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Investment Research & Advisory Group, Inc.

Q1 2026 Holdings

Filed 2026-04-20 | 280 holdings | $286.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Canopy Growth Corp FCOM138035100$550.0%
Victoryshares Core Intermediate Bond ETF(UITB)CORE INTERMEDIAT92647N527$4710.0%
Eaton Vance Total Returnbond ETF(EVTR)EATON VANCE TOTA61774R841$5310.0%
Fidelity Enhanced International ETF(FENI)ENHANCED INTL31609A404$7620.0%
Revolve Group Inc Class A(RVLV)CL A76156B107$11350.0%
State Street Spdr Portfolio S&P 400 Mid Cap ETF(SPMD)PORTFOLIO S&P40078464A847$12020.0%
Epsium Enterprise LTD Fclass A(EPSM)ORD SHS CL AG3090S106$127900.0%
Rocket Companies CLA A Class A(RKT)COM77311W101$157110.0%
Schwab U.S. Dividend Equity ETF(SCHD)US DIVIDEND EQ808524797$15850.0%
Broadridge Finl Solution(BR)COM11133T103$16310.0%
Principal U.S. Small-Capetf(PSC)PRIN U S SMALL74255Y607$17230.0%
Scotts Miracle-Gro Co(SMG)CL A810186106$18230.0%
BP P L C Fsponsored ADR 1 ADR Reps 6 ORD SHS(BP)SPONSORED ADR055622104$18840.0%
Call Vngrd S&P 500 $625 EXP 04/24/26(VOO)CallCALL922908363$2181000.0%
Coreweave Inc Class A(CRWV)COM CL A21873S108$23230.0%
Aercap Holdings N V F(AER)SHSN00985106$27420.0%
Call Alphabet Inc $325 EXP 05/15/26(GOOGL)CallCALL02079K305$2911000.0%
Occidental Pete C 27 Wtswarrants EXP 08/03/27(OXY/WS)*W EXP 08/03/202674599162$30070.0%
Oklo Inc Class A(OKLO)COM CL A02156V109$44690.0%
United STS Antimony Corp(UAMY)COM911549103$681780.0%
State Street Spdr S&P 600 Small Cap Growth ETF(SLYG)STATE STREET SPD78464A201$87090.0%
Brookfield Wealth SO A Fclass A(BNT)CL A EXCHANGEABG17434104$911220.0%
Ishares Msci India ETF(INDA)MSCI INDIA ETF46429B598$937200.0%
Spotify Technology S A F(SPOT)SHSL8681T102$97020.0%
Ondas Inc(ONDS)COM NEW68236H204$9941100.0%
Viatris Inc(VTRS)COM92556V106$1.1K430.0%
XRP ETF(XRPI)XRP ETF92864M780$1.1K1460.0%
Peloton Interactive Inc Class Class A(PTON)COM CL A70614W100$1.1K2600.0%
JPMorgan Hedged Equity Laddered Overlay ETF(HELO)HEDGED EQUITY LA46654Q724$1.2K190.0%
IBM Corp(IBM)COM459200101$1.2K10.0%
MFA Finl Inc REIT(MFA)NOTE55272X607$1.3K1320.0%
Vanguard Mid-Cap Growth Index Fund ETF Shares(VOT)MCAP GR IDXVIP922908538$1.3K50.0%
Brookfield Business Co Fclass A(BBUC)CL A EXC SUB VTG11259V106$1.4K450.0%
Rivian Automotive Inc Class Class A(RBLX)CL A771049103$1.4K530.0%
Strategy Inc Class A(MSTR)CL A NEW594972408$1.5K50.0%
BlackRock Energy & Resou(BGR)COM09250U101$1.8K1020.0%
Ford MTR Co del(F)COM345370860$1.8K120.0%
Blue OWL Cap Inc Class A(OWL)COM CL A09581B103$1.8K2000.0%
Apollo Global Mgmt Inc Nclass Class A(APO)COM03769M106$1.9K50.0%
Solaredge Technologies I(SEDG)COM83417M104$1.9K380.0%
Protalix Biotherapeutics(PLX)COM74365A309$2.2K1,0000.0%
Unilever PLC Fsponsored ADR 1 ADR Reps 1 ORD SHSSPON ADR NEW904767704$2.5K430.0%
Joby Aviation Inc Fclass A(JOBY)COMMON STOCKG65163100$2.5K3000.0%
Intercontinental Hotel Funsponsored ADR 1 ADR Reps 1 ORD SHS(IHG)SPONSORED ADS45857P806$2.5K190.0%
Taiwan Semiconductor M Fsponsored ADR 1 ADR Reps 5 ORD SHS(TSM)SPONSORED ADR874039100$2.7K80.0%
3M Co(MMM)COM88579Y101$2.8K120.0%
Advisorshares Pure US Cannabis ETF(MSOS)PURE US CANNABIS00768Y453$2.8K8000.0%
Atlassian Corp Class A(TEAM)CL AG06242104$3.1K450.0%
ARK Autonomous Technology & Robotics ETF(ARKQ)AUTNMUS TECHNLGY00214Q203$3.6K320.0%
Enterprise Prods Part LP(EPD)COM293792107$3.9K1030.0%
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