Investment Research & Advisory Group
ATLANTA, GAfiles as Investment Research & Advisory Group, Inc.
$324m in 314 US stocks at the end of 30 June 2026. The top 10 are 55.8% of the money. It changed about 5.3% of the portfolio this quarter.
Value
$324m
Stocks
314
Top 10 share
55.8%
Turnover
5.3%
What changed this quarter
New
Bought for the first time this quarter.
- Intuitive SurgicalISRG0.4% of the fund
- Ishares TRIWF<0.1% of the fund
- Spdr Series TrustSPYD<0.1% of the fund
- Ishares TRIWD<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- AmphenolAPH<0.1% of the fund
- Union PacificUNP<0.1% of the fund
- Ligand PharmaceuticalsLGND<0.1% of the fund
- KLAKLAC<0.1% of the fund
- Vanguard Intl Equity Index FVWO<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- Ares ManagementARES<0.1% of the fund
- SAP SESAP<0.1% of the fund
- TJX CompaniesTJX<0.1% of the fund
- Ishares TRIWP<0.1% of the fund
- Capital Group Intl Focus EQTCGXU<0.1% of the fund
- ToastTOST<0.1% of the fund
- Vanguard Index FDSVTV<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Ishares TRMTUM<0.1% of the fund
- Ishares TRIFRA<0.1% of the fund
- Blackrock ETF TrustBAI<0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
Added
Bought more of a stock they already held.
- Palo Alto NetworksPANW1.3% of the fund+3%
- Vanguard Scottsdale FDSVTWO1.0% of the fund+3%
- Vanguard Index FDSVB1.0% of the fund+5%
- Ishares TRIEFA0.6% of the fund+7%
- CloroxCLX0.5% of the fund+6%
- Vanguard Star FDSVXUS0.4% of the fund+7%
- IsharesIEMG0.4% of the fund+17%
- Vanguard BD Index FDSBND0.4% of the fund+5%
- KKRKKR0.4% of the fund+21%
- Ishares TRIVV0.3% of the fund+3%
- TeslaTSLA0.2% of the fund+46%
- Spdr Series TrustSPHY0.2% of the fund+9%
- Micron TechnologyMU0.1% of the fund+8%
- Lam ResearchLRCX<0.1% of the fund+3%
- Select Sector Spdr TRXLK<0.1% of the fund+8%
- Invesco Exchange Traded FD TPRF<0.1% of the fund+51%
- Southern CompanySO<0.1% of the fund+216%
- Advanced Micro DevicesAMD<0.1% of the fund+251%
- Palantir TechnologiesPLTR<0.1% of the fund+170%
- Duke EnergyDUK<0.1% of the fund+64%
- Dimensional ETF TrustDFIV<0.1% of the fund+40%
- Vanguard Charlotte FDSBNDX<0.1% of the fund+8%
- Schwab Strategic TRSCHD<0.1% of the fund+71120%
- ChevronCVX<0.1% of the fund+69%
- RTXRTX<0.1% of the fund+12%
Cut
Sold some of their stake.
- NvidiaNVDA4.0% of the fund-2%
- Johnson & JohnsonJNJ1.4% of the fund-16%
- Veeva SystemsVEEV0.7% of the fund-4%
- BroadcomAVGO0.1% of the fund-6%
- MerckMRK<0.1% of the fund-61%
- Vanguard Index FDSVBR<0.1% of the fund-5%
- Goldman Sachs GroupGS<0.1% of the fund-6%
- Spdr Series TrustSDY<0.1% of the fund-4%
- Occidental PetroleumOXY<0.1% of the fund-7%
- PepsiCoPEP<0.1% of the fund-24%
- McDonald'sMCD<0.1% of the fund-77%
- AccentureACN<0.1% of the fund-17%
- Mohawk IndustriesMHK<0.1% of the fund-9%
- Procter & GamblePG<0.1% of the fund-89%
- Vaneck ETF TrustSMH<0.1% of the fund-91%
- Warner Bros. DiscoveryWBD<0.1% of the fund-24%
- Thermo Fisher ScientificTMO<0.1% of the fund-99%
- WingstopWING<0.1% of the fund-5%
- AdobeADBE<0.1% of the fund-81%
- Invesco Exchange Traded FD TRSP<0.1% of the fund-99%
Sold out
Sold their entire stake.
- Brown & BrownBRO-100%
- MedtronicMDT-100%
- AirbnbABNB-100%
- GE HealthCare TechnologiesGEHC-100%
- DuPont de NemoursDD-100%
- ViatrisVTRS-100%
- Occidental PeteOXY-WS-100%
- CoreWeaveCRWV-100%
- Epsium EnterpriseEPSM-100%
- Spdr Series TrustSPMD-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 25.0%
- Value
- $81m
- Shares
- 117,699
Held
- Vanguard Scottsdale FDSVTWO
- Share
- 1.0%
- Value
- $3m
- Shares
- 27,278
+3%
- Vanguard Index FDSVB
- Share
- 1.0%
- Value
- $3m
- Shares
- 10,911
+5%
- Spdr Series TrustSPYX
- Share
- 0.7%
- Value
- $2m
- Shares
- 3,231
Held
- Ishares TRIEFA
- Share
- 0.6%
- Value
- $2m
- Shares
- 19,911
+7%
- Vanguard Star FDSVXUS
- Share
- 0.4%
- Value
- $1m
- Shares
- 15,732
+7%
- IsharesIEMG
- Share
- 0.4%
- Value
- $1m
- Shares
- 15,732
+17%
- Vanguard BD Index FDSBND
- Share
- 0.4%
- Value
- $1m
- Shares
- 17,152
+5%
- Ishares TRIJH
- Share
- 0.3%
- Value
- $1m
- Shares
- 14,112
Held
- Ishares TRIVV
- Share
- 0.3%
- Value
- $1m
- Shares
- 1,433
+3%
- Ishares TRIVW
- Share
- 0.3%
- Value
- $973,766
- Shares
- 7,080
Held
- Vanguard Intl Equity Index FVEU
- Share
- 0.3%
- Value
- $850,423
- Shares
- 9,549
Held
- Vanguard World FDMGV
- Share
- 0.2%
- Value
- $621,950
- Shares
- 3,805
Held
- Vanguard World FDVDE
- Share
- 0.2%
- Value
- $617,066
- Shares
- 4,110
Held
- Ishares TRIVE
- Share
- 0.2%
- Value
- $590,036
- Shares
- 2,599
Held
- Spdr Series TrustSPHY
- Share
- 0.2%
- Value
- $507,351
- Shares
- 21,645
+9%
- Ishares TRIJR
- Share
- 0.1%
- Value
- $325,243
- Shares
- 2,055
Held
- Pinnacle Finl Partners
- Share
- <0.1%
- Value
- $312,399
- Shares
- 3,096
Held
- American Centy ETF TRAVUV
- Share
- <0.1%
- Value
- $292,438
- Shares
- 2,344
Held
- Ishares Core S&P Total U.S. Stock Market ETF
- Share
- <0.1%
- Value
- $282,916
- Shares
- 1,722
Held
- Vanguard Index FDSVBK
- Share
- <0.1%
- Value
- $271,255
- Shares
- 742
Held
- Vanguard Index FDSVBR
- Share
- <0.1%
- Value
- $243,687
- Shares
- 1,003
-5%
- Select Sector Spdr TRXLK
- Share
- <0.1%
- Value
- $224,236
- Shares
- 788
+8%
- Invesco Exchange Traded FD TPRF
- Share
- <0.1%
- Value
- $173,750
- Shares
- 3,216
+51%
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $169,956
- Shares
- 231
Held
- BrookfieldBN
- Share
- <0.1%
- Value
- $143,741
- Shares
- 3,375
Held
- Spdr Series TrustSDY
- Share
- <0.1%
- Value
- $143,046
- Shares
- 940
-4%
- Vanguard Index FDSVTI
- Share
- <0.1%
- Value
- $136,984
- Shares
- 370
Held
- Ishares TRIWF
- Share
- <0.1%
- Value
- $130,130
- Shares
- 1,048
New
- Dimensional ETF TrustDFIV
- Share
- <0.1%
- Value
- $120,668
- Shares
- 2,234
+40%
- Vanguard Charlotte FDSBNDX
- Share
- <0.1%
- Value
- $116,236
- Shares
- 2,400
+8%
- Spdr Series TrustSPYD
- Share
- <0.1%
- Value
- $114,838
- Shares
- 2,407
New
- Schwab Strategic TRSCHD
- Share
- <0.1%
- Value
- $112,932
- Shares
- 3,561
+71120%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 25.0% | $81m | 117,699 | Held |
| AppleAAPL | 6.9% | $22m | 75,780 | Held |
| AlphabetGOOGL | 4.6% | $15m | 41,052 | Held |
| NvidiaNVDA | 4.0% | $13m | 62,715 | -2% |
| Amazon.comAMZN | 3.0% | $10m | 41,261 | Held |
| Eli LillyLLY | 2.8% | $9m | 7,451 | Held |
| JPMorgan ChaseJPM | 2.6% | $9m | 25,929 | Held |
| MicrosoftMSFT | 2.5% | $8m | 21,313 | Held |
| ASML Holding NVASML | 2.3% | $7m | 3,715 | Held |
| MastercardMA | 2.2% | $7m | 13,750 | Held |
| VisaV | 2.1% | $7m | 19,810 | Held |
| Charles SchwabSCHW | 1.9% | $6m | 67,427 | Held |
| General ElectricGE | 1.8% | $6m | 15,390 | Held |
| Meta PlatformsMETA | 1.7% | $6m | 9,873 | Held |
| BlackRockBLK | 1.6% | $5m | 5,399 | Held |
| ChubbCB | 1.5% | $5m | 14,354 | Held |
| Johnson & JohnsonJNJ | 1.4% | $5m | 18,355 | -16% |
| CaterpillarCAT | 1.4% | $5m | 4,335 | Held |
| Costco WholesaleCOST | 1.4% | $5m | 4,937 | Held |
| Uber TechnologiesUBER | 1.3% | $4m | 58,744 | Held |
| Palo Alto NetworksPANW | 1.3% | $4m | 12,081 | +3% |
| General DynamicsGD | 1.2% | $4m | 11,352 | Held |
| Berkshire HathawayBRK-B | 1.2% | $4m | 7,614 | Held |
| Philip Morris InternationalPM | 1.2% | $4m | 21,071 | Held |
| StarbucksSBUX | 1.1% | $4m | 34,667 | Held |
| Iqvia HoldingsIQV | 1.1% | $3m | 18,058 | Held |
| Vanguard Scottsdale FDSVTWO | 1.0% | $3m | 27,278 | +3% |
| Vanguard Index FDSVB | 1.0% | $3m | 10,911 | +5% |
| BoeingBA | 1.0% | $3m | 14,816 | Held |
| Booking HoldingsBKNG | 0.9% | $3m | 16,437 | Held |
| Lockheed MartinLMT | 0.9% | $3m | 5,596 | Held |
| NetflixNFLX | 0.8% | $3m | 37,721 | Held |
| SalesforceCRM | 0.8% | $3m | 16,192 | Held |
| GE VernovaGEV | 0.7% | $2m | 2,061 | Held |
| Spdr Series TrustSPYX | 0.7% | $2m | 3,231 | Held |
| Veeva SystemsVEEV | 0.7% | $2m | 12,891 | -4% |
| Archer-Daniels-MidlandADM | 0.6% | $2m | 26,237 | Held |
| Ishares TRIEFA | 0.6% | $2m | 19,911 | +7% |
| CloroxCLX | 0.5% | $2m | 16,662 | +6% |
| AlphabetGOOG | 0.4% | $1m | 3,917 | Held |
| Vanguard Star FDSVXUS | 0.4% | $1m | 15,732 | +7% |
| Intuitive SurgicalISRG | 0.4% | $1m | 3,298 | New |
| DanaherDHR | 0.4% | $1m | 6,820 | Held |
| IsharesIEMG | 0.4% | $1m | 15,732 | +17% |
| Vanguard BD Index FDSBND | 0.4% | $1m | 17,152 | +5% |
| ShopifySHOP | 0.4% | $1m | 10,823 | Held |
| KKRKKR | 0.4% | $1m | 12,930 | +21% |
| Ishares TRIJH | 0.3% | $1m | 14,112 | Held |
| Ishares TRIVV | 0.3% | $1m | 1,433 | +3% |
| Ishares TRIVW | 0.3% | $973,766 | 7,080 | Held |
| Globe LifeGL | 0.3% | $852,273 | 4,769 | Held |
| Vanguard Intl Equity Index FVEU | 0.3% | $850,423 | 9,549 | Held |
| Home DepotHD | 0.3% | $834,238 | 2,323 | Held |
| TeslaTSLA | 0.2% | $623,750 | 1,415 | +46% |
| Vanguard World FDMGV | 0.2% | $621,950 | 3,805 | Held |
| Vanguard World FDVDE | 0.2% | $617,066 | 4,110 | Held |
| Ishares TRIVE | 0.2% | $590,036 | 2,599 | Held |
| Spdr Series TrustSPHY | 0.2% | $507,351 | 21,645 | +9% |
| Choice Hotels InternationalCHH | 0.1% | $469,450 | 4,257 | Held |
| Micron TechnologyMU | 0.1% | $438,630 | 355 | +8% |
| Independence Realty TrustIRT | 0.1% | $427,046 | 25,587 | Held |
| BroadcomAVGO | 0.1% | $407,391 | 999 | -6% |
| FedExFDX | 0.1% | $378,522 | 1,196 | Held |
| Coca-ColaKO | 0.1% | $359,393 | 4,164 | Held |
| Vulcan MaterialsVMC | 0.1% | $330,479 | 1,115 | Held |
| Ishares TRIJR | 0.1% | $325,243 | 2,055 | Held |
| Lam ResearchLRCX | <0.1% | $320,816 | 702 | +3% |
| MerckMRK | <0.1% | $315,221 | 2,399 | -61% |
| Pinnacle Finl Partners | <0.1% | $312,399 | 3,096 | Held |
| Bank of AmericaBAC | <0.1% | $300,660 | 4,846 | Held |
| American Centy ETF TRAVUV | <0.1% | $292,438 | 2,344 | Held |
| Principal Financial GroupPFG | <0.1% | $284,970 | 2,636 | Held |
| Ishares Core S&P Total U.S. Stock Market ETF | <0.1% | $282,916 | 1,722 | Held |
| Vanguard Index FDSVBK | <0.1% | $271,255 | 742 | Held |
| CrowdStrike HoldingsCRWD | <0.1% | $266,336 | 342 | Held |
| Lowe's CompaniesLOW | <0.1% | $262,691 | 1,154 | Held |
| Vanguard Index FDSVBR | <0.1% | $243,687 | 1,003 | -5% |
| AbbVieABBV | <0.1% | $234,663 | 896 | Held |
| Select Sector Spdr TRXLK | <0.1% | $224,236 | 788 | +8% |
| Goldman Sachs GroupGS | <0.1% | $216,987 | 206 | -6% |
| AmgenAMGN | <0.1% | $180,705 | 493 | Held |
| Invesco Exchange Traded FD TPRF | <0.1% | $173,750 | 3,216 | +51% |
| Invesco QQQ TRQQQ | <0.1% | $169,956 | 231 | Held |
| CitigroupC | <0.1% | $166,966 | 1,142 | Held |
| Arista NetworksANET | <0.1% | $160,876 | 905 | Held |
| Southern CompanySO | <0.1% | $156,677 | 1,591 | +216% |
| WalmartWMT | <0.1% | $149,582 | 1,160 | Held |
| Advanced Micro DevicesAMD | <0.1% | $146,970 | 207 | +251% |
| BrookfieldBN | <0.1% | $143,741 | 3,375 | Held |
| Spdr Series TrustSDY | <0.1% | $143,046 | 940 | -4% |
| Vanguard Index FDSVTI | <0.1% | $136,984 | 370 | Held |
| Palantir TechnologiesPLTR | <0.1% | $136,154 | 1,167 | +170% |
| Duke EnergyDUK | <0.1% | $135,816 | 1,062 | +64% |
| Ishares TRIWF | <0.1% | $130,130 | 1,048 | New |
| Dimensional ETF TrustDFIV | <0.1% | $120,668 | 2,234 | +40% |
| Vanguard Charlotte FDSBNDX | <0.1% | $116,236 | 2,400 | +8% |
| Spdr Series TrustSPYD | <0.1% | $114,838 | 2,407 | New |
| Schwab Strategic TRSCHD | <0.1% | $112,932 | 3,561 | +71120% |
| ChevronCVX | <0.1% | $112,883 | 643 | +69% |
| RTXRTX | <0.1% | $111,372 | 572 | +12% |
Showing the largest 100 of 314.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 20.7% since 30 June 2025.
Where the money is
Technology16.5%
Financial services14.2%
Industrials11.0%
Media & telecom7.7%
Health care7.1%
Retail & consumer5.8%
Everyday goods4.0%
Real estate0.2%
Materials0.1%
Utilities0.1%
Energy0.1%
Other33.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.