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Latest Investment Research & Advisory Group, Inc. Stock Portfolio

$336Million | No. of Holdings #333

Investment Research & Advisory Group, Inc. Performance

2026 Q3+3.77%
YTD+10.33%
2025+35.46%

About Investment Research & Advisory Group, Inc. and 13F Hedge Fund Stock Holdings

Investment Research & Advisory Group, Inc. is a hedge fund based in Atlanta, GA. On 2026-10-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Investment Research & Advisory Group, Inc. reported an equity portfolio of $336.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Investment Research & Advisory Group, Inc. are VB, AAPL, NVDA. The fund has invested 25.1% of it's portfolio in VANGUARD S&P 500 ETF and 7.7% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off INVESCO S&P 500 LOW VOLATILITY ETF (CGW), HARTFORD TOTAL RETURN BOND ETF (HCOM) and FIDELITY LIMITED TERM BOND ETF (FBND) stocks. They significantly reduced their stock positions in AVANTIS INTERNATIONAL EQUITY ETF (AEMB), COLUMBIA EM CORE EX-CHINA ETF (ECON) and TOAST INC CLASS A (TOST). Investment Research & Advisory Group, Inc. opened new stock positions in VICTORYSHARES FREE CASH FLOW ETF (MDCP), VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES (VAW) and SYSCO CORP (SYY). The fund showed a lot of confidence in some stocks as they added substantially to IBM CORP (IBM), PROCTER & GAMBLE CO (PG) and SPACE EX TECH SPACEX CLASS A.
Investment Research & Advisory Group, Inc. Equity Portfolio Value
Last Reported on: 19 Oct, 2026
$336Million
  as of Oct 19, 2026

Investment Research & Advisory Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Investment Research & Advisory Group, Inc. made a return of 3.77% in the last quarter. In trailing 12 months, it's portfolio return was 12.89%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
victoryshares free cash flow etf463,577
vanguard information technology index fund etf shares52,153
sysco corp45,295
state street utilities select sector spdr etf27,805
snowflake inc class a19,355
arm hldgs plc equity a funsponsored adr 1 adr reps 1 ord shs19,118
s&p global inc15,779
monolithic pwr sys inc12,125
New stocks bought by Investment Research & Advisory Group, Inc.

Additions

Ticker% Inc.
ibm corp2,900
procter & gamble co1,089
space ex tech spacex class a950
spotify technology s a f550
abbott labs433
thermo fisher scientific263
mcdonalds corp259
adobe inc185
Additions to existing portfolio by Investment Research & Advisory Group, Inc.

Reductions

Ticker% Reduced
avantis international equity etf-95.59
columbia em core ex-china etf-94.55
toast inc class a-92.19
warner bros discovery inclass series a-91.42
accenture plc ireland fclass class a-76.58
occidental pete corp-71.39
novo-nordisk a s fsponsored adr 1 adr reps 1 ord shs-38.74
principal finl group inc-33.65
Investment Research & Advisory Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
hartford total return bond etf-43,417
fidelity limited term bond etf-40,655
invesco s&p 500 low volatility etf-51,756
ishares msci china etf-22,400
pimco 0-5 year high yield corporate bond index exchange-traded fu-40,120
ares mgmt corp class a-29,052
vanguard russell 1000 growth index fund etf shares-26,201
sap se fsponsored adr 1 adr reps 1 ord shs-26,353
Investment Research & Advisory Group, Inc. got rid off the above stocks

Sector Distribution

Investment Research & Advisory Group, Inc. has about 37.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others37.2
Technology19.7
Financial Services12.8
Healthcare7.8
Communication Services7.5
Industrials5.4
Consumer Cyclical5.4
Consumer Defensive3.8

Market Cap. Distribution

Investment Research & Advisory Group, Inc. has about 62.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP44.5
UNALLOCATED37.2
LARGE-CAP18

Stocks belong to which Index?

About 59.5% of the stocks held by Investment Research & Advisory Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50059.5
Others40.3
Top 5 Winners (%)%
MSTR
strategy inc class a
369.7 %
WBD
warner bros discovery inclass series a
311.7 %
TEAM
atlassian corp class a
156.1 %
FCX
freeport-mcmoran inc
86.7 %
ACN
accenture plc ireland fclass class a
80.8 %
Top 5 Winners ($)$
AAPL
apple inc
3.4 M
MSFT
microsoft corp
3.1 M
NVDA
nvidia corp
1.9 M
VB
vanguard s&p 500 etf
1.7 M
META
meta platforms inc class a
1.6 M
Top 5 Losers (%)%
IBM
ibm corp
-94.2 %
PG
procter & gamble co
-49.1 %
SEDG
solaredge technologies i
-45.5 %
honeywell aerospace inc
-42.8 %
UAMY
united sts antimony corp
-42.6 %
Top 5 Losers ($)$
CAT
caterpillar inc
-1.1 M
GE
ge aerospace
-0.9 M
ASML
asml hldg n v fsponsored adr 1 adr reps 1 ord shs
-0.7 M
GOOG
alphabet inc class a
-0.5 M
ge vernova inc
-0.5 M

Investment Research & Advisory Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Investment Research & Advisory Group, Inc.

Investment Research & Advisory Group, Inc. has 333 stocks in it's portfolio. About 56.8% of the portfolio is in top 10 stocks. CAT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Investment Research & Advisory Group, Inc. last quarter.

$336.59MTotal Value
353Positions
19 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Investment Research & Advisory Group, Inc., last reported on 19 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACSI
Subversive Congressionaldemocrats Trading Etf

Subversive Congressionaldemocrats Trading Etf

ACSI
Investment Research & Advisory Group, Inc.'s holding in Subversive Congressionaldemocrats Trading Etf over time
0%152
$8.0K
0%
new position
ACSI
Unusual Whales Subversive Democratic Trading Etf

Unusual Whales Subversive Democratic Trading Etf

ACSI
Investment Research & Advisory Group, Inc.'s holding in Unusual Whales Subversive Democratic Trading Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACT
Advisorshares Pure Us Cannabis Etf

Advisorshares Pure Us Cannabis Etf

ACT
Investment Research & Advisory Group, Inc.'s holding in Advisorshares Pure Us Cannabis Etf over time
0%800
$3.6K
0%
unchanged 0 percentunchanged
ACWV
Ishares Msci South Koreaetf

Ishares Msci South Koreaetf

ACWV
Investment Research & Advisory Group, Inc.'s holding in Ishares Msci South Koreaetf over time
0%4.00
$731
0%
new position
AEMB
Avantis Us Small Cap Value Etf

Avantis Us Small Cap Value Etf

AEMB
Investment Research & Advisory Group, Inc.'s holding in Avantis Us Small Cap Value Etf over time
0.09%2,474
$291.3K
0.09%
increased 5.55 percentadded
AEMB
Avantis International Equity Etf

Avantis International Equity Etf

AEMB
Investment Research & Advisory Group, Inc.'s holding in Avantis International Equity Etf over time
0%26.00
$2.3K
0%
decreased 95.59 percentreduced
AER
Aercap Holdings N V F

Aercap Holdings N V F

AER
Investment Research & Advisory Group, Inc.'s holding in Aercap Holdings N V F over time
0%2.00
$287
0%
unchanged 0 percentunchanged
AFK
Vaneck Semiconductor Etf

Vaneck Semiconductor Etf

AFK
Investment Research & Advisory Group, Inc.'s holding in Vaneck Semiconductor Etf over time
0.01%30.00
$18.5K
0.01%
unchanged 0 percentunchanged
AGZD
Wisdomtree India Earnings Fund

Wisdomtree India Earnings Fund

AGZD
Investment Research & Advisory Group, Inc.'s holding in Wisdomtree India Earnings Fund over time
0%200
$8.1K
0%
unchanged 0 percentunchanged
AGZD
Wisdomtree Japan Opportunities Fund

Wisdomtree Japan Opportunities Fund

AGZD
Investment Research & Advisory Group, Inc.'s holding in Wisdomtree Japan Opportunities Fund over time
0%126
$7.5K
0%
unchanged 0 percentunchanged