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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$15.5 Million 5.81% of portfolio
75,382
Q2 2025 Reduced 6.83%
$456B
$10.9 Million 4.07% of portfolio
68,700
Q2 2025 Reduced 0.86%
$3.95T
$10.4 Million 3.91% of portfolio
20,945
Q2 2025 Reduced 14.17%
$2.26T
$8.92 Million 3.35% of portfolio
40,658
Q2 2025 Reduced 0.57%
$548B
$7.58 Million 2.85% of portfolio
13,497
Q2 2025 Added 0.48%
$1.21T
$7.53 Million 2.83% of portfolio
42,738
Q2 2025 Added 0.31%
$859B
$7.42 Million 2.79% of portfolio
25,608
Q2 2025 Added 0.58%
$1.78T
$7.14 Million 2.68% of portfolio
9,674
Q2 2025 Reduced 4.03%
$551B
$6.82 Million 2.56% of portfolio
19,209
Q2 2025 Reduced 2.31%
$179B
$6.03 Million 2.26% of portfolio
66,078
Q2 2025 Added 1.37%
$608B
$5.54 Million 2.08% of portfolio
7,108
Q2 2025 Added 6.14%
$175B
$5.51 Million 2.07% of portfolio
5,254
Q2 2025 Reduced 2.18%
$182B
$5.47 Million 2.05% of portfolio
58,604
Q2 2025 Added 1.68%
$545B
$5.16 Million 1.94% of portfolio
3,851
Q2 2025 Reduced 0.21%
$439B
$4.61 Million 1.73% of portfolio
4,658
Q2 2025 Added 1.48%
$217B
$4.27 Million 1.6% of portfolio
738
Q2 2025 Reduced 0.27%
$306B
$4.11 Million 1.54% of portfolio
15,981
Q2 2025 Added 5.35%
$38.7B
$4.08 Million 1.53% of portfolio
14,163
Q2 2025 Added 0.41%
$112B
$3.97 Million 1.49% of portfolio
13,714
Q2 2025 Reduced 2.81%
$621B
$3.7 Million 1.39% of portfolio
7,626
Q2 2025 Added 7.02%
$261B
$3.65 Million 1.37% of portfolio
20,050
Q2 2025 Reduced 1.79%
$452B
$3.19 Million 1.2% of portfolio
20,866
Q2 2025 Added 19.28%
$86.2B
$3.1 Million 1.16% of portfolio
10,621
Q2 2025 Added 3.27%
$95.7B
$2.93 Million 1.1% of portfolio
5,717
Q4 2019 New
$108B
$2.86 Million 1.08% of portfolio
31,259
Q2 2025 Reduced 1.0%
$295B
$2.82 Million 1.06% of portfolio
3,517
Q2 2025 Reduced 26.59%
$34.5B
$2.71 Million 1.02% of portfolio
17,202
Q2 2025 Reduced 4.31%
$113B
$2.68 Million 1.01% of portfolio
5,781
Q2 2025 Added 5.69%
$139B
$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%
$36.7B
$2.07 Million 0.78% of portfolio
20,918
Q2 2025 Added 5.27%
$368B
$1.9 Million 0.71% of portfolio
11,918
Q2 2025 Added 4.2%
$32.2B
$1.8 Million 0.68% of portfolio
34,154
Q2 2025 Added 1.05%
$8.95B
$1.76 Million 0.66% of portfolio
26,126
Q2 2025 Reduced 11.18%
$157B
$1.6 Million 0.6% of portfolio
4,134
Q2 2025 Reduced 25.71%
$187B
$1.12 Million 0.42% of portfolio
2,763
Q2 2025 Reduced 24.51%
$150B
$931,000 0.35% of portfolio
4,716
Q2 2025 Reduced 19.86%
$405B
$876,000 0.33% of portfolio
2,390
Q2 2025 Added 0.13%
$1.24T
$688,000 0.26% of portfolio
3,883
Q2 2025 Added 0.13%
$3.9B
$638,000 0.24% of portfolio
36,098
Q4 2023 Reduced 7.7%
$6.81B
$534,000 0.2% of portfolio
4,214
Q1 2025 Reduced 34.38%
$203B
$515,000 0.19% of portfolio
6,513
Q2 2025 Added 132.77%
$52.5B
$492,000 0.18% of portfolio
2,405
Q2 2025 Reduced 37.84%
$127B
$353,000 0.13% of portfolio
1,284
Q2 2025 Reduced 1.76%
$306B
$287,000 0.11% of portfolio
4,068
Q2 2025 Added 24.21%
$60B
$266,000 0.1% of portfolio
1,171
Q4 2019 New
$152B
$251,000 0.09% of portfolio
1,132
Q4 2019 New
$381B
$226,000 0.08% of portfolio
4,790
Q2 2025 Added 0.29%
$93.6B
$174,000 0.07% of portfolio
342
Q2 2025 Added 2.09%

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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