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CIK: 0001802136
Total reported value
$323.9M
$323.9M
275 檔
40.0%
During the Q4 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 275 reported positions.
In Q4 2025, Investment Research & Advisory Group, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.87% | +0.85% | -0.89% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.93% | +0.03% | +0.45% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.46% | +0.34% | -0.10% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.20% | -0.06% | -1.71% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | -0.29% | +0.27% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.17% | +0.04% | +0.33% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.76% | -0.04% | +0.07% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.61% | +0.40% | +0.43% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.59% | -0.20% | +0.11% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.30% | +0.01% | +1.08% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.19% | -0.28% | -0.88% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.18% | -0.25% | +1.81% | |
| 13 | BLKCHF | Blackrock Inc | Stock-Other | 1.88% | -0.19% | -0.23% | |
| 14 | GE | General Electric | Stock-Industrials | 1.63% | +0.25% | -0.15% | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 1.59% | -0.16% | -0.74% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.53% | -0.42% | +1.41% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.46% | -0.12% | +0.12% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.44% | -0.28% | +0.86% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.39% | -0.28% | +0.60% | |
| 20 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.34% | -0.06% | -0.13% | |
| 21 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.34% | -0.01% | +0.82% | |
| 22 | ASML | ASML Holding N.V. | Stock-Tech | 1.34% | +0.55% | +0.37% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.11% | +0.58% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.22% | -0.44% | +897.18% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 1.21% | -0.11% | -0.04% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 1.11% | -0.04% | +0.77% | |
| 27 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.10% | -0.12% | +1.04% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 1.00% | -0.05% | +0.94% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.97% | -0.31% | +0.60% | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.93% | +0.01% | -0.30% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.91% | +0.07% | +2.27% | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.80% | +0.09% | +3.43% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.79% | +0.36% | +8.43% | |
| 34 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.64% | +0.01% | -1.84% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.63% | -0.57% | +5.59% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.01% | -0.46% | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.58% | +0.62% | +295.74% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | — | +5.24% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.55% | -0.02% | -0.38% | |
| 40 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.50% | -0.05% | — | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.47% | +0.11% | -7.33% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.45% | -0.05% | +11.68% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.04% | +4.26% | |
| 44 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.39% | -0.07% | +3206.28% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | -0.03% | +4.18% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.37% | +0.02% | +4.05% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.34% | +0.01% | +7.15% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | +24.89% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.30% | +0.07% | +4.38% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | +0.02% | +0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.10% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.7% | +0.43% | Add |
| 3 | PANW | Palo Alto Networks Inc | +0.4% | +295.74% | Add |
| 4 | SHOP | Shopify Inc - Class A | +0.4% | +3206.28% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +0.45% | Add |
| 6 | IQV | Iqvia Holdings Inc | +0.2% | +0.82% | Add |
| 7 | CAT | Caterpillar Inc | +0.2% | +8.43% | Add |
| 8 | JNJ | Johnson & Johnson | +0.1% | +1.41% | Add |
| 9 | CRM | Salesforce Inc | +0.1% | +0.86% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.1% | +5.59% | Add |
| 11 | CB | Chubb Limited | +0.1% | +0.12% | Add |
| 12 | ASML | ASML Holding N.V. | +0.1% | +0.37% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +0.33% | Add |
| 14 | DHR | Danaher CORP | +0.1% | +11.68% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +4.26% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +24.89% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +2.59% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2585.71% | Add |
| 19 | TSLA | Tesla Inc | 0% | +73.64% | Add |
| 20 | V | Visa Inc-class A Shares | 0% | +1.08% | Add |
| 21 | SCHW | Schwab (charles) CORP | 0% | -0.88% | Trim |
| 22 | IEFA | Ishares Core Msci Eafe ETF | 0% | +5.24% | Add |
| 23 | VTWO | Vanguard Russell 2000 ETF | 0% | +3.43% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | 0% | +7.15% | Add |
| 25 | VB | Vanguard Small-cap ETF | 0% | +2.27% | Add |
| 26 | VXUS | Vanguard Total Intl Stock | 0% | +4.05% | Add |
| 27 | JPM | Jpmorgan Chase & Co | — | +0.07% | Add |
| 28 | GE | General Electric | — | -0.15% | Trim |
| 29 | MO | Altria Group Inc | 0% | -60.93% | Trim |
| 30 | OTIS | Otis Worldwide CORP | 0% | -77.36% | Trim |
| 31 | IRT | Independence Realty Trust In | 0% | -17.74% | Trim |
| 32 | HD | Home Depot Inc | -0.1% | +0.65% | Add |
| 33 | LMT | Lockheed Martin CORP | -0.1% | +0.60% | Add |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -0.46% | Trim |
| 35 | COST | Costco Wholesale CORP | -0.1% | +0.60% | Add |
| 36 | NVDA | Nvidia CORP | -0.2% | -1.71% | Trim |
| 37 | VOO | Vanguard S&p 500 ETF | -0.2% | -0.89% | Trim |
| 38 | BLKCHF | Blackrock Inc | -0.2% | -0.23% | Trim |
| 39 | META | Meta Platforms Inc-class A | -0.3% | +1.81% | Add |
| 40 | DIS | Walt Disney Co/the | -0.3% | -16.62% | Trim |
| 41 | MSFT | Microsoft CORP | -0.3% | +0.27% | Add |
| 42 | VEEV | Veeva Systems Inc-class A | -0.4% | +1.04% | Add |
| 43 | NFLX | Netflix Inc | -0.4% | +897.18% | Add |
| 44 | UBER | Uber Technologies Inc | -0.4% | -0.74% | Trim |
| 45 | KMX | Carmax Inc | -0.4% | -99.00% | Trim |
| 46 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 47 | PNW | Pinnacle West Capital Corporation | — | NEW | New buy |
| 48 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 49 | PFG | Principal Financial Group | — | NEW | New buy |
| 50 | SPHQ | Invesco S&p 500 Quality 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 275 disclosed positions in Q4 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, GOOGL) accounted for 40.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
PNW
市值: $292.3K
Top Position Liquidated / Trimmed
FISV
前期市值: $2.8M
During Q4 2025, Investment Research & Advisory Group, Inc.'s top holdings by market value included VOO (23.9%)、AAPL (6.9%)、GOOGL (4.5%). The largest single position, VOO, represented 23.9% of total portfolio value.
In Q4 2025, Investment Research & Advisory Group, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 32 positions, trimming 13 holdings, and fully liquidating 2 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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