Back to funds
View filing
Investment Research & Advisory Group, Inc.
hedge fundUpdated 17 days agoManaged by Investment Research & Advisory Group, Inc. • Latest filing Q3 2026
Portfolio value
$336.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
14.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $295M |
| Q4 2025 | $302.1M |
| Q1 2026 | $286.3M |
| Q2 2026 | $323.9M |
| Q3 2026 | $336.6M |
Top holdings
335 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $84.4M | 120.5K | 25.09% | Added(+2.4%) | |
| 2 | $25.8M | 76.2K | 7.66% | Added(+0.6%) | |
| 3 | $14.5M | 61.6K | 4.32% | Trimmed(-1.7%) | |
| 4 | $14M | 39.8K | 4.16% | Trimmed(-3.0%) | |
| 5 | $10.8M | 20.9K | 3.22% | Trimmed(-1.9%) | |
| 6 | $10.1M | 40.4K | 3.01% | Trimmed(-2.1%) | |
| 7 | $8.6M | 7.4K | 2.56% | Trimmed(-0.3%) | |
| 8 | $8.4M | 25.2K | 2.49% | Trimmed(-2.7%) | |
| 9 | $7.4M | 13.4K | 2.21% | Trimmed(-2.2%) | |
| 10 | $7.1M | 19.7K | 2.12% | Trimmed(-0.6%) | |
| 11 | $7M | 9.6K | 2.09% | Trimmed(-2.3%) | |
| 12 | $6.6M | 3.6K | 1.95% | Trimmed(-2.3%) | |
| 13 | $6.5M | 66.2K | 1.92% | Trimmed(-1.8%) | |
| 14 | $5.6M | 5.3K | 1.67% | Trimmed(-1.9%) | |
| 15 | $4.9M | 18.4K | 1.45% | Added(+0.0%) | |
| 16 | $4.8M | 12.0K | 1.41% | Trimmed(-1.0%) | |
| 17 | $4.7M | 17.6K | 1.40% | Trimmed(-2.8%) | |
| 18 | $4.5M | 13.9K | 1.34% | Trimmed(-3.4%) | |
| 19 | $4.5M | 4.9K | 1.33% | Trimmed(-0.3%) | |
| 20 | $4.5M | 14.2K | 1.32% | Trimmed(-7.5%) |