13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001802136
Total reported value
$336.6M
$336.6M
314 檔
41.8%
According to the latest 13F quarterly dataset, Investment Research & Advisory Group, Inc. managed an equity portfolio of $336.6M at the end of Q2 2026, spanning 314 distinct U.S. exchange-listed positions.
In Q2 2026, Investment Research & Advisory Group, Inc. displayed an active expansion posture, initiating 40 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 314 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.96% | +0.13% | +1.79% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.86% | +0.80% | -0.31% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.62% | -0.46% | -1.93% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.98% | +0.34% | -2.46% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | -0.04% | +0.07% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.77% | -0.21% | +1.22% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.63% | -0.14% | +0.21% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | +0.77% | +0.50% | |
| 9 | ASML | ASML Holding N.V. | Stock-Tech | 2.28% | -0.33% | -0.93% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.19% | +0.02% | +0.44% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.11% | +0.01% | -0.32% | |
| 12 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.92% | — | +0.75% | |
| 13 | GE | General Electric | Stock-Industrials | 1.78% | -0.46% | — | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.72% | +0.37% | +0.61% | |
| 15 | BLKCHF | Blackrock Inc | Stock-Other | 1.60% | +0.07% | +1.16% | |
| 16 | CB | Chubb Limited | Stock-Financials | 1.51% | -0.17% | +0.30% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | +0.01% | -15.56% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.43% | -0.39% | +0.86% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | -0.10% | +0.80% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.31% | -0.14% | +0.52% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.27% | +0.14% | +3.44% | |
| 22 | GD | General Dynamics CORP | Stock-Industrials | 1.24% | -0.15% | +0.93% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.06% | -0.07% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 1.18% | +0.01% | +0.65% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.09% | -0.14% | +0.69% | |
| 26 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.08% | +0.32% | -1.43% | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.02% | -0.07% | +2.79% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 1.02% | -0.09% | +4.56% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.99% | -0.20% | -0.96% | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.91% | -0.12% | +2401.83% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.88% | -0.02% | -0.66% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.07% | +0.07% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.78% | +0.29% | -0.10% | |
| 34 | GEV | GE Vernova Inc | Stock-Industrials | 0.75% | -0.19% | -1.86% | |
| 35 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.74% | -0.01% | +0.22% | |
| 36 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.71% | +0.39% | -4.26% | |
| 37 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.62% | — | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | +0.03% | +6.53% | |
| 39 | CLX | Clorox Company | Stock-Consumer Staples | 0.49% | -0.10% | +6.26% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | -0.03% | +0.36% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.42% | -0.03% | +6.98% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.40% | +0.01% | — | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.40% | +0.05% | -0.01% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.40% | — | +17.26% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.39% | — | +4.55% | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.38% | +0.08% | -0.15% | |
| 47 | KKR | Kkr & Co Inc | Stock-Financials | 0.37% | -0.01% | +21.39% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.34% | -0.05% | +0.12% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.06% | +2.72% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | — | +0.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.9% | +1.79% | Add |
| 2 | PANW | Palo Alto Networks Inc | +0.6% | +3.44% | Add |
| 3 | ASML | ASML Holding N.V. | +0.6% | -0.93% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.4% | +1.22% | Add |
| 5 | ISRG | Intuitive Surgical Inc | +0.4% | NEW | New buy |
| 6 | CAT | Caterpillar Inc | +0.4% | +0.86% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.93% | Trim |
| 8 | GE | General Electric | +0.3% | — | Unchanged |
| 9 | GEV | GE Vernova Inc | +0.1% | -1.86% | Trim |
| 10 | MU | Micron Technology Inc | +0.1% | +7.58% | Add |
| 11 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +2.79% | Add |
| 12 | VB | Vanguard Small-cap ETF | +0.1% | +4.56% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | +0.1% | +17.26% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | +45.58% | Add |
| 15 | LRCX | Lam Research CORP | +0.1% | +3.39% | Add |
| 16 | AMZN | Amazon.com Inc | 0% | +0.07% | Add |
| 17 | GOOG | Alphabet Inc-cl C | 0% | +0.36% | Add |
| 18 | IWF | Ishares Russell 1000 Growth | 0% | NEW | New buy |
| 19 | AMD | Advanced Micro Devices | 0% | +250.85% | Add |
| 20 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | 0% | NEW | New buy |
| 21 | AAPL | Apple Inc | 0% | -0.31% | Trim |
| 22 | KKR | Kkr & Co Inc | 0% | +21.39% | Add |
| 23 | GL | Globe Life Inc | 0% | +0.02% | Add |
| 24 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 25 | SCHD | Schwab US Dvd Equity ETF | 0% | +71120.00% | Add |
| 26 | IWD | Ishares Russell 1000 Value E | 0% | NEW | New buy |
| 27 | SO | Southern Co/the | 0% | +215.67% | Add |
| 28 | ✓ | 0% | NEW | New buy | |
| 29 | VXUS | Vanguard Total Intl Stock | 0% | +6.98% | Add |
| 30 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.08% | Add |
| 31 | XLK | Ss Technology Select Sector | 0% | +8.09% | Add |
| 32 | APH | Amphenol Corp-cl A | 0% | NEW | New buy |
| 33 | UNP | Union Pacific CORP | 0% | NEW | New buy |
| 34 | LGND | Ligand Pharmaceuticals | 0% | NEW | New buy |
| 35 | PLTR | Palantir Technologies Inc-a | 0% | +170.14% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | -0.32% | Trim |
| 37 | SBUX | Starbucks CORP | 0% | +0.69% | Add |
| 38 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | +0.22% | Add |
| 39 | IVV | Ishares Core S&p 500 ETF | 0% | +2.72% | Add |
| 40 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.12% | Add |
| 41 | PRF | Invesco Rafi US 1000 ETF | 0% | +50.77% | Add |
| 42 | AVGO | Broadcom Inc | 0% | -6.46% | Trim |
| 43 | PNW | Pinnacle West Capital Corporation | 0% | +0.52% | Add |
| 44 | PFG | Principal Financial Group | 0% | — | Unchanged |
| 45 | ANETEUR | Arista Networks Inc | 0% | — | Unchanged |
| 46 | KLAC | Kla CORP | 0% | NEW | New buy |
| 47 | DUK | Duke Energy CORP | 0% | +63.64% | Add |
| 48 | NOW | Servicenow Inc | 0% | +154.29% | Add |
| 49 | DAL | Delta Air Lines Inc | 0% | +43.30% | Add |
| 50 | VWO | Vanguard Ftse Emerging Marke | 0% | 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 $336.6M across 314 disclosed positions in Q2 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 41.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
ISRG
市值: $1.3M
Top Position Liquidated / Trimmed
BRO
前期市值: $54.5K
During Q2 2026, Investment Research & Advisory Group, Inc.'s top holdings by market value included VOO (25.0%)、AAPL (6.9%)、GOOGL (4.6%). The largest single position, VOO, represented 25.0% of total portfolio value.
In Q2 2026, Investment Research & Advisory Group, Inc. made 162 total portfolio adjustments, initiating 40 new buys, adding to 86 positions, trimming 31 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.