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IRAG

Investment Research & Advisory Group Portfolio holdings

AUM $324M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
+14.71%
1 Year Est. Return
+22.57%
3 Year Est. Return
+88.65%
5 Year Est. Return
+107.32%
10 Year Est. Return
–
AUM
$324M
AUM Growth
+$37.6M
Cap. Flow
+$2.08M
Cap. Flow %
0.64%
Top 10 Hldgs %
55.79%
Holding
325
New
47
Increased
102
Reduced
34
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.44M
2
ISRG icon
Intuitive Surgical
ISRG
+$1.44M
3
KKR icon
KKR & Co
KKR
+$221K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$185K
5
TSLA icon
Tesla
TSLA
+$176K

Top Sells

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$1.56M
2
JNJ icon
Johnson & Johnson
JNJ
+$788K
3
MRK icon
Merck
MRK
+$447K
4
NVDA icon
NVIDIA
NVDA
+$326K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$254K

Sector Composition

Rank Sector Weight
1 Technology 20.12%
2 Financials 14.39%
3 Communication Services 7.69%
4 Industrials 7.39%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAP icon
176
SAP
SAP
$216B
$26.4K 0.01%
+171
New +$29.2K
BNT
177
Brookfield Wealth Solutions
BNT
$11.7B
$26.3K 0.01%
587
– –
VONG icon
178
Vanguard Russell 1000 Growth ETF
VONG
$41.8B
$26.2K 0.01%
205
– –
CRH icon
179
CRH
CRH
$66.8B
$24.9K 0.01%
200
– –
IWM icon
180
iShares Russell 2000 ETF
IWM
$79.8B
$24.9K 0.01%
83
– –
MDLZ icon
181
Mondelez International
MDLZ
$83.3B
$24.7K 0.01%
340
– –
TJX icon
182
TJX Companies
TJX
$178B
$24.5K 0.01%
+130
New +$20.6K
SPEM icon
183
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.9B
$23.6K 0.01%
457
+5
+1% +$256
KMB icon
184
Kimberly-Clark
KMB
$37.3B
$23.2K 0.01%
197
– –
GM icon
185
General Motors
GM
$81.6B
$23.1K 0.01%
268
– –
IBM icon
186
IBM
IBM
$216B
$22.8K 0.01%
1
– –
DOV icon
187
Dover
DOV
$26.7B
$22.5K 0.01%
91
– –
MCHI icon
188
iShares MSCI China ETF
MCHI
$6.27B
$22.4K 0.01%
439
– –
OTIS icon
189
Otis Worldwide
OTIS
$27.8B
$21.8K 0.01%
290
– –
ABT icon
190
Abbott
ABT
$187B
$21.5K 0.01%
135
– –
PXF icon
191
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.85B
$21.4K 0.01%
284
+138
+95% +$10.4K
BKR icon
192
Baker Hughes
BKR
$59.4B
$21.3K 0.01%
292
+1
+0.3% +$63
PG icon
193
Procter & Gamble
PG
$337B
$21.3K 0.01%
46
-384
-89% -$55.9K
GOLY icon
194
Strategy Shares Gold-Hedged Bond ETF
GOLY
$86M
$21.3K 0.01%
845
– –
IWP icon
195
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$21.2K 0.01%
+145
New +$20K
ADSK icon
196
Autodesk
ADSK
$51.9B
$21.2K 0.01%
97
– –
SCHG icon
197
Schwab US Large-Cap Growth ETF
SCHG
$58.8B
$20.9K 0.01%
617
+1
+0.2% +$33
MELI icon
198
Mercado Libre
MELI
$95.2B
$20.4K 0.01%
10
– –
NU icon
199
Nu Holdings
NU
$68.4B
$20K 0.01%
1,500
– –
SMH icon
200
VanEck Semiconductor ETF
SMH
$62.6B
$20K 0.01%
30
-306
-91% -$167K
6 7
8
9 10

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AIA
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AC
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BOS
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UOC
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BCP
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WAOI
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Investment Research & Advisory Group's Q2 2026 Portfolio in Review

As of Q2 2026, Investment Research & Advisory Group held 325 positions worth $324M, up 13% from $286M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Investment Research & Advisory Group's Q2 2026 filing shows 47 new, 102 increased, 34 reduced and 12 closed positions. Its largest new stake was Intuitive Surgical: 3,298 shares worth $1.31M. The largest sale was Thermo Fisher Scientific, an estimated $1.56M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Financials and Communication Services.

  • Investment Research & Advisory Group's largest Q2 2026 buy was Intuitive Surgical: 3,298 shares worth $1.31M.
  • Investment Research & Advisory Group added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $1.44M increase.
  • Investment Research & Advisory Group's biggest Q2 2026 reduction was Thermo Fisher Scientific, cutting an estimated $1.56M.
  • Investment Research & Advisory Group fully exited Brown & Brown in Q2 2026, selling an estimated $54.5K.
  • Investment Research & Advisory Group's ten largest holdings make up 56% of its $324M portfolio in Q2 2026.
  • Investment Research & Advisory Group opened 47 new positions and closed 12 in Q2 2026.
  • Investment Research & Advisory Group's portfolio value rose 13% quarter-over-quarter to $324M.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.