Investment Research & Advisory Group, Inc. reported 242 positions worth $225.97M for the quarter ended Sep 30, 2026, up 4.0% on the prior quarter. It opened 32 new positions, added to 66, trimmed 47 and exited 6. Its largest holding is Apple Inc. at 11.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +425 | +0.6% | $143.80K | 11.41% |
| AVGO Broadcom Inc. | +273 | +27.3% | $108.33K | 0.223% |
| PG PROCTER & GAMBLE Co | +501 | +1,089.1% | $83.25K | 0.04% |
| MCD Mcdonalds Corp | +309 | +259.7% | $71.39K | 0.044% |
| ABT Abbott Laboratories | +585 | +433.3% | $67.69K | 0.037% |
| PEP Pepsico Inc | +389 | +158.8% | $55.51K | 0.04% |
| ISRG Intuitive Surgical Inc | +130 | +3.9% | $52.87K | 0.617% |
| TMO Thermo Fisher Scientific Inc. | +50 | +263.2% | $47.55K | 0.029% |
| SYY Sysco Corp | +553 | – | $45.30K | 0.02% |
| KKR KKR & Co. Inc. | +472 | +3.7% | $43.18K | 0.543% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | -1,230 | -3.0% | $432.33K | 6.19% |
| GE General Electric Co | -1,161 | -7.5% | $363.33K | 1.97% |
| NVDA Nvidia Corp | -1,069 | -1.7% | $252.09K | 6.43% |
| JPM Jpmorgan Chase & Co | -708 | -2.7% | $235.52K | 3.71% |
| AMZN Amazon Com Inc | -881 | -2.1% | $221.29K | 4.49% |
| MSFT Microsoft Corp | -411 | -1.9% | $212.79K | 4.79% |
| MA Mastercard Inc | -304 | -2.2% | $168.41K | 3.3% |
| META Meta Platforms, Inc. | -224 | -2.3% | $163.54K | 3.12% |
| CB Chubb Ltd | -484 | -3.4% | $157.65K | 2% |
| ASML Asml Holding Nv | -87 | -2.3% | $157.63K | 2.91% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SYY Sysco Corp | +553 | $45.30K | 0.02% |
| SNOW Snowflake Inc. | +44 | $19.36K | <0.01% |
| ARM Arm Holdings Plc | +66 | $19.12K | <0.01% |
| SPGI S&P Global Inc. | +6 | $15.78K | <0.01% |
| MPWR Monolithic Power Systems, Inc. | +8 | $12.13K | <0.01% |
| NVMI Nova Ltd. | +30 | $11.56K | <0.01% |
| LITE Lumentum Holdings Inc. | +8 | $10.68K | <0.01% |
| RKLB Rocket Lab Corp | +77 | $7.60K | <0.01% |
| HEI Heico Corp | +24 | $7.28K | <0.01% |
| ADI Analog Devices Inc | +4 | $7.14K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 76.2K | $25.78M | 11.41% | +425 | +0.6% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 61.6K | $14.54M | 6.43% | -1,069 | -1.7% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 39.8K | $14.00M | 6.19% | -1,230 | -3.0% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 20.9K | $10.82M | 4.79% | -411 | -1.9% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 40.4K | $10.14M | 4.49% | -881 | -2.1% | Reduced | 0% |
| 6 | LLY ELI LILLY & Co | Healthcare | 7,430 | $8.63M | 3.82% | -21 | -0.3% | Reduced | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 25.2K | $8.39M | 3.71% | -708 | -2.7% | Reduced | 0% |
| 8 | MA Mastercard Inc | Financial Services | 13.4K | $7.45M | 3.3% | -304 | -2.2% | Reduced | 0% |
| 9 | V Visa Inc. | Financial Services | 19.7K | $7.12M | 3.15% | -123 | -0.6% | Reduced | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 9,649 | $7.04M | 3.12% | -224 | -2.3% | Reduced | 0% |
| 11 | ASML Asml Holding Nv | Technology | 3,628 | $6.57M | 2.91% | -87 | -2.3% | Reduced | 0% |
| 12 | SCHW Schwab Charles Corp | Financial Services | 66.2K | $6.48M | 2.87% | -1,235 | -1.8% | Reduced | 0% |
| 13 | BLK BlackRock, Inc. | Financial Services | 5,296 | $5.61M | 2.48% | -103 | -1.9% | Reduced | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 18.4K | $4.88M | 2.16% | +7 | +0.0% | Added | 0% |
| 15 | PANW Palo Alto Networks Inc | Technology | 12.0K | $4.76M | 2.11% | -120 | -1.0% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Investment Research & Advisory.
As of its Q3 2026 13F filing, Investment Research & Advisory Group, Inc.’s five largest positions were Apple Inc. (AAPL) at 11.4%, Nvidia Corp (NVDA) at 6.4%, Alphabet Inc. (GOOGL) at 6.2%, Microsoft Corp (MSFT) at 4.8%, Amazon Com Inc (AMZN) at 4.5% of the reported portfolio.
Investment Research & Advisory Group, Inc. reported a 13F portfolio worth $225.97M across 242 positions for Q3 2026. That is up 4.0% from the previous quarter.
Its largest purchases by value were Apple Inc. ($143.80K), Broadcom Inc. ($108.33K), PROCTER & GAMBLE Co ($83.25K). It opened 32 new positions.
Its largest sales by value were Alphabet Inc. ($432.33K), General Electric Co ($363.33K), Nvidia Corp ($252.09K). It exited 6 positions entirely.
From the Form 13F-HR reports Investment Research & Advisory Group, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.