Investment Research & Advisory Group, Inc.: 13F holdings
CIK 18021362026Q2
| Positions | 314 |
|---|
| Reported value | $323.9m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 314 (+37 vs prior quarter) |
|---|
| Reported value | $323.9m (+13.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD S&P 500 ETF | 117,699 | $80.8m | 25.0% |
| AAPL APPLE INC | 75,780 | $22.2m | 6.9% |
| GOOGL ALPHABET INC CLASS A | 41,052 | $15.0m | 4.6% |
| NVDA NVIDIA CORP | 62,715 | $12.9m | 4.0% |
| AMZN AMAZON.COM INC | 41,261 | $9.9m | 3.0% |
| LLY ELI LILLY AND CO | 7,451 | $9.0m | 2.8% |
| JPM JPMORGAN CHASE & CO | 25,929 | $8.5m | 2.6% |
| MSFT MICROSOFT CORP | 21,313 | $8.0m | 2.5% |
| ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 3,715 | $7.4m | 2.3% |
| MA MASTERCARD INC CLASS CLASS A | 13,750 | $7.1m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802136")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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