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CIK: 0001802136
Total reported value
$323.9M
$323.9M
246 檔
33.4%
As reported in its official Q2 2025 Form 13F filing, Investment Research & Advisory Group, Inc.'s tracked investment portfolio stood at $323.9M with 246 total positions.
Investment Research & Advisory Group, Inc. executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 3 holdings and trimming 23 positions.
Showing top 200 holdings (of 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.30% | +0.85% | +18.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.76% | +0.03% | -6.83% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.04% | -0.06% | -0.86% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | -0.29% | -14.17% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.32% | +0.04% | -0.57% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 2.83% | -0.20% | +0.48% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.81% | +0.34% | +0.31% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.77% | -0.04% | +0.58% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.66% | -0.25% | -4.03% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.54% | +0.01% | -2.31% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.25% | -0.28% | +1.37% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.06% | +0.40% | +6.14% | |
| 13 | BLKCHF | Blackrock Inc | Stock-Other | 2.05% | -0.19% | -2.18% | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 2.04% | -0.16% | +1.68% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.92% | -0.44% | -0.21% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.72% | -0.28% | +1.48% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.59% | -0.06% | -0.27% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.55% | -0.28% | +1.25% | |
| 19 | GE | General Electric | Stock-Industrials | 1.53% | +0.25% | +5.35% | |
| 20 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.52% | -0.12% | +0.41% | |
| 21 | CB | Chubb Limited | Stock-Financials | 1.48% | -0.12% | -2.81% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.11% | +7.02% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.36% | -0.04% | -1.79% | |
| 24 | FISV | Fiserv Inc | Stock-Other | 1.26% | — | NEW | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.42% | +19.28% | |
| 26 | GD | General Dynamics CORP | Stock-Industrials | 1.15% | -0.11% | +3.27% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.07% | +0.01% | -1.00% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 1.06% | +0.07% | -0.64% | |
| 29 | ASML | ASML Holding N.V. | Stock-Tech | 1.05% | +0.55% | -26.59% | |
| 30 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.01% | -0.01% | -4.31% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.00% | -0.31% | +5.69% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.94% | -0.05% | +1267.57% | |
| 33 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.77% | — | +5.27% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.01% | +4.20% | |
| 35 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.67% | +0.01% | +2.64% | |
| 36 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.67% | -0.05% | +1.05% | |
| 37 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.66% | +0.09% | +544.39% | |
| 38 | KMX | Carmax Inc | Stock-Consumer Disc | 0.65% | — | -11.18% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.60% | -0.02% | -25.71% | |
| 40 | GEV | GE Vernova Inc | Stock-Industrials | 0.48% | +0.11% | +1.36% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.48% | — | +343.04% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.46% | -0.03% | +5.72% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.42% | -0.57% | -24.51% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.36% | +0.02% | -2.12% | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.35% | -0.05% | -19.86% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | +0.01% | +0.17% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.01% | +0.13% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | +0.31% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | +0.02% | +0.11% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.26% | +0.07% | +478.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.3% | +18.14% | Add |
| 2 | NVDA | Nvidia CORP | +0.9% | -0.86% | Trim |
| 3 | BA | Boeing Co/the | +0.9% | +1267.57% | Add |
| 4 | VTWO | Vanguard Russell 2000 ETF | +0.6% | +544.39% | Add |
| 5 | NFLX | Netflix Inc | +0.4% | -0.21% | Trim |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +343.04% | Add |
| 7 | UBER | Uber Technologies Inc | +0.3% | +1.68% | Add |
| 8 | GE | General Electric | +0.3% | +5.35% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -4.03% | Trim |
| 10 | IEMG | Ishares Core Msci Emerging | +0.2% | +478.52% | Add |
| 11 | BKNG | Booking Holdings Inc | +0.2% | -0.27% | Trim |
| 12 | GEV | GE Vernova Inc | +0.2% | +1.36% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +0.58% | Add |
| 14 | VEEV | Veeva Systems Inc-class A | +0.2% | +0.41% | Add |
| 15 | VBR | Vanguard Small-cap Value ETF | +0.2% | NEW | New buy |
| 16 | SCHW | Schwab (charles) CORP | +0.1% | +1.37% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +132.77% | Add |
| 18 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +192.32% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | -0.57% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.31% | Add |
| 21 | MSFT | Microsoft CORP | +0.1% | -14.17% | Trim |
| 22 | MCD | Mcdonald's CORP | +0.1% | +315.97% | Add |
| 23 | AVGO | Broadcom Inc | 0% | -1.76% | Trim |
| 24 | PM | Philip Morris International | 0% | -1.79% | Trim |
| 25 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | +2.64% | Add |
| 26 | ADM | Archer-daniels-midland Co | 0% | +1.05% | Add |
| 27 | GD | General Dynamics CORP | 0% | +3.27% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | +19.28% | Add |
| 29 | LMT | Lockheed Martin CORP | 0% | +5.69% | Add |
| 30 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | EXIT | Sold out |
| 31 | VB | Vanguard Small-cap ETF | -0.1% | -0.64% | Trim |
| 32 | BLKCHF | Blackrock Inc | -0.1% | -2.18% | Trim |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | EXIT | Sold out |
| 34 | IRT | Independence Realty Trust In | -0.1% | — | Unchanged |
| 35 | COST | Costco Wholesale CORP | -0.1% | +1.48% | Add |
| 36 | PANW | Palo Alto Networks Inc | -0.1% | -37.84% | Trim |
| 37 | MDY | State Street Spdr S&p Midcap | -0.1% | EXIT | Sold out |
| 38 | DHR | Danaher CORP | -0.2% | -19.86% | Trim |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -85.81% | Trim |
| 40 | SBUX | Starbucks CORP | -0.2% | -1.00% | Trim |
| 41 | MA | Mastercard Inc - A | -0.3% | +0.48% | Add |
| 42 | ASML | ASML Holding N.V. | -0.3% | -26.59% | Trim |
| 43 | ADBE | Adobe Inc | -0.3% | -25.71% | Trim |
| 44 | CB | Chubb Limited | -0.3% | -2.81% | Trim |
| 45 | KMX | Carmax Inc | -0.3% | -11.18% | Trim |
| 46 | IQV | Iqvia Holdings Inc | -0.3% | -4.31% | Trim |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.3% | -24.51% | Trim |
| 48 | FISV | Fiserv Inc | -0.6% | -2.38% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -1.4% | -99.77% | Trim |
| 50 | AAPL | Apple Inc | -1.8% | -6.83% | 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 246 disclosed positions in Q2 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, NVDA) accounted for 33.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
VBR
市值: $406.2K
Top Position Liquidated / Trimmed
MDY
前期市值: $268.3K
During Q2 2025, Investment Research & Advisory Group, Inc.'s top holdings by market value included VOO (23.3%)、AAPL (5.8%)、NVDA (4.0%). The largest single position, VOO, represented 23.3% of total portfolio value.
In Q2 2025, Investment Research & Advisory Group, Inc. made 49 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 23 holdings, and fully liquidating 3 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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