Institutions / Investment Research & Advisory Group, Inc.
Investment Research & Advisory Group, Inc.
CIK 1802136 · Institution · as of Dec 31, 2025
Portfolio value
$302.07M
Positions
275
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 275 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard S&P 500 ETF | $72.11M | 23.9% |
| Apple Inc. | $20.93M | 6.9% |
| Alphabet Inc. | $13.48M | 4.5% |
| NVIDIA Corp | $12.69M | 4.2% |
| Microsoft Corp | $10.32M | 3.4% |
| Amazon.com Inc | $9.57M | 3.2% |
| JPMorgan Chase & Co | $8.33M | 2.8% |
| ELI LILLY & Co | $7.87M | 2.6% |
| Mastercard Inc | $7.84M | 2.6% |
| Visa Inc | $6.95M | 2.3% |
| Schwab Charles Corp | $6.60M | 2.2% |
| Meta Platforms Inc | $6.59M | 2.2% |
| BlackRock Inc New | $5.68M | 1.9% |
| General Electric Co | $4.92M | 1.6% |
| Uber Technologies, Inc | $4.80M | 1.6% |
| Johnson & Johnson | $4.63M | 1.5% |
| Chubb Ltd | $4.42M | 1.5% |
| Salesforce Inc | $4.34M | 1.4% |
| Costco Wholesale Corp /New | $4.19M | 1.4% |
| Booking Holdings Inc | $4.06M | 1.3% |
| Iqvia Holdings Inc. | $4.05M | 1.3% |
| Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Shs | $4.04M | 1.3% |
| Warren E. Buffett | $3.84M | 1.3% |
| Netflix Inc | $3.68M | 1.2% |
| General Dynamics Corp | $3.66M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.