§ 13F · FUND PROFILE
Investment Research & Advisory Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $295M (13F)Positions · 254Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 116K | $69M | 24.1% | +1% |
| 2 | AAPL | APPLE INC | 76K | $20M | 6.8% | −1% |
| 3 | GOOGL | ALPHABET INC CLASS CLASS A | 42K | $12M | 4.3% | −2% |
| 4 | NVDA | NVIDIA CORP | 64K | $12M | 4.0% | −5% |
| 5 | AMZN | AMAZON.COM INC | 41K | $9M | 3.0% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 21K | $8M | 2.7% | ±0% |
| 7 | JPM | JPMORGAN CHASE & CO | 26K | $8M | 2.7% | ±0% |
| 8 | MA | MASTERCARD INC CLASS CLASS A | 14K | $7M | 2.4% | ±0% |
| 9 | LLY | ELI LILLY AND CO | 7K | $7M | 2.4% | +1% |
| 10 | SCHW | CHARLES SCHWAB CORP | 67K | $6M | 2.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENT SIGNAL
AC read
Investment Research & Advisory Group, Inc. is a Other fund managing $295 million in assets. The fund runs a broad portfolio of 254 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed