Investment Research & Advisory Group, Inc. Portfolio Holdings
Investment Research & Advisory Group, Inc.
- $292 Million
- Q3 2025
Investment Research & Advisory Group, Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $292 Million distributed in 254 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 $71M, Apple Inc. with a value of $19.4M, Nvidia Corp with a value of $12.8M, Microsoft Corp with a value of $11M, and Alphabet Inc. with a value of $10.4M.
Examining the 13F form we can see an increase of $25.2M in the current position value, from $266M to 292M.
Below you can find more details about Investment Research & Advisory Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$292 Million
ETFs: $87.8 Million
Technology: $65.3 Million
Financial Services: $44 Million
Communication Services: $23.4 Million
Healthcare: $21.1 Million
Consumer Cyclical: $19.4 Million
Industrials: $17 Million
Consumer Defensive: $12.1 Million
Other: $1.34 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 254
- Current Value $292 Million
- Prior Value $266 Million
- Filing
- Period Q3 2025
- Filing Date October 22, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 18 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 26 stocks