Latest Investment Research & Advisory Group, Inc. Stock Portfolio

Investment Research & Advisory Group, Inc. Performance:

2026 Q1: -5.32%YTD: -5.32%2025: 35.46%

Performance for 2026 Q1 is -5.32%, and YTD is -5.32%, and 2025 is 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 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Investment Research & Advisory Group, Inc. reported an equity portfolio of $286.3 Millions as of 31 Mar, 2026.

The top stock holdings of Investment Research & Advisory Group, Inc. are VB, AAPL, GOOG. The fund has invested 24.1% of it's portfolio in VANGUARD S&P 500 ETF and 6.8% of portfolio in APPLE INC.

The fund managers got completely rid off BRISTOL MYERS SQUIBB CO (BMY), ZETA GLOBAL HLDGS CORP CLASS CLASS A (ZETA) and FIRST FINL BANKSHARES IN (FFIN) stocks. They significantly reduced their stock positions in PROCTER & GAMBLE CO (PG), ADOBE INC (ADBE) and FIRSTENERGY CORP (FE). Investment Research & Advisory Group, Inc. opened new stock positions in CLOROX CO (CLX), KKR & CO INC (KKR) and DIMENSIONAL INTERNATIONAL VALUE ETF (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO S&P 500 EQUAL WEIGHT ETF (CSD), VULCAN MATLS CO (VMC) and GLOBE LIFE INC (GL).

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 -5.32% in the last quarter. In trailing 12 months, it's portfolio return was 12.61%.

Performance
S&P 500

New Buys

Ticker	$ Bought
clorox co	1,625,020
kkr & co inc	986,698
dimensional international value etf	84,448
state street spdr s&p midcap 400 etf trust	74,945
state street communication services select sector spdr etf	49,115
state street spdr portfolio developed world ex-us etf	43,571
ishares msci eafe etf	39,143
eaton corp plc f	37,198

New stocks bought by Investment Research & Advisory Group, Inc.

Additions

Ticker	% Inc.
invesco s&p 500 equal weight etf	10,375
vulcan matls co	2,126
globe life inc	2,009
state street spdr portfolio s&p 500 growthetf	1,297
unitedhealth group inc	260
brookfield business co fclass a	200
accenture plc ireland fclass class a	175
invesco rafi us 1000 etf	142

Additions to existing portfolio by Investment Research & Advisory Group, Inc.

Reductions

Ticker	% Reduced
procter & gamble co	-96.6
adobe inc	-96.01
firstenergy corp	-65.62
abbott labs	-59.46
dover corp	-50.27
american express co	-30.67
o reilly automotive inc	-23.81
cisco sys inc	-23.25

Investment Research & Advisory Group, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
invsc variable rate preferred etf	-228,190
zeta global hldgs corp class class a	-90,212
bristol myers squibb co	-93,513
first finl bankshares in	-20,932
comcast corp new trades with due bills	-15,931
lumen technologies inc	-2,323
public svc enterprise gr	-7,789
boston scientific corp	-7,628

Investment Research & Advisory Group, Inc. got rid off the above stocks

Sector Distribution

Investment Research & Advisory Group, Inc. has about 36% of it's holdings in Others sector.

Sector	%
Others	36
Technology	17.2
Financial Services	13.9
Communication Services	8
Healthcare	7.6
Industrials	6.5
Consumer Cyclical	5.8
Consumer Defensive	4.4

Market Cap. Distribution

Investment Research & Advisory Group, Inc. has about 61.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	43.1
UNALLOCATED	37.8
LARGE-CAP	18.6

Stocks belong to which Index?

About 60.8% of the stocks held by Investment Research & Advisory Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	60.8
Others	39.1

Top 5 Winners (%)		%
OXY	occidental pete c 27 wtswarrants exp 08/03/27	122.2 %
COP	conocophillips	93.7 %
DOW	dow inc	78.1 %
SEDG	solaredge technologies i	77.0 %
UAMY	united sts antimony corp	73.7 %

Top 5 Winners ($)		$
ASML	asml hldg n v fsponsored adr 1 adr reps 1 ord shs	0.9 M
JNJ	johnson & johnson	0.8 M
LMT	lockheed martin corp	0.7 M
COST	costco whsl corp new	0.7 M
CAT	caterpillar inc	0.6 M

Top 5 Losers (%)		%
RKT	rocket companies cla a class a	-81.6 %
IBM	ibm corp	-78.1 %
TEAM	atlassian corp class a	-61.4 %
	reddit inc class a	-42.0 %
IT	gartner inc	-40.0 %

Top 5 Losers ($)		$
VB	vanguard s&p 500 etf	-3.4 M
MSFT	microsoft corp	-2.5 M
CRM	salesforce inc	-1.3 M
AAPL	apple inc	-1.2 M
LLY	eli lilly and co	-1.1 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 277 stocks in it's portfolio. About 54.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. ASML was the most profitable stock for Investment Research & Advisory Group, Inc. last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.02	1,027	68,108	added	0.2

AAPL	apple inc	6.83	76,013	19,544,100	reduced	-0.9

ABBV	abbvie inc	0.07	891	202,772	added	0.34

ABNB	airbnb inc class a	0.00	55.00	8,840	unchanged	0.00

ABT	abbott labs	0.00	135	13,883	reduced	-59.46

ACN	accenture plc ireland fclass class a	0.02	267	52,943	added	175

ACSI	unusual whales subversive democratic trading etf	0.00	152	6,428	unchanged	0.00

ACT	advisorshares pure us cannabis etf	0.00	800	2,840	unchanged	0.00

ADBE	adobe inc	0.02	188	45,699	reduced	-96.01

ADM	archer-daniels midland c	0.67	26,237	1,909,190	reduced	-0.76

ADP	automatic data processin	0.01	125	32,712	unchanged	0.00

ADSK	autodesk inc	0.01	97.00	25,137	unchanged	0.00

AEMB	avantis us small cap value etf	0.09	2,344	258,900	added	0.04

AEMB	avantis international equity etf	0.02	589	49,971	unchanged	0.00

AER	aercap holdings n v f	0.00	2.00	274	unchanged	0.00

AFK	vaneck semiconductor etf	0.04	336	128,777	added	10.16

AGZD	wisdomtree india earnings fund	0.00	200	8,160	unchanged	0.00

ALCC	oklo inc class a	0.00	9.00	446	unchanged	0.00

AMD	advanced micro devic	0.01	59.00	21,360	new

AMGN	amgen inc	0.06	490	179,528	reduced	-4.67