Investment Research & Advisory Group, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Investment Research & Advisory Group, Inc. reported 313 stock positions worth $323.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 25.0% of the portfolio, followed by Apple (AAPL, 6.9%) and Alphabet Class A (GOOGL, 4.6%). Compared with Q1 2026, it opened 45 new positions, sold out of 9, added to 102 and reduced 34. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +2%) and the biggest sale Thermo Fisher Scientific (TMO, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001802136
- Portfolio Value
- $323.9M (Q2 2026)
- SEC Filing
- 0001802136-26-000004 ↗ filed Jul 23, 2026
Holdings Value
Holdings 313 stocks · $323.9M
| VOO Vanguard S&P 500 ETF | 24.96% | 117,699 | $80.8M | Add +1.9% |
| AAPL Apple Inc. | 6.86% | 75,780 | $22.2M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 4.62% | 41,052 | $15.0M | Reduce -1.7% |
| NVDA Nvidia Corp. | 3.98% | 62,715 | $12.9M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 3.05% | 41,261 | $9.9M | Add +0.1% |
| LLY Eli Lilly & Co. | 2.77% | 7,451 | $9.0M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 2.63% | 25,929 | $8.5M | Add +0.2% |
| MSFT Microsoft Corp. | 2.45% | 21,313 | $8.0M | Add +0.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.28% | 3,715 | $7.4M | Reduce -0.9% |
| MA Mastercard Inc. Class A | 2.19% | 13,750 | $7.1M | Add +0.4% |
| V Visa Inc. Class A | 2.11% | 19,810 | $6.8M | Reduce -0.3% |
| SCHW Schwab (charles) Corp. | 1.92% | 67,427 | $6.2M | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 1.78% | 15,390 | $5.8M | No change |
| META Meta Platforms Inc. Class A | 1.72% | 9,873 | $5.6M | Add +0.6% |
| BLK BlackRock Finance Inc. | 1.60% | 5,399 | $5.2M | Add +1.2% |
| CB Chubb Ltd. | 1.51% | 14,354 | $4.9M | Add +0.3% |
| JNJ Johnson & Johnson | 1.44% | 18,355 | $4.7M | Reduce -15.6% |
| CAT Caterpillar Inc. | 1.43% | 4,335 | $4.6M | Add +0.9% |
| COST Costco Wholesale Corp. | 1.43% | 4,937 | $4.6M | Add +0.8% |
| UBER Uber Technologies Inc. | 1.31% | 58,744 | $4.2M | Add +0.5% |
| PANW Palo Alto Networks Inc. | 1.27% | 12,081 | $4.1M | Add +3.4% |
| GD General Dynamics Corp. | 1.24% | 11,352 | $4.0M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.19% | 7,614 | $3.9M | Reduce -0.1% |
| PM Philip Morris International | 1.18% | 21,071 | $3.8M | Add +0.7% |
| SBUX Starbucks Corp. | 1.09% | 34,667 | $3.5M | Add +0.7% |
| IQV Iqvia Holdings Inc. | 1.08% | 18,058 | $3.5M | Reduce -1.4% |
| VTWO Vanguard Russell 2000 ETF | 1.02% | 27,278 | $3.3M | Add +2.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.02% | 10,911 | $3.3M | Add +4.6% |
| BA The Boeing Co. | 0.99% | 14,816 | $3.2M | Reduce -1.0% |
| BKNG Booking Holdings Inc. | 0.91% | 16,437 | $2.9M | No change |
| LMT Lockheed Martin Corp. | 0.88% | 5,596 | $2.9M | Reduce -0.7% |
| NFLX Netflix Inc. | 0.83% | 37,721 | $2.7M | Add +0.1% |
| CRM Salesforce Inc. | 0.78% | 16,192 | $2.5M | Reduce -0.1% |
| GEV GE Vernova Inc. | 0.75% | 2,061 | $2.4M | Reduce -1.9% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.74% | 3,231 | $2.4M | Add +0.2% |
| VEEV Veeva Systems Inc. Class A | 0.71% | 12,891 | $2.3M | Reduce -4.3% |
| ADM Archer-Daniels-Midland Co. | 0.62% | 26,237 | $2.0M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.59% | 19,911 | $1.9M | Add +6.5% |
| CLX Clorox Company | 0.49% | 16,662 | $1.6M | Add +6.3% |
| GOOG Alphabet Inc. Class C | 0.44% | 3,917 | $1.4M | Add +0.4% |
| VXUS Vanguard Total Intl Stock | 0.42% | 15,732 | $1.3M | Add +7.0% |
| ISRG Intuitive Surgical Inc. | 0.40% | 3,298 | $1.3M | New |
| DHR Danaher Corp. | 0.40% | 6,820 | $1.3M | Reduce -0.0% |
| IEMG iShares Core MSCI Emerging | 0.40% | 15,732 | $1.3M | Add +17.3% |
| BND Vanguard Total Bond Market | 0.39% | 17,152 | $1.3M | Add +4.5% |
| SHOP Shopify Inc. Class A | 0.38% | 10,823 | $1.2M | Reduce -0.1% |
| KKR KKR & Co. Inc. | 0.37% | 12,930 | $1.2M | Add +21.4% |
| IJH iShares Core S&P Midcap ETF | 0.34% | 14,112 | $1.1M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.33% | 1,433 | $1.1M | Add +2.7% |
| IVW iShares S&P 500 Growth ETF | 0.30% | 7,080 | $974K | Add +0.1% |
| GL Globe Life Inc. | 0.26% | 4,769 | $852K | Add +0.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.26% | 9,549 | $850K | Add +0.5% |
| HD Home Depot Inc. | 0.26% | 2,323 | $834K | Reduce -0.6% |
| TSLA Tesla Inc. | 0.19% | 1,415 | $624K | Add +45.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.19% | 3,805 | $622K | Add +0.1% |
| VDE Vanguard Energy ETF | 0.19% | 4,110 | $617K | Add +0.7% |
| IVE iShares S&P 500 Value ETF | 0.18% | 2,599 | $590K | Add +0.4% |
| SPHY SS SPDR P High Yield ETF | 0.16% | 21,645 | $507K | Add +9.4% |
| CHH Choice Hotels Intl Inc. | 0.14% | 4,257 | $469K | Add +0.2% |
| MU Micron Technology Inc. | 0.14% | 355 | $439K | Add +7.6% |
| IRT Independence Realty Trust Inc. | 0.13% | 25,587 | $427K | Add +1.1% |
| AVGO Broadcom Inc. | 0.13% | 999 | $407K | Reduce -6.5% |
| FDX FedEx Corp. | 0.12% | 1,196 | $379K | Add +0.4% |
| KO The Coca-Cola Co. | 0.11% | 4,164 | $359K | Add +0.6% |
| VMC Vulcan Materials Co. | 0.10% | 1,115 | $330K | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 2,055 | $325K | Add +0.1% |
| LRCX Lam Research Corp. | 0.10% | 702 | $321K | Add +3.4% |
| MRK Merck & Co. Inc. | 0.10% | 2,399 | $315K | Reduce -61.4% |
| PNFP Pinnacle Financial Partners | 0.10% | 3,096 | $312K | Add +0.5% |
| BAC Bank of America Corp. | 0.09% | 4,846 | $301K | Add +0.3% |
| AVUV Avantis US Small Cap Value | 0.09% | 2,344 | $292K | No change |
| PFG Principal Financial Group | 0.09% | 2,636 | $285K | No change |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 0.09% | 1,722 | $283K | Add +0.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 742 | $271K | Add +0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 342 | $266K | No change |
| LOW Lowe's Cos Inc. | 0.08% | 1,154 | $263K | Add +0.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 1,003 | $244K | Reduce -5.2% |
| ABBV Abbvie Inc. | 0.07% | 896 | $235K | Add +0.6% |
| XLK SS Technology Select Sector | 0.07% | 788 | $224K | Add +8.1% |
| GS Goldman Sachs Group Inc. | 0.07% | 206 | $217K | Reduce -5.5% |
| AMGN Amgen Inc. | 0.06% | 493 | $181K | Add +0.6% |
| PRF Invesco Rafi US 1000 ETF | 0.05% | 3,216 | $174K | Add +50.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 231 | $170K | No change |
| C Citigroup Inc. | 0.05% | 1,142 | $167K | Add +0.4% |
| ANET Arista Networks Inc. | 0.05% | 905 | $161K | No change |
| SO The Southern Co. | 0.05% | 1,591 | $157K | Add +215.7% |
| WMT Walmart Inc. | 0.05% | 1,160 | $150K | Add +0.1% |
| AMD Advanced Micro Devices | 0.05% | 207 | $147K | Add +250.8% |
| BN Brookfield Corp. | 0.04% | 3,375 | $144K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 940 | $143K | Reduce -4.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 370 | $137K | Reduce -1.6% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 1,167 | $136K | Add +170.1% |
| DUK Duke Energy Corp. | 0.04% | 1,062 | $136K | Add +63.6% |
| IWF iShares Russell 1000 Growth | 0.04% | 1,048 | $130K | New |
| DFIV Dimensional International Va | 0.04% | 2,234 | $121K | Add +39.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 2,400 | $116K | Add +8.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.04% | 2,407 | $115K | New |
| SCHD Schwab US DVD Equity ETF | 0.03% | 3,561 | $113K | Add +71120.0% |
| CVX Chevron Corp. | 0.03% | 643 | $113K | Add +69.2% |
| RTX RTX Corp. | 0.03% | 572 | $111K | Add +11.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $6 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 2 | $6 | New |
Total filed on the 13F, all lines: $323.9M.
Portfolio Sells Q1 2026 → Q2 2026
| TMO Thermo Fisher Scientific Inc. | Reduce -99.4% | 0.00% | −0.56 |
| JNJ Johnson & Johnson | Reduce -15.6% | 1.44% | −0.42 |
| LMT Lockheed Martin Corp. | Reduce -0.7% | 0.88% | −0.31 |
| CRM Salesforce Inc. | Reduce -0.1% | 0.78% | −0.28 |
| MRK Merck & Co. Inc. | Reduce -61.4% | 0.10% | −0.17 |
| VEEV Veeva Systems Inc. Class A | Reduce -4.3% | 0.71% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 1.19% | −0.10 |
| SHOP Shopify Inc. Class A | Reduce -0.1% | 0.38% | −0.07 |
| NVDA Nvidia Corp. | Reduce -2.5% | 3.98% | −0.06 |
| RSP Invesco S&P 500 Equal Weight | Reduce -99.0% | 0.00% | −0.06 |
| MCD McDonald's Corp. | Reduce -77.4% | 0.01% | −0.05 |
| DHR Danaher Corp. | Reduce -0.0% | 0.40% | −0.05 |
| BA The Boeing Co. | Reduce -1.0% | 0.99% | −0.05 |
| SMH Vaneck Semiconductor ETF | Reduce -91.1% | 0.01% | −0.04 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -89.3% | 0.01% | −0.02 |
| IQV Iqvia Holdings Inc. | Reduce -1.4% | 1.08% | −0.01 |
| ADBE Adobe Inc. | Reduce -81.4% | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -0.6% | 0.26% | −0.01 |
| ACN Accenture PLC Class A | Reduce -16.9% | 0.01% | −0.01 |
| PEP Pepsico Inc. | Reduce -24.4% | 0.01% | −0.01 |
| OXY Occidental Petroleum Corp. | Reduce -6.9% | 0.01% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -4.3% | 0.04% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.2% | 0.08% | −0.01 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.00 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.00 |
| WBD Warner Bros Discovery Inc. | Reduce -23.7% | 0.01% | −0.00 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.00 |
| VTRS Viatris Inc. | Sold out | 0.00% | −0.00 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.00 |
| MHK Mohawk Industries Inc. | Reduce -9.3% | 0.01% | −0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Sold out | 0.00% | 0.00 |
| WING Wingstop Inc. | Reduce -4.8% | 0.00% | 0.00 |
| EPSM Epsium Enterprise Ltd. Class A | Sold out | 0.00% | 0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 0.04% | +0.00 |
| GS Goldman Sachs Group Inc. | Reduce -5.5% | 0.07% | +0.00 |
| AVGO Broadcom Inc. | Reduce -6.5% | 0.13% | +0.00 |
| V Visa Inc. Class A | Reduce -0.3% | 2.11% | +0.01 |
| AAPL Apple Inc. | Reduce -0.3% | 6.86% | +0.03 |
| GEV GE Vernova Inc. | Reduce -1.9% | 0.75% | +0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 4.62% | +0.34 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.9% | 2.28% | +0.55 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +1.9% | 24.96% | +0.84 |
| PANW Palo Alto Networks Inc. | Add +3.4% | 1.27% | +0.62 |
| ISRG Intuitive Surgical Inc. | New | 0.40% | +0.40 |
| LLY Eli Lilly & Co. | Add +1.2% | 2.77% | +0.40 |
| CAT Caterpillar Inc. | Add +0.9% | 1.43% | +0.36 |
| VTWO Vanguard Russell 2000 ETF | Add +2.8% | 1.02% | +0.09 |
| MU Micron Technology Inc. | Add +7.6% | 0.14% | +0.09 |
| IEMG iShares Core MSCI Emerging | Add +17.3% | 0.40% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.6% | 1.02% | +0.07 |
| TSLA Tesla Inc. | Add +45.6% | 0.19% | +0.06 |
| LRCX Lam Research Corp. | Add +3.4% | 0.10% | +0.05 |
| IWF iShares Russell 1000 Growth | New | 0.04% | +0.04 |
| AMZN Amazon.com Inc. | Add +0.1% | 3.05% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 0.44% | +0.04 |
| AMD Advanced Micro Devices | Add +250.8% | 0.05% | +0.04 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | New | 0.04% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +71120.0% | 0.03% | +0.03 |
| GL Globe Life Inc. | Add +0.0% | 0.26% | +0.03 |
| IWD iShares Russell 1000 Value E | New | 0.03% | +0.03 |
| SO The Southern Co. | Add +215.7% | 0.05% | +0.03 |
| KKR KKR & Co. Inc. | Add +21.4% | 0.37% | +0.02 |
| APH Amphenol Corp. Class A | New | 0.02% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.30% | +0.02 |
| UNP Union Pacific Corp. | New | 0.02% | +0.02 |
| LGND Ligand Pharmaceuticals | New | 0.02% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +7.0% | 0.42% | +0.02 |
| XLK SS Technology Select Sector | Add +8.1% | 0.07% | +0.02 |
| PRF Invesco Rafi US 1000 ETF | Add +50.8% | 0.05% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +170.1% | 0.04% | +0.02 |
| SBUX Starbucks Corp. | Add +0.7% | 1.09% | +0.02 |
| KLAC KLA Corp. | New | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +2.7% | 0.33% | +0.01 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +0.2% | 0.74% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | New | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| NOW ServiceNow Inc. | Add +154.3% | 0.02% | +0.01 |
| MRVL Marvell Technology Inc. | New | 0.01% | +0.01 |
| DAL Delta Air Lines Inc. | Add +43.3% | 0.02% | +0.01 |
| DUK Duke Energy Corp. | Add +63.6% | 0.04% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +507.9% | 0.01% | +0.01 |
| ARES Ares Management Corp. Class A | New | 0.01% | +0.01 |
| SAP Sap SE-Sponsored ADR | New | 0.01% | +0.01 |
| PFE Pfizer Inc. | Add +225.4% | 0.01% | +0.01 |
| DFIV Dimensional International Va | Add +39.6% | 0.04% | +0.01 |
| TJX TJX Companies Inc. | New | 0.01% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | New | 0.01% | +0.01 |
| CGXU Cap Group Intl Focus | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +0.3% | 0.09% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.1% | 0.08% | +0.01 |
| TOST Toast Inc. Class A | New | 0.01% | +0.01 |
Options Activity Q1 2026 → Q2 2026
| GOOGL Alphabet Inc. Class A | call | Sold out | 100 | $291before exit |
| VOO Vanguard S&P 500 ETF | call | Sold out | 100 | $218before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 7 | $300before exit |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | New | 2 | $6 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 313 | $323.9M | VOO, AAPL, GOOGL, NVDA, AMZN |
| Q1 2026 | 276 | $286.3M | VOO, AAPL, GOOGL, NVDA, AMZN |
| Q4 2025 | 274 | $302.1M | VOO, AAPL, GOOGL, NVDA, MSFT |
| Q3 2025 | 252 | $295.0M | VOO, AAPL, NVDA, MSFT, GOOGL |
| Q2 2025 | 245 | $268.4M | VOO, AAPL, NVDA, MSFT, AMZN |
| Q1 2025 | 249 | $239.4M | VOO, AAPL, MSFT, AMZN, NVDA |
| Q4 2024 | 210 | $241.0M | VOO, AAPL, MSFT, NVDA, AMZN |
| Q3 2024 | 209 | $236.9M | VOO, AAPL, MSFT, NVDA, AMZN |
| Q2 2024 | 206 | $225.6M | VOO, AAPL, MSFT, NVDA, AMZN |
| Q1 2024 | 207 | $217.3M | VOO, AAPL, MSFT, AMZN, NVDA |