Investment Research & Advisory Group, Inc.
Top Portfolio Positions
176 positions ·
$191,284,469 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
76,703 | $20,852,477 | 10.90% |
| GOOGL |
Alphabet Inc.
|
42,872 | $13,418,936 | 7.02% |
| NVDA |
Nvidia Corp
|
67,583 | $12,604,229 | 6.59% |
| MSFT |
Microsoft Corp
|
21,203 | $10,254,194 | 5.36% |
| AMZN |
Amazon Com Inc
|
41,257 | $9,522,940 | 4.98% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,792 | $8,310,698 | 4.34% |
| LLY |
ELI LILLY & Co
|
7,311 | $7,856,986 | 4.11% |
| MA |
Mastercard Inc
|
13,714 | $7,829,048 | 4.09% |
| V |
Visa Inc.
|
19,770 | $6,933,536 | 3.62% |
| SCHW |
Schwab Charles Corp
|
66,102 | $6,604,250 | 3.45% |
Portfolio Trend
Holdings in PLX
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,800 | 1,000 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,220 | 1,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,480 | 1,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,536 | 600 | Shares | Sole | 2025-04-21 | |
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