Latest Investment Research & Advisory Group, Inc. Stock Portfolio
Investment Research & Advisory Group, Inc. Performance:
2025 Q3: 4.77%YTD: 12.02%2024: 10.13%
Performance for 2025 Q3 is 4.77%, and YTD is 12.02%, and 2024 is 10.13%.
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 $295 Millions as of 30 Sep, 2025.
The top stock holdings of Investment Research & Advisory Group, Inc. are VB, AAPL, NVDA. The fund has invested 24.1% of it's portfolio in VANGUARD S&P 500 ETF and 6.6% of portfolio in APPLE INC.
The fund managers got completely rid off ISHARES ESG AWARE MSCI USA ETF (AGT), ENSTAR GROUP LIMITED F (ESGR) and AMERICAN CENTURY QUALITYPREF ETF (AEMB) stocks. They significantly reduced their stock positions in OTIS WORLDWIDE CORP (OTIS), VIATRIS INC (VTRS) and AERCAP HOLDINGS N V F. Investment Research & Advisory Group, Inc. opened new stock positions in VANGUARD SMALL CAP GROWTH ETF (VB), BROWN & BROWN INC (BRO) and VULCAN MATLS CO (VMC). The fund showed a lot of confidence in some stocks as they added substantially to CATERPILLAR INC (CAT), SOFI TECHNOLOGIES INC (SOFI) and GRAYSCALE BITCOIN TRUST ETF.
The top stock holdings of Investment Research & Advisory Group, Inc. are VB, AAPL, NVDA. The fund has invested 24.1% of it's portfolio in VANGUARD S&P 500 ETF and 6.6% of portfolio in APPLE INC.
The fund managers got completely rid off ISHARES ESG AWARE MSCI USA ETF (AGT), ENSTAR GROUP LIMITED F (ESGR) and AMERICAN CENTURY QUALITYPREF ETF (AEMB) stocks. They significantly reduced their stock positions in OTIS WORLDWIDE CORP (OTIS), VIATRIS INC (VTRS) and AERCAP HOLDINGS N V F. Investment Research & Advisory Group, Inc. opened new stock positions in VANGUARD SMALL CAP GROWTH ETF (VB), BROWN & BROWN INC (BRO) and VULCAN MATLS CO (VMC). The fund showed a lot of confidence in some stocks as they added substantially to CATERPILLAR INC (CAT), SOFI TECHNOLOGIES INC (SOFI) and GRAYSCALE BITCOIN TRUST ETF.
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 4.77% in the last quarter. In trailing 12 months, it's portfolio return was 9.24%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard small cap growth etf | 220,536 |
| brown & brown inc | 79,534 |
| vulcan matls co | 16,611 |
| schwab us broad market etf | 14,058 |
| palantir technologies inclass a | 13,317 |
| vanguard s&p 500 growth etf | 6,096 |
| ibm corp | 5,393 |
| republic svcs inc | 5,049 |
New stocks bought by Investment Research & Advisory Group, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| caterpillar inc | 10,814 |
| sofi technologies inc | 1,046 |
| grayscale bitcoin trust etf | 500 |
| spdr portfolio s&p 400 mid cap etf | 100 |
| principal u s small cap etf | 100 |
| fidelity enhanced intrntnl etf | 100 |
| schwab us dividend equity etf | 50.00 |
| vanguard high dividend yield etf | 46.15 |
Additions to existing portfolio by Investment Research & Advisory Group, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| otis worldwide corp | -93.88 |
| viatris inc | -72.44 |
| aercap holdings n v f | -71.43 |
| unitedhealth group inc | -66.67 |
| vanguard small cap valueetf | -49.93 |
| archer-daniels midland c | -22.59 |
| vanguard total international bnd etf | -16.84 |
| vanguard small cap etf | -13.18 |
Investment Research & Advisory Group, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| american century qualitypref etf | -88,916 |
| yieldmax msft optn inc strg etf | -22,931 |
| ishares esg aware msci usa etf | -137,348 |
| enstar group limited f | -91,826 |
| verizon communications i | -4,327 |
| wolfspeed inc | -26.00 |
| fortune brands innovatio | -3,052 |
| yieldmax mstr opt incm strtgy etf | -1,109 |
Investment Research & Advisory Group, Inc. got rid off the above stocks
Sector Distribution
Investment Research & Advisory Group, Inc. has about 34.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 34.6 |
| Technology | 19.3 |
| Financial Services | 13.7 |
| Communication Services | 8.3 |
| Healthcare | 7.2 |
| Consumer Cyclical | 6.6 |
| Industrials | 5.8 |
| Consumer Defensive | 4.1 |
Market Cap. Distribution
Investment Research & Advisory Group, Inc. has about 64.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 42.4 |
| UNALLOCATED | 34.6 |
| LARGE-CAP | 22.5 |
Stocks belong to which Index?
About 61.3% of the stocks held by Investment Research & Advisory Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 61.3 |
| Others | 38.4 |
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 252 stocks in it's portfolio. About 55.6% of the portfolio is in top 10 stocks. KMX 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.
Last Reported on: 22 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AA | alcoa corp | 0.01 | 1,022 | 33,620 | added | 0.29 | ||
| AAPL | apple inc | 6.62 | 76,359 | 19,517,300 | added | 1.3 | ||
| ABBV | abbvie inc | 0.07 | 884 | 213,246 | added | 0.57 | ||
| ABNB | airbnb inc | 0.00 | 55.00 | 7,771 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.02 | 333 | 49,165 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.01 | 97.00 | 27,126 | unchanged | 0.00 | ||
| ACSI | unusual whales sub demo trad etf | 0.00 | 152 | 6,808 | unchanged | 0.00 | ||
| ACT | advisorshs pure us cannabis etf iv | 0.00 | 450 | 2,156 | added | 28.57 | ||
| ADBE | adobe inc | 0.57 | 4,734 | 1,673,090 | added | 14.51 | ||
| ADM | archer-daniels midland c | 0.54 | 26,437 | 1,579,940 | reduced | -22.59 | ||
| ADP | automatic data processin | 0.01 | 125 | 39,329 | unchanged | 0.00 | ||
| ADSK | autodesk inc | 0.01 | 97.00 | 32,402 | unchanged | 0.00 | ||
| AEMB | avantis us small cap value etf | 0.08 | 2,334 | 232,300 | added | 0.04 | ||
| AEMB | american century qualitypref etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck semiconductor etf | 0.03 | 305 | 99,385 | added | 0.33 | ||
| AGT | ishares esg aware msci usa etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree india earnings etf | 0.00 | 200 | 8,840 | unchanged | 0.00 | ||
| AMD | advanced micro devic | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMGN | amgen inc | 0.05 | 485 | 139,890 | added | 0.83 | ||
| AMPS | ishares msci china etf | 0.01 | 439 | 28,908 | unchanged | 0.00 | ||