§ 13F · FUND PROFILE
Investment Research & Advisory Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $268.4T (13F)Positions · 246Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 115K | $72.1T | 23.9% | −1% |
| 2 | AAPL | APPLE INC | 77K | $20.9T | 6.9% | ±0% |
| 3 | GOOGL | ALPHABET INC CLASS CLASS A | 43K | $13.5T | 4.5% | ±0% |
| 4 | NVDA | NVIDIA CORP | 68K | $12.7T | 4.2% | −2% |
| 5 | MSFT | MICROSOFT CORP | 21K | $10.3T | 3.4% | ±0% |
| 6 | AMZN | AMAZON.COM INC | 41K | $9.6T | 3.2% | ±0% |
| 7 | JPM | JPMORGAN CHASE & CO | 26K | $8.3T | 2.8% | ±0% |
| 8 | LLY | ELI LILLY AND CO | 7K | $7.9T | 2.6% | ±0% |
| 9 | MA | MASTERCARD INC CLASS CLASS A | 14K | $7.8T | 2.6% | ±0% |
| 10 | V | VISA INC CLASS CLASS A | 20K | $6.9T | 2.3% | +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 $268408.9 trillion in assets. The fund runs a broad portfolio of 246 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed