StockDriftsStockDriftsTop 50 Investment Research & Advisory Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 25.09% | 120.5K | $84.4M | +2.36%(+2.78K) | $404.10(+74.36%) | 2026-09-30 | |
| AAPL | APPLE INC | 7.66% | 76.2K | $25.8M | +0.56%(+425) | $73.41(+367.18%) | 2026-09-30 | |
| NVDA | NVIDIA CORP | 4.32% | 61.6K | $14.5M | -1.70%(-1.07K) | $116.97(+85.60%) | 2026-09-30 | |
| GOOGL | ALPHABET INC CLASS A | 4.16% | 39.8K | $14.0M | -3.00%(-1.23K) | $73.05(+371.13%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.22% | 20.9K | $10.8M | -1.93%(-411) | $165.88(+221.63%) | 2026-09-30 | |
| AMZN | AMAZON.COM INC | 3.01% | 40.4K | $10.1M | -2.14%(-881) | $100.97(+159.92%) | 2026-09-30 | |
| LLY | ELI LILLY AND CO | 2.56% | 7.4K | $8.6M | -0.28%(-21) | $487.77(+154.29%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.49% | 25.2K | $8.4M | -2.73%(-708) | $129.02(+158.51%) | 2026-09-30 | |
| MA | MASTERCARD INC CLASS CLASS A | 2.21% | 13.4K | $7.4M | -2.21%(-304) | $298.80(+106.29%) | 2026-09-30 | |
| V | VISA INC CLASS A | 2.12% | 19.7K | $7.1M | -0.62%(-123) | $189.79(+112.30%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.41% | +78.96% | +10.95% | +68.15% |
| Top 20 Holdings Unweighted | +19.96% | +72.62% | +9.00% | +53.84% |
Investment Research & Advisory Group INC reports $336.59M in US-listed equity holdings across 333 positions in its most recent 13F filing. Its largest disclosed positions are VOO (25.1%), AAPL (7.7%) and NVDA (4.3%). The top 20 holdings account for 72.72% of reported assets. Its disclosed equity book has returned +78.96% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Investment Research & Advisory Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802136). View Investment Research & Advisory Group INC’s 13F filings on SEC