Investment Research & Advisory Group, Inc.

CIK

1802136

Location

ATLANTA, GA

Portfolio Value

Small $184,694,214

Diversification

Diversified

Filing Date

Global Rank

#4,357 / 8,603 ▼ 13 · as of Mar 2026

Top Industry

Consumer Electronics 10.5%

3Y Alpha vs SPY

-3.0%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.4%

SPY

+76.0%

Annualised alpha

-3.0%

Max drawdown

−22.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

189 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.4%

−0.1 pts

Top 5

31.9%

−1.9 pts

Top 10

50.1%

−2.8 pts

HHI

384

Diversified−20

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.6%	$54,723,387	33
Financial Services	20.6%	$38,065,450	28
Healthcare	11.8%	$21,840,309	22
Communication Services	11.6%	$21,508,737	10
Industrials	10.9%	$20,161,785	23
Consumer Cyclical	7.6%	$13,958,574	23
Consumer Defensive	6.8%	$12,649,356	17
Real Estate	0.3%	$504,117	5
Basic Materials	0.2%	$454,269	9
Unclassified	0.2%	$314,396	5
Utilities	0.1%	$266,687	6
Energy	0.1%	$247,147	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GL	Globe Life Inc.	+4,542	4,768	$663,562
SHOP	Shopify Inc.	+3,466	10,839	$1,285,722
PANW	Palo Alto Networks Inc	+2,122	11,679	$1,872,377
SBUX	Starbucks Corp	+1,086	34,431	$3,084,673
BA	Boeing Co	+1,065	14,959	$2,977,289
VMC	Vulcan Materials CO	+1,063	1,113	$303,069
DHR	Danaher Corp /De/	+875	6,821	$1,293,261
SCHW	Schwab Charles Corp	+822	66,924	$6,289,517
SOFI	SoFi Technologies, Inc.	+729	5,747	$91,262
GD	General Dynamics Corp	+379	11,247	$3,860,195
TSLA	Tesla, Inc.	+366	972	$361,341
IQV	Iqvia Holdings Inc.	+362	18,320	$3,124,292
PLTR	Palantir Technologies Inc.	+201	432	$63,192
ACN	Accenture plc	+170	267	$52,943
CB	Chubb Ltd	+162	14,311	$4,664,384
CAT	Caterpillar Inc	+156	4,298	$3,044,961
MU	Micron Technology Inc	+130	330	$111,487
V	Visa Inc.	+104	19,874	$6,006,717
JPM	Jpmorgan Chase & Co	+82	25,874	$7,611,095
PM	Philip Morris International Inc.	+76	20,935	$3,461,392
LLY	ELI LILLY & Co	+50	7,361	$6,770,426
COST	Costco Wholesale Corp /New	+48	4,898	$4,880,514
MO	Altria Group, Inc.	+45	912	$60,182
BBUC	Brookfield Business Corp	+30	45	$1,423
TMO	Thermo Fisher Scientific Inc.	+26	3,277	$1,610,743
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PG	PROCTER & GAMBLE Co	−12,218	430	$62,109
IRT	Independence Realty Trust, Inc.	−4,668	25,319	$376,999
ADBE	Adobe Inc.	−4,528	188	$45,699
NVDA	Nvidia Corp	−3,284	64,299	$11,213,745
NFLX	Netflix Inc	−1,524	37,695	$3,624,374
VEEV	Veeva Systems Inc	−1,373	13,464	$2,365,086
GOOGL	Alphabet Inc.	−1,014	41,858	$12,036,686
AAPL	Apple Inc.	−690	76,013	$19,291,339
JNJ	Johnson & Johnson	−575	21,738	$5,313,636
GE	General Electric Co	−548	15,390	$4,367,220
MRK	Merck & Co., Inc.	−524	6,221	$748,324
FE	Firstenergy Corp	−420	220	$11,145
LMT	Lockheed Martin Corp	−410	5,633	$3,404,528
UBER	Uber Technologies, Inc	−322	58,442	$4,203,733
AVGO	Broadcom Inc.	−222	1,068	$330,556
ADM	Archer-Daniels-Midland Co	−200	26,237	$1,907,167
ABT	Abbott Laboratories	−198	135	$13,860
MCD	Mcdonalds Corp	−148	526	$163,475
CRM	Salesforce, Inc.	−143	16,208	$3,025,547
DIS	Walt Disney Co	−133	504	$48,575
KO	Coca Cola Co	−129	4,140	$314,847
META	Meta Platforms, Inc.	−123	9,813	$5,614,311
CSCO	Cisco Systems, Inc.	−123	406	$31,501
BKNG	Booking Holdings Inc.	−101	657	$110,647
DOV	DOVER Corp	−92	91	$18,968
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
CLX	Clorox Co /De/	15,681	$1,625,022
KKR	KKR & Co. Inc.	10,652	$985,310
MDY	Spdr S&P Midcap 400 ETF Trust	122	$75,244
ETN	Eaton Corp plc	100	$35,767
SMR	NUSCALE POWER Corp	3,033	$32,877
HOOD	Robinhood Markets, Inc.	269	$18,641
AMD	Advanced Micro Devices Inc	59	$12,002
FCX	Freeport-Mcmoran Inc	49	$2,880
OWL	Blue Owl Capital Inc.	200	$1,826
MSTR	Strategy Inc	5	$624
APO	Apollo Global Management, Inc.	5	$557
CRWV	CoreWeave, Inc.	3	$232
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
BMY	Bristol Myers Squibb Co	1,696	$91,482
ZETA	Zeta Global Holdings Corp.	4,433	$90,211
FFIN	First Financial Bankshares Inc	701	$20,938
CMCSA	Comcast Corp	434	$12,157
CME	Cme Group Inc.	39	$10,650
ICE	Intercontinental Exchange, Inc.	47	$7,612
PEG	Public Service Enterprise Group Inc	84	$6,745
BSX	Boston Scientific Corp	64	$6,102
DTE	Dte Energy Co	43	$5,546
TMUS	T-Mobile US, Inc.	15	$3,045
DECK	Deckers Outdoor Corp	24	$2,488
LUMN	Lumen Technologies, Inc.	299	$2,323
MAA	Mid America Apartment Communities Inc.	8	$1,111
DBX	Dropbox, Inc.	30	$834
SOUN	Soundhound Ai, Inc.	56	$558
NUV	Nuveen Municipal Value Fund Inc	54	$489
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

189 positions · $184,694,214 total · as of Mar 31, 2026

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

Showing 1–50 of 189 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	76,013	-690	$19,291,339	−7.5%	10.45%
GOOGL	Alphabet Inc. Communication Services	Reduced	41,858	-1,014	$12,036,686	−10.3%	6.52%
NVDA	Nvidia Corp Technology	Reduced	64,299	-3,284	$11,213,745	−11.0%	6.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	41,231	-26	$8,587,180	−9.8%	4.65%
MSFT	Microsoft Corp Technology	Added	21,208	+5	$7,850,565	−23.4%	4.25%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,874	+82	$7,611,095	−8.4%	4.12%
MA	Mastercard Inc Financial Services	Reduced	13,690	-24	$6,840,345	−12.6%	3.70%
LLY	ELI LILLY & Co Healthcare	Added	7,361	+50	$6,770,426	−13.8%	3.67%
SCHW	Schwab Charles Corp Financial Services	Added	66,924	+822	$6,289,517	−4.8%	3.41%
V	Visa Inc. Financial Services	Added	19,874	+104	$6,006,717	−13.4%	3.25%
META	Meta Platforms, Inc. Communication Services	Reduced	9,813	-123	$5,614,311	−14.4%	3.04%
JNJ	Johnson & Johnson Healthcare	Reduced	21,738	-575	$5,313,636	+15.1%	2.88%
ASML	Asml Holding NV Technology	Reduced	3,750	-27	$4,953,112	+22.6%	2.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,898	+48	$4,880,514	+16.7%	2.64%
CB	Chubb Ltd Financial Services	Added	14,311	+162	$4,664,384	+5.6%	2.53%
GE	General Electric Co Industrials	Reduced	15,390	-548	$4,367,220	−11.0%	2.36%
UBER	Uber Technologies, Inc Technology	Reduced	58,442	-322	$4,203,733	−12.5%	2.28%
GD	General Dynamics Corp Industrials	Added	11,247	+379	$3,860,195	+5.5%	2.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,619	+16	$3,651,024	−4.5%	1.98%
NFLX	Netflix Inc Communication Services	Reduced	37,695	-1,524	$3,624,374	−1.4%	1.96%
PM	Philip Morris International Inc. Consumer Defensive	Added	20,935	+76	$3,461,392	+3.5%	1.87%
LMT	Lockheed Martin Corp Industrials	Reduced	5,633	-410	$3,404,528	+16.5%	1.84%
IQV	Iqvia Holdings Inc. Healthcare	Added	18,320	+362	$3,124,292	−22.8%	1.69%
SBUX	Starbucks Corp Consumer Cyclical	Added	34,431	+1,086	$3,084,673	+9.9%	1.67%
CAT	Caterpillar Inc Industrials	Added	4,298	+156	$3,044,961	+28.3%	1.65%
CRM	Salesforce, Inc. Technology	Reduced	16,208	-143	$3,025,547	−30.2%	1.64%
BA	Boeing Co Industrials	Added	14,959	+1,065	$2,977,289	−1.3%	1.61%
VEEV	Veeva Systems Inc Healthcare	Reduced	13,464	-1,373	$2,365,086	−28.6%	1.28%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Reduced	26,237	-200	$1,907,167	+25.5%	1.03%
PANW	Palo Alto Networks Inc Technology	Added	11,679	+2,122	$1,872,377	+6.4%	1.01%
GEV	GE Vernova Inc. Industrials	Reduced	2,100	-50	$1,833,090	+30.5%	0.99%
CLX	Clorox Co /De/ Consumer Defensive	NEW	15,681	NEW	$1,625,022	NEW	0.88%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	3,277	+26	$1,610,743	−14.5%	0.87%
DHR	Danaher Corp /De/ Healthcare	Added	6,821	+875	$1,293,261	−5.0%	0.70%
SHOP	Shopify Inc. Technology	Added	10,839	+3,466	$1,285,722	+8.3%	0.70%
KKR	KKR & Co. Inc. Financial Services	NEW	10,652	NEW	$985,310	NEW	0.53%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,336	+16	$768,287	−3.8%	0.42%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,221	-524	$748,324	+5.4%	0.41%
GL	Globe Life Inc. Financial Services	Added	4,768	+4,542	$663,562	+1999.3%	0.36%
CHH	Choice Hotels International Inc /De Consumer Cyclical	Added	4,247	+11	$439,564	+8.9%	0.24%
IRT	Independence Realty Trust, Inc. Real Estate	Reduced	25,319	-4,668	$376,999	−28.1%	0.20%
TSLA	Tesla, Inc. Consumer Cyclical	Added	972	+366	$361,341	+32.6%	0.20%
FDX	Fedex Corp Industrials	Added	1,191	+6	$341,829	+23.9%	0.19%
AVGO	Broadcom Inc. Technology	Reduced	1,068	-222	$330,556	−26.0%	0.18%
KO	Coca Cola Co Consumer Defensive	Reduced	4,140	-129	$314,847	+5.5%	0.17%
VMC	Vulcan Materials CO Basic Materials	Added	1,113	+1,063	$303,069	+2025.2%	0.16%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,148	-42	$271,249	−5.5%	0.15%
PFG	Principal Financial Group Inc Financial Services	Held	2,636	0	$237,529	+2.2%	0.13%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,833	+16	$235,608	−11.1%	0.13%
ABBV	AbbVie Inc. Healthcare	Added	891	+3	$193,783	−4.5%	0.10%