Investment Research & Advisory Group, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 250Value: $239.4MLatest: 2025Q1

Investment Research & Advisory Group, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 250 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SE",
  "ESGR",
  "MTCH",
  "MCHI",
  "BNT",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "VDE",
  "AXP",
  "ASML",
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  "DUK",
  "COOP",
  "NUV",
  "FFIN",
  "BGR",
  "GD",
  "GILD",
  "HD",
  "MCD",
  "UNP",
  "EMR",
  "BKNG",
  "META",
  "MFA",
  null,
  "IVW",
  "IJH",
  "PLX",
  "SEDG",
  null,
  "IQV",
  null,
  null,
  "LRCX",
  null,
  "MPC",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "FIS",
  "GE",
  "HRL",
  "NU",
  "OXY",
  "ORLY",
  "ADM",
  "AER",
  "HSY",
  "IJR",
  "ORCL",
  "KHC",
  "NOC",
  "IRT",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IEMG",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "INTC",
  "OGN",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  null,
  "IEFA",
  "CGC",
  null,
  "NOW",
  "SHOP",
  "O",
  "SHEL",
  "RTX",
  "AMT",
  "SBUX",
  "SNPS",
  "TMO",
  "TFC",
  "UBER",
  "UPS",
  null,
  "VO",
  "AA",
  "SOUN",
  "SCHW",
  null,
  "PRF",
  "EME",
  "VIG",
  null,
  null,
  "PTON",
  "RVLV",
  "GL",
  null,
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  "IT",
  null,
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  "VYM",
  null,
  "DD",
  "MUSA",
  "ADSK",
  "GM",
  "AMD",
  "SDY",
  "FI",
  "DRI",
  "GNRC",
  "BIRD",
  "BKR",
  "GRDN",
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  "PEG",
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  null,
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  null,
  null,
  "IVE",
  null,
  "HOG",
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  "VXUS",
  "VTWO",
  "BNDX",
  "MGV",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VEEV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WING",
  "XRX",
  "WDAY",
  "ZETA",
  "SOFI",
  "SCHG",
  null,
  null,
  "IHG",
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  "JCI",
  null,
  null,
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  "CRM",
  "RBLX",
  null,
  "RDDT",
  "SPOT",
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  "MELI",
  "ESGU",
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  "BAC",
  "BRK-B",
  "BLK",
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  null,
  "BMY",
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  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "CTVA",
  "CRWD",
  "CSX",
  "DHR",
  "DAL",
  "DXCM",
  "IJT",
  "ADI",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "ANET",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 250
Total Value: 239385241
Accession Number: 0001802136-25-000003
Form Type: 13F-HR
CIK: investment-research--advisory-group
Manager Name: Investment-Research--Advisory-Group

Data Enrichment

88% identified

221 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

250 positions • $239.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908363

VOO|922908363

Shares:93.2K

Value:$47.9M

% of Portfolio:20.0% ($47.9M/$239.4M)

Apple Inc.

AAPL|037833100

Shares:80.9K

Value:$18.0M

% of Portfolio:7.5% ($18.0M/$239.4M)

MICROSOFT CORP

MSFT|594918104

Shares:24.4K

Value:$9.2M

% of Portfolio:3.8% ($9.2M/$239.4M)

AMAZON COM INC

AMZN|023135106

Shares:40.9K

Value:$7.8M

% of Portfolio:3.3% ($7.8M/$239.4M)

NVIDIA CORP

NVDA|67066G104

Shares:69.3K

Value:$7.5M

% of Portfolio:3.1% ($7.5M/$239.4M)

Mastercard Inc

MA|57636Q104

Shares:13.4K

Value:$7.4M

% of Portfolio:3.1% ($7.4M/$239.4M)

VISA INC.

V|92826C839

Shares:19.7K

Value:$6.9M

% of Portfolio:2.9% ($6.9M/$239.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:42.6K

Value:$6.6M

% of Portfolio:2.8% ($6.6M/$239.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:25.5K

Value:$6.2M

% of Portfolio:2.6% ($6.2M/$239.4M)

Meta Platforms, Inc.

META|30303M102

Shares:10.1K

Value:$5.8M

% of Portfolio:2.4% ($5.8M/$239.4M)

ELI LILLY & Co

LLY|532457108

Shares:6.7K

Value:$5.5M

% of Portfolio:2.3% ($5.5M/$239.4M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:65.2K

Value:$5.1M

% of Portfolio:2.1% ($5.1M/$239.4M)

BlackRock, Inc.

BLK|09247X101

Shares:5.4K

Value:$5.1M

% of Portfolio:2.1% ($5.1M/$239.4M)

FISERV INC

FI|337738108

Shares:20.1K

Value:$4.4M

% of Portfolio:1.9% ($4.4M/$239.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.6K

Value:$4.3M

% of Portfolio:1.8% ($4.3M/$239.4M)

Chubb Ltd

CB|H1467J104

Shares:14.1K

Value:$4.3M

% of Portfolio:1.8% ($4.3M/$239.4M)

Uber Technologies, Inc

UBER|90353T100

Shares:57.6K

Value:$4.2M

% of Portfolio:1.8% ($4.2M/$239.4M)

Salesforce, Inc.

CRM|79466L302

Shares:15.1K

Value:$4.0M

% of Portfolio:1.7% ($4.0M/$239.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.1K

Value:$3.8M

% of Portfolio:1.6% ($3.8M/$239.4M)

NETFLIX INC

NFLX|64110L106

Shares:3.9K

Value:$3.6M

% of Portfolio:1.5% ($3.6M/$239.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	93.2K	QoQ +2.57% (-2.3K) YoY -0.01% (-14)	All Managers (Combined)	$47.9M	20.0% ($47.9M/$239.4M)	QoQ -2.16% (-$1.1M) YoY +6.89% (-$3.1M)
Apple Inc.(AAPLcusip037833100)	80.9K	QoQ -1.72% (-1.4K) YoY -5.96% (-5.1K)	All Managers (Combined)	$18.0M	7.5% ($18.0M/$239.4M)	QoQ -12.82% (-$2.6M) YoY +21.81% (-$3.2M)
MICROSOFT CORP(MSFTcusip594918104)	24.4K	QoQ +0.49% (-119) YoY -2.30% (-577)	All Managers (Combined)	$9.2M	3.8% ($9.2M/$239.4M)	QoQ -10.50% (-$1.1M) YoY -12.83% (-$1.3M)
AMAZON COM INC(AMZNcusip023135106)	40.9K	QoQ -1.33% (-555) YoY -2.18% (-915)	All Managers (Combined)	$7.8M	3.3% ($7.8M/$239.4M)	QoQ -14.43% (-$1.3M) YoY +3.16% (-$239.0K)
NVIDIA CORP(NVDAcusip67066G104)	69.3K	QoQ -90.13% (-633.1K) YoY +849.24% (+62.0K)	All Managers (Combined)	$7.5M	3.1% ($7.5M/$239.4M)	QoQ -20.37% (-$1.9M) YoY +13.86% (+$914.2K)
Mastercard Inc(MAcusip57636Q104)	13.4K	QoQ -0.33% (-45) YoY -0.12% (-17)	All Managers (Combined)	$7.4M	3.1% ($7.4M/$239.4M)	QoQ +3.74% (-$265.9K) YoY +13.67% (-$885.8K)
VISA INC.(Vcusip92826C839)	19.7K	QoQ -0.12% (-24) YoY +1.05% (+205)	All Managers (Combined)	$6.9M	2.9% ($6.9M/$239.4M)	QoQ +10.75% (-$669.2K) YoY +26.89% (+$1.5M)
Alphabet Inc.(GOOGLcusip02079K305)	42.6K	QoQ +0.45% (-191) YoY -1.10% (-476)	All Managers (Combined)	$6.6M	2.8% ($6.6M/$239.4M)	QoQ -17.94% (-$1.4M) YoY +1.32% (-$86.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	25.5K	QoQ +0.46% (+117) YoY +0.09% (+24)	All Managers (Combined)	$6.2M	2.6% ($6.2M/$239.4M)	QoQ +2.80% (+$170.4K) YoY +22.58% (+$1.2M)
Meta Platforms, Inc.(METAcusip30303M102)	10.1K	QoQ -1.02% (-104) YoY -7.23% (-786)	All Managers (Combined)	$5.8M	2.4% ($5.8M/$239.4M)	QoQ -2.56% (-$153.1K) YoY +10.10% (-$533.4K)
ELI LILLY & Co(LLYcusip532457108)	6.7K	QoQ +3.22% (+209) YoY +6.82% (+428)	All Managers (Combined)	$5.5M	2.3% ($5.5M/$239.4M)	QoQ +10.42% (+$522.4K) YoY +13.41% (+$654.1K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	65.2K	QoQ +1.95% (+1.3K) YoY +4.71% (+2.9K)	All Managers (Combined)	$5.1M	2.1% ($5.1M/$239.4M)	QoQ +7.83% (+$370.9K) YoY +13.30% (+$599.3K)
BlackRock, Inc.(BLKcusip09247X101)	5.4K	QoQ +1.18% (-63) YoY +2.89% (+151)	All Managers (Combined)	$5.1M	2.1% ($5.1M/$239.4M)	QoQ -6.56% (-$357.4K) YoY +16.81% (+$731.6K)
FISERV INC(FIcusip337738108)	20.1K	QoQ +0.51% (+102) YoY +4.38% (+843)	All Managers (Combined)	$4.4M	1.9% ($4.4M/$239.4M)	QoQ +8.05% (+$330.1K) YoY +44.23% (+$1.4M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.6K	QoQ +3.00% (+134) YoY +2.63% (+118)	All Managers (Combined)	$4.3M	1.8% ($4.3M/$239.4M)	QoQ +6.32% (+$258.2K) YoY +32.50% (+$1.1M)
Chubb Ltd(CBcusipH1467J104)	14.1K	QoQ +4.51% (+609) YoY +3.96% (+538)	All Managers (Combined)	$4.3M	1.8% ($4.3M/$239.4M)	QoQ +14.22% (+$530.8K) YoY +21.16% (+$744.2K)
Uber Technologies, Inc(UBERcusip90353T100)	57.6K	QoQ +0.48% (+278) YoY +3.51% (-2.0K)	All Managers (Combined)	$4.2M	1.8% ($4.2M/$239.4M)	QoQ +21.37% (+$739.5K) YoY -2.03% (-$87.4K)
Salesforce, Inc.(CRMcusip79466L302)	15.1K	QoQ +0.21% (-33) YoY +1.54% (-229)	All Managers (Combined)	$4.0M	1.7% ($4.0M/$239.4M)	QoQ -19.55% (-$983.3K) YoY -9.52% (-$425.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.1K	QoQ +1.19% (+84) YoY -0.11% (-8)	All Managers (Combined)	$3.8M	1.6% ($3.8M/$239.4M)	QoQ +18.89% (+$603.2K) YoY +26.50% (-$795.2K)
NETFLIX INC(NFLXcusip64110L106)	3.9K	QoQ +8.09% (+289) YoY NEW(+3.9K)	All Managers (Combined)	$3.6M	1.5% ($3.6M/$239.4M)	QoQ +13.09% (+$416.6K) YoY NEW(+$3.6M)