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Investment Research & Advisory Group, Inc.

Portfolio Manager
Investment Research & Advisory Group, Inc.
Performance
-7.78% (2026 Q1)
AUM (13F)
$286.31M
# of Holdings
277
Performance Rank
Allocation (Top 20)
71.78%

Investment Research & Advisory Group, Inc. Holdings Map

Top 50 Investment Research & Advisory Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD S&P 500 ETF
24.11%115.5K$69.0M
+0.47%(+543)
2025-Q1: 93.2K shares2025-Q2: 110.1K shares2025-Q3: 116.0K shares2025-Q4: 115.0K shares2026-Q1: 115.5K shares
$392.83(+73.72%)
2026-03-31
AAPL
APPLE INC
6.83%76.0K$19.5M
-0.90%(-690)
2025-Q1: 80.9K shares2025-Q2: 75.4K shares2025-Q3: 76.4K shares2025-Q4: 76.7K shares2026-Q1: 76.0K shares
$72.07(+314.68%)
2026-03-31
GOOGL
ALPHABET INC CLASS CLASS A
4.28%41.8K$12.2M
-2.60%(-1.11K)
2025-Q1: 42.6K shares2025-Q2: 42.7K shares2025-Q3: 42.9K shares2025-Q4: 42.9K shares2026-Q1: 41.8K shares
$73.05(+451.12%)
2026-03-31
NVDA
NVIDIA CORP
4.04%64.3K$11.6M
-4.86%(-3.28K)
2025-Q1: 69.3K shares2025-Q2: 68.7K shares2025-Q3: 68.8K shares2025-Q4: 67.6K shares2026-Q1: 64.3K shares
$116.97(+93.07%)
2026-03-31
AMZN
AMAZON.COM INC
3.01%41.2K$8.6M
-0.06%(-26)
2025-Q1: 40.9K shares2025-Q2: 40.7K shares2025-Q3: 41.1K shares2025-Q4: 41.3K shares2026-Q1: 41.2K shares
$100.89(+167.75%)
2026-03-31
MSFT
MICROSOFT CORP
2.74%21.2K$7.9M
+0.02%(+5)
2025-Q1: 24.4K shares2025-Q2: 20.9K shares2025-Q3: 21.1K shares2025-Q4: 21.2K shares2026-Q1: 21.2K shares
$164.89(+145.74%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.67%25.9K$7.6M
+0.32%(+82)
2025-Q1: 25.5K shares2025-Q2: 25.6K shares2025-Q3: 25.8K shares2025-Q4: 25.8K shares2026-Q1: 25.9K shares
$128.65(+133.39%)
2026-03-31
MA
MASTERCARD INC CLASS CLASS A
2.39%13.7K$6.8M
-0.18%(-24)
2025-Q1: 13.4K shares2025-Q2: 13.5K shares2025-Q3: 13.7K shares2025-Q4: 13.7K shares2026-Q1: 13.7K shares
$297.90(+64.70%)
2026-03-31
LLY
ELI LILLY AND CO
2.37%7.4K$6.8M
+0.68%(+50)
2025-Q1: 6.7K shares2025-Q2: 7.1K shares2025-Q3: 7.3K shares2025-Q4: 7.3K shares2026-Q1: 7.4K shares
$480.99(+111.18%)
2026-03-31
SCHW
CHARLES SCHWAB CORP
2.2%66.9K$6.3M
+1.24%(+822)
2025-Q1: 65.2K shares2025-Q2: 66.1K shares2025-Q3: 66.7K shares2025-Q4: 66.1K shares2026-Q1: 66.9K shares
$51.39(+77.39%)
2026-03-31

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