Investment Research & Advisory Group, Inc.

CIK

1802136

Location

ATLANTA, GA

Portfolio Value

Small $208,278,523

Diversification

Diversified

Filing Date

Global Rank

#4,360 / 8,517 ▲ 118

Top Industry

Consumer Electronics 10.5%

3Y Alpha vs SPY

+38.7%

Period ended 46 days ago

Filed Jul 23, 2026 · 23d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+302.2%

SPY

+75.3%

Annualised alpha

+38.5%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.5%

+0.6 pts

Top 5

32.6%

+1.6 pts

Top 10

50.7%

+2.3 pts

HHI

387

Diversified+25

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.7%	$63,927,422	42
Financial Services	19.6%	$40,854,571	28
Industrials	11.4%	$23,816,862	31
Communication Services	11.1%	$23,154,160	11
Healthcare	11.1%	$23,049,191	23
Consumer Cyclical	9.0%	$18,683,468	24
Consumer Defensive	6.1%	$12,764,921	16
Real Estate	0.3%	$550,979	5
Basic Materials	0.2%	$459,086	9
Utilities	0.2%	$414,692	7
Unclassified	0.2%	$360,426	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
KKR	KKR & Co. Inc.	+2,278	12,930	$1,186,715
PFE	Pfizer Inc	+1,179	1,702	$40,984
SO	Southern Co	+1,087	1,591	$152,274
CLX	Clorox Co /De/	+981	16,662	$1,590,221
PLTR	Palantir Technologies Inc.	+735	1,167	$136,153
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
CVX	Chevron Corp	+263	643	$106,583
DAL	Delta Air Lines, Inc.	+239	791	$74,085
SBUX	Starbucks Corp	+236	34,667	$3,542,620
AMD	Advanced Micro Devices Inc	+148	207	$120,248
PM	Philip Morris International Inc.	+136	21,071	$3,811,954
ORLY	O Reilly Automotive Inc	+120	360	$33,152
MSFT	Microsoft Corp	+105	21,313	$7,950,175
GD	General Dynamics Corp	+105	11,352	$4,021,332
LLY	ELI LILLY & Co	+90	7,451	$8,936,953
Q	Qnity Electronics, Inc.	+74	120	$19,597
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−4,709	41,052	$14,670,753
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
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
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
HD	Home Depot, Inc.	−13	2,323	$819,275
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
FDXF	FedEx Freight Holding Company, Inc.	597	$90,147
LGND	Ligand Pharmaceuticals Inc	206	$65,114
APH	Amphenol Corp /De/	347	$61,183
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
AMAT	Applied Materials Inc /De	28	$20,244
TJX	Tjx Companies Inc /De/	130	$19,695
TOST	Toast, Inc.	627	$17,443
BATRA	Atlanta Braves Holdings, Inc.	200	$11,262
HON	Honeywell International Inc	50	$11,195
HONA	Honeywell Aerospace Inc.	50	$11,040
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
MSI	Motorola Solutions, Inc.	11	$4,568
SLB	Slb Limited/Nv	79	$3,672
JBL	Jabil Inc	9	$3,469
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	10,435	$2,733,135
VXUS	Vanguard Total International Stock ETF	14,705	$1,133,902
VEU	Vanguard FTSE All-World Ex-US ETF	9,504	$713,750
ANET	Arista Networks, Inc.	905	$111,115
BNDX	Vanguard Total International Bond ETF	2,220	$106,671
BRO	Brown & Brown, Inc.	835	$54,450
VIG	Vanguard Dividend Appreciation ETF	141	$30,323
VEA	Vanguard FTSE Developed Markets ETF	204	$13,072
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
UL	Unilever PLC	43	$2,449
VTRS	Viatris Inc	43	$580
CRWV	CoreWeave, Inc.	3	$232
EPSM	Epsium Enterprise Ltd	90	$126
CGC	Canopy Growth Corp	5	$4
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

212 tracked positions · $208,278,523 total · 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 212 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	75,780	-233	$21,927,700	+13.7%	10.53%
GOOGL	Alphabet Inc. Communication Services	Reduced	41,052	-4,709	$14,670,753	+11.8%	7.04%
NVDA	Nvidia Corp Technology	Reduced	62,715	-1,584	$12,548,644	+11.9%	6.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	41,261	+30	$9,834,146	+14.5%	4.72%
LLY	ELI LILLY & Co Healthcare	Added	7,451	+90	$8,936,953	+32.0%	4.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,929	+55	$8,487,339	+11.5%	4.07%
MSFT	Microsoft Corp Technology	Added	21,313	+105	$7,950,175	+1.3%	3.82%
ASML	Asml Holding NV Technology	Reduced	3,715	-35	$7,390,769	+49.2%	3.55%
MA	Mastercard Inc Financial Services	Added	13,750	+60	$7,062,000	+3.2%	3.39%
V	Visa Inc. Financial Services	Reduced	19,810	-64	$6,796,612	+13.2%	3.26%
SCHW	Schwab Charles Corp Financial Services	Added	67,427	+503	$6,221,489	−1.1%	2.99%
GE	General Electric Co Industrials	Held	15,390	0	$5,751,704	+31.7%	2.76%
META	Meta Platforms, Inc. Communication Services	Added	9,873	+60	$5,561,362	−0.9%	2.67%
CB	Chubb Ltd Financial Services	Added	14,354	+43	$4,890,981	+4.9%	2.35%
JNJ	Johnson & Johnson Healthcare	Reduced	18,355	-3,383	$4,661,619	−12.3%	2.24%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,937	+39	$4,618,415	−5.4%	2.22%
CAT	Caterpillar Inc Industrials	Added	4,335	+37	$4,616,341	+51.6%	2.22%
UBER	Uber Technologies, Inc Technology	Added	58,744	+302	$4,238,967	+0.8%	2.04%
PANW	Palo Alto Networks Inc Technology	Added	12,081	+402	$4,119,862	+120.0%	1.98%
GD	General Dynamics Corp Industrials	Added	11,352	+105	$4,021,332	+4.2%	1.93%
PM	Philip Morris International Inc. Consumer Defensive	Added	21,071	+136	$3,811,954	+10.1%	1.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,614	-5	$3,809,969	+4.4%	1.83%
SBUX	Starbucks Corp Consumer Cyclical	Added	34,667	+236	$3,542,620	+14.8%	1.70%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	18,058	-262	$3,489,166	+11.7%	1.68%
BA	Boeing Co Industrials	Reduced	14,816	-143	$3,207,219	+7.7%	1.54%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	16,437	+15,780	$2,929,730	+5.9%	1.41%
LMT	Lockheed Martin Corp Industrials	Reduced	5,596	-37	$2,850,938	−16.3%	1.37%
NFLX	Netflix Inc Communication Services	Added	37,721	+26	$2,693,279	−25.7%	1.29%
CRM	Salesforce, Inc. Technology	Reduced	16,192	-16	$2,536,638	−16.2%	1.22%
GEV	GE Vernova Inc. Industrials	Reduced	2,061	-39	$2,421,386	+32.1%	1.16%
VEEV	Veeva Systems Inc Healthcare	Reduced	12,891	-573	$2,287,765	−3.3%	1.10%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Held	26,237	0	$2,004,506	+5.1%	0.96%
CLX	Clorox Co /De/ Consumer Defensive	Added	16,662	+981	$1,590,221	−2.1%	0.76%
ISRG	Intuitive Surgical Inc Healthcare	NEW	3,298	NEW	$1,311,548	NEW	0.63%
DHR	Danaher Corp /De/ Healthcare	Reduced	6,820	-1	$1,299,073	+0.4%	0.62%
SHOP	Shopify Inc. Technology	Reduced	10,823	-16	$1,235,770	−3.9%	0.59%
KKR	KKR & Co. Inc. Financial Services	Added	12,930	+2,278	$1,186,715	+20.4%	0.57%
GL	Globe Life Inc. Financial Services	Added	4,769	+1	$852,124	+28.4%	0.41%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,323	-13	$819,275	+6.6%	0.39%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,415	+443	$595,149	+64.7%	0.29%
CHH	Choice Hotels International Inc /De Consumer Cyclical	Added	4,257	+10	$469,419	+6.8%	0.23%
IRT	Independence Realty Trust, Inc. Real Estate	Added	25,587	+268	$427,047	+13.3%	0.21%
MU	Micron Technology Inc Technology	Added	355	+25	$409,772	+267.6%	0.20%
AVGO	Broadcom Inc. Technology	Reduced	999	-69	$377,372	+14.2%	0.18%
FDX	Fedex Corp Industrials	Added	1,196	+5	$374,503	−11.7%	0.18%
KO	Coca Cola Co Consumer Defensive	Added	4,164	+24	$338,408	+7.5%	0.16%
VMC	Vulcan Materials CO Basic Materials	Added	1,115	+2	$328,936	+8.5%	0.16%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,399	-3,822	$308,271	−58.8%	0.15%
LRCX	Lam Research Corp Technology	Added	702	+23	$304,197	+109.7%	0.15%
PFG	Principal Financial Group Inc Financial Services	Held	2,636	0	$284,108	+19.6%	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.