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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
+3.79%
1 Year Est. Return
+22.57%
3 Year Est. Return
+88.65%
5 Year Est. Return
+107.32%
10 Year Est. Return
–
AUM
$302M
AUM Growth
+$7.04M
Cap. Flow
+$331K
Cap. Flow %
0.11%
Top 10 Hldgs %
56.31%
Holding
287
New
35
Increased
99
Reduced
31
Closed
13

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$1.44M
2
SHOP icon
Shopify
SHOP
+$1.15M
3
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$281K
4
PFG icon
Principal Financial Group
PFG
+$222K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$196K

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$2.76M
2
KMX icon
CarMax
KMX
+$1.12M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$639K
4
SNPS icon
Synopsys
SNPS
+$283K
5
NVDA icon
NVIDIA
NVDA
+$218K

Sector Composition

Rank Sector Weight
1 Technology 20.91%
2 Financials 15.09%
3 Communication Services 8.37%
4 Healthcare 8.15%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABNB icon
201
Airbnb
ABNB
$111B
$7.87K ﹤0.01%
55
– –
PEG icon
202
Public Service Enterprise Group
PEG
$37.2B
$7.79K ﹤0.01%
+84
New +$6.85K
CTVA icon
203
Corteva
CTVA
$51B
$7.71K ﹤0.01%
93
– –
BSX icon
204
Boston Scientific
BSX
$73.1B
$7.63K ﹤0.01%
+64
New +$6.28K
UNH icon
205
UnitedHealth
UNH
$371B
$7.59K ﹤0.01%
5
– –
XYZ
206
Block Inc
XYZ
$47.5B
$7.36K ﹤0.01%
98
– –
DXCM icon
207
DexCom
DXCM
$33.1B
$7.1K ﹤0.01%
100
– –
NANC icon
208
Subversive Congressional Democrats Trading ETF
NANC
$291M
$6.95K ﹤0.01%
152
– –
PKW icon
209
Invesco BuyBack Achievers ETF
PKW
$1.77B
$6.72K ﹤0.01%
50
– –
VOOG icon
210
Vanguard S&P 500 Growth ETF
VOOG
$27.3B
$6.22K ﹤0.01%
84
– –
CSX icon
211
CSX Corp
CSX
$92.8B
$6.07K ﹤0.01%
125
– –
LULU icon
212
lululemon athletica
LULU
$14.5B
$5.82K ﹤0.01%
28
– –
TMUS icon
213
T-Mobile US
TMUS
$191B
$5.7K ﹤0.01%
15
+1
+7% +$212
DTE icon
214
DTE Energy
DTE
$28.5B
$5.67K ﹤0.01%
+43
New +$5.84K
IBM icon
215
IBM
IBM
$223B
$5.66K ﹤0.01%
1
– –
VYM icon
216
Vanguard High Dividend Yield ETF
VYM
$83.7B
$5.45K ﹤0.01%
38
– –
KHC icon
217
Kraft Heinz
KHC
$29.6B
$5.09K ﹤0.01%
210
– –
SPYG icon
218
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$5.01K ﹤0.01%
+47
New +$4.98K
HSY icon
219
Hershey
HSY
$36.7B
$5K ﹤0.01%
23
+1
+5% +$183
VO icon
220
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.93K ﹤0.01%
68
– –
MTCH icon
221
Match Group
MTCH
$8.43B
$4.64K ﹤0.01%
144
+1
+0.7% +$33
RSG icon
222
Republic Services
RSG
$65.7B
$4.24K ﹤0.01%
17
– –
DD icon
223
DuPont de Nemours
DD
$19.1B
$4.1K ﹤0.01%
31
-43
-58% -$4.84K
Q
224
Qnity Electronics Inc
Q
$28.1B
$4.08K ﹤0.01%
+46
New +$3.91K
MMM icon
225
3M
MMM
$93.9B
$4.03K ﹤0.01%
12
– –
7 8
9
10 11

Similar funds

AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 1-Year Est. Return
AC
Athos Capital Hong Kong $324M AUM 16.62% 1-Year Est. Return
UOC
University of Chicago Chicago, Illinois $323M AUM 14.1% 1-Year Est. Return
BCP
Bayberry Capital Partners New York $323M AUM 27.31% 1-Year Est. Return
THCM
Taylor Hoffman Capital Management Richmond, Virginia $325M AUM 27.67% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $325M AUM
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
DMC
DSC Meridian Capital New York $325M AUM 45.4% 1-Year Est. Return

Investment Research & Advisory Group's Q4 2025 Portfolio in Review

As of Q4 2025, Investment Research & Advisory Group held 287 positions worth $302M, up 2.4% from $295M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Investment Research & Advisory Group's Q4 2025 filing shows 35 new, 99 increased, 31 reduced and 13 closed positions. Its largest new stake was Pinnacle Financial Partners Inc: 3,063 shares worth $292K. The largest sale was Fiserv Inc, an estimated $2.76M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 21% a quarter earlier, followed by Financials and Communication Services.

  • Investment Research & Advisory Group's largest Q4 2025 buy was Pinnacle Financial Partners Inc: 3,063 shares worth $292K.
  • Investment Research & Advisory Group added most to Palo Alto Networks in Q4 2025, an estimated $1.44M increase.
  • Investment Research & Advisory Group's biggest Q4 2025 reduction was CarMax, cutting an estimated $1.12M.
  • Investment Research & Advisory Group fully exited Fiserv Inc in Q4 2025, selling an estimated $2.76M.
  • Investment Research & Advisory Group's ten largest holdings make up 56% of its $302M portfolio in Q4 2025.
  • Investment Research & Advisory Group opened 35 new positions and closed 13 in Q4 2025.
  • Investment Research & Advisory Group's portfolio value rose 2.4% quarter-over-quarter to $302M.

Based on Investment Research & Advisory Group's 13F filing for Q4 2025, filed 20 Jan 2026.