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Latest Investment Research & Advisory Group, Inc. Stock Portfolio

$323Million | No. of Holdings #314

Investment Research & Advisory Group, Inc. Performance

2026 Q2+12.30%
YTD+6.33%
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 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Investment Research & Advisory Group, Inc. reported an equity portfolio of $323.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Investment Research & Advisory Group, Inc. are VB, AAPL, GOOG. The fund has invested 25% of it's portfolio in VANGUARD S&P 500 ETF and 6.9% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off BROWN & BROWN INC (BRO), MEDTRONIC PLC F (MDT) and AIRBNB INC CLASS A (ABNB) stocks. They significantly reduced their stock positions in THERMO FISHER SCIENTIFIC (TMO), INVESCO S&P 500 EQUAL WEIGHT ETF (CSD) and VANECK SEMICONDUCTOR ETF (AFK). Investment Research & Advisory Group, Inc. opened new stock positions in INTUITIVE SURGICAL INC (ISRG), ISHARES RUSSELL 1000 GROWTH ETF (IJR) and STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF (BIL). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB U.S. DIVIDEND EQUITY ETF (FNDA), ROCKET COMPANIES CLA A CLASS A (RKT) and VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VIGI).
Investment Research & Advisory Group, Inc. Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$323Million
  as of Jul 23, 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 12.3% in the last quarter. In trailing 12 months, it's portfolio return was 16.4%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intuitive surgical inc1,311,550
ishares russell 1000 growth etf130,130
state street spdr portfolio s&p 500 high dividend etf114,838
ishares russell 1000 value etf101,093
fedex fght hldg co inc90,600
amphenol corp new class a69,117
union pac corp66,096
ligand pharmaceuticals i65,115
New stocks bought by Investment Research & Advisory Group, Inc.

Additions

Ticker% Inc.
schwab u.s. dividend equity etf71,120
rocket companies cla a class a2,690
vanguard high dividend yield index fund etf shares507
vanguard mid-cap index fund etf shares300
advanced micro devices i250
pfizer inc225
southern co215
palantir technologies inclass a170
Additions to existing portfolio by Investment Research & Advisory Group, Inc.

Reductions

Ticker% Reduced
thermo fisher scientific-99.42
invesco s&p 500 equal weight etf-99.05
vaneck semiconductor etf-91.07
procter & gamble co-89.3
adobe inc-81.38
mcdonalds corp-77.38
merck & co. inc.-61.44
pepsico inc-24.38
Investment Research & Advisory Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
brown & brown inc-54,450
ge healthcare technologi-8,186
medtronic plc f-13,171
epsium enterprise ltd fclass a-127
airbnb inc class a-8,840
viatris inc-1,081
dupont de nemours inc-5,542
occidental pete c 27 wtswarrants exp 08/03/27-300
Investment Research & Advisory Group, Inc. got rid off the above stocks

Sector Distribution

Investment Research & Advisory Group, Inc. has about 37.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others37.7
Technology17.4
Financial Services13.1
Communication Services7.7
Healthcare7.1
Industrials6.6
Consumer Cyclical5.8
Consumer Defensive4

Market Cap. Distribution

Investment Research & Advisory Group, Inc. has about 60.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP42.6
UNALLOCATED39.3
LARGE-CAP17.6

Stocks belong to which Index?

About 59.2% 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 50059.2
Others40.6
Top 5 Winners (%)%
IBM
ibm corp
1736.9 %
INTC
intel corp
216.4 %
MU
micron technology inc
213.5 %
PG
procter & gamble co
119.8 %
CSX
csx corp
111.9 %
Top 5 Winners ($)$
VB
vanguard s&p 500 etf
10.4 M
GOOG
alphabet inc class a
3.0 M
AAPL
apple inc
2.7 M
ASML
asml hldg n v fsponsored adr 1 adr reps 1 ord shs
2.5 M
PANW
palo alto networks inc
2.2 M
Top 5 Losers (%)%
VB
vanguard mid-cap index fund etf shares
-61.6 %
NOC
northrop grumman corp
-43.2 %
COP
conocophillips
-43.1 %
DOW
dow inc
-34.3 %
T
at&t inc
-31.8 %
Top 5 Losers ($)$
NFLX
netflix inc
-0.9 M
LMT
lockheed martin corp
-0.5 M
CRM
salesforce inc
-0.5 M
COST
costco whsl corp new
-0.3 M
CLX
clorox co
-0.1 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 314 stocks in it's portfolio. About 55.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Investment Research & Advisory Group, Inc. last quarter.

$323.91MTotal Value
324Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Investment Research & Advisory Group, Inc., last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
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%152
$7.7K
0%
unchanged 0 percentunchanged
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
$4.1K
0%
unchanged 0 percentunchanged
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%2,344
$292.4K
0.09%
unchanged 0 percentunchanged
AEMB
Avantis International Equity Etf

Avantis International Equity Etf

AEMB
Investment Research & Advisory Group, Inc.'s holding in Avantis International Equity Etf over time
0.02%589
$52.5K
0.02%
unchanged 0 percentunchanged
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
$292
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
$20.0K
0.01%
decreased 91.07 percentreduced
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
$8.6K
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
$7.3K
0%
new position
ALCC
Oklo Inc Class A

Oklo Inc Class A

ALCC
Investment Research & Advisory Group, Inc.'s holding in Oklo Inc Class A over time
0%9.00
$471
0%
unchanged 0 percentunchanged