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Latest Investment Research & Advisory Group, Inc. Stock Portfolio

Investment Research & Advisory Group, Inc. Performance:
2025 Q4: -5.07%YTD: 25.6%2024: 0.47%
Performance for 2025 Q4 is -5.07%, and YTD is 25.6%, and 2024 is 0.47%.

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 16-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $9.1 Billions. In it's latest 13F Holdings report, Investment Research & Advisory Group, Inc. reported an equity portfolio of $302.1 Millions as of 31 Dec, 2025.

The top stock holdings of Investment Research & Advisory Group, Inc. are VB, AAPL, GOOG. The fund has invested 23.9% of it's portfolio in VANGUARD S&P 500 ETF and 6.9% of portfolio in APPLE INC.

The fund managers got completely rid off FISERV INC, SYNOVUS FINL CORP (SNPS) and UNITED PARCEL SVC INC CLASS B (UPS) stocks. They significantly reduced their stock positions in CARMAX INC (KMX), CANOPY GROWTH CORP F (CGC) and OTIS WORLDWIDE CORP (OTIS). Investment Research & Advisory Group, Inc. opened new stock positions in PINNACLE FINL PARTNERS I (PNFP), PRINCIPAL FINL GROUP INC (PFG) and INVESCO S&P 500 QUALITY ETF (CSD). The fund showed a lot of confidence in some stocks as they added substantially to SHOPIFY INC FCLASS CLASS A, VANGUARD TOTAL STOCK MARKET ETF (VB) and NETFLIX INC (NFLX).

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 -5.07% in the last quarter. In trailing 12 months, it's portfolio return was 25.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
pinnacle finl partners i292,336
principal finl group inc233,227
invesco s&p 500 quality etf75,876
micron technology inc63,646
st strt spdr prtfl s&p 500 vl etf iv58,003
invesco s&p 500 low volatility etf49,351
avantis international equity etf48,486
hartford total return etf43,951
New stocks bought by Investment Research & Advisory Group, Inc.

Additions

Ticker% Inc.
shopify inc fclass class a3,206
vanguard total stock market etf2,585
netflix inc897
palantir technologies inclass class a645
invesco rafi us 1000 etf570
servicenow inc400
palo alto networks inc295
state strt cons dsry sltse sp etf iv101
Additions to existing portfolio by Investment Research & Advisory Group, Inc.

Reductions

Ticker% Reduced
carmax inc-99.00
canopy growth corp f-86.49
otis worldwide corp-77.36
altria group inc-60.93
pfizer inc-45.75
intel corp-44.35
independence rlty tr increit-17.74
disney walt co-16.62
Investment Research & Advisory Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
fiserv inc-2,759,490
synovus finl corp-282,692
chipotle mexican grill i-9,131
schlumberger ltd f-7,836
paypal hldgs inc-8,785
united parcel svc inc class b-9,522
masterbrand inc-751
orion pptys inc reit-135
Investment Research & Advisory Group, Inc. got rid off the above stocks

Sector Distribution

Investment Research & Advisory Group, Inc. has about 34.3% of it's holdings in Others sector.

Sector%
Others34.3
Technology19.2
Financial Services13.8
Communication Services8.3
Healthcare8.1
Consumer Cyclical6.2
Industrials5.8
Consumer Defensive3.8

Market Cap. Distribution

Investment Research & Advisory Group, Inc. has about 65.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP43.6
UNALLOCATED34.4
LARGE-CAP21.5

Stocks belong to which Index?

About 62.3% of the stocks held by Investment Research & Advisory Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50062.3
Others37.5
Top 5 Winners (%)%
AA
alcoa corp
61.4 %
XLB
ste strt fincl slct sector spdr etf
56.4 %
WBD
warner bros discovery intender offer exp: 01/21/26
47.6 %
RVLV
revolve group inc class a
41.1 %
LLY
eli lilly and co
40.7 %
Top 5 Winners ($)$
GOOG
alphabet inc class class a
3.0 M
LLY
eli lilly and co
2.3 M
VB
vanguard s&p 500 etf
1.7 M
AAPL
apple inc
1.3 M
IQV
iqvia hldgs inc
0.6 M
Top 5 Losers (%)%
eaton vance total returnbond etf
-89.8 %
NFLX
netflix inc
-86.7 %
DIS
disney walt co
-82.7 %
epsium enterprise ltd fclass a
-80.3 %
NOW
servicenow inc
-76.3 %
Top 5 Losers ($)$
NFLX
netflix inc
-23.9 M
VEEV
veeva sys inc class class a
-1.1 M
UBER
uber technologies inc
-1.0 M
DIS
disney walt co
-0.8 M
META
meta platforms inc class a
-0.7 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 274 stocks in it's portfolio. About 56.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Investment Research & Advisory Group, Inc. last quarter.

Last Reported on: 20 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions