Investment Research & Advisory Group, Inc.

Est. AUM

$286.3M

13F long equity, this entity only

Positions

278

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD S&P 500 ETF	S&P 500 ETF SHS	$69.0M	115534	24.11%	SOLE
2	APPLE INC	COM	$19.5M	76013	6.83%	SOLE
3	ALPHABET INC CLASS CLASS A	CAP STK CL A	$12.2M	41758	4.28%	SOLE
4	NVIDIA CORP	COM	$11.6M	64299	4.04%	SOLE
5	AMAZON.COM INC	COM	$8.6M	41231	3.01%	SOLE
6	MICROSOFT CORP	COM	$7.9M	21208	2.74%	SOLE
7	JPMORGAN CHASE & CO	COM	$7.6M	25874	2.67%	SOLE
8	MASTERCARD INC CLASS CLASS A	CL A	$6.8M	13690	2.39%	SOLE
9	ELI LILLY AND CO	COM	$6.8M	7361	2.37%	SOLE
10	CHARLES SCHWAB CORP	COM	$6.3M	66924	2.20%	SOLE
11	VISA INC CLASS CLASS A	COM CL A	$6.0M	19874	2.10%	SOLE
12	META PLATFORMS INC CLASS CLASS A	CL A	$5.6M	9813	1.97%	SOLE
13	JOHNSON & JOHNSON	COM	$5.3M	21738	1.86%	SOLE
14	BLACKROCK INC NEW	COM	$5.1M	5337	1.79%	SOLE
15	ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS	N Y REGISTERY SHS	$5.0M	3750	1.73%	SOLE
16	COSTCO WHSL CORP NEW	COM	$4.9M	4898	1.71%	SOLE
17	CHUBB LTD F	COM	$4.7M	14311	1.63%	SOLE
18	GE AEROSPACE	COM	$4.4M	15390	1.53%	SOLE
19	UBER TECHNOLOGIES INC	COM	$4.2M	58442	1.47%	SOLE
20	GENERAL DYNAMICS CORP	COM	$3.9M	11247	1.35%	SOLE
21	BERKSHIRE HATHAWAY CLASS B	CL B NEW	$3.7M	7619	1.30%	SOLE
22	NETFLIX INC	COM	$3.6M	37695	1.27%	SOLE
23	PHILIP MORRIS INTL INC	COM	$3.5M	20935	1.22%	SOLE
24	LOCKHEED MARTIN CORP	COM	$3.4M	5633	1.19%	SOLE
25	IQVIA HLDGS INC	COM	$3.1M	18320	1.09%	SOLE
26	STARBUCKS CORP	COM	$3.1M	34431	1.08%	SOLE
27	CATERPILLAR INC	COM	$3.1M	4298	1.07%	SOLE
28	SALESFORCE INC	COM	$3.0M	16208	1.06%	SOLE
29	BOEING CO	COM	$3.0M	14959	1.04%	SOLE
30	BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES	COM	$2.8M	657	0.97%	SOLE
31	VANGUARD SMALL-CAP INDEXFUND ETF SHARES	SMALL CP ETF	$2.7M	10435	0.95%	SOLE
32	VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES	VNG RUS2000IDX	$2.7M	26538	0.93%	SOLE
33	VEEVA SYS INC CLASS CLASS A	CL A COM	$2.4M	13464	0.83%	SOLE
34	STATE STREET SPDR S&P 500 ETF TRUST	SPDR S&P 500 ETF	$2.1M	3224	0.73%	SOLE
35	ARCHER-DANIELS MIDLAND C	COM	$1.9M	26237	0.67%	SOLE
36	PALO ALTO NETWORKS INC	COM	$1.9M	11679	0.65%	SOLE
37	GE VERNOVA INC	COM	$1.8M	2100	0.64%	SOLE
38	ISHARES CORE MSCI EAFE ETF	CORE MSCI EAFE	$1.7M	18690	0.59%	SOLE
39	CLOROX CO	COM	$1.6M	15681	0.57%	SOLE
40	THERMO FISHER SCIENTIFIC	COM	$1.6M	3277	0.57%	SOLE
41	DANAHER CORP	COM	$1.3M	6821	0.45%	SOLE
42	SHOPIFY INC FCLASS CLASS A	CL A	$1.3M	10839	0.45%	SOLE
43	VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES	TOTAL BND MKT	$1.2M	16406	0.42%	SOLE
44	ALPHABET INC CLASS CLASS C	CAP STK CL C	$1.1M	3903	0.40%	SOLE
45	VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES	VG TL INTL STK F	$1.1M	14705	0.40%	SOLE
46	KKR & CO INC	COM	$987K	10652	0.34%	SOLE
47	ISHARES CORE S&P MID-CAPETF	CORE S&P MCP ETF	$952K	14095	0.33%	SOLE
48	ISHARES CORE MSCI EMERGING MARKETS ETF	CORE MSCI EMKT	$936K	13416	0.33%	SOLE
49	ISHARES CORE S&P 500 ETF	CORE S&P 500 ETF	$911K	1395	0.32%	SOLE
50	ISHARES S&P 500 GROWTH ETF	S&P 500 GRWT ETF	$800K	7074	0.28%	SOLE

1–50 of 278

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.