Investment Research & Advisory Group, Inc.

CIK

1802136

Location

ATLANTA, GA

Portfolio Value

Small $313,650,436

Diversification

Diversified

Filing Date

Global Rank

#5,101 / 8,795 ▼ 352 · as of Jun 2026

Top Industry

Consumer Electronics 10.5%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

255 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

27.1%

+0.3 pts

Top 5

46.3%

+0.3 pts

Top 10

59.2%

+0.1 pts

HHI

915

Diversified+14

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.1%	$103,848,503	46
Technology	20.5%	$64,338,091	43
Financial Services	13.1%	$40,941,142	29
Communication Services	7.8%	$24,538,153	11
Industrials	7.6%	$23,816,876	31
Healthcare	7.3%	$23,049,195	24
Consumer Cyclical	6.0%	$18,683,468	24
Consumer Defensive	4.1%	$12,767,506	17
Real Estate	0.2%	$550,979	5
Basic Materials	0.1%	$459,086	9
Utilities	0.1%	$414,692	7
Energy	0.1%	$242,745	9

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+15,780	16,437	$2,929,730
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+5,515	65,772	$7,626,807
FNDA	Schwab Fundamental U.S. Small Company ETF	+3,559	4,842	$153,027
VB	Vanguard Morningstar Small-Cap ETF	+2,610	131,033	$84,851,203
—		+2,524	5,748	$322,331
KKR	KKR & Co. Inc.	+2,278	12,930	$1,186,715
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+1,823	24,703	$829,628
PFE	Pfizer Inc	+1,179	1,702	$40,984
SO	Southern Co	+1,087	1,591	$152,274
VXUS	Vanguard Total International Stock ETF	+1,027	15,732	$1,344,928
CLX	Clorox Co /De/	+981	16,662	$1,590,221
BIV	Vanguard Intermediate-Term Bond ETF	+747	17,292	$1,270,035
BNDW	Vanguard Total World Bond ETF	+740	27,483	$3,338,295
PLTR	Palantir Technologies Inc.	+735	1,167	$136,153
VEU	Vanguard FTSE All-World Ex-US ETF	+678	10,182	$837,511
DCOR	Dimensional US Core Equity 1 ETF	+634	2,234	$120,680
SCHW	Schwab Charles Corp	+503	67,427	$6,221,489
SOFI	SoFi Technologies, Inc.	+450	6,197	$111,112
TSLA	Tesla, Inc.	+443	1,415	$595,149
DUK	Duke Energy CORP	+413	1,062	$134,427
PANW	Palo Alto Networks Inc	+402	12,081	$4,119,862
NOW	ServiceNow, Inc.	+378	623	$61,851
UBER	Uber Technologies, Inc	+302	58,744	$4,238,967
RKT	Rocket Companies, Inc.	+296	307	$4,835
IRT	Independence Realty Trust, Inc.	+268	25,587	$427,047
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	−3,822	2,399	$308,271
JNJ	Johnson & Johnson	−3,383	18,355	$4,661,619
TMO	Thermo Fisher Scientific Inc.	−3,258	19	$9,525
NVDA	Nvidia Corp	−1,584	62,715	$12,548,644
GOOGL	Alphabet Inc.	−792	44,969	$16,054,746
VEEV	Veeva Systems Inc	−573	12,891	$2,287,765
MCD	Mcdonalds Corp	−407	119	$32,166
PG	PROCTER & GAMBLE Co	−384	46	$6,745
AFK	VanEck Africa Index ETF	−306	30	$19,676
IQV	Iqvia Holdings Inc.	−262	18,058	$3,489,166
AAPL	Apple Inc.	−233	75,780	$21,927,700
ADBE	Adobe Inc.	−153	35	$7,175
WBD	Warner Bros. Discovery, Inc.	−145	466	$12,423
BA	Boeing Co	−143	14,816	$3,207,219
PEP	Pepsico Inc	−79	245	$33,173
AVGO	Broadcom Inc.	−69	999	$377,372
V	Visa Inc.	−64	19,810	$6,796,612
OXY	Occidental Petroleum Corp /De/	−59	797	$38,710
ACN	Accenture plc	−45	222	$27,625
GEV	GE Vernova Inc.	−39	2,061	$2,421,386
LMT	Lockheed Martin Corp	−37	5,596	$2,850,938
ASML	Asml Holding NV	−35	3,715	$7,390,769
MHK	Mohawk Industries Inc	−25	244	$29,604
SHOP	Shopify Inc.	−16	10,823	$1,235,770
CRM	Salesforce, Inc.	−16	16,192	$2,536,638
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ISRG	Intuitive Surgical Inc	3,298	$1,311,548
APH	Amphenol Corp /De/	347	$122,366
FDXF	FedEx Freight Holding Company, Inc.	597	$90,147
LGND	Ligand Pharmaceuticals Inc	206	$65,114
UNP	Union Pacific Corp	186	$50,592
KLAC	Kla Corp	100	$30,171
ARES	Ares Management Corp	261	$29,051
MRVL	Marvell Technology, Inc.	95	$28,299
SAP	Sap SE	171	$26,352
—		145	$21,229
AMAT	Applied Materials Inc /De	28	$20,244
TJX	Tjx Companies Inc /De/	130	$19,695
CGXU	Capital Group International Focus Equity ETF	567	$19,629
TOST	Toast, Inc.	627	$17,443
BAI	iShares A.I. Innovation and Tech Active ETF	260	$13,707
BATRA	Atlanta Braves Holdings, Inc.	200	$11,262
HON	Honeywell International Inc	50	$11,195
HONA	Honeywell Aerospace Inc.	50	$11,054
CDNS	Cadence Design Systems Inc	20	$7,506
TXN	Texas Instruments Inc	25	$7,451
HCA	HCA Healthcare, Inc.	16	$6,238
FIX	Comfort Systems USA Inc	3	$5,945
SRE	Sempra	60	$5,562
GWW	W.W. Grainger, Inc.	4	$5,441
CTAS	Cintas Corp	31	$5,272
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
BRO	Brown & Brown, Inc.	835	$54,450
MDT	Medtronic plc	109	$9,444
GEHC	GE HealthCare Technologies Inc.	110	$7,829
ABNB	Airbnb, Inc.	55	$6,945
DD	DuPont de Nemours, Inc.	93	$4,259
VTRS	Viatris Inc	43	$580
CRWV	CoreWeave, Inc.	3	$232
EPSM	Epsium Enterprise Ltd	90	$126
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

255 tracked positions · $313,650,436 total · filing declares 316 positions · $323,905,509 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 255 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	131,033	+2,610	$84,851,203	+17.2%	27.05%
AAPL	Apple Inc. Technology	Reduced	75,780	-233	$21,927,700	+13.7%	6.99%
GOOGL	Alphabet Inc. Communication Services	Reduced	44,969	-792	$16,054,746	+22.3%	5.12%
NVDA	Nvidia Corp Technology	Reduced	62,715	-1,584	$12,548,644	+11.9%	4.00%
AMZN	Amazon Com Inc Consumer Cyclical	Added	41,261	+30	$9,834,146	+14.5%	3.14%
LLY	ELI LILLY & Co Healthcare	Added	7,451	+90	$8,936,953	+32.0%	2.85%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,929	+55	$8,487,339	+11.5%	2.71%
MSFT	Microsoft Corp Technology	Added	21,313	+105	$7,950,175	+1.3%	2.53%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	65,772	+5,515	$7,626,807	—	2.43%
ASML	Asml Holding NV Technology	Reduced	3,715	-35	$7,390,769	+49.2%	2.36%
MA	Mastercard Inc Financial Services	Added	13,750	+60	$7,062,000	+3.2%	2.25%
V	Visa Inc. Financial Services	Reduced	19,810	-64	$6,796,612	+13.2%	2.17%
SCHW	Schwab Charles Corp Financial Services	Added	67,427	+503	$6,221,489	−1.1%	1.98%
GE	General Electric Co Industrials	Held	15,390	0	$5,751,704	+31.7%	1.83%
META	Meta Platforms, Inc. Communication Services	Added	9,873	+60	$5,561,362	−0.9%	1.77%
CB	Chubb Ltd Financial Services	Added	14,354	+43	$4,890,981	+4.9%	1.56%
JNJ	Johnson & Johnson Healthcare	Reduced	18,355	-3,383	$4,661,619	−12.3%	1.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,937	+39	$4,618,415	−5.4%	1.47%
CAT	Caterpillar Inc Industrials	Added	4,335	+37	$4,616,341	+51.6%	1.47%
UBER	Uber Technologies, Inc Technology	Added	58,744	+302	$4,238,967	+0.8%	1.35%
PANW	Palo Alto Networks Inc Technology	Added	12,081	+402	$4,119,862	+120.0%	1.31%
GD	General Dynamics Corp Industrials	Added	11,352	+105	$4,021,332	+4.2%	1.28%
PM	Philip Morris International Inc. Consumer Defensive	Added	21,071	+136	$3,811,954	+10.1%	1.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,614	-5	$3,809,969	+4.4%	1.21%
SBUX	Starbucks Corp Consumer Cyclical	Added	34,667	+236	$3,542,620	+14.8%	1.13%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	18,058	-262	$3,489,166	+11.7%	1.11%
BNDW	Vanguard Total World Bond ETF	Added	27,483	+740	$3,338,295	+24.5%	1.06%
BA	Boeing Co Industrials	Reduced	14,816	-143	$3,207,219	+7.7%	1.02%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	16,437	+15,780	$2,929,730	+5.9%	0.93%
LMT	Lockheed Martin Corp Industrials	Reduced	5,596	-37	$2,850,938	−16.3%	0.91%
NFLX	Netflix Inc Communication Services	Added	37,721	+26	$2,693,279	−25.7%	0.86%
CRM	Salesforce, Inc. Technology	Reduced	16,192	-16	$2,536,638	−16.2%	0.81%
GEV	GE Vernova Inc. Industrials	Reduced	2,061	-39	$2,421,386	+32.1%	0.77%
VEEV	Veeva Systems Inc Healthcare	Reduced	12,891	-573	$2,287,765	−3.3%	0.73%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Held	26,237	0	$2,004,506	+5.1%	0.64%
CLX	Clorox Co /De/ Consumer Defensive	Added	16,662	+981	$1,590,221	−2.1%	0.51%
VXUS	Vanguard Total International Stock ETF	Added	15,732	+1,027	$1,344,928	+18.6%	0.43%
ISRG	Intuitive Surgical Inc Healthcare	NEW	3,298	NEW	$1,311,548	NEW	0.42%
DHR	Danaher Corp /De/ Healthcare	Reduced	6,820	-1	$1,299,073	+0.4%	0.41%
BIV	Vanguard Intermediate-Term Bond ETF	Added	17,292	+747	$1,270,035	+4.2%	0.40%
EDV	Vanguard World Funds Extended Duration ETF	Added	7,915	+33	$1,238,961	−1.4%	0.40%
SHOP	Shopify Inc. Technology	Reduced	10,823	-16	$1,235,770	−3.9%	0.39%
KKR	KKR & Co. Inc. Financial Services	Added	12,930	+2,278	$1,186,715	+20.4%	0.38%
GL	Globe Life Inc. Financial Services	Added	4,769	+1	$852,124	+28.4%	0.27%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	10,182	+678	$837,511	+17.3%	0.27%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	24,703	+1,823	$829,628	+9.1%	0.26%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,323	-13	$819,275	+6.6%	0.26%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,415	+443	$595,149	+64.7%	0.19%
CHH	Choice Hotels International Inc /De Consumer Cyclical	Added	4,257	+10	$469,419	+6.8%	0.15%
IRT	Independence Realty Trust, Inc. Real Estate	Added	25,587	+268	$427,047	+13.3%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.