Investment Research & Advisory Group, Inc.

CIK 1802136 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$323.9M
#4.953 dari 9.443 berdasarkan nilai 13F · top 52.5%
Posisi
314
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +13.1% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
55,79%
Bobot 25 kepemilikan teratas
78,04%
Posisi di atas 1%
28
Jumlah posisi efektif
12,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 1,86% Perkiraan pembelian $9.652.805 · penjualan $5.674.859

Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 79,3% masih dipegang

Posisi baru
47
Meningkat
103
Menurun
34
Tertutup
10
Di halaman ini

Rincian sektor

Technology
18,7%
Industrials
8,7%
Communication Services
7,7%
Healthcare
7,2%
Financial Services
6,8%
Retail
4,9%
Financials
4,8%
Consumer Discretionary
2,4%
Consumer Staples
2,0%
Consumer products
0,5%
Real Estate
0,2%
Logistics & Transportation
0,1%
Utilities
0,1%
Energy
0,1%
Telecommunication
0,0%
Communications
0,0%
Materials
0,0%
Diversified Consumer Services
0,0%
Lainnya/Tidak terpetakan
35,8%

Portofolio lengkap 314 posisi

Tipe Rentetan Tren 8 kuartal
VOO $80.836.836 24,96% 117.699 $11.799.308 Naik ×2
AAPL Apple Inc. - Common Stock $22.222.528 6,86% 75.780 $2.678.473 Turun ×2
GOOGL Alphabet Inc. - Class A Common Stock $14.967.658 4,62% 41.052 $2.718.998 Turun ×3
NVDA NVIDIA Corporation - Common Stock $12.891.751 3,98% 62.715 $1.327.617 Turun ×3
AMZN Amazon.com, Inc. - Common Stock $9.877.763 3,05% 41.261 $1.257.468 Naik ×1
LLY Eli Lilly and Company Common Stock $8.960.442 2,77% 7.451 $2.172.629 Naik ×6
JPM JP Morgan Chase & Co. Common Stock $8.513.819 2,63% 25.929 $882.382 Naik ×6
MSFT Microsoft Corporation - Common Stock $7.950.291 2,45% 21.313 $99.648 Naik ×4
ASML ASML Holding N.V. - New York Registry Shares $7.389.836 2,28% 3.715 $2.436.723 Turun ×2
MA Mastercard Incorporated Common Stock $7.082.071 2,19% 13.750 $241.885 Naik ×1
V Visa Inc. $6.827.449 2,11% 19.810 $820.702 Turun ×1
SCHW Charles Schwab Corporation (The) Common Stock $6.227.202 1,92% 67.427 $-68.074 Naik ×2
GE GE Aerospace Common Stock $5.764.321 1,78% 15.390 $1.388.631
META Meta Platforms, Inc. - Class A Common Stock $5.567.812 1,72% 9.873 $-67.708 Naik ×1
BLKXXXX $5.195.728 1,60% 5.399 $59.398 Naik ×2
CB Chubb Limited Common Stock $4.897.862 1,51% 14.354 $225.397 Naik ×4
JNJ Johnson & Johnson Common Stock $4.673.958 1,44% 18.355 $-662.186 Turun ×2
CAT Caterpillar, Inc. Common Stock $4.629.290 1,43% 4.335 $1.575.788 Naik ×4
COST Costco Wholesale Corporation - Common Stock $4.624.454 1,43% 4.937 $-268.733 Naik ×6
UBER Uber Technologies, Inc. Common Stock $4.244.956 1,31% 58.744 $41.223 Naik ×1
PANW Palo Alto Networks, Inc. - Common Stock $4.124.462 1,27% 12.081 $2.252.085 Naik ×4
GD General Dynamics Corporation Common Stock $4.022.590 1,24% 11.352 $159.667 Naik ×2
BRKB $3.860.509 1,19% 7.614 $151.022 Turun ×1
PM Philip Morris International Inc Common Stock $3.832.370 1,18% 21.071 $352.548 Naik ×4
SBUX Starbucks Corporation - Common Stock $3.546.367 1,10% 34.667 $458.409 Naik ×2
IQV IQVIA Holdings, Inc. Common Stock $3.489.901 1,08% 18.058 $364.926 Turun ×1
VTWO Vanguard Russell 2000 ETF $3.312.148 1,02% 27.278 $653.794 Naik ×6
VB $3.307.471 1,02% 10.911 $574.250 Naik ×1
BA Boeing Company (The) Common Stock $3.209.783 0,99% 14.816 $232.493 Turun ×1
BKNG Booking Holdings Inc. - Common Stock $2.935.994 0,91% 16.437 $170.643 Naik ×1
LMT Lockheed Martin Corporation Common Stock $2.855.937 0,88% 5.596 $-557.277 Turun ×2
NFLX Netflix, Inc. - Common Stock $2.701.990 0,83% 37.721 $-925.557 Naik ×1
CRM Salesforce, Inc. Common Stock $2.536.697 0,78% 16.192 $-494.904 Turun ×2
GEV GE Vernova Inc. Common Stock $2.429.286 0,75% 2.061 $590.232 Turun ×4
SPYX $2.413.006 0,75% 3.231 $316.291 Naik ×2
VEEV Veeva Systems Inc. Class A Common Stock $2.288.146 0,71% 12.891 $-77.819 Turun ×2
ADM Archer-Daniels-Midland Company Common Stock $2.006.635 0,62% 26.237 $97.443
IEFA $1.922.972 0,59% 19.911 $230.975 Naik ×6
CLX Clorox Company (The) Common Stock $1.590.224 0,49% 16.662 $-34.798 Naik ×1
GOOG Alphabet Inc. - Class C Capital Stock $1.424.448 0,44% 3.917 $274.376 Naik ×3
VXUS Vanguard Total International Stock ETF $1.344.957 0,42% 15.732 $211.045 Naik ×1
ISRG Intuitive Surgical, Inc. - Common Stock $1.311.549 0,40% 3.298 Naik ×1
DHR Danaher Corporation Common Stock $1.304.297 0,40% 6.820 $11.042 Turun ×1
IEMG $1.303.248 0,40% 15.732 $367.306 Naik ×6
BND Vanguard Total Bond Market ETF $1.259.130 0,39% 17.152 $50.973 Naik ×3
SHOP Shopify Inc. - Class A Subordinate Voting Shares $1.235.770 0,38% 10.823 $-49.952 Turun ×1
KKR KKR & Co. Inc. Common Stock $1.189.269 0,37% 12.930 $202.571 Naik ×1
IJH $1.088.186 0,34% 14.112 $136.373 Naik ×1
IVV $1.073.264 0,33% 1.433 $161.883 Naik ×1
IVW $973.766 0,30% 7.080 $173.640 Naik ×3
GL Globe Life Inc. Common Stock $852.273 0,26% 4.769 $188.524 Naik ×3
VEU $850.423 0,26% 9.549 $90.681 Naik ×4
HD Home Depot, Inc. (The) Common Stock $834.238 0,26% 2.323 $65.854 Turun ×1
TSLA Tesla, Inc. - Common Stock $623.750 0,19% 1.415 $237.502 Naik ×5
MGV $621.950 0,19% 3.805 $71.118 Naik ×4
VDE $617.066 0,19% 4.110 $-89.363 Naik ×5
IVE $590.036 0,18% 2.599 $43.511 Naik ×5
SPHY $507.351 0,16% 21.645 $46.093 Naik ×6
CHH Choice Hotels International, Inc. Common Stock $469.450 0,14% 4.257 $29.906 Naik ×4
MU Micron Technology, Inc. - Common Stock $438.630 0,14% 355 $318.697 Naik ×2
IRT Independence Realty Trust, Inc. Common Stock $427.046 0,13% 25.587 $50.043 Naik ×1
AVGO Broadcom Inc. - Common Stock $407.391 0,13% 999 $55.542 Turun ×2
FDX FedEx Corporation Common Stock $378.522 0,12% 1.196 $-48.214 Naik ×4
KO Coca-Cola Company (The) Common Stock $359.393 0,11% 4.164 $34.437 Naik ×1
VMC Vulcan Materials Company (Holding Company) Common Stock $330.479 0,10% 1.115 $25.999 Naik ×2
IJR $325.243 0,10% 2.055 $51.025 Naik ×5
LRCX Lam Research Corporation - Common Stock $320.816 0,10% 702 $167.699 Naik ×4
MRK Merck & Company, Inc. Common Stock (new) $315.221 0,10% 2.399 $-441.066 Turun ×2
PNFP Pinnacle Financial Partners, Inc. - Common Stock $312.399 0,10% 3.096 $47.013 Naik ×2
BAC Bank of America Corporation Common Stock $300.660 0,09% 4.846 $52.142 Naik ×5
AVUV $292.438 0,09% 2.344 $33.538
PFG Principal Financial Group Inc - Common Stock $284.970 0,09% 2.636 $46.719
Penerbit tidak dikenal (CUSIP: 464587150) $282.916 0,09% 1.722 $38.215 Naik ×2
VBK $271.255 0,08% 742 $47.288 Naik ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $266.336 0,08% 342 $132.816
LOW Lowe's Companies, Inc. Common Stock $262.691 0,08% 1.154 $-14.567 Naik ×1
VBR $243.687 0,08% 1.003 $13.751 Turun ×1
ABBV AbbVie Inc. Common Stock $234.663 0,07% 896 $31.891 Naik ×4
XLK XLK $224.236 0,07% 788 $80.828 Naik ×4
GS Goldman Sachs Group, Inc. (The) Common Stock $216.987 0,07% 206 $25.633 Turun ×1
AMGN Amgen Inc. - Common Stock $180.705 0,06% 493 $1.177 Naik ×1
PRF $173.750 0,05% 3.216 $72.350 Naik ×5
QQQ Invesco QQQ Trust, Series 1 $169.956 0,05% 231 $36.747
C Citigroup, Inc. Common Stock $166.966 0,05% 1.142 $32.285 Naik ×4
ANETXXXX $160.876 0,05% 905 $45.463
SO Southern Company (The) Common Stock $156.677 0,05% 1.591 $98.862 Naik ×1
WMT Walmart Inc. - Common Stock $149.582 0,05% 1.160 $-8.822 Naik ×2
AMD Advanced Micro Devices, Inc. - Common Stock $146.970 0,05% 207 $125.610 Naik ×1
BN Brookfield Corporation Class A Limited Voting Shares $143.741 0,04% 3.375 $7.155
SDY $143.046 0,04% 940 $-246 Turun ×6
VTI $136.984 0,04% 370 $16.307 Turun ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $136.154 0,04% 1.167 $65.062 Naik ×3
DUK Duke Energy Corporation (Holding Company) Common Stock $135.816 0,04% 1.062 $43.570 Naik ×1
IWF $130.130 0,04% 1.048 Naik ×1
DFIV $120.668 0,04% 2.234 $36.220 Naik ×1
BNDX Vanguard Total International Bond ETF $116.236 0,04% 2.400 $9.550 Naik ×3
SPYD $114.838 0,04% 2.407 Naik ×1
SCHD $112.932 0,03% 3.561 $112.774 Naik ×1
CVX Chevron Corporation Common Stock $112.883 0,03% 643 $25.571 Naik ×1
RTX RTX Corporation Common Stock $111.372 0,03% 572 $5.277 Naik ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
LLY $8.960.442 2,77% naik ×6
JPM $8.513.819 2,63% naik ×6
MSFT $7.950.291 2,45% naik ×4
CB $4.897.862 1,51% naik ×4
CAT $4.629.290 1,43% naik ×4
COST $4.624.454 1,43% naik ×6
PANW $4.124.462 1,27% naik ×4
PM $3.832.370 1,18% naik ×4
VTWO $3.312.148 1,02% naik ×6
IEFA $1.922.972 0,59% naik ×6
GOOG $1.424.448 0,44% naik ×3
IEMG $1.303.248 0,40% naik ×6
BND $1.259.130 0,39% naik ×3
IVW $973.766 0,30% naik ×3
GL $852.273 0,26% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
ISRG $1.311.549 3.298 0,40%
IWF $130.130 1.048 0,04%
SPYD $114.838 2.407 0,04%
IWD $101.093 417 0,03%
Penerbit tidak dikenal (CUSIP: 314352105) $90.600 597 0,03%
APH $69.117 347 0,02%
UNP $66.096 186 0,02%
LGND $65.115 206 0,02%
KLAC $45.257 100 0,01%
VWO $37.784 633 0,01%
AMAT $36.873 28 0,01%
MRVL $34.257 95 0,01%
ARES $29.052 261 0,01%
SAP $26.353 171 0,01%
TJX $24.543 130 0,01%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
VOO Beli lebih banyak +2K +$11.8M
GOOGL Dipangkas -706 +$2.7M
AAPL Dipangkas -233 +$2.7M
ASML Dipangkas -35 +$2.4M
PANW Beli lebih banyak +402 +$2.3M
LLY Beli lebih banyak +90 +$2.2M
CAT Beli lebih banyak +37 +$1.6M
GE Hanya pergerakan harga +0 +$1.4M
NVDA Dipangkas -2K +$1.3M
AMZN Beli lebih banyak +30 +$1.3M

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
FISV 31 Des. 2025 21.392 $2.759.489 -23,3%
SNPS 31 Des. 2025 5.750 $282.692 -15,2%
MDY 30 Juni 2025 503 $268.340 Tidak lagi dilacak
VRP 31 Maret 2026 9.379 $228.190 Tidak lagi dilacak
IJT 30 Juni 2025 1.252 $155.874
ESGU 30 Sep. 2025 1.015 $137.348
IJS 30 Juni 2025 1.294 $126.139 Tidak lagi dilacak
BSCP 30 Juni 2025 5.836 $120.688 Tidak lagi dilacak
BSCQ 30 Juni 2025 5.441 $105.991
BMY 31 Maret 2026 1.696 $93.513 8,9%
ESGR 30 Sep. 2025 273 $91.826 Tidak lagi dilacak
ZETA 31 Maret 2026 4.433 $90.212 72,2%
QPFF 30 Sep. 2025 2.515 $88.916 Tidak lagi dilacak
PNC 30 Juni 2025 488 $85.776 30,8%
IBB 30 Juni 2025 642 $82.112 68,9%
PSX 31 Maret 2025 500 $56.965 96,8%
BRO 30 Juni 2026 835 $54.450 12,2%
COWZ 30 Juni 2025 961 $52.624 Tidak lagi dilacak
CALF 30 Juni 2025 1.310 $49.125 Tidak lagi dilacak
WDAY 30 Juni 2025 209 $48.808 -18,6%
VGT 30 Juni 2025 85 $46.102 Tidak lagi dilacak
NKE 30 Juni 2025 655 $41.579 -42,9%
TD 31 Maret 2025 667 $35.511 97,8%
AX 31 Maret 2025 504 $35.204 50,5%
ATMU 31 Maret 2025 818 $32.049 35,8%
GLW 31 Maret 2025 500 $23.760 235,4%
MSFO 30 Sep. 2025 1.286 $22.931 Tidak lagi dilacak
FFIN 31 Maret 2026 701 $20.932 16,7%
CMCSA 31 Maret 2026 434 $15.931 -7,8%
MDT 30 Juni 2026 109 $13.171 17,7%
CME 31 Maret 2026 39 $12.289 -7,5%
ICE 31 Maret 2026 47 $10.203 2,3%
NUV 31 Maret 2026 54 $9.530 -0,3%
UPS 31 Des. 2025 100 $9.522 4,2%
CMG 31 Des. 2025 200 $9.131 -3,0%
ABNB 30 Juni 2026 55 $8.840 29,2%
PYPL 31 Des. 2025 120 $8.785 6,6%
CME 30 Juni 2025 32 $8.489 -0,9%
GEHC 30 Juni 2026 110 $8.186 15,7%
SLB 31 Des. 2025 192 $7.836 40,2%
PEG 31 Maret 2026 84 $7.789 -8,3%
BSX 31 Maret 2026 64 $7.628 -21,2%
CNYA 30 Juni 2025 258 $7.232 Tidak lagi dilacak
MSI 30 Juni 2025 16 $7.005 13,5%
VOOG 31 Maret 2026 14 $6.224 Tidak lagi dilacak
TMUS 31 Maret 2026 15 $5.697 -12,9%
DTE 31 Maret 2026 43 $5.675 -5,7%
ADI 30 Juni 2025 28 $5.647 58,1%
DD 30 Juni 2026 93 $5.542 3,3%
MPC 30 Juni 2025 38 $5.536 118,4%
DRI 30 Juni 2025 24 $4.986 0,1%
BBY 30 Juni 2025 65 $4.785 30,2%
GNRC 31 Des. 2025 28 $4.687 54,7%
ETN 30 Juni 2025 17 $4.621 17,9%
VZ 30 Sep. 2025 100 $4.327 12,5%
UNP 30 Juni 2025 16 $3.780 33,1%
FIS 30 Juni 2025 50 $3.734 -49,9%
JCI 30 Juni 2025 46 $3.685 37,3%
HOG 30 Juni 2025 136 $3.435 19,7%
WAB 30 Sep. 2025 16 $3.354 47,2%
MSTR 31 Des. 2025 5 $3.222 -20,8%
FBIN 30 Sep. 2025 59 $3.052 -15,5%
DKNG 30 Juni 2025 88 $2.922 -41,7%
DECK 31 Maret 2026 24 $2.799 -10,2%
NEE 30 Juni 2025 37 $2.623 22,4%
PEG 30 Juni 2025 31 $2.551 -11,8%
LUMN 31 Maret 2026 299 $2.323 -13,5%
XRX 30 Juni 2025 403 $2.212 -44,7%
PLTR 30 Juni 2025 15 $1.266 26,9%
DBX 31 Maret 2026 30 $1.168 48,1%
WAB 31 Maret 2025 6 $1.138 62,8%
AMD 30 Sep. 2025 8 $1.135 191,0%
MAA 31 Maret 2026 8 $1.111 8,1%
MSTY 30 Sep. 2025 50 $1.109 Tidak lagi dilacak
DXJ 31 Maret 2025 10 $1.103 Tidak lagi dilacak
VTRS 30 Juni 2026 43 $1.081 1,1%
BBU 31 Maret 2026 30 $1.056 Tidak lagi dilacak
MBC 31 Des. 2025 57 $751 -17,4%
VIG 30 Juni 2025 3 $582 Tidak lagi dilacak
APLD 31 Des. 2025 25 $574 18,7%
SOUN 31 Maret 2026 56 $558 3,7%
OXYWS 30 Juni 2026 7 $300 Tidak lagi dilacak
OGN 31 Des. 2025 26 $278 91,6%
CRWV 30 Juni 2026 3 $232 -9,5%
COOP 31 Des. 2025 1 $211 Tidak lagi dilacak
AZN 31 Maret 2025 3 $197 125,2%
ONL 31 Des. 2025 50 $135 25,2%
EPSM 30 Juni 2026 90 $127 14,9%
SPMD 30 Juni 2026 2 $120 Tidak lagi dilacak
BIRDXXXX 30 Juni 2025 15 $97 Tidak lagi dilacak
WOLF 30 Sep. 2025 66 $26 -4,1%
WBA 30 Sep. 2025 1 $11 Tidak lagi dilacak