Investment Research & Advisory Group, Inc.
279 holdingsFiling period: 2026-03-31Current AUM: $327.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | CALL VNGRD S&P 500 $625 EXP 04/24/26 | 115.6K | $69.0M | $79.3M | 24.21% | +643 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 76.0K | $19.5M | $23.8M | 7.26% | -690 | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC CLASS CLASS A | 41.9K | $12.2M | $15.2M | 4.63% | -1,014 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORP | 64.3K | $11.6M | $13.3M | 4.06% | -3,284 | 2026-03-31 |
| 5 | AMZN | AMAZON.COM INC | 41.2K | $8.6M | $11.2M | 3.43% | -26 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 21.2K | $7.8M | $9.9M | 3.01% | +5 | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO | 25.9K | $7.6M | $9.1M | 2.79% | +82 | 2026-03-31 |
| 8 | MA | MASTERCARD INC CLASS CLASS A | 13.7K | $6.8M | $7.8M | 2.39% | -24 | 2026-03-31 |
| 9 | LLY | ELI LILLY AND CO | 7.4K | $6.8M | $8.5M | 2.59% | +50 | 2026-03-31 |
| 10 | SCHW | CHARLES SCHWAB CORP | 66.9K | $6.3M | $7.0M | 2.15% | +822 | 2026-03-31 |
| 11 | V | VISA INC CLASS CLASS A | 19.9K | $6.0M | $7.3M | 2.22% | +104 | 2026-03-31 |
| 12 | META | META PLATFORMS INC CLASS CLASS A | 9.8K | $5.6M | $5.5M | 1.67% | -123 | 2026-03-31 |
| 13 | JNJ | JOHNSON & JOHNSON | 21.7K | $5.3M | $5.6M | 1.71% | -575 | 2026-03-31 |
| 14 | BLK | BLACKROCK INC NEW | 5.3K | $5.1M | $5.8M | 1.78% | +33 | 2026-03-31 |
| 15 | — | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 3.8K | $5.0M | $5.0M | 1.51% | -27 | 2026-03-31 |
| 16 | COST | COSTCO WHSL CORP NEW | 4.9K | $4.9M | $4.7M | 1.43% | +48 | 2026-03-31 |
| 17 | — | CHUBB LTD F | 14.3K | $4.7M | $4.7M | 1.43% | +162 | 2026-03-31 |
| 18 | GE | GE AEROSPACE | 15.4K | $4.4M | $5.6M | 1.69% | -548 | 2026-03-31 |
| 19 | UBER | UBER TECHNOLOGIES INC | 58.4K | $4.2M | $4.1M | 1.25% | -322 | 2026-03-31 |
| 20 | GD | GENERAL DYNAMICS CORP | 11.2K | $3.9M | $4.3M | 1.32% | +379 | 2026-03-31 |
| 21 | BRK-B | BERKSHIRE HATHAWAY CLASS B | 7.6K | $3.7M | $3.7M | 1.13% | +16 | 2026-03-31 |
| 22 | NFLX | NETFLIX INC | 37.7K | $3.6M | $2.7M | 0.83% | -1,524 | 2026-03-31 |
| 23 | PM | PHILIP MORRIS INTL INC | 20.9K | $3.5M | $4.0M | 1.23% | +76 | 2026-03-31 |
| 24 | LMT | LOCKHEED MARTIN CORP | 5.6K | $3.4M | $3.3M | 1.00% | -410 | 2026-03-31 |
| 25 | IQV | IQVIA HLDGS INC | 18.3K | $3.1M | $4.3M | 1.31% | +362 | 2026-03-31 |
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