Investment Research & Advisory Group, Inc. holds a focused book of 314 stocks worth $323.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Intuitive Surgical Inc and trimmed Apple Inc. Their largest long position is Vanguard S&P 500 ETF at 25% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802136/holdings"
Use Arkolith to show Investment Research & Advisory Group, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 8.0 points over this window.
Growth of $10,000 cloning Investment Research & Advisory Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF S&P 500 ETF SHS | $80.8M | 117.7K | 25.0% | ▲+1.9% Added · +2K sh | |
| 2 | Apple Inc COM | $22.2M | 75.8K | 6.9% | ▼−0.3% Reduced · −233 sh | |
| 3 | Alphabet Inc Class A CAP STK CL A | $15.0M | 41.1K | 4.6% | ▼−1.7% Reduced · −706 sh | |
| 4 | Nvidia Corp COM | $12.9M | 62.7K | 4.0% | ▼−2.5% Reduced · −2K sh | |
| 5 | Amazon.com Inc COM | $9.9M | 41.3K | 3.0% | ▲+0.1% Added · +30 sh | |
| 6 | Eli Lilly And Co COM | $9.0M | 7.5K | 2.8% | ▲+1.2% Added · +90 sh | |
| 7 | JPMorgan Chase & Co COM | $8.5M | 25.9K | 2.6% | ▲+0.2% Added · +55 sh | |
| 8 | Microsoft Corp COM | $8.0M | 21.3K | 2.5% | ▲+0.5% Added · +105 sh | |
| 9 | ASML Hldg N V Fsponsored ADR 1 ADR Reps 1 Ord SHS N Y REGISTERY SHS | $7.4M | 3.7K | 2.3% | ▼−0.9% Reduced · −35 sh | |
| 10 | Mastercard Inc Class Class A CL A | $7.1M | 13.8K | 2.2% | ▲+0.4% Added · +60 sh | |
| 11 | Visa Inc Class A COM CL A | $6.8M | 19.8K | 2.1% | ▼−0.3% Reduced · −64 sh | |
| 12 | Charles Schwab Corp COM | $6.2M | 67.4K | 1.9% | ▲+0.8% Added · +503 sh | |
| 13 | Ge Aerospace COM | $5.8M | 15.4K | 1.8% | —Held | |
| 14 | Meta Platforms Inc Class A CL A | $5.6M | 9.9K | 1.7% | ▲+0.6% Added · +60 sh | |
| 15 | BlackRock Inc New COM | $5.2M | 5.4K | 1.6% | ▲+1.2% Added · +62 sh | |
| 16 | Chubb Ltd F COM | $4.9M | 14.4K | 1.5% | ▲+0.3% Added · +43 sh | |
| 17 | Johnson & Johnson COM | $4.7M | 18.4K | 1.4% | ▼−16% Reduced · −3K sh | |
| 18 | Caterpillar Inc COM | $4.6M | 4.3K | 1.4% | ▲+0.9% Added · +37 sh | |
| 19 | Costco WHSL Corp New COM | $4.6M | 4.9K | 1.4% | ▲+0.8% Added · +39 sh | |
| 20 | Uber Technologies Inc COM | $4.2M | 58.7K | 1.3% | ▲+0.5% Added · +302 sh | |
| 21 | Palo Alto Networks Inc COM | $4.1M | 12.1K | 1.3% | ▲+3.4% Added · +402 sh | |
| 22 | General Dynamics Corp COM | $4.0M | 11.4K | 1.2% | ▲+0.9% Added · +105 sh | |
| 23 | Berkshire Hathaway Class B CL B NEW | $3.9M | 7.6K | 1.2% | ▼−0.1% Reduced · −5 sh | |
| 24 | Philip Morris Intl Inc COM | $3.8M | 21.1K | 1.2% | ▲+0.6% Added · +136 sh | |
| 25 | Starbucks Corp COM | $3.5M | 34.7K | 1.1% | ▲+0.7% Added · +236 sh | |
| 26 | Iqvia Hldgs Inc COM | $3.5M | 18.1K | 1.1% | ▼−1.4% Reduced · −262 sh | |
| 27 | Vanguard Russell 2000 Index Fund ETF Shares VNG RUS2000IDX | $3.3M | 27.3K | 1.0% | ▲+2.8% Added · +740 sh | |
| 28 | Vanguard Small-Cap Indexfund ETF Shares SMALL CP ETF | $3.3M | 10.9K | 1.0% | ▲+4.6% Added · +476 sh | |
| 29 | Boeing Co COM | $3.2M | 14.8K | 1.0% | ▼−0.9% Reduced · −143 sh | |
| 30 | Booking Hldgs Inc COM | $2.9M | 16.4K | 0.9% | ▲25× Added · +16K sh | |
| 31 | Lockheed Martin Corp COM | $2.9M | 5.6K | 0.9% | ▼−0.7% Reduced · −37 sh | |
| 32 | Netflix Inc COM | $2.7M | 37.7K | 0.8% | ▲+0.1% Added · +26 sh | |
| 33 | Salesforce Inc COM | $2.5M | 16.2K | 0.8% | ▼−0.1% Reduced · −16 sh | |
| 34 | Ge Vernova Inc COM | $2.4M | 2.1K | 0.7% | ▼−1.9% Reduced · −39 sh | |
| 35 | State Street SPDR S&P 500 ETF Trust SPDR S&P 500 ETF | $2.4M | 3.2K | 0.7% | ▲+0.2% Added · +7 sh | |
| 36 | Veeva Sys Inc Class A CL A COM | $2.3M | 12.9K | 0.7% | ▼−4.3% Reduced · −573 sh | |
| 37 | Archer-Daniels Midland C COM | $2.0M | 26.2K | 0.6% | —Held | |
| 38 | Ishares Core Msci Eafe ETF CORE MSCI EAFE | $1.9M | 19.9K | 0.6% | ▲+6.5% Added · +1K sh | |
| 39 | Clorox Co COM | $1.6M | 16.7K | 0.5% | ▲+6.3% Added · +981 sh | |
| 40 | Alphabet Inc Class C CAP STK CL C | $1.4M | 3.9K | 0.4% | ▲+0.3% Added · +14 sh | |
| 41 | Vanguard Total International Stock Index Fund ETF Shares VG TL INTL STK F | $1.3M | 15.7K | 0.4% | ▲+7.0% Added · +1K sh | |
| 42 | Intuitive Surgical Inc COM NEW | $1.3M | 3.3K | 0.4% | ▲New New position | |
| 43 | Danaher Corp COM | $1.3M | 6.8K | 0.4% | ▼~0% Reduced · −1 sh | |
| 44 | Ishares Core Msci Emerging Markets ETF CORE MSCI EMKT | $1.3M | 15.7K | 0.4% | ▲+17% Added · +2K sh | |
| 45 | Vanguard Total Bond Market Index Fund ETF Shares TOTAL BND MKT | $1.3M | 17.2K | 0.4% | ▲+4.5% Added · +746 sh | |
| 46 | Shopify Inc Fclass A CL A | $1.2M | 10.8K | 0.4% | ▼−0.1% Reduced · −16 sh | |
| 47 | KKR & Co Inc COM | $1.2M | 12.9K | 0.4% | ▲+21% Added · +2K sh | |
| 48 | Ishares Core S&P Mid-Capetf CORE S&P MCP ETF | $1.1M | 14.1K | 0.3% | ▲+0.1% Added · +17 sh | |
| 49 | Ishares Core S&P 500 ETF CORE S&P 500 ETF | $1.1M | 1.4K | 0.3% | ▲+2.7% Added · +38 sh | |
| 50 | Ishares S&P 500 Growth ETF S&P 500 GRWT ETF | $974K | 7.1K | 0.3% | ▲+0.1% Added · +6 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 315 | $323.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 280 | $286.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 276 | $302.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 254 | $295.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 246 | $268.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 250 | $239.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 212 | $241.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 210 | $236.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.