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Investment Research & Advisory Group, Inc.

Q2 2022 Holdings

Filed 2022-07-19 | 177 holdings | $7.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Orion Office REIT Inc(ONL)COM68629Y103$11300.0%
MFA Finl, Inc.COM55272X102$11180.0%
Allbirds Inc(BIRDGBP)COM CL A01675A109$13040.0%
Xeris Pharmaceuticals inCOM98422L107$18030.0%
Peloton Interactive Inc(PTON)CL A70614W100$22600.0%
Caterpillar Inc(CAT)COM149123101$2100.0%
Enterprise Prods Part LP(EPD)COM293792107$2980.0%
Draftkings Inc New(DKNG1USD)COM CL A26142R104$32430.0%
Vanguard Total Stock Market ETF(VTI)TOTAL STK MKT ETF922908769$3140.0%
DOW Inc(DOW)COM260557103$3660.0%
Wolfspeed Inc(WOLF*)COM977852102$4660.0%
Corteva Inc(CTVA)COM22052L104$4660.0%
Service Pptys TR(SVC)COM SH BEN INT81761L102$48000.0%
Dupont de Nemours Inc(DD)COM26614N102$4660.0%
Harley Davidson Inc(HOG)COM412822108$41290.0%
Ishares Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$4640.0%
LPL Finl Hldgs(LPLA)COM50212V100$4230.0%
Spdr Index Shares Emerg Markt ETF(SPEM)SHS PORTFOLIO EMG MK78463X509$51430.0%
Mcdonalds Corp(MCD)COM580135101$6240.0%
Block Inc(XYZ)CL A852234103$6980.0%
Mercadolibre Inc(MELI)COM58733R102$6100.0%
Organon & Co(OGN)COM68622V106$72050.0%
Dexcom Inc(DXCM)COM252131107$71000.0%
Shopify Inc(SHOP)CL A82509L107$72200.0%
Vanguard Ftse Developed Markets ETF(VEA)FTSE DEVMKT ETF921943858$71820.0%
Revolve Group Inc(RVLV)CL A76156B107$72810.0%
Atlassian Corp PLC(TEAM)CL AG06242104$8450.0%
Vanguard Mid Cap ETF(VO)MID CAP ETF922908629$8390.0%
Vanguard Value ETF(VTV)VALUE ETF922908744$8580.0%
Crowdstrike Hldgs Inc(CRWD)CL A22788C105$8500.0%
Ishares Core US Aggregate Bond ETF(AGG)CORE US AGGBD ETF464287226$8790.0%
Ishares Russell 1000 Growth ETF(IWF)RUS 1000 GRW ETF464287614$8350.0%
SEA LTD(SE)SPONSORD ADS81141R100$81160.0%
Emerson Electric Co(EMR)COM291011104$81000.0%
Lululemon Athletica(LULU)COM550021109$8280.0%
General Motors Co(GM)COM37045V100$82650.0%
Idexx Labs Inc(IDXX)COM45168D104$9270.0%
State Street Corp(STT)COM857477103$91420.0%
O Reilly Automotive(ORLY)COM67103H107$10160.0%
Penn Ntnl Gaming(PENN)COM707569109$103400.0%
Spdr Portfolio Developedworld Ex-US(SPDW)SHS PORTFOLIO DEVLPD78463X889$103300.0%
Medtronic PLC(MDT)SHSG5960L103$101090.0%
Gartner Inc(IT)COM366651107$10430.0%
Verizon Communicatn(VZ)COM92343V104$102000.0%
Solaredge Tech(SEDG)COM83417M104$10380.0%
Prudential Finl(PRU)COM744320102$101000.0%
Match Group Inc New(MTCH)COM57667L107$101420.0%
Zoom Video Communication(ZM)CL A98980L101$111000.0%
Spdr Fund Consumer Discre Select ETF(XLY)SPDR CONS DISCR81369Y407$13940.0%
Cisco Systems Inc(CSCO)COM17275R102$133010.0%
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