Investment Research & Advisory Group, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filing lists 335 distinct securities held by the firm.
The portfolio includes a mix of large-cap technology stocks, energy companies, and exchange-traded funds. Major positions include Microsoft, with 10,821,906 shares, and Apple, with 25,783,756 shares. Other notable holdings include Alphabet Class A shares (13,997,073), Amazon (10,142,477 shares), and NVIDIA (14,537,086 shares). The firm also holds significant positions in JPMorgan Chase & Co. (8,389,813 shares) and Berkshire Hathaway Class B (3,819,277 shares).
Within the consumer and industrial sectors, the firm lists holdings in Costco Wholesale (4,480,965 shares), Home Depot (704,256 shares), and Caterpillar Inc. (3,502,903 shares). The filing also includes various exchange-traded funds, such as the iShares Core S&P 500 ETF, the Invesco S&P 500 Equal Weight ETF, and the Invesco QQQ Trust.
