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 Market Cap. of $10 Billions to $200 Billions
