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CIK: 0001802136
Total reported value
$323.9M
$323.9M
277 檔
37.4%
At the close of Q1 2026, Investment Research & Advisory Group, Inc. disclosed equity holdings valued at approximately $323.9M, spread across 277 reported holdings.
In Q1 2026, Investment Research & Advisory Group, Inc. displayed an active expansion posture, initiating 19 new positions and adding to 76 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 277 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.11% | +0.85% | +0.56% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.83% | +0.03% | -0.90% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.28% | +0.34% | -2.37% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.04% | -0.06% | -4.86% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.01% | +0.04% | -0.06% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.29% | +0.02% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.67% | -0.04% | +0.32% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.39% | -0.20% | -0.17% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.37% | +0.40% | +0.68% | |
| 10 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.20% | -0.28% | +1.24% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.10% | +0.01% | +0.53% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.97% | -0.25% | -1.24% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.86% | -0.42% | -2.58% | |
| 14 | BLKCHF | Blackrock Inc | Stock-Other | 1.79% | -0.19% | +0.62% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 1.73% | +0.55% | -0.71% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.71% | -0.28% | +0.99% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.63% | -0.12% | +1.15% | |
| 18 | GE | General Electric | Stock-Industrials | 1.53% | +0.25% | -3.44% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 1.47% | -0.16% | -0.55% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 1.35% | -0.11% | +3.49% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.11% | +0.21% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 1.27% | -0.44% | -3.89% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.22% | -0.04% | +0.36% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.19% | -0.31% | -6.78% | |
| 25 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.09% | -0.01% | +2.02% | |
| 26 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.08% | +0.01% | +3.26% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 1.07% | +0.36% | +3.77% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 1.06% | -0.28% | -0.87% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 1.04% | -0.05% | +7.67% | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.97% | -0.06% | -13.32% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.95% | +0.07% | -2.20% | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.93% | +0.09% | +9.38% | |
| 33 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.83% | -0.12% | -9.25% | |
| 34 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.73% | +0.01% | +14.33% | |
| 35 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.67% | -0.05% | -0.76% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.65% | +0.62% | +22.20% | |
| 37 | GEV | GE Vernova Inc | Stock-Industrials | 0.64% | +0.11% | -2.33% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | — | +0.62% | |
| 39 | CLX | Clorox Company | Stock-Consumer Staples | 0.57% | -0.08% | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.57% | -0.57% | +0.80% | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.45% | -0.05% | +14.72% | |
| 42 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.45% | -0.07% | +47.01% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.42% | -0.03% | +4.60% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.04% | +0.39% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.40% | +0.02% | -1.09% | |
| 46 | KKR | Kkr & Co Inc | Stock-Financials | 0.34% | +0.03% | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | +0.01% | -9.34% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | +0.07% | +0.52% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.01% | -3.46% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | +0.02% | +0.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +0.4% | -0.71% | Trim |
| 2 | JNJ | Johnson & Johnson | +0.3% | -2.58% | Trim |
| 3 | COST | Costco Wholesale CORP | +0.3% | +0.99% | Add |
| 4 | CAT | Caterpillar Inc | +0.3% | +3.77% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +0.56% | Add |
| 6 | GL | Globe Life Inc | +0.2% | +2009.73% | Add |
| 7 | LMT | Lockheed Martin CORP | +0.2% | -6.78% | Trim |
| 8 | GEV | GE Vernova Inc | +0.2% | -2.33% | Trim |
| 9 | ADM | Archer-daniels-midland Co | +0.2% | -0.76% | Trim |
| 10 | CB | Chubb Limited | +0.2% | +1.15% | Add |
| 11 | SBUX | Starbucks CORP | +0.2% | +3.26% | Add |
| 12 | GD | General Dynamics CORP | +0.1% | +3.49% | Add |
| 13 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +9.38% | Add |
| 14 | PM | Philip Morris International | +0.1% | +0.36% | Add |
| 15 | VMC | Vulcan Materials Co | +0.1% | +2126.00% | Add |
| 16 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | +0.1% | +14.33% | Add |
| 17 | VDE | Vanguard Energy ETF | +0.1% | +0.54% | Add |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | +22.20% | Add |
| 19 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +10375.00% | Add |
| 20 | SHOP | Shopify Inc - Class A | +0.1% | +47.01% | Add |
| 21 | NFLX | Netflix Inc | +0.1% | -3.89% | Trim |
| 22 | FDX | Fedex CORP | 0% | +0.51% | Add |
| 23 | BND | Vanguard Total Bond Market | 0% | +4.60% | Add |
| 24 | BA | Boeing Co/the | 0% | +7.67% | Add |
| 25 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.62% | Add |
| 26 | VB | Vanguard Small-cap ETF | 0% | -2.20% | Trim |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.21% | Add |
| 28 | TSLA | Tesla Inc | 0% | +60.40% | Add |
| 29 | PRF | Invesco Rafi US 1000 ETF | 0% | +142.94% | Add |
| 30 | IEMG | Ishares Core Msci Emerging | 0% | +0.52% | Add |
| 31 | VXUS | Vanguard Total Intl Stock | 0% | -1.09% | Trim |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +1297.87% | Add |
| 33 | MU | Micron Technology Inc | 0% | +65.00% | Add |
| 34 | MRK | Merck & Co. Inc. | 0% | -7.77% | Trim |
| 35 | CHH | Choice Hotels Intl Inc | 0% | +0.26% | Add |
| 36 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.15% | Add |
| 37 | SCHW | Schwab (charles) CORP | 0% | +1.24% | Add |
| 38 | LRCX | Lam Research CORP | 0% | +0.15% | Add |
| 39 | XLK | Ss Technology Select Sector | 0% | +71.53% | Add |
| 40 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 41 | KO | Coca-cola Co/the | 0% | -3.02% | Trim |
| 42 | CVX | Chevron CORP | 0% | — | Unchanged |
| 43 | ACN | Accenture plc | 0% | +175.26% | Add |
| 44 | SPHY | Ss Spdr P High Yield ETF | 0% | +6.68% | Add |
| 45 | OXY | Occidental Petroleum CORP | 0% | +0.23% | Add |
| 46 | AVUV | Avantis US Small Cap Value | 0% | +0.04% | Add |
| 47 | WMT | Walmart Inc | 0% | +0.09% | Add |
| 48 | T | At&t Inc | 0% | — | Unchanged |
| 49 | MGV | Vanguard Mega Cap Value ETF | 0% | +0.16% | Add |
| 50 | SO | Southern Co/the | 0% | — | Unchanged |
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 277 disclosed positions in Q1 2026.
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 37.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
CLX
市值: $1.6M
Top Position Liquidated / Trimmed
VRP
前期市值: $228.2K
During Q1 2026, Investment Research & Advisory Group, Inc.'s top holdings by market value included VOO (24.1%)、AAPL (6.8%)、GOOGL (4.3%). The largest single position, VOO, represented 24.1% of total portfolio value.
In Q1 2026, Investment Research & Advisory Group, Inc. made 149 total portfolio adjustments, initiating 19 new buys, adding to 76 positions, trimming 39 holdings, and fully liquidating 15 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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