Investment Research & Advisory Group, Inc.
All holdings · as of Dec 31, 2025
| 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% |
| Philip Morris International Inc. | $3.35M | 1.1% |
| VEEVA SYSTEMS INC | $3.31M | 1.1% |
| The Boeing Company | $3.02M | 1.0% |
| LOCKHEED MARTIN CORP | $2.93M | 1.0% |
| STARBUCKS CORP | $2.81M | 0.9% |
| VANGUARD SMALL CAP ETF | $2.75M | 0.9% |
| VANGUARD RUSSELL 2000 ETF | $2.41M | 0.8% |
| CATERPILLAR INC | $2.38M | 0.8% |
| SPDR S&P 500 ETF | $1.92M | 0.6% |
| THERMO FISHER SCIENTIFIC INC. | $1.89M | 0.6% |
| PROCTER & GAMBLE Co | $1.82M | 0.6% |
| Palo Alto Networks Inc | $1.76M | 0.6% |
| ISHARES CORE MSCI EAFE ETF | $1.66M | 0.6% |
| ADOBE INC. | $1.65M | 0.5% |
| Archer-Daniels-Midland Co | $1.52M | 0.5% |
| GE Vernova Inc. | $1.41M | 0.5% |
| DANAHER CORP /DE | $1.36M | 0.5% |
| Alphabet Inc. | $1.23M | 0.4% |
| SHOPIFY INC FCLASS CLASS A | $1.19M | 0.4% |
| VANGUARD TOTAL BOND MARKET ETF | $1.16M | 0.4% |
| VANGUARD TOTAL INTERNATIONAL STK ETF | $1.12M | 0.4% |
| ISHARES CORE S&P MID CAPETF | $1.03M | 0.3% |
| ISHARES CORE S&P 500 ETF | $990.0K | 0.3% |
| ISHARES CORE MSCI EMERGING ETF | $897.1K | 0.3% |
| ISHARES S&P 500 GROWTH ETF | $871.2K | 0.3% |