Investment Research & Advisory Group, Inc. Portfolio Holdings
Investment Research & Advisory Group, Inc.
- $291 Million
- Q4 2025
Investment Research & Advisory Group, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $291 Million distributed in 276 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 $20.5M, Nvidia Corp with a value of $12.6M, Alphabet Inc. with a value of $11.9M, and Microsoft Corp with a value of $10.8M.
Examining the 13F form we can see an decrease of $418K in the current position value, from $292M to 291M.
Below you can find more details about Investment Research & Advisory Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$291 Million
ETFs: $89.2 Million
Technology: $62.9 Million
Financial Services: $42.7 Million
Healthcare: $24.7 Million
Communication Services: $23.5 Million
Consumer Cyclical: $18.3 Million
Industrials: $16.9 Million
Consumer Defensive: $11.7 Million
Other: $1.24 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 276
- Current Value $291 Million
- Prior Value $292 Million
- Filing
- Period Q4 2025
- Filing Date January 20, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 35 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 27 stocks