Investment Research & Advisory Group, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IR Investment Research & Advisory Group, Inc. | Institutional Filer | ▼ 28.07% | $217.3M | 276 |
Current Portfolio Holdings
Showing all 276 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 76K | $19.5M | 9.00% |
| 2 | GOOGL | Alphabet Inc. | Technology | 42K | $12.2M | 5.64% |
| 3 | NVDA | NVIDIA Corporation | Technology | 64K | $11.6M | 5.32% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 41K | $8.6M | 3.97% |
| 5 | MSFT | Microsoft Corporation | Technology | 21K | $7.9M | 3.61% |
| 6 | JPM | JPMorgan Chase & Co. | Financial Services | 26K | $7.6M | 3.51% |
| 7 | MA | Mastercard Incorporated | Financial Services | 14K | $6.8M | 3.15% |
| 8 | LLY | Eli Lilly and Company | Healthcare | 7K | $6.8M | 3.12% |
| 9 | SCHW | The Charles Schwab Corporation | Financial Services | 67K | $6.3M | 2.90% |
| 10 | V | Visa Inc. | Financial Services | 20K | $6.0M | 2.76% |
| 11 | META | Meta Platforms, Inc. | Technology | 10K | $5.6M | 2.59% |
| 12 | JNJ | Johnson & Johnson | Healthcare | 22K | $5.3M | 2.46% |
| 13 | BLKXXXX | BLACKROCK INC NEW | — | 5K | $5.1M | 2.36% |
| 14 | ASML | ASML Holding N.V. | Technology | 4K | $5.0M | 2.28% |
| 15 | COST | Costco Wholesale Corporation | Consumer Defensive | 5K | $4.9M | 2.25% |
Showing 1 to 15 of 276 holdings