Investment Research & Advisory Group, Inc.
•CIK: 1802136•Filing: Q4 2025
**Investment Research & Advisory Group, Inc.** manages $302M across a diversified portfolio of 275 positions. The strategy exhibits a clear tilt toward mega-cap technology and financial sector leaders, evidenced by top holdings including VOO ($72.1M) and AAPL ($20.9M). Significant allocations are also maintained in key growth names such as GOOGL ($13.5M), NVDA ($12.7M), and MSFT ($10.3M). This concentrated exposure suggests a conviction-driven approach targeting established market leaders.
Total AUM
$302.1M
QoQ Performance
+2.4%
Positions
275
Top 10 Concentration
56.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
AAPL
VOO23.9%
AAPL6.9%
GOOGL4.5%
NVDA4.2%
MSFT3.4%
AMZN3.2%
JPM2.8%
LLY2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
ETF24.2%
Technology23.8%
Other18.3%
Financial12.9%
Consumer9.0%
Healthcare5.7%
Industrial4.5%
Communication1.3%
🚪 Exited Positionssold since Q3 2025
+66 more exited positions
Changes from Q3 2025
NEW18 new positions
↑94 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023