3.42% |
| 6 | AMAZON.COM INC | 41,257 | $9.6M | 3.17% |
| 7 | JPMORGAN CHASE & CO | 25,792 | $8.3M | 2.76% |
| 8 | ELI LILLY AND CO | 7,311 | $7.9M | 2.61% |
| 9 | MASTERCARD INC CLASS CLASS A | 13,714 | $7.8M | 2.59% |
| 10 | VISA INC CLASS CLASS A | 19,770 | $6.9M | 2.30% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (276)
$72.1M · 115K shares
$20.9M · 77K shares
$13.5M · 43K shares
$12.7M · 68K shares
$10.3M · 21K shares
$9.6M · 41K shares
$8.3M · 26K shares
$7.9M · 7K shares
$7.8M · 14K shares
$6.9M · 20K shares
$6.6M · 66K shares
$6.6M · 10K shares
$5.7M · 5K shares
$4.9M · 16K shares
$4.8M · 59K shares
$4.6M · 22K shares
$4.4M · 14K shares
$4.3M · 16K shares
$4.2M · 5K shares
$4.1M · 758 shares
$4.0M · 18K shares
$4.0M · 4K shares
$3.8M · 8K shares
$3.7M · 39K shares
$3.7M · 11K shares
$3.3M · 21K shares
$3.3M · 15K shares
$3.0M · 14K shares
$2.9M · 6K shares
$2.8M · 33K shares
$2.8M · 11K shares
$2.4M · 24K shares
$2.4M · 4K shares
$1.9M · 3K shares
$1.9M · 3K shares
$1.8M · 13K shares
$1.8M · 10K shares
$1.7M · 19K shares
$1.7M · 5K shares
$1.5M · 26K shares
$1.4M · 2K shares
$1.4M · 6K shares
$1.2M · 4K shares
$1.2M · 7K shares
$1.2M · 16K shares
$1.1M · 15K shares
$1.0M · 16K shares
$990K · 1K shares
$897K · 13K shares
$871K · 7K shares
$805K · 2K shares
$743K · 9K shares
$715K · 7K shares
$546K · 3K shares
$535K · 4K shares
$524K · 30K shares
$511K · 4K shares
$478K · 1K shares
$438K · 19K shares
$403K · 4K shares
$343K · 1K shares
$301K · 4K shares
$298K · 606 shares
$292K · 3K shares
$289K · 1K shares
$272K · 5K shares
$265K · 2K shares
$254K · 2K shares
$238K · 2K shares
$233K · 3K shares
$228K · 9K shares
$223K · 741 shares
$222K · 1K shares
$211K · 888 shares
$210K · 674 shares
$197K · 217 shares
$171K · 514 shares
$162K · 342 shares
$154K · 3K shares
$140K · 229 shares
$140K · 1K shares
$139K · 1K shares
$136K · 1K shares
$132K · 5K shares
$126K · 376 shares
$121K · 905 shares
$120K · 678 shares
$120K · 1K shares
$111K · 425 shares
$110K · 305 shares
$101K · 280 shares
$99K · 513 shares
$99K · 430 shares
$98K · 2K shares
$93K · 2K shares
$91K · 508 shares
$90K · 4K shares
$89K · 4K shares
$84K · 704 shares
$82K · 2K shares
$75K · 1K shares
$74K · 481 shares
$74K · 637 shares
$72K · 1K shares
$69K · 324 shares
$66K · 835 shares
$64K · 163 shares
$63K · 380 shares
$63K · 200 shares
$60K · 840 shares
$58K · 1K shares
$57K · 387 shares
$56K · 1K shares
$54K · 1K shares
$53K · 144 shares
$53K · 406 shares
$51K · 867 shares
$50K · 322 shares
$50K · 2K shares
$49K · 1K shares
$49K · 691 shares
$48K · 231 shares
$48K · 589 shares
$47K · 187 shares
$46K · 529 shares
$44K · 504 shares
$44K · 333 shares
$44K · 500 shares
$43K · 1K shares
$41K · 878 shares
$41K · 811 shares
$40K · 429 shares
$40K · 900 shares
$39K · 552 shares
$37K · 245 shares
$36K · 183 shares
$35K · 854 shares
$35K · 300 shares
$34K · 430 shares
$34K · 125 shares
$34K · 189 shares
$33K · 70 shares
$31K · 226 shares
$30K · 141 shares
$30K · 315 shares
$29K · 565 shares
$29K · 97 shares
$29K · 294 shares
$29K · 640 shares
$29K · 97 shares
$29K · 269 shares
$28K · 201 shares
$28K · 502 shares
$27K · 157 shares
$26K · 439 shares
$26K · 200 shares
$25K · 290 shares
$25K · 2K shares
$24K · 451 shares
$24K · 61 shares
$24K · 205 shares
$23K · 267 shares
$21K · 569 shares
$20K · 701 shares
$20K · 197 shares
$20K · 340 shares
$20K · 10 shares
$19K · 27 shares
$19K · 611 shares
$19K · 612 shares
$18K · 144 shares
$17K · 745 shares
$15K · 434 shares
$15K · 50 shares
$15K · 523 shares
$14K · 109 shares
$14K · 116 shares
$14K · 549 shares
$14K · 290 shares
$13K · 109 shares
$12K · 39 shares
$12K · 251 shares
$12K · 101 shares
$12K · 165 shares
$12K · 13 shares
$12K · 204 shares
$12K · 158 shares
$11K · 43 shares
$10K · 283 shares
$10K · 47 shares
$10K · 16 shares
$10K · 42 shares
$10K · 138 shares
$9K · 54 shares
$9K · 18 shares
$9K · 200 shares
$9K · 110 shares
$9K · 75 shares
$8K · 50 shares
$8K · 212 shares
$7K · 98 shares
$7K · 84 shares
$7K · 64 shares
$7K · 55 shares
$7K · 93 shares
$7K · 100 shares
$7K · 161 shares
$7K · 5 shares
$7K · 45 shares
$6K · 125 shares
$6K · 14 shares
$6K · 152 shares
$6K · 50 shares
$5K · 23 shares
$5K · 47 shares
$5K · 38 shares
$5K · 15 shares
$5K · 28 shares
$5K · 1 shares
$5K · 43 shares
$5K · 210 shares
$4K · 46 shares
$4K · 12 shares
$4K · 144 shares
$4K · 93 shares
$4K · 17 shares
$4K · 17 shares
$3K · 800 shares
$3K · 300 shares
$3K · 32 shares
$3K · 101 shares
$2K · 93 shares
$2K · 24 shares
$2K · 8 shares
$2K · 299 shares
$2K · 19 shares
$1K · 12 shares
$1K · 1K shares
$1K · 20 shares
$1K · 38 shares
$1K · 51 shares
$1K · 8 shares
$1K · 30 shares
$1K · 22 shares
$1K · 146 shares
$1K · 5 shares
$1K · 27 shares
$1K · 110 shares
$1K · 260 shares
$1K · 30 shares
$1K · 2 shares
$1K · 19 shares
$1K · 8 shares
$1K · 102 shares
$1K · 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
$0 · 9 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 98 | $126.7M | 42.0% |
| Technology | 38 | $63.1M | 20.9% |
| Communication Services | 13 | $25.3M | 8.4% |
| Healthcare | 24 | $24.6M | 8.1% |
| Consumer Cyclical | 24 | $18.6M | 6.2% |
| Industrials | 21 | $17.6M | 5.8% |
| Unknown | 13 | $15.2M | 5.0% |
| Consumer Defensive | 15 | $8.2M | 2.7% |
| Utilities | 8 | $1.7M | 0.6% |
| Real Estate | 6 | $653K | 0.2% |
| Energy | 9 | $194K | 0.1% |
| Basic Materials | 7 | $129K | 0.0% |