Investment Research & Advisory Group, Inc. Portfolio Holdings

Investment Research & Advisory Group, Inc.

  • $266 Million
  • Q2 2025

Investment Research & Advisory Group, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $266 Million distributed in 246 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $62.5M, Apple Inc. with a value of $15.5M, Nvidia Corp with a value of $10.9M, Microsoft Corp with a value of $10.4M, and Amazon Com Inc with a value of $8.92M.

Examining the 13F form we can see an increase of $29.5M in the current position value, from $237M to 266M.

Below you can find more details about Investment Research & Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $266 Million
ETFs: $78.2 Million
Technology: $57.7 Million
Financial Services: $41.9 Million
Communication Services: $20.7 Million
Consumer Cyclical: $19.9 Million
Healthcare: $18.7 Million
Industrials: $15 Million
Consumer Defensive: $12.7 Million
Other: $1.34 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$62.5 Million 23.48% of portfolio
110,107
Q2 2025 Added 18.14%
$3.69T
$15.5 Million 5.81% of portfolio
75,382
Q2 2025 Reduced 6.83%
$426B
$10.9 Million 4.07% of portfolio
68,700
Q2 2025 Reduced 0.86%
$3.77T
$10.4 Million 3.91% of portfolio
20,945
Q2 2025 Reduced 14.17%
$2.3T
$8.92 Million 3.35% of portfolio
40,658
Q2 2025 Reduced 0.57%
$565B
$7.58 Million 2.85% of portfolio
13,497
Q2 2025 Added 0.48%
$1.26T
$7.53 Million 2.83% of portfolio
42,738
Q2 2025 Added 0.31%
$879B
$7.42 Million 2.79% of portfolio
25,608
Q2 2025 Added 0.58%
$1.65T
$7.14 Million 2.68% of portfolio
9,674
Q2 2025 Reduced 4.03%
$572B
$6.82 Million 2.56% of portfolio
19,209
Q2 2025 Reduced 2.31%
$175B
$6.03 Million 2.26% of portfolio
66,078
Q2 2025 Added 1.37%
$699B
$5.54 Million 2.08% of portfolio
7,108
Q2 2025 Added 6.14%
$168B
$5.51 Million 2.07% of portfolio
5,254
Q2 2025 Reduced 2.18%
$184B
$5.47 Million 2.05% of portfolio
58,604
Q2 2025 Added 1.68%
$540B
$5.16 Million 1.94% of portfolio
3,851
Q2 2025 Reduced 0.21%
$416B
$4.61 Million 1.73% of portfolio
4,658
Q2 2025 Added 1.48%
$253B
$4.16 Million 1.56% of portfolio
15,260
Q2 2025 Added 1.25%
$301B
$4.11 Million 1.54% of portfolio
15,981
Q2 2025 Added 5.35%
$37.9B
$4.08 Million 1.53% of portfolio
14,163
Q2 2025 Added 0.41%
$115B
$3.97 Million 1.49% of portfolio
13,714
Q2 2025 Reduced 2.81%
$652B
$3.7 Million 1.39% of portfolio
7,626
Q2 2025 Added 7.02%
$259B
$3.65 Million 1.37% of portfolio
20,050
Q2 2025 Reduced 1.79%
$466B
$3.19 Million 1.2% of portfolio
20,866
Q2 2025 Added 19.28%
$89.1B
$3.1 Million 1.16% of portfolio
10,621
Q2 2025 Added 3.27%
$90.5B
$2.93 Million 1.1% of portfolio
5,717
Q4 2019 New
$103B
$2.86 Million 1.08% of portfolio
31,259
Q2 2025 Reduced 1.0%
$0
$2.85 Million 1.07% of portfolio
12,017
Q2 2025 Reduced 0.64%
$288B
$2.82 Million 1.06% of portfolio
3,517
Q2 2025 Reduced 26.59%
$34.1B
$2.71 Million 1.02% of portfolio
17,202
Q2 2025 Reduced 4.31%
$119B
$2.68 Million 1.01% of portfolio
5,781
Q2 2025 Added 5.69%
$141B
$2.54 Million 0.95% of portfolio
12,103
Q2 2025 Added 1,267.57%
$79.5B
$2.45 Million 0.92% of portfolio
19,582
Q2 2025 Reduced 2.38%
$35.7B
$2.07 Million 0.78% of portfolio
20,918
Q2 2025 Added 5.27%
$374B
$1.9 Million 0.71% of portfolio
11,918
Q2 2025 Added 4.2%
$34.1B
$1.8 Million 0.68% of portfolio
34,154
Q2 2025 Added 1.05%
$0
$1.77 Million 0.66% of portfolio
20,292
Q2 2025 Added 544.4%
$9.43B
$1.76 Million 0.66% of portfolio
26,126
Q2 2025 Reduced 11.18%
$161B
$1.6 Million 0.6% of portfolio
4,134
Q2 2025 Reduced 25.71%
$0
$1.3 Million 0.49% of portfolio
15,524
Q2 2025 Added 343.04%
$0
$1.25 Million 0.47% of portfolio
16,936
Q2 2025 Added 5.72%
$191B
$1.12 Million 0.42% of portfolio
2,763
Q2 2025 Reduced 24.51%
$0
$978,000 0.37% of portfolio
14,159
Q2 2025 Reduced 2.12%
$148B
$931,000 0.35% of portfolio
4,716
Q2 2025 Reduced 19.86%
$0
$897,000 0.34% of portfolio
14,472
Q2 2025 Added 0.17%
$416B
$876,000 0.33% of portfolio
2,390
Q2 2025 Added 0.13%
$0
$810,000 0.3% of portfolio
1,305
Q2 2025 Added 0.31%
$0
$786,000 0.3% of portfolio
7,143
Q2 2025 Added 0.11%
$1.29T
$688,000 0.26% of portfolio
3,883
Q2 2025 Added 0.13%
$3.95B
$638,000 0.24% of portfolio
36,098
Q4 2023 Reduced 7.7%

Summary

  • Portfolio
  • No. of Stocks 246
  • Current Value $266 Million
  • Prior Value $237 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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