Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Investment Research & Advisory Group, Inc. (CIK 1802136) reported $286.3M across 272 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($69.0M, 24.11%), AAPL ($19.5M, 6.83%), GOOGL ($12.2M, 4.28%), NVDA ($11.6M, 4.04%), AMZN ($8.6M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $69.0M | 24.11% | 115,634 | Added |
| 2 | AAPL | APPLE INC | $19.5M | 6.83% | 76,013 | Trimmed |
| 3 | GOOGL | ALPHABET INC CLASS CLASS A | $12.2M | 4.28% | 41,858 | Trimmed |
| 4 | NVDA | NVIDIA CORP | $11.6M | 4.04% | 64,299 | Trimmed |
| 5 | AMZN | AMAZON.COM INC | $8.6M | 3.01% | 41,231 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $7.9M | 2.74% | 21,208 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $7.6M | 2.67% | 25,874 | Added |
| 8 | MA | MASTERCARD INC CLASS CLASS A | $6.8M | 2.39% | 13,690 | Trimmed |
| 9 | LLY | ELI LILLY AND CO | $6.8M | 2.37% | 7,361 | Added |
| 10 | SCHW | CHARLES SCHWAB CORP | $6.3M | 2.20% | 66,924 | Added |
| 11 | V | VISA INC CLASS CLASS A | $6.0M | 2.10% | 19,874 | Added |
| 12 | META | META PLATFORMS INC CLASS CLASS A | $5.6M | 1.97% | 9,813 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $5.3M | 1.86% | 21,738 | Trimmed |
| 14 | BLK | BLACKROCK INC NEW | $5.1M | 1.79% | 5,337 | Added |
| 15 | ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5.0M | 1.73% | 3,750 | Trimmed |
| 16 | COST | COSTCO WHSL CORP NEW | $4.9M | 1.71% | 4,898 | Added |
| 17 | CB | CHUBB LTD F | $4.7M | 1.63% | 14,311 | Added |
| 18 | GE | GE AEROSPACE | $4.4M | 1.53% | 15,390 | Trimmed |
| 19 | UBER | UBER TECHNOLOGIES INC | $4.2M | 1.47% | 58,442 | Trimmed |
| 20 | GD | GENERAL DYNAMICS CORP | $3.9M | 1.35% | 11,247 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $3.7M | 1.30% | 7,619 | Added |
| 22 | NFLX | NETFLIX INC | $3.6M | 1.27% | 37,695 | Trimmed |
| 23 | PM | PHILIP MORRIS INTL INC | $3.5M | 1.22% | 20,935 | Added |
| 24 | LMT | LOCKHEED MARTIN CORP | $3.4M | 1.19% | 5,633 | Trimmed |
| 25 | IQV | IQVIA HLDGS INC | $3.1M | 1.09% | 18,320 | Added |
Source: SEC Form 13F filings · as of 2026-03-31