§ 13F · FUND PROFILE
Investment Research & Advisory Group, Inc..
AUM · $324M (13F)Positions · 315Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 118K | $81M | 25.0% | +2% |
| 2 | AAPL | APPLE INC | 76K | $22M | 6.9% | ±0% |
| 3 | GOOGL | ALPHABET INC CLASS A | 41K | $15M | 4.6% | −2% |
| 4 | NVDA | NVIDIA CORP | 63K | $13M | 4.0% | −2% |
| 5 | AMZN | AMAZON.COM INC | 41K | $10M | 3.0% | ±0% |
| 6 | LLY | ELI LILLY AND CO | 7K | $9M | 2.8% | +1% |
| 7 | JPM | JPMORGAN CHASE & CO | 26K | $9M | 2.6% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 21K | $8M | 2.5% | ±0% |
| 9 | ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 4K | $7M | 2.3% | −1% |
| 10 | MA | MASTERCARD INC CLASS CLASS A | 14K | $7M | 2.2% | ±0% |
§ 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 $324 million in assets. The fund runs a broad portfolio of 315 positions.
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