Investment Research & Advisory Group, Inc.
296 holdingsFiling period: 2026-06-30Current AUM: $339.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | 117.7K | $80.8M | $82.8M | 24.36% | +2.1K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 75.8K | $22.2M | $26.4M | 7.77% | -233 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc Class A | 41.1K | $15.0M | $13.3M | 3.90% | -806 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corp | 62.7K | $12.9M | $13.9M | 4.09% | -1,584 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 41.3K | $9.9M | $10.3M | 3.04% | +30 | 2026-06-30 |
| 6 | LLY | Eli Lilly and Co | 7.5K | $9.0M | $9.6M | 2.81% | +90 | 2026-06-30 |
| 7 | JPM | JPMorgan Chase & Co | 25.9K | $8.5M | $8.7M | 2.56% | +55 | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 21.3K | $8.0M | $11.4M | 3.34% | +105 | 2026-06-30 |
| 9 | — | Asml Hldg N V Fsponsored ADR 1 ADR Reps 1 Ord Shs | 3.7K | $7.4M | $7.4M | 2.17% | -35 | 2026-06-30 |
| 10 | MA | Mastercard Inc Class Class A | 13.8K | $7.1M | $8.5M | 2.49% | +60 | 2026-06-30 |
| 11 | V | Visa Inc Class A | 19.8K | $6.8M | $8.0M | 2.37% | -64 | 2026-06-30 |
| 12 | SCHW | Charles Schwab Corp | 67.4K | $6.2M | $6.1M | 1.78% | +503 | 2026-06-30 |
| 13 | GE | GE Aerospace | 15.4K | $5.8M | $4.4M | 1.31% | -- | 2026-06-30 |
| 14 | META | Meta Platforms Inc Class A | 9.9K | $5.6M | $6.2M | 1.83% | +60 | 2026-06-30 |
| 15 | BLK | BlackRock Inc New | 5.4K | $5.2M | $6.1M | 1.79% | +62 | 2026-06-30 |
| 16 | — | Chubb Ltd F | 14.4K | $4.9M | $4.9M | 1.44% | +43 | 2026-06-30 |
| 17 | JNJ | Johnson & Johnson | 18.4K | $4.7M | $4.9M | 1.44% | -3,383 | 2026-06-30 |
| 18 | CAT | Caterpillar Inc | 4.3K | $4.6M | $3.0M | 0.89% | +37 | 2026-06-30 |
| 19 | COST | Costco Whsl Corp New | 4.9K | $4.6M | $5.0M | 1.46% | +39 | 2026-06-30 |
| 20 | UBER | Uber Technologies Inc | 58.7K | $4.2M | $3.9M | 1.14% | +302 | 2026-06-30 |
| 21 | PANW | Palo Alto Networks Inc | 12.1K | $4.1M | $4.7M | 1.39% | +402 | 2026-06-30 |
| 22 | GD | General Dynamics Corp | 11.4K | $4.0M | $4.1M | 1.19% | +105 | 2026-06-30 |
| 23 | BRK-B | Berkshire Hathaway Class B | 7.6K | $3.9M | $3.9M | 1.14% | -5 | 2026-06-30 |
| 24 | PM | Philip Morris Intl Inc | 21.1K | $3.8M | $4.3M | 1.26% | +136 | 2026-06-30 |
| 25 | SBUX | Starbucks Corp | 34.7K | $3.5M | $3.6M | 1.05% | +236 | 2026-06-30 |
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