Investment Research & Advisory Group, Inc.
317 holdingsFiling period: 2026-06-30Current AUM: $337.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 117.7K | $80.8M | $81.9M | 24.27% | +2.1K | 2026-06-30 |
| 2 | AAPL | APPLE INC | 75.8K | $22.2M | $25.4M | 7.54% | -233 | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC CLASS A | 41.1K | $15.0M | $14.4M | 4.28% | -806 | 2026-06-30 |
| 4 | NVDA | NVIDIA CORP | 62.7K | $12.9M | $13.7M | 4.05% | -1,584 | 2026-06-30 |
| 5 | AMZN | AMAZON.COM INC | 41.3K | $9.9M | $10.3M | 3.05% | +30 | 2026-06-30 |
| 6 | LLY | ELI LILLY AND CO | 7.5K | $9.0M | $8.5M | 2.51% | +90 | 2026-06-30 |
| 7 | JPM | JPMORGAN CHASE & CO | 25.9K | $8.5M | $9.2M | 2.72% | +55 | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORP | 21.3K | $8.0M | $10.6M | 3.14% | +105 | 2026-06-30 |
| 9 | — | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 3.7K | $7.4M | $7.4M | 2.19% | -35 | 2026-06-30 |
| 10 | MA | MASTERCARD INC CLASS CLASS A | 13.8K | $7.1M | $7.9M | 2.34% | +60 | 2026-06-30 |
| 11 | V | VISA INC CLASS A | 19.8K | $6.8M | $7.5M | 2.21% | -64 | 2026-06-30 |
| 12 | SCHW | CHARLES SCHWAB CORP | 67.4K | $6.2M | $7.3M | 2.15% | +503 | 2026-06-30 |
| 13 | GE | GE AEROSPACE | 15.4K | $5.8M | $4.7M | 1.40% | -- | 2026-06-30 |
| 14 | META | META PLATFORMS INC CLASS A | 9.9K | $5.6M | $6.6M | 1.96% | +60 | 2026-06-30 |
| 15 | BLK | BLACKROCK INC NEW | 5.4K | $5.2M | $5.7M | 1.69% | +62 | 2026-06-30 |
| 16 | — | CHUBB LTD F | 14.4K | $4.9M | $4.9M | 1.45% | +43 | 2026-06-30 |
| 17 | JNJ | JOHNSON & JOHNSON | 18.4K | $4.7M | $4.9M | 1.46% | -3,383 | 2026-06-30 |
| 18 | CAT | CATERPILLAR INC | 4.3K | $4.6M | $3.4M | 1.01% | +37 | 2026-06-30 |
| 19 | COST | COSTCO WHSL CORP NEW | 4.9K | $4.6M | $4.5M | 1.32% | +39 | 2026-06-30 |
| 20 | UBER | UBER TECHNOLOGIES INC | 58.7K | $4.2M | $4.2M | 1.24% | +302 | 2026-06-30 |
| 21 | PANW | PALO ALTO NETWORKS INC | 12.1K | $4.1M | $4.5M | 1.34% | +402 | 2026-06-30 |
| 22 | GD | GENERAL DYNAMICS CORP | 11.4K | $4.0M | $4.1M | 1.21% | +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 | $4.1M | 1.22% | +136 | 2026-06-30 |
| 25 | SBUX | STARBUCKS CORP | 34.7K | $3.5M | $3.4M | 0.99% | +236 | 2026-06-30 |
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