Investment Research & Advisory Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Investment Research & Advisory Group, Inc. reported 276 stock positions worth $286.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 24.1% of the portfolio, followed by Apple (AAPL, 6.8%) and Alphabet Class A (GOOGL, 4.3%). Compared with Q4 2025, it opened 21 new positions, sold out of 19, added to 92 and reduced 40. The biggest buy was a new position in Clorox (CLX) and the biggest sale Procter & Gamble (PG, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001802136
- Portfolio Value
- $286.3M (Q1 2026)
- SEC Filing
- 0001802136-26-000003 ↗ filed Apr 20, 2026
Holdings Value
Holdings 276 stocks · $286.3M
| VOO Vanguard S&P 500 ETF | 24.11% | 115,534 | $69.0M | Add +0.5% |
| AAPL Apple Inc. | 6.83% | 76,013 | $19.5M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 4.28% | 41,758 | $12.2M | Reduce -2.6% |
| NVDA Nvidia Corp. | 4.04% | 64,299 | $11.6M | Reduce -4.9% |
| AMZN Amazon.com Inc. | 3.01% | 41,231 | $8.6M | Reduce -0.1% |
| MSFT Microsoft Corp. | 2.74% | 21,208 | $7.9M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 2.67% | 25,874 | $7.6M | Add +0.3% |
| MA Mastercard Inc. Class A | 2.39% | 13,690 | $6.8M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 2.37% | 7,361 | $6.8M | Add +0.7% |
| SCHW Schwab (charles) Corp. | 2.20% | 66,924 | $6.3M | Add +1.2% |
| V Visa Inc. Class A | 2.10% | 19,874 | $6.0M | Add +0.5% |
| META Meta Platforms Inc. Class A | 1.97% | 9,813 | $5.6M | Reduce -1.2% |
| JNJ Johnson & Johnson | 1.86% | 21,738 | $5.3M | Reduce -2.6% |
| BLK BlackRock Finance Inc. | 1.79% | 5,337 | $5.1M | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.73% | 3,750 | $5.0M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 1.71% | 4,898 | $4.9M | Add +1.0% |
| CB Chubb Ltd. | 1.63% | 14,311 | $4.7M | Add +1.1% |
| GE General Electric filed as GE AEROSPACE | 1.53% | 15,390 | $4.4M | Reduce -3.4% |
| UBER Uber Technologies Inc. | 1.47% | 58,442 | $4.2M | Reduce -0.6% |
| GD General Dynamics Corp. | 1.35% | 11,247 | $3.9M | Add +3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.30% | 7,619 | $3.7M | Add +0.2% |
| NFLX Netflix Inc. | 1.27% | 37,695 | $3.6M | Reduce -3.9% |
| PM Philip Morris International | 1.22% | 20,935 | $3.5M | Add +0.4% |
| LMT Lockheed Martin Corp. | 1.19% | 5,633 | $3.4M | Reduce -6.8% |
| IQV Iqvia Holdings Inc. | 1.09% | 18,320 | $3.1M | Add +2.0% |
| SBUX Starbucks Corp. | 1.08% | 34,431 | $3.1M | Add +3.3% |
| CAT Caterpillar Inc. | 1.07% | 4,298 | $3.1M | Add +3.8% |
| CRM Salesforce Inc. | 1.06% | 16,208 | $3.0M | Reduce -0.9% |
| BA The Boeing Co. | 1.04% | 14,959 | $3.0M | Add +7.7% |
| BKNG Booking Holdings Inc. | 0.97% | 657 | $2.8M | Reduce -13.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.95% | 10,435 | $2.7M | Reduce -2.2% |
| VTWO Vanguard Russell 2000 ETF | 0.93% | 26,538 | $2.7M | Add +9.4% |
| VEEV Veeva Systems Inc. Class A | 0.83% | 13,464 | $2.4M | Reduce -9.3% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.73% | 3,224 | $2.1M | Add +14.3% |
| ADM Archer-Daniels-Midland Co. | 0.67% | 26,237 | $1.9M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 0.65% | 11,679 | $1.9M | Add +22.2% |
| GEV GE Vernova Inc. | 0.64% | 2,100 | $1.8M | Reduce -2.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.59% | 18,690 | $1.7M | Add +0.6% |
| CLX Clorox Company | 0.57% | 15,681 | $1.6M | New |
| TMO Thermo Fisher Scientific Inc. | 0.57% | 3,277 | $1.6M | Add +0.8% |
| DHR Danaher Corp. | 0.45% | 6,821 | $1.3M | Add +14.7% |
| SHOP Shopify Inc. Class A | 0.45% | 10,839 | $1.3M | Add +47.0% |
| BND Vanguard Total Bond Market | 0.42% | 16,406 | $1.2M | Add +4.6% |
| GOOG Alphabet Inc. Class C | 0.40% | 3,903 | $1.2M | Add +0.4% |
| VXUS Vanguard Total Intl Stock | 0.40% | 14,705 | $1.1M | Reduce -1.1% |
| KKR KKR & Co. Inc. | 0.34% | 10,652 | $987K | New |
| IJH iShares Core S&P Midcap ETF | 0.33% | 14,095 | $952K | Reduce -9.3% |
| IEMG iShares Core MSCI Emerging | 0.33% | 13,416 | $936K | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.32% | 1,395 | $911K | Reduce -3.5% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 7,074 | $800K | Add +0.1% |
| HD Home Depot Inc. | 0.27% | 2,336 | $768K | Add +0.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.27% | 9,504 | $760K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.26% | 6,221 | $756K | Reduce -7.8% |
| VDE Vanguard Energy ETF | 0.25% | 4,082 | $706K | Add +0.5% |
| GL Globe Life Inc. | 0.23% | 4,768 | $664K | Add +2009.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.19% | 3,800 | $551K | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.19% | 2,588 | $547K | Add +0.3% |
| SPHY SS SPDR P High Yield ETF | 0.16% | 19,779 | $461K | Add +6.7% |
| CHH Choice Hotels Intl Inc. | 0.15% | 4,247 | $440K | Add +0.3% |
| FDX FedEx Corp. | 0.15% | 1,191 | $427K | Add +0.5% |
| TSLA Tesla Inc. | 0.13% | 972 | $386K | Add +60.4% |
| IRT Independence Realty Trust Inc. | 0.13% | 25,319 | $377K | Reduce -15.6% |
| AVGO Broadcom Inc. | 0.12% | 1,068 | $352K | Reduce -17.2% |
| KO The Coca-Cola Co. | 0.11% | 4,140 | $325K | Reduce -3.0% |
| VMC Vulcan Materials Co. | 0.11% | 1,113 | $304K | Add +2126.0% |
| LOW Lowe's Cos Inc. | 0.10% | 1,148 | $277K | Reduce -3.5% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 2,054 | $274K | Add +0.1% |
| PNFP Pinnacle Financial Partners | 0.09% | 3,080 | $265K | Add +0.6% |
| AVUV Avantis US Small Cap Value | 0.09% | 2,344 | $259K | Add +0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 4,833 | $249K | Add +0.3% |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 0.09% | 1,718 | $245K | Add +0.2% |
| PFG Principal Financial Group | 0.08% | 2,636 | $238K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 1,058 | $230K | Add +0.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 741 | $224K | No change |
| ABBV Abbvie Inc. | 0.07% | 891 | $203K | Add +0.3% |
| GS Goldman Sachs Group Inc. | 0.07% | 218 | $191K | Add +0.5% |
| AMGN Amgen Inc. | 0.06% | 490 | $180K | Reduce -4.7% |
| MCD McDonald's Corp. | 0.06% | 526 | $173K | Reduce -22.0% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 838 | $161K | Add +10375.0% |
| WMT Walmart Inc. | 0.06% | 1,159 | $158K | Add +0.1% |
| LRCX Lam Research Corp. | 0.05% | 679 | $153K | Add +0.1% |
| XLK SS Technology Select Sector | 0.05% | 729 | $143K | Add +71.5% |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 982 | $143K | Reduce -2.5% |
| BN Brookfield Corp. | 0.05% | 3,375 | $137K | No change |
| C Citigroup Inc. | 0.05% | 1,137 | $135K | Add +0.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 342 | $134K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 231 | $133K | Add +0.9% |
| SMH Vaneck Semiconductor ETF | 0.04% | 336 | $129K | Add +10.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 376 | $121K | No change |
| MU Micron Technology Inc. | 0.04% | 330 | $120K | Add +65.0% |
| ANET Arista Networks Inc. | 0.04% | 905 | $115K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 2,220 | $107K | Add +9.1% |
| T AT&T Inc. | 0.04% | 3,508 | $106K | No change |
| RTX RTX Corp. | 0.04% | 513 | $106K | No change |
| WFC Wells Fargo & Co. | 0.04% | 1,229 | $104K | Add +0.2% |
| PRF Invesco Rafi US 1000 ETF | 0.04% | 2,133 | $101K | Add +142.9% |
| DUK Duke Energy Corp. | 0.03% | 649 | $92K | Reduce -7.8% |
| SOFI Sofi Technologies Inc. | 0.03% | 5,747 | $91K | Add +14.5% |
| AMT American Tower Corp. | 0.03% | 513 | $89K | Add +1.0% |
| CVX Chevron Corp. | 0.03% | 380 | $87K | No change |
Options reported separately and not counted above: GOOGL calls ($291), VOO calls ($218).
Other holdings (1): bonds, preferreds, convertibles and warrants · $300 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 7 | $300 | No change |
Total filed on the 13F, all lines: $286.3M.
Portfolio Sells Q4 2025 → Q1 2026
| PG The Procter & Gamble Co. | Reduce -96.6% | 0.02% | −0.58 |
| ADBE Adobe Inc. | Reduce -96.0% | 0.02% | −0.53 |
| BKNG Booking Holdings Inc. | Reduce -13.3% | 0.97% | −0.38 |
| CRM Salesforce Inc. | Reduce -0.9% | 1.06% | −0.38 |
| VEEV Veeva Systems Inc. Class A | Reduce -9.3% | 0.83% | −0.27 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 1.97% | −0.21 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 2.39% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -2.6% | 4.28% | −0.18 |
| NVDA Nvidia Corp. | Reduce -4.9% | 4.04% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 3.01% | −0.16 |
| UBER Uber Technologies Inc. | Reduce -0.6% | 1.47% | −0.12 |
| AAPL Apple Inc. | Reduce -0.9% | 6.83% | −0.10 |
| GE General Electric | Reduce -3.4% | 1.53% | −0.10 |
| VRP Invesco Variable Rate Prefer | Sold out | 0.00% | −0.08 |
| IRT Independence Realty Trust Inc. | Reduce -15.6% | 0.13% | −0.04 |
| AVGO Broadcom Inc. | Reduce -17.2% | 0.12% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.03 |
| ZETA Zeta Global Holdings Corp. Class A | Sold out | 0.00% | −0.03 |
| ABT Abbott Laboratories | Reduce -59.5% | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -3.5% | 0.32% | −0.01 |
| MCD McDonald's Corp. | Reduce -22.0% | 0.06% | −0.01 |
| AXP American Express Co. | Reduce -30.7% | 0.01% | −0.01 |
| DIS The Walt Disney Co. | Reduce -20.9% | 0.02% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -9.3% | 0.33% | −0.01 |
| FFIN First Finl Bankshares Inc. | Sold out | 0.00% | −0.01 |
| CEG Constellation Energy | Reduce -1.1% | 0.03% | −0.01 |
| FE Firstenergy Corp. | Reduce -65.6% | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.01 |
| DOV Dover Corp. | Reduce -50.3% | 0.01% | −0.00 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.00 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.00 |
| NUV Nuveen Municipal Value | Sold out | 0.00% | −0.00 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.00 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.00 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -23.3% | 0.01% | −0.00 |
| DTE DTE Energy Company | Sold out | 0.00% | −0.00 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.00 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.00 |
| LUMN Lumen Technologies Inc. | Sold out | 0.00% | −0.00 |
| DBX Dropbox Inc. Class A | Sold out | 0.00% | −0.00 |
| MAA Mid-America Apartment Comm | Sold out | 0.00% | −0.00 |
| BBU Brookfield Business PT-Unit | Sold out | 0.00% | −0.00 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -23.8% | 0.01% | +0.00 |
| LOW Lowe's Cos Inc. | Reduce -3.5% | 0.10% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.5% | 0.05% | +0.00 |
| DUK Duke Energy Corp. | Reduce -7.8% | 0.03% | +0.00 |
| AMGN Amgen Inc. | Reduce -4.7% | 0.06% | +0.01 |
| KO The Coca-Cola Co. | Reduce -3.0% | 0.11% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| CLX Clorox Company | New | 0.57% | +0.57 |
| KKR KKR & Co. Inc. | New | 0.34% | +0.34 |
| COST Costco Wholesale Corp. | Add +1.0% | 1.71% | +0.32 |
| CAT Caterpillar Inc. | Add +3.8% | 1.07% | +0.28 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 24.11% | +0.24 |
| GL Globe Life Inc. | Add +2009.7% | 0.23% | +0.22 |
| CB Chubb Ltd. | Add +1.1% | 1.63% | +0.17 |
| SBUX Starbucks Corp. | Add +3.3% | 1.08% | +0.15 |
| GD General Dynamics Corp. | Add +3.5% | 1.35% | +0.14 |
| VTWO Vanguard Russell 2000 ETF | Add +9.4% | 0.93% | +0.13 |
| PM Philip Morris International | Add +0.4% | 1.22% | +0.11 |
| VMC Vulcan Materials Co. | Add +2126.0% | 0.11% | +0.10 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +14.3% | 0.73% | +0.10 |
| VDE Vanguard Energy ETF | Add +0.5% | 0.25% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +22.2% | 0.65% | +0.07 |
| SHOP Shopify Inc. Class A | Add +47.0% | 0.45% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | Add +10375.0% | 0.06% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.6% | 0.59% | +0.04 |
| BA The Boeing Co. | Add +7.7% | 1.04% | +0.04 |
| BND Vanguard Total Bond Market | Add +4.6% | 0.42% | +0.04 |
| TSLA Tesla Inc. | Add +60.4% | 0.13% | +0.04 |
| FDX FedEx Corp. | Add +0.5% | 0.15% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +0.5% | 0.33% | +0.03 |
| DFIV Dimensional International Va | New | 0.03% | +0.03 |
| MDY State Street SPDR S&P Midcap | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 1.30% | +0.03 |
| PRF Invesco Rafi US 1000 ETF | Add +142.9% | 0.04% | +0.02 |
| MU Micron Technology Inc. | Add +65.0% | 0.04% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1297.9% | 0.02% | +0.02 |
| CHH Choice Hotels Intl Inc. | Add +0.3% | 0.15% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.1% | 0.27% | +0.02 |
| XLC SS Comm Select Sector SPDR | New | 0.02% | +0.02 |
| SPHY SS SPDR P High Yield ETF | Add +6.7% | 0.16% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.02% | +0.02 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.2% | 0.19% | +0.02 |
| EFA iShares MSCI Eafe ETF | New | 0.01% | +0.01 |
| LRCX Lam Research Corp. | Add +0.1% | 0.05% | +0.01 |
| XLK SS Technology Select Sector | Add +71.5% | 0.05% | +0.01 |
| ETN Eaton Corp. PLC | New | 0.01% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +1.2% | 2.20% | +0.01 |
| SMR Nuscale Power Corp. | New | 0.01% | +0.01 |
| AVUV Avantis US Small Cap Value | Add +0.0% | 0.09% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.3% | 0.19% | +0.01 |
| WMT Walmart Inc. | Add +0.1% | 0.06% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +87.0% | 0.02% | +0.01 |
| GOLY Strategy Shares Gold Enhance | New | 0.01% | +0.01 |
| ACN Accenture PLC Class A | Add +175.3% | 0.02% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +10.2% | 0.04% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.10% | +0.01 |
| OXY Occidental Petroleum Corp. | Add +0.2% | 0.02% | +0.01 |
Options Activity Q4 2025 → Q1 2026
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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 |