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CIK: 0001802136
Total reported value
$323.9M
$323.9M
209 檔
29.1%
In Q3 2024, Investment Research & Advisory Group, Inc.'s U.S. equity holdings reached a combined market value of $323.9M, distributed across 209 disclosed stock positions.
In Q3 2024, Investment Research & Advisory Group, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 209 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 20.06% | +0.85% | -2.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.21% | +0.03% | -1.47% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.54% | -0.29% | +0.02% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.71% | -0.06% | -0.32% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.31% | +0.04% | +0.73% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.97% | +0.34% | -0.39% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.79% | -0.20% | -0.94% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.52% | -0.25% | -2.86% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.40% | +0.40% | -0.17% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.28% | +0.01% | +0.26% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | -0.04% | -1.34% | |
| 12 | BLKCHF | Blackrock Inc | Stock-Other | 2.13% | -0.19% | +1.22% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 1.83% | -0.16% | +0.40% | |
| 14 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.78% | -0.01% | +1.87% | |
| 15 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.76% | -0.28% | +3.85% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.75% | -0.28% | +1.99% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.66% | -0.28% | -1.64% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.66% | -0.12% | +0.50% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 1.63% | +0.55% | +6.20% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.56% | — | +1.74% | |
| 21 | FISV | Fiserv Inc | Stock-Other | 1.51% | — | NEW | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -0.11% | +1.30% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.30% | +0.07% | -1.14% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.27% | -0.31% | +2.25% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 1.23% | -0.11% | +2.75% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.22% | -0.06% | — | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.19% | +0.01% | +3.63% | |
| 28 | GE | General Electric | Stock-Industrials | 1.19% | +0.25% | +3.56% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.10% | -0.57% | +17.48% | |
| 30 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.10% | -0.12% | -2.17% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 1.03% | -0.02% | +6.24% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.42% | +1.28% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 1.01% | -0.44% | — | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.96% | -0.04% | -1.58% | |
| 35 | KMX | Carmax Inc | Stock-Consumer Disc | 0.89% | — | +15.66% | |
| 36 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.86% | -0.05% | — | |
| 37 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.73% | +0.01% | -1.99% | |
| 38 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.73% | — | -9.84% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.01% | +2.17% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.61% | -0.05% | +2.00% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.48% | +0.02% | -3.43% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.41% | -0.03% | +14.86% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.01% | — | |
| 44 | CHH | Choice Hotels Intl Inc | Stock-Consumer Disc | 0.35% | -0.01% | -19.70% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | -4.00% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | +0.01% | +6.13% | |
| 47 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.31% | — | — | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.30% | +0.11% | -22.95% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | +0.02% | — | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.28% | +0.62% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings Inc | +1.2% | NEW | New buy |
| 2 | NFLX | Netflix Inc | +1% | NEW | New buy |
| 3 | BLKCHF | Blackrock Inc | +0.3% | +1.22% | Add |
| 4 | AAPL | Apple Inc | +0.3% | -1.47% | Trim |
| 5 | LMT | Lockheed Martin CORP | +0.2% | +2.25% | Add |
| 6 | SBUX | Starbucks CORP | +0.2% | +3.63% | Add |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.2% | +17.48% | Add |
| 8 | FISV | Fiserv Inc | +0.2% | +1.07% | Add |
| 9 | GE | General Electric | +0.2% | +3.56% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.2% | +1.74% | Add |
| 11 | MA | Mastercard Inc - A | +0.1% | -0.94% | Trim |
| 12 | IQV | Iqvia Holdings Inc | +0.1% | +1.87% | Add |
| 13 | CB | Chubb Limited | +0.1% | +0.50% | Add |
| 14 | KMX | Carmax Inc | +0.1% | +15.66% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | -2.86% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.30% | Add |
| 17 | PM | Philip Morris International | +0.1% | -1.58% | Trim |
| 18 | AMT | American Tower CORP | +0.1% | NEW | New buy |
| 19 | VRP | Invesco Variable Rate Prefer | +0.1% | NEW | New buy |
| 20 | VEEV | Veeva Systems Inc-class A | +0.1% | -2.17% | Trim |
| 21 | JNJ | Johnson & Johnson | +0.1% | +1.28% | Add |
| 22 | AVUV | Avantis US Small Cap Value | +0.1% | NEW | New buy |
| 23 | ZETA | Zeta Global Holdings Corp-a | +0.1% | — | Unchanged |
| 24 | CRM | Salesforce Inc | +0.1% | +1.99% | Add |
| 25 | DHR | Danaher CORP | +0.1% | +2.00% | Add |
| 26 | BND | Vanguard Total Bond Market | +0.1% | +14.86% | Add |
| 27 | HD | Home Depot Inc | +0.1% | — | Unchanged |
| 28 | MO | Altria Group Inc | +0.1% | +181.45% | Add |
| 29 | ✓ | 0% | NEW | New buy | |
| 30 | VB | Vanguard Small-cap ETF | 0% | -1.14% | Trim |
| 31 | GEV | GE Vernova Inc | 0% | -22.95% | Trim |
| 32 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.13% | Add |
| 33 | GD | General Dynamics CORP | 0% | +2.75% | Add |
| 34 | PG | Procter & Gamble Co/the | 0% | +2.17% | Add |
| 35 | V | Visa Inc-class A Shares | 0% | +0.26% | Add |
| 36 | UBER | Uber Technologies Inc | 0% | +0.40% | Add |
| 37 | DVY | Ishares Select Dividend ETF | -0.1% | EXIT | Sold out |
| 38 | COST | Costco Wholesale CORP | -0.1% | -1.64% | Trim |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | -1.34% | Trim |
| 40 | CHH | Choice Hotels Intl Inc | -0.1% | -19.70% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.2% | -0.17% | Trim |
| 42 | SCHW | Schwab (charles) CORP | -0.3% | +3.85% | Add |
| 43 | AMZN | Amazon.com Inc | -0.3% | +0.73% | Add |
| 44 | NVDA | Nvidia CORP | -0.3% | -0.32% | Trim |
| 45 | ASML | ASML Holding N.V. | -0.4% | +6.20% | Add |
| 46 | MSFT | Microsoft CORP | -0.4% | +0.02% | Add |
| 47 | VOO | Vanguard S&p 500 ETF | -0.5% | -2.24% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.5% | -0.39% | Trim |
| 49 | CMCSA | Comcast Corp-class A | -1% | -98.60% | Trim |
| 50 | DIS | Walt Disney Co/the | -1.3% | -98.33% | Trim |
According to official SEC Form 13F filings, Investment Research & Advisory Group, Inc. reported a total U.S. public equity portfolio value of $323.9M across 209 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, MSFT) accounted for 29.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
BKNG
市值: $2.9M
Top Position Liquidated / Trimmed
DVY
前期市值: $121.0K
During Q3 2024, Investment Research & Advisory Group, Inc.'s top holdings by market value included VOO (20.1%)、AAPL (8.2%)、MSFT (4.5%). The largest single position, VOO, represented 20.1% of total portfolio value.
In Q3 2024, Investment Research & Advisory Group, Inc. made 48 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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