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CIK: 0001802136
Total reported value
$323.9M
$323.9M
253 檔
38.6%
The Q3 2025 SEC filing reveals that Investment Research & Advisory Group, Inc. held a total portfolio value of $323.9M, covering 253 public equity positions.
In Q3 2025, Investment Research & Advisory Group, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 253 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.15% | +0.85% | +5.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.63% | +0.03% | +1.30% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.39% | -0.06% | +0.08% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.75% | -0.29% | +0.95% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.56% | +0.34% | +0.42% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.08% | +0.04% | +1.14% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.77% | -0.04% | +0.64% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.65% | -0.20% | +1.50% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.45% | -0.25% | +0.88% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.27% | +0.01% | +1.82% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.16% | -0.28% | +0.92% | |
| 12 | BLKCHF | Blackrock Inc | Stock-Other | 2.11% | -0.19% | +1.18% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 1.97% | -0.16% | +1.02% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.89% | +0.40% | +2.42% | |
| 15 | GE | General Electric | Stock-Industrials | 1.63% | +0.25% | -0.12% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.61% | -0.44% | +2.13% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.52% | -0.28% | +3.50% | |
| 18 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.49% | -0.12% | +3.68% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.39% | -0.06% | +2.85% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | -0.42% | +5.45% | |
| 21 | CB | Chubb Limited | Stock-Financials | 1.36% | -0.12% | +3.05% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.31% | -0.28% | +6.23% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.11% | -0.88% | |
| 24 | GD | General Dynamics CORP | Stock-Industrials | 1.26% | -0.11% | +2.36% | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 1.24% | +0.55% | +6.99% | |
| 26 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.15% | -0.01% | +3.55% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 1.14% | -0.04% | +3.24% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.02% | -0.31% | +3.91% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 1.01% | -0.05% | +13.72% | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.96% | +0.01% | +6.99% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 0.94% | — | NEW | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | +0.07% | -13.18% | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.78% | +0.09% | +15.60% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.01% | +6.62% | |
| 35 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.65% | +0.01% | -1.61% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.36% | +10814.29% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.57% | -0.02% | +14.51% | |
| 38 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.54% | -0.05% | -22.59% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.52% | — | +13.69% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.51% | -0.57% | +11.44% | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.49% | +0.11% | -5.42% | |
| 42 | KMX | Carmax Inc | Stock-Consumer Disc | 0.43% | — | +7.82% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | -0.03% | -11.11% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.36% | -0.05% | +12.89% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.36% | +0.02% | +0.92% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.04% | -3.97% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.32% | +0.01% | +0.26% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.01% | -3.56% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | +0.02% | -1.16% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.29% | +0.07% | +10.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +4.1% | +5.37% | Add |
| 2 | NVDA | Nvidia CORP | +1.2% | +0.08% | Trim |
| 3 | BA | Boeing Co/the | +1% | +13.72% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | +0.42% | Add |
| 5 | VTWO | Vanguard Russell 2000 ETF | +0.7% | +15.60% | Add |
| 6 | CAT | Caterpillar Inc | +0.6% | +10814.29% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +13.69% | Add |
| 8 | GE | General Electric | +0.4% | -0.12% | Add |
| 9 | DIS | Walt Disney Co/the | +0.3% | +0.13% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.3% | +10.67% | Add |
| 11 | UBER | Uber Technologies Inc | +0.2% | +1.02% | Add |
| 12 | JNJ | Johnson & Johnson | +0.2% | +5.45% | Add |
| 13 | GEV | GE Vernova Inc | +0.2% | -5.42% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +0.64% | Add |
| 15 | VEEV | Veeva Systems Inc-class A | +0.1% | +3.68% | Add |
| 16 | NFLX | Netflix Inc | +0.1% | +2.13% | Add |
| 17 | GD | General Dynamics CORP | +0.1% | +2.36% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +0.95% | Add |
| 19 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +3.53% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.97% | Trim |
| 21 | AVGO | Broadcom Inc | +0.1% | +0.23% | Trim |
| 22 | TSLA | Tesla Inc | +0.1% | +33.21% | Add |
| 23 | MGV | Vanguard Mega Cap Value ETF | 0% | +45.29% | Add |
| 24 | SCHW | Schwab (charles) CORP | 0% | +0.92% | Add |
| 25 | META | Meta Platforms Inc-class A | 0% | +0.88% | Trim |
| 26 | IVW | Ishares S&p 500 Growth ETF | 0% | -1.16% | Trim |
| 27 | LMT | Lockheed Martin CORP | — | +3.91% | Add |
| 28 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | -1.61% | Add |
| 29 | BLKCHF | Blackrock Inc | 0% | +1.18% | Trim |
| 30 | BKNG | Booking Holdings Inc | 0% | +2.85% | Add |
| 31 | MSFT | Microsoft CORP | -0.1% | +0.95% | Trim |
| 32 | ASML | ASML Holding N.V. | -0.1% | +6.99% | Trim |
| 33 | IQV | Iqvia Holdings Inc | -0.2% | +3.55% | Trim |
| 34 | AMZN | Amazon.com Inc | -0.2% | +1.14% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | — | Trim |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.3% | +11.44% | Trim |
| 37 | ADBE | Adobe Inc | -0.3% | +14.51% | Trim |
| 38 | SBUX | Starbucks CORP | -0.3% | +6.99% | Add |
| 39 | CRM | Salesforce Inc | -0.4% | +6.23% | Add |
| 40 | CB | Chubb Limited | -0.4% | +3.05% | Add |
| 41 | MA | Mastercard Inc - A | -0.4% | +1.50% | Add |
| 42 | KMX | Carmax Inc | -0.5% | +7.82% | Trim |
| 43 | V | Visa Inc-class A Shares | -0.6% | +1.82% | Trim |
| 44 | OTIS | Otis Worldwide CORP | -0.8% | -93.88% | Trim |
| 45 | AAPL | Apple Inc | -0.9% | +1.30% | Trim |
| 46 | FISV | Fiserv Inc | -0.9% | +9.24% | Add |
| 47 | UNH | Unitedhealth Group Inc | -1.4% | -66.67% | Trim |
| 48 | MDY | State Street Spdr S&p Midcap | — | EXIT | Sold out |
| 49 | VBK | Vanguard Small-cap Grwth ETF | — | NEW | New buy |
| 50 | VBR | Vanguard Small-cap Value ETF | — | 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 253 disclosed positions in Q3 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 38.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
VBK
市值: $220.5K
Top Position Liquidated / Trimmed
MDY
前期市值: $268.3K
During Q3 2025, Investment Research & Advisory Group, Inc.'s top holdings by market value included VOO (24.1%)、AAPL (6.6%)、NVDA (4.4%). The largest single position, VOO, represented 24.1% of total portfolio value.
In Q3 2025, Investment Research & Advisory Group, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 18 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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