Investment Research & Advisory Group, Inc.
Q3 2026 13F filing
Updated 17 days ago335 disclosed positions worth $336.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD S&P 500 ETF | $84.4M | 120.5K | 25.09% | Added(+2.4%) |
| 2 | A APPLE INC | $25.8M | 76.2K | 7.66% | Added(+0.6%) |
| 3 | N NVIDIA CORP | $14.5M | 61.6K | 4.32% | Trimmed(-1.7%) |
| 4 | G ALPHABET INC CLASS A | $14M | 39.8K | 4.16% | Trimmed(-3.0%) |
| 5 | M MICROSOFT CORP | $10.8M | 20.9K | 3.22% | Trimmed(-1.9%) |
| 6 | A AMAZON.COM INC | $10.1M | 40.4K | 3.01% | Trimmed(-2.1%) |
| 7 | L ELI LILLY AND CO | $8.6M | 7.4K | 2.56% | Trimmed(-0.3%) |
| 8 | J JPMORGAN CHASE & CO | $8.4M | 25.2K | 2.49% | Trimmed(-2.7%) |
| 9 | M MASTERCARD INC CLASS CLASS A | $7.4M | 13.4K | 2.21% | Trimmed(-2.2%) |
| 10 | V VISA INC CLASS A | $7.1M | 19.7K | 2.12% | Trimmed(-0.6%) |
| 11 | M META PLATFORMS INC CLASS A | $7M | 9.6K | 2.09% | Trimmed(-2.3%) |
| 12 | A ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $6.6M | 3.6K | 1.95% | Trimmed(-2.3%) |
| 13 | S CHARLES SCHWAB CORP | $6.5M | 66.2K | 1.92% | Trimmed(-1.8%) |
| 14 | B BLACKROCK INC NEW | $5.6M | 5.3K | 1.67% | Trimmed(-1.9%) |
| 15 | J JOHNSON & JOHNSON | $4.9M | 18.4K | 1.45% | Added(+0.0%) |
| 16 | P PALO ALTO NETWORKS INC | $4.8M | 12.0K | 1.41% | Trimmed(-1.0%) |
| 17 | I IQVIA HLDGS INC | $4.7M | 17.6K | 1.40% | Trimmed(-2.8%) |
| 18 | C CHUBB LTD F | $4.5M | 13.9K | 1.34% | Trimmed(-3.4%) |
| 19 | C COSTCO WHSL CORP NEW | $4.5M | 4.9K | 1.33% | Trimmed(-0.3%) |
| 20 | G GE AEROSPACE | $4.5M | 14.2K | 1.32% | Trimmed(-7.5%) |
| 21 | P PHILIP MORRIS INTL INC | $4M | 20.9K | 1.19% | Trimmed(-0.7%) |
| 22 | U UBER TECHNOLOGIES INC | $3.9M | 57.5K | 1.17% | Trimmed(-2.2%) |
| 23 | B BERKSHIRE HATHAWAY CLASS CLASS B | $3.8M | 7.5K | 1.13% | Trimmed(-0.9%) |
| 24 | V VEEVA SYS INC CLASS A | $3.7M | 12.9K | 1.10% | Added(+0.4%) |
| 25 | G GENERAL DYNAMICS CORP | $3.7M | 11.1K | 1.09% | Trimmed(-2.4%) |
| 26 | C SALESFORCE INC | $3.6M | 15.7K | 1.07% | Trimmed(-2.9%) |
| 27 | C CATERPILLAR INC | $3.5M | 4.3K | 1.04% | Trimmed(-1.1%) |
| 28 | S STARBUCKS CORP | $3.2M | 34.2K | 0.95% | Trimmed(-1.4%) |
| 29 | V VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | $3.2M | 28.4K | 0.95% | Added(+4.2%) |
| 30 | V VANGUARD MORNINGSTAR SMALL-CAP ETF | $3.1M | 11.0K | 0.93% | Added(+0.5%) |
| 31 | L LOCKHEED MARTIN CORP | $2.9M | 5.7K | 0.86% | Added(+1.2%) |
| 32 | B BOEING CO | $2.7M | 14.4K | 0.79% | Trimmed(-3.1%) |
| 33 | B BOOKING HLDGS INC | $2.6M | 16.2K | 0.79% | Trimmed(-1.4%) |
| 34 | N NETFLIX INC | $2.5M | 36.5K | 0.76% | Trimmed(-3.4%) |
| 35 | S STATE STREET SPDR S&P 500 ETF TRUST | $2.5M | 3.2K | 0.73% | Added(+0.3%) |
| 36 | E ISHARES CORE MSCI EAFE ETF | $2.1M | 21.5K | 0.62% | Added(+8.2%) |
| 37 | A ARCHER-DANIELS MIDLAND C | $2.1M | 26.2K | 0.62% | Unchanged |
| 38 | G GE VERNOVA INC | $1.9M | 2.0K | 0.56% | Trimmed(-4.8%) |
| 39 | S SHOPIFY INC FCLASS A | $1.6M | 10.5K | 0.46% | Trimmed(-2.6%) |
| 40 | D DANAHER CORP | $1.5M | 6.7K | 0.45% | Trimmed(-1.6%) |
| 41 | I INTUITIVE SURGICAL INC | $1.4M | 3.4K | 0.41% | Added(+3.9%) |
| 42 | G ALPHABET INC CLASS CLASS C | $1.4M | 3.9K | 0.41% | Trimmed(-0.4%) |
| 43 | E ISHARES CORE MSCI EMERGING MARKETS ETF | $1.3M | 16.5K | 0.40% | Added(+5.2%) |
| 44 | V VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $1.3M | 15.6K | 0.39% | Trimmed(-1.0%) |
| 45 | V VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $1.3M | 18.8K | 0.39% | Added(+9.7%) |
| 46 | C CLOROX CO | $1.3M | 16.1K | 0.39% | Trimmed(-3.3%) |
| 47 | K KKR & CO INC | $1.2M | 13.4K | 0.36% | Added(+3.6%) |
| 48 | E ISHARES S&P 500 GROWTH ETF | $1M | 7.1K | 0.30% | Added(+0.1%) |
| 49 | E ISHARES CORE S&P MID-CAPETF | $977K | 13.6K | 0.29% | Trimmed(-3.8%) |
| 50 | E ISHARES CORE S&P 500 ETF | $905K | 1.2K | 0.27% | Trimmed(-17.6%) |