StockDriftsStockDriftsTop 50 Investment Research & Advisory Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 24.96% | 117.7K | $80.8M | +1.87%(+2.17K) | $397.26(+79.40%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.86% | 75.8K | $22.2M | -0.31%(-233) | $72.07(+323.71%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CLASS A | 4.62% | 41.1K | $15.0M | -1.69%(-706) | $73.05(+371.86%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 3.98% | 62.7K | $12.9M | -2.46%(-1.58K) | $116.97(+93.28%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 3.05% | 41.3K | $9.9M | +0.07%(+30) | $100.97(+160.00%) | 2026-06-30 | |
| LLY | ELI LILLY AND CO | 2.77% | 7.5K | $9.0M | +1.22%(+90) | $487.77(+141.79%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.63% | 25.9K | $8.5M | +0.21%(+55) | $129.02(+182.68%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.45% | 21.3K | $8.0M | +0.50%(+105) | $165.88(+193.02%) | 2026-06-30 | |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 2.28% | 3.7K | $7.4M | -0.93%(-35) | $712.64(+162.09%) | 2026-06-30 | |
| MA | MASTERCARD INC CLASS CLASS A | 2.19% | 13.8K | $7.1M | +0.44%(+60) | $298.80(+89.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.69% | +71.48% | +9.84% | +59.89% |
| Top 20 Holdings Unweighted | +18.61% | +66.88% | +7.79% | +45.52% |
Investment Research & Advisory Group, Inc. reports $323.91M in US-listed equity holdings across 314 positions in its most recent 13F filing. Its largest disclosed positions are VOO (25.0%), AAPL (6.9%) and GOOGL (4.6%). The top 20 holdings account for 72.04% of reported assets. Its disclosed equity book has returned +71.48% on a three-year cumulative basis. Figures reflect the Q2 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