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CIK: 0001802136
Total reported value
$323.9M
$323.9M
250 檔
27.9%
During the Q1 2025 filing period, Investment Research & Advisory Group, Inc. (CIK: 0001802136) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $323.9M across 250 reported positions.
In Q1 2025, Investment Research & Advisory Group, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 20.01% | +0.85% | +2.57% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.51% | +0.03% | -1.73% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.83% | -0.29% | +0.49% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.25% | +0.04% | -1.34% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.14% | -0.06% | -90.13% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.08% | -0.20% | -0.33% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.88% | +0.01% | -0.12% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.75% | +0.34% | +0.45% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.61% | -0.04% | +0.46% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.43% | -0.25% | -1.02% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.31% | +0.40% | +3.22% | |
| 12 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.13% | -0.28% | +1.96% | |
| 13 | BLKCHF | Blackrock Inc | Stock-Other | 2.12% | -0.19% | +1.19% | |
| 14 | FISV | Fiserv Inc | Stock-Other | 1.85% | — | NEW | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.81% | -0.28% | +3.01% | |
| 16 | CB | Chubb Limited | Stock-Financials | 1.78% | -0.12% | +4.51% | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 1.75% | -0.16% | +0.48% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.69% | -0.28% | +0.22% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.59% | -0.11% | +1.19% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.50% | -0.44% | +8.10% | |
| 21 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.42% | -0.06% | +7.71% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.41% | — | +2.01% | |
| 23 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.36% | -0.12% | +13.98% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 1.35% | -0.04% | +6.32% | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 1.33% | +0.55% | +2.07% | |
| 26 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.32% | -0.01% | +2.45% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.29% | +0.01% | +8.21% | |
| 28 | GE | General Electric | Stock-Industrials | 1.27% | +0.25% | +2.97% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | -0.42% | +15.43% | |
| 30 | GD | General Dynamics CORP | Stock-Industrials | 1.17% | -0.11% | +6.22% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 1.12% | +0.07% | +2.12% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.02% | -0.31% | +4.01% | |
| 33 | KMX | Carmax Inc | Stock-Consumer Disc | 0.96% | — | +7.75% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.89% | -0.02% | +15.00% | |
| 35 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.86% | — | +17.77% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.01% | +14.98% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.76% | -0.57% | -1.03% | |
| 38 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.68% | -0.05% | -0.59% | |
| 39 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.66% | +0.01% | +0.07% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.50% | -0.05% | +10.25% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.49% | -0.03% | +7.95% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.38% | +0.02% | +3.36% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.01% | +0.72% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.35% | +0.01% | -88.41% | |
| 45 | IRT | Independence Realty Trust In | Stock-Real Estate | 0.32% | — | — | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.31% | +0.11% | -7.39% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.01% | -1.66% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | +0.02% | — | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.28% | +0.62% | +0.34% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.04% | -0.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | MA | Mastercard Inc - A | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 13 | BLKCHF | Blackrock Inc | — | NEW | New buy |
| 14 | FISV | Fiserv Inc | — | NEW | New buy |
| 15 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 16 | CB | Chubb Limited | — | NEW | New buy |
| 17 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 18 | CRM | Salesforce Inc | — | NEW | New buy |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 20 | NFLX | Netflix Inc | — | NEW | New buy |
| 21 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 22 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 23 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 24 | PM | Philip Morris International | — | NEW | New buy |
| 25 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 26 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 27 | SBUX | Starbucks CORP | — | NEW | New buy |
| 28 | GE | General Electric | — | NEW | New buy |
| 29 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 30 | GD | General Dynamics CORP | — | NEW | New buy |
| 31 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 32 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 33 | KMX | Carmax Inc | — | NEW | New buy |
| 34 | ADBE | Adobe Inc | — | NEW | New buy |
| 35 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 36 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 37 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 38 | ADM | Archer-daniels-midland Co | — | NEW | New buy |
| 39 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | — | NEW | New buy |
| 40 | DHR | Danaher CORP | — | NEW | New buy |
| 41 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 42 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 43 | HD | Home Depot Inc | — | NEW | New buy |
| 44 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 45 | IRT | Independence Realty Trust In | — | NEW | New buy |
| 46 | GEV | GE Vernova Inc | — | NEW | New buy |
| 47 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 48 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 49 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 50 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
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 250 disclosed positions in Q1 2025.
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 27.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $47.9M
During Q1 2025, Investment Research & Advisory Group, Inc.'s top holdings by market value included VOO (20.0%)、AAPL (7.5%)、MSFT (3.8%). The largest single position, VOO, represented 20.0% of total portfolio value.
In Q1 2025, Investment Research & Advisory Group, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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