Investment Research & Advisory Group, Inc. 13F Holdings

CIK 0001802136 · ATLANTA, GA

As of Sep 30, 2025, Investment Research & Advisory Group, Inc. reported 254 positions worth $294.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—116,020$71.0M24.09%
APPLE INCAAPLTechnology76,359 9.5M6.62%
NVIDIA CORPNVDATechnology68,756 2.9M4.38%
MICROSOFT CORPMSFTTechnology21,145 1.0M3.74%
ALPHABET INCGOOGLEquity42,917 0.5M3.55%
AMAZON.COM INCAMZNEquity41,120$9.1M3.08%
JPMORGAN CHASE & COJPMFinancial Services25,773$8.1M2.76%
MASTERCARD INCMAFinancial Services13,699$7.8M2.65%
META PLATFORMS INCMETACommunication Services9,759$7.2M2.44%
VISA INC-CLASS A SHARESVFinancial Services19,559$6.7M2.27%
SCHWAB CHARLES CORPSCHWEquity66,686$6.4M2.16%
BLACKROCK INCBLKFinancial Services5,316$6.2M2.10%
UBER TECHNOLOGIES INCUBERTechnology59,201$5.8M1.97%
ELI LILLY & COLLYHealthcare7,280$5.6M1.89%
GE AEROSPACEGEIndustrials15,962$4.8M1.63%
NETFLIX INCNFLXCommunication Services3,933$4.7M1.60%
COSTCO WHOLESALE CORPCOSTConsumer Defensive4,821$4.5M1.52%
VEEVA SYSTEMS INCVEEVHealthcare14,684$4.4M1.48%
BOOKING HOLDINGS INCBKNGIndustrials759$4.1M1.39%
JOHNSON & JOHNSONJNJHealthcare22,003$4.1M1.39%
CHUBB LTDCBFinancial Services14,132$4.0M1.35%
SALESFORCE INCCRMTechnology16,211$3.8M1.30%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services7,559$3.8M1.29%
GENERAL DYNAMICS CORPGDIndustrials10,872$3.7M1.26%
ASML HOLDING NVASMLTechnology3,763$3.6M1.24%