Investment Research & Advisory Group, Inc.

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CIK 1802136

13F portfolio (2026-Q1)

$286M

Positions

277

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

277

Top 5

42.3%

Top 10

54.6%

Effective N

13.3

HHI

0.075

This quarter

21 new · 0 exit →

By sector

Unclassified31.9%

Information Technology20.2%

Financials15.1%

Industrials9.2%

Communication Services8.0%

Consumer Discretionary6.6%

Health Care5.8%

Consumer Staples2.1%

Other1.2%

By market cap

Mega (>$200B)46.3%

Unknown33.7%

Large ($10–200B)19.7%

Mid ($2–10B)0.3%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

North America66.4%

Other31.9%

Europe1.7%

Latin America0.0%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	33.15%	93
Technology Hardware & Equipment	8.55%	7
Software & IT Services	6.68%	6
Commercial Services & Supplies	5.99%	9
Software	5.20%	14
Specialty Retail	5.18%	10
Pharmaceuticals & Biotechnology	4.69%	14
Capital Markets	4.42%	8
Semiconductors & Semiconductor Equipment	4.24%	9
Aerospace & Defense	3.63%	6
Banks	2.92%	11
Machinery	2.90%	8
Electrical Equipment & Components	2.19%	4
Insurance	1.98%	6
Hotels, Restaurants & Leisure	1.30%	5
Media & Entertainment	1.27%	3
Tobacco	1.24%	2
Life Sciences Tools & Services	1.09%	1
Transportation Infrastructure	0.97%	1
Food Products	0.68%	5
Chemicals	0.61%	6
Equity Real Estate Investment Trusts (REITs)	0.18%	5
Airlines	0.16%	2
Automobiles & Components	0.14%	3
Beverages	0.13%	2
Construction Materials	0.11%	1
Utilities	0.10%	7
Oil, Gas & Consumable Fuels	0.09%	6
Real Estate Management & Development	0.05%	1
Diversified Telecommunication Services	0.04%	1
Metals & Mining	0.03%	3
Food & Staples Retailing	0.02%	1
Entertainment	0.02%	1
Distributors	0.01%	1
Health Care Equipment & Supplies	0.01%	4
Textiles, Apparel & Luxury Goods	0.01%	2
Paper & Forest Products	0.01%	1
Construction & Engineering	0.01%	2
Diversified Consumer Services	0.00%	1
Agricultural Products	0.00%	1
Road & Rail	0.00%	1
Professional Services	0.00%	1
Leisure Products	0.00%	1
Communications Equipment	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	24.11%
2	AAPL	Apple Inc.	Information Technology	6.83%
3	GOOGL	Alphabet Inc.	Communication Services	4.28%
4	NVDA	NVIDIA CORP	Information Technology	4.04%
5	AMZN	AMAZON COM INC	Consumer Discretionary	3.01%
6	MSFT	MICROSOFT CORP	Information Technology	2.74%
7	JPM	JPMORGAN CHASE & CO	Financials	2.67%
8	MA	Mastercard Inc	Financials	2.39%
9	LLY	ELI LILLY & Co	Health Care	2.37%
10	SCHW	SCHWAB CHARLES CORP	Financials	2.20%

185/277 names classified · sector 68.1% of weight · industry 66.9% · mkt cap 66.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 26 quarters

Information TechnologyAAPL, MSFT, NVDA, CRM, INTC · other

FinancialsMA, V, JPM, SCHW, PYPL · other

Consumer DiscretionaryAMZN, SBUX, COST, KMX, MCD · other

Communication ServicesGOOGL, META, CMCSA, DIS, NFLX · other

IndustrialsUBER, ASML, FISV, BABA, BKNG · other

Health CareIQV, JNJ, LLY, BDX, PFE · other

Consumer StaplesPM, ADM, KO, MDLZ, MO · other

MaterialsPG, NKE, APD, CLX, VMC · other

Real EstateIRT, AMT, O, BN, PLD · other

UtilitiesDUK, D, EIX, SO, SRE · other

EnergyCVX, PSX, ENB, COP, XOM · other

UnclassifiedVOO, VB, SPYX, VXUS, BND · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 68.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (152 classified)Investment Research & Advisory Group, Inc. centroid (Large Growth)

Information TechnologyFinancialsCommunication ServicesIndustrialsConsumer DiscretionaryHealth CareConsumer StaplesMaterialsReal EstateUtilitiesEnergy

Style box summary for Investment Research & Advisory Group, Inc.: centroid Large Growth. Heaviest cells: Large Growth 33.6%, Large Core 23.7%, Large Value 2.9%.

Classified: 64.6% of book weight (152/273 names) · unclassified 35.4%: VOO, ASML, BRK.B, VB, VTWO, SPYX, IEFA, BND, VXUS, KKR +111 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 277 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	115,534	$69M	24.1%	HOLD
2	AAPLAPPLE INC	76,013	$20M	6.8%	HOLD
3	GOOGLALPHABET INC	41,758	$12M	4.3%	TRIM −3%
4	NVDANVIDIA CORPORATION	64,299	$12M	4.0%	TRIM −5%
5	AMZNAMAZON COM INC	41,231	$9M	3.0%	HOLD
6	MSFTMICROSOFT CORP	21,208	$8M	2.7%	HOLD
7	JPMJPMORGAN CHASE & CO	25,874	$8M	2.7%	HOLD
8	MAMASTERCARD INCORPORATED	13,690	$7M	2.4%	HOLD
9	LLYELI LILLY & CO	7,361	$7M	2.4%	HOLD
10	SCHWSCHWAB CHARLES CORP	66,924	$6M	2.2%	HOLD
11	VVISA INC	19,874	$6M	2.1%	HOLD
12	METAMETA PLATFORMS INC	9,813	$6M	2.0%	HOLD
13	JNJJOHNSON & JOHNSON	21,738	$5M	1.9%	TRIM −3%
14	BLKBLACKROCK INC	5,337	$5M	1.8%	HOLD
15	ASMLASML HOLDING N V	3,750	$5M	1.7%	HOLD
16	COSTCOSTCO WHSL CORP NEW	4,898	$5M	1.7%	HOLD
17	CBCHUBB LIMITED	14,311	$5M	1.6%	HOLD
18	GEGE AEROSPACE	15,390	$4M	1.5%	TRIM −3%
19	UBERUBER TECHNOLOGIES INC	58,442	$4M	1.5%	HOLD
20	GDGENERAL DYNAMICS CORP	11,247	$4M	1.3%	ADD 3%
21	BRK.BBERKSHIRE HATHAWAY INC DEL	7,619	$4M	1.3%	HOLD
22	NFLXNETFLIX INC	37,695	$4M	1.3%	TRIM −4%
23	PMPHILIP MORRIS INTL INC	20,935	$3M	1.2%	HOLD
24	LMTLOCKHEED MARTIN CORP	5,633	$3M	1.2%	TRIM −7%
25	IQVIQVIA HLDGS INC	18,320	$3M	1.1%	ADD 2%
26	SBUXSTARBUCKS CORP	34,431	$3M	1.1%	ADD 3%
27	CATCATERPILLAR INC	4,298	$3M	1.1%	ADD 4%
28	CRMSALESFORCE INC	16,208	$3M	1.1%	HOLD
29	BABOEING CO	14,959	$3M	1.0%	ADD 8%
30	BKNGBOOKING HOLDINGS INC	657	$3M	1.0%	TRIM −13%
31	VBVANGUARD INDEX FDS	10,435	$3M	1.0%	TRIM −2%
32	VTWOVANGUARD SCOTTSDALE FDS	26,538	$3M	0.9%	ADD 9%
33	VEEVVEEVA SYS INC	13,464	$2M	0.8%	TRIM −9%
34	SPYXSPDR SERIES TRUST	3,224	$2M	0.7%	ADD 14%
35	ADMARCHER DANIELS MIDLAND CO	26,237	$2M	0.7%	HOLD
36	PANWPALO ALTO NETWORKS INC	11,679	$2M	0.7%	ADD 22%
37	GEVGE VERNOVA INC	2,100	$2M	0.6%	TRIM −2%
38	IEFAISHARES TR	18,690	$2M	0.6%	HOLD
39	CLXCLOROX CO DEL	15,681	$2M	0.6%	NEW
40	TMOTHERMO FISHER SCIENTIFIC INC	3,277	$2M	0.6%	HOLD
41	DHRDANAHER CORP DEL	6,821	$1M	0.5%	ADD 15%
42	SHOPSHOPIFY INC	10,839	$1M	0.4%	ADD 47%
43	BNDVANGUARD BD INDEX FDS	16,406	$1M	0.4%	ADD 5%
44	GOOGALPHABET INC	3,903	$1M	0.4%	HOLD
45	VXUSVANGUARD STAR FDS	14,705	$1M	0.4%	HOLD
46	KKRKKR & CO INC	10,652	$986,698	0.3%	NEW
47	IJHISHARES TR	14,095	$951,813	0.3%	TRIM −9%
48	IEMGISHARES INC	13,416	$935,942	0.3%	HOLD
49	IVVISHARES TR	1,395	$911,381	0.3%	TRIM −3%
50	IVWISHARES TR	7,074	$800,126	0.3%	HOLD
51	HDHOME DEPOT INC	2,336	$768,384	0.3%	HOLD
52	VEUVANGUARD INTL EQUITY INDEX F	9,504	$759,742	0.3%	HOLD
53	MRKMERCK & CO INC	6,221	$756,287	0.3%	TRIM −8%
54	VDEVANGUARD WORLD FD	4,082	$706,429	0.2%	HOLD
55	GLGLOBE LIFE INC	4,768	$663,749	0.2%	ADD 2010%
56	MGVVANGUARD WORLD FD	3,800	$550,832	0.2%	HOLD
57	IVEISHARES TR	2,588	$546,525	0.2%	HOLD
58	SPHYSPDR SERIES TRUST	19,779	$461,258	0.2%	ADD 7%
59	CHHCHOICE HOTELS INTL INC	4,247	$439,544	0.2%	HOLD
60	FDXFEDEX CORP	1,191	$426,736	0.1%	HOLD
61	TSLATESLA INC	972	$386,248	0.1%	ADD 60%
62	IRTINDEPENDENCE RLTY TR INC	25,319	$377,003	0.1%	TRIM −16%
63	AVGOBROADCOM INC	1,068	$351,849	0.1%	TRIM −17%
64	KOCOCA COLA CO	4,140	$324,956	0.1%	TRIM −3%
65	VMCVULCAN MATLS CO	1,113	$304,480	0.1%	ADD 2126%
66	LOWLOWES COS INC	1,148	$277,258	0.1%	TRIM −4%
67	IJRISHARES TR	2,054	$274,218	0.1%	HOLD
68	PINNACLE FINL PARTNERS INC	3,080	$265,386	0.1%	HOLD
69	AVUVAMERICAN CENTY ETF TR	2,344	$258,900	0.1%	HOLD
70	BACBANK AMERICA CORP	4,833	$248,518	0.1%	HOLD
71	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	1,718	$244,701	0.1%	HOLD
72	PFGPRINCIPAL FINANCIAL GROUP IN	2,636	$238,251	0.1%	HOLD
73	VBRVANGUARD INDEX FDS	1,058	$229,936	0.1%	HOLD
74	VBKVANGUARD INDEX FDS	741	$223,967	0.1%	HOLD
75	ABBVABBVIE INC	891	$202,772	0.1%	HOLD
76	GSGOLDMAN SACHS GROUP INC	218	$191,354	0.1%	HOLD
77	AMGNAMGEN INC	490	$179,528	0.1%	TRIM −5%
78	MCDMCDONALDS CORP	526	$172,765	0.1%	TRIM −22%
79	RSPINVESCO EXCHANGE TRADED FD T	838	$160,829	0.1%	ADD 10375%
80	WMTWALMART INC	1,159	$158,404	0.1%	HOLD
81	LRCXLAM RESEARCH CORP	679	$153,117	0.1%	HOLD
82	XLKSELECT SECTOR SPDR TR	729	$143,408	0.1%	ADD 72%
83	SDYSPDR SER TR	982	$143,292	0.1%	TRIM −2%
84	BNBROOKFIELD CORP	3,375	$136,586	0.0%	HOLD
85	CCITIGROUP INC	1,137	$134,681	0.0%	HOLD
86	CRWDCROWDSTRIKE HLDGS INC	342	$133,520	0.0%	HOLD
87	QQQINVESCO QQQ TR	231	$133,209	0.0%	HOLD
88	SMHVANECK ETF TRUST	336	$128,777	0.0%	ADD 10%
89	VTIVANGUARD INDEX FDS	376	$120,677	0.0%	HOLD
90	MUMICRON TECHNOLOGY INC	330	$119,933	0.0%	ADD 65%
91	ANETArista Networks Inc	905	$115,413	0.0%	HOLD
92	BNDXVANGUARD CHARLOTTE FDS	2,220	$106,686	0.0%	ADD 9%
93	TAT&T INC	3,508	$106,393	0.0%	HOLD
94	RTXRTX CORPORATION	513	$106,095	0.0%	HOLD
95	WFCWELLS FARGO CO NEW	1,229	$104,105	0.0%	HOLD
96	PRFINVESCO EXCHANGE TRADED FD T	2,133	$101,400	0.0%	ADD 143%
97	DUKDUKE ENERGY CORP NEW	649	$92,246	0.0%	TRIM −8%
98	SOFISoFi Technologies, Ince	5,747	$91,262	0.0%	ADD 15%
99	AMTAMERICAN TOWER CORP	513	$88,563	0.0%	HOLD
100	CVXCHEVRON CORP NEW	380	$87,312	0.0%	HOLD
101	DFIVDIMENSIONAL ETF TRUST	1,600	$84,448	0.0%	NEW
102	XOMEXXON MOBIL CORP	387	$83,642	0.0%	HOLD
103	TFCTRUIST FINL CORP	1,655	$81,055	0.0%	HOLD
104	CEGCONSTELLATION ENERGY CORP	277	$78,190	0.0%	HOLD
105	SPHQINVESCO EXCHANGE TRADED FD T	1,011	$76,017	0.0%	HOLD
106	MDYSPDR S&P MIDCAP 400 ETF TR	122	$74,945	0.0%	NEW
107	PLTRPALANTIR TECHNOLOGIES INC	432	$71,092	0.0%	ADD 87%
108	MOALTRIA GROUP INC	912	$70,131	0.0%	ADD 5%
109	AAAlcoa Upstream Corp.	1,027	$68,108	0.0%	HOLD
110	GILDGILEAD SCIENCES INC	408	$67,888	0.0%	HOLD
111	XLFSELECT SECTOR SPDR TR	483	$67,403	0.0%	HOLD
112	SPYGSPDR SERIES TRUST STATE STREET SPD	657	$64,335	0.0%	ADD 1298%
113	PGPROCTER AND GAMBLE CO	430	$62,831	0.0%	TRIM −97%
114	GRDNGUARDIAN PHARMACY SVCS INC	1,666	$62,742	0.0%	HOLD
115	GBTCGRAYSCALE BITCOIN TRUST ETF	1,274	$62,389	0.0%	HOLD
116	RDDTREDDIT INC	430	$57,900	0.0%	HOLD
117	SOSOUTHERN CO	504	$57,815	0.0%	HOLD
118	SPYVSPDR SERIES TRUST	1,021	$57,768	0.0%	HOLD
119	OXYOCCIDENTAL PETE CORP	856	$56,010	0.0%	HOLD
120	APDAIR PRODS & CHEMS INC	189	$55,957	0.0%	HOLD
121	PEPPEPSICO INC	324	$55,376	0.0%	HOLD
122	BROBROWN & BROWN INC	835	$54,450	0.0%	HOLD
123	ACNACCENTURE PLC IRELAND	267	$52,943	0.0%	ADD 175%
124	CIBRFIRST TR EXCHANGE-TRADED FD	840	$52,651	0.0%	HOLD
125	SPLVINVESCO EXCH TRADED FD TR II	691	$50,540	0.0%	HOLD
126	XLVSELECT SECTOR SPDR TR	145	$50,509	0.0%	HOLD
127	AVDEAMERICAN CENTY ETF TR	589	$49,971	0.0%	HOLD
128	XLCSELECT SECTOR SPDR TR	135	$49,115	0.0%	NEW
129	DISDISNEY WALT CO	504	$48,600	0.0%	TRIM −21%
130	QQQJINVESCO EXCH TRADED FD TR II	1,333	$48,258	0.0%	HOLD
131	EXCEXELON CORP	900	$47,843	0.0%	HOLD
132	ORCLORACLE CORP	325	$47,835	0.0%	HOLD
133	ADBEADOBE INC	188	$45,699	0.0%	TRIM −96%
134	SPDWSPDR INDEX SHS FDS	954	$43,571	0.0%	NEW
135	HTRBHARTFORD FDS EXCHANGE TRADED	1,287	$43,423	0.0%	HOLD
136	CRUSCIRRUS LOGIC INC	300	$43,386	0.0%	HOLD
137	PFGCPERFORMANCE FOOD GROUP CO	500	$42,830	0.0%	HOLD
138	XLYSELECT SECTOR SPDR TR	286	$41,821	0.0%	ADD 51%
139	NVONOVO-NORDISK A S	1,115	$40,976	0.0%	HOLD
140	FLTBFIDELITY MERRIMACK STR TR	811	$40,769	0.0%	HOLD
141	HYSPIMCO ETF TR	429	$40,013	0.0%	HOLD
142	EFAISHARES TR	403	$39,143	0.0%	NEW
143	CSCOCISCO SYS INC	406	$38,504	0.0%	TRIM −23%
144	DALDELTA AIR LINES INC	552	$38,359	0.0%	HOLD
145	TGTTARGET CORP	294	$37,572	0.0%	HOLD
146	ETNEATON CORP PLC	100	$37,198	0.0%	NEW
147	AXPAMERICAN EXPRESS CO	113	$36,617	0.0%	TRIM −31%
148	OREALTY INCOME CORP	502	$33,546	0.0%	HOLD
149	SPYMSPDR SERIES TRUST	430	$32,912	0.0%	HOLD
150	SMRNUSCALE PWR CORP	3,033	$32,878	0.0%	NEW
151	ADPAUTOMATIC DATA PROCESSING IN	125	$32,712	0.0%	HOLD
152	DIASPDR DOW JONES INDL AVERAGE	70	$32,423	0.0%	HOLD
153	VIGVANGUARD SPECIALIZED FUNDS	141	$30,323	0.0%	HOLD
154	MUSAMURPHY USA INC	61	$30,271	0.0%	HOLD
155	ORLYOREILLY AUTOMOTIVE INC	240	$28,985	0.0%	TRIM −24%
156	VOEVANGUARD INDEX FDS	157	$28,932	0.0%	HOLD
157	CARRCARRIER GLOBAL CORPORATION	451	$26,691	0.0%	HOLD
158	MHKMOHAWK INDS INC	269	$26,486	0.0%	HOLD
159	EMREMERSON ELEC CO	201	$26,335	0.0%	HOLD
160	NOWSERVICENOW INC	245	$25,615	0.0%	HOLD
161	ADSKAUTODESK INC	97	$25,137	0.0%	HOLD
162	BROOKFIELD ASSET MGMT REINS	565	$25,114	0.0%	HOLD
163	GOLYSTRATEGY SHS	845	$24,885	0.0%	NEW
164	MCHIISHARES TR MSCI CHINA ETF	439	$24,663	0.0%	HOLD
165	CRH PLC	200	$23,442	0.0%	HOLD
166	MDLZMONDELEZ INTL INC	340	$23,344	0.0%	HOLD
167	XCEMCOLUMBIA ETF TR II	569	$23,221	0.0%	HOLD
168	VONGVANGUARD SCOTTSDALE FDS	205	$22,486	0.0%	HOLD
169	OTISOTIS WORLDWIDE CORP	290	$22,353	0.0%	HOLD
170	GMGENERAL MTRS CO	268	$22,249	0.0%	HOLD
171	WBDWARNER BROS DISCOVERY INC	611	$21,666	0.0%	HOLD
172	NUNU HLDGS LTD	1,500	$21,555	0.0%	HOLD
173	AMDADVANCED MICRO DEVICES INC	59	$21,360	0.0%	NEW
174	SPEMSPDR INDEX SHS FDS	452	$21,204	0.0%	NEW
175	DOVDOVER CORP	91	$20,954	0.0%	TRIM −50%
176	IWMISHARES TR	83	$20,497	0.0%	NEW
177	STTSTATE STR CORP	145	$19,992	0.0%	HOLD
178	BKRBAKER HUGHES COMPANY	291	$19,501	0.0%	HOLD
179	KMBKIMBERLY-CLARK CORP	197	$19,005	0.0%	HOLD
180	HOODROBINHOOD MKTS INC	269	$18,642	0.0%	NEW
181	PFEPFIZER INC	523	$17,956	0.0%	HOLD
182	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	616	$17,938	0.0%	HOLD
183	COPCONOCOPHILLIPS	76	$17,787	0.0%	HOLD
184	UNHUNITEDHEALTH GROUP INC	18	$17,588	0.0%	ADD 260%
185	IDXXIDEXX LABS INC	27	$17,419	0.0%	HOLD
186	MELIMERCADOLIBRE INC	10	$17,290	0.0%	HOLD
187	HRLHORMEL FOODS CORP	754	$17,085	0.0%	HOLD
188	NOCNORTHROP GRUMMAN CORP	16	$16,946	0.0%	HOLD
189	SCHBSCHWAB STRATEGIC TR	662	$16,625	0.0%	ADD 21%
190	INTCINTEL CORP	251	$15,843	0.0%	HOLD
191	EMEEMCOR GROUP INC	13	$15,517	0.0%	HOLD
192	SHELSHELL PLC	165	$15,345	0.0%	HOLD
193	ABTABBOTT LABS	135	$13,883	0.0%	TRIM −59%
194	MDTMEDTRONIC PLC	109	$13,171	0.0%	HOLD
195	VEAVANGUARD TAX-MANAGED FDS	204	$13,083	0.0%	HOLD
196	SCISERVICE CORP INTL	159	$13,082	0.0%	HOLD
197	ZTSZOETIS INC	109	$12,915	0.0%	HOLD
198	FEFIRSTENERGY CORP	220	$11,804	0.0%	TRIM −66%
199	KMXCARMAX INC	283	$11,767	0.0%	HOLD
200	CTVACORTEVA INC	93	$11,719	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VOOVANGUARD INDEX FDS

91K

93K

110K

116K

115K

116K

$69M

AAPLAPPLE INC

82K

81K

75K

76K

77K

76K

$20M

GOOGLALPHABET INC

42K

43K

42K

$12M

NVDANVIDIA CORPORATION

702K

69K

68K

64K

$12M

AMZNAMAZON COM INC

41K

$9M

MSFTMICROSOFT CORP

24K

21K

$8M

JPMJPMORGAN CHASE & CO

25K

26K

$8M

MAMASTERCARD INCORPORATED

13K

14K

$7M

LLYELI LILLY & CO

$7M

SCHWSCHWAB CHARLES CORP

64K

65K

66K

67K

66K

67K

$6M

VVISA INC

20K

19K

20K

$6M

METAMETA PLATFORMS INC

10K

$6M

JNJJOHNSON & JOHNSON

15K

17K

21K

22K

$5M

BLKBLACKROCK INC

$5M

ASMLASML HOLDING N V

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Investment Research & Advisory Group, Inc.