Investment Research & Advisory Group, Inc.
CIK 1802136 · Holdings on Jun 30, 2026 · First reported Jul 23, 2026
Top ten holdings
Q2 2026- VOO24.96%
- AAPL6.86%
- GOOGL4.62%
- NVDA3.98%
- AMZN3.05%
- LLY2.77%
- JPM2.63%
- MSFT2.45%
- ASML2.28%
- MA2.19%
Share classes counted separately55.79%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight increased · +0.85 pp24.11% → 24.96%Shares +2.17K (+1.87%)
- PANWWeight increased · +0.62 pp0.65% → 1.27%Shares +402 (+3.44%)
- ASMLWeight increased · +0.55 pp1.73% → 2.28%Shares -35 (-0.93%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $80.84M | 24.96% | 117.70K shares | 24.11% → 24.96%+0.85 pp +2.17K (+1.87%) | Added | ▾ |
| 02 | AAPLAPPLE INC View history and evidence | $22.22M | 6.86% | 75.78K shares | 6.83% → 6.86%+0.03 pp -233 (-0.31%) | Reduced | ▾ |
| 03 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $14.97M | 4.62% | 41.05K shares | 4.28% → 4.62%+0.34 pp -706 (-1.69%) | Reduced | ▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $12.89M | 3.98% | 62.72K shares | 4.04% → 3.98%-0.06 pp -1.58K (-2.46%) | Reduced | ▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $9.88M | 3.05% | 41.26K shares | 3.01% → 3.05%+0.04 pp +30 (+0.07%) | Added | ▾ |
| 06 | LLYELI LILLY & CO View history and evidence | $8.96M | 2.77% | 7.45K shares | 2.37% → 2.77%+0.40 pp +90 (+1.22%) | Added | ▾ |
| 07 | JPMJPMORGAN CHASE & CO View history and evidence | $8.51M | 2.63% | 25.93K shares | 2.67% → 2.63%-0.04 pp +55 (+0.21%) | Added | ▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $7.95M | 2.45% | 21.31K shares | 2.74% → 2.45%-0.29 pp +105 (+0.50%) | Added | ▾ |
| 09 | ASMLASML HOLDING NV-NY REG SHSN Y REGISTERY SHS View history and evidence | $7.39M | 2.28% | 3.71K shares | 1.73% → 2.28%+0.55 pp -35 (-0.93%) | Reduced | ▾ |
| 10 | MAMASTERCARD INC - ACL A View history and evidence | $7.08M | 2.19% | 13.75K shares | 2.39% → 2.19%-0.20 pp +60 (+0.44%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BRO BROWN & BROWN INC | Non-derivative | -835 | -$54.45K | SEC filing ↗ | SEC filing ↗ |
| MDT MEDTRONIC PLC | Non-derivative | -109 | -$13.17K | SEC filing ↗ | SEC filing ↗ |
| ABNB AIRBNB INC-CLASS A | Non-derivative | -55 | -$8.84K | SEC filing ↗ | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1802136 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 323905509
}Research all 314 reported holdings.
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