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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
Kimberly Clark Corp(KMB)COM494368103$19.0K1970.0%
Baker Hughes Co. A Class Class A(BKR)CL A05722G100$19.5K2910.0%
State STR Corp(STT)COM857477103$20.0K1450.0%
Ishares Russell 2000 ETF(IWM)RUSSELL 2000 ETF464287655$20.5K830.0%
Dover Corp(DOV)COM260003108$21.0K910.0%
State Street Spdr Portfolio Emerging Markets ETF(SPEM)SPD78463X509$21.2K4520.0%
Advanced Micro Devic(AMD)COM007903107$21.4K590.0%
NU Hldgs LTD Fclass Class A(NU)ORD SHS CL AG6683N103$21.6K1,5000.0%
Warner Bros Discovery Inclass Series A(WBD)COM SER A934423104$21.7K6110.0%
General Mtrs Co(GM)COM37045V100$22.2K2680.0%
Otis Worldwide Corp(OTIS)COM68902V107$22.4K2900.0%
Vanguard Russell 1000 Growth Index Fund ETF Shares(VONG)VNG RUS1000GRW92206C680$22.5K2050.0%
Columbia EM Core Ex-China ETF(XCEM)EM CORE EX ETF19762B202$23.2K5690.0%
Mondelez Intl Inc Class A(MDLZ)CL A609207105$23.3K3400.0%
CRH Public Limited Co FADR12626K203$23.4K2000.0%
Ishares Msci China ETF(MCHI)MSCI CHINA ETF46429B671$24.7K4390.0%
Strategy Shares Gold-Hedged Bond ETF(GOLY)GOLD ENHANCED ET86280R878$24.9K8450.0%
Brookfield Asset Mgmt Fclass A(BAM)CL A EXCH LT VTGG16169107$25.1K5650.0%
Autodesk Inc(ADSK)COM052769106$25.1K970.0%
Servicenow Inc(NOW)COM81762P102$25.6K2450.0%
Emerson Elec Co(EMR)COM291011104$26.3K2010.0%
Mohawk Inds Inc(MHK)COM608190104$26.5K2690.0%
Carrier Global Corp(CARR)COM14448C104$26.7K4510.0%
Vanguard Mid-Cap Value Index Fund ETF Shares(VOE)MCAP VL IDXVIP922908512$28.9K1570.0%
O Reilly Automotive Inc(ORLY)COM67103H107$29.0K2400.0%
Murphy USA Inc(MUSA)COM626755102$30.3K610.0%
Vanguard Dividend Appreciation Index Fund ETF Shares(VIG)DIV APP ETF921908844$30.3K1410.0%
State Street Spdr DOW Jones Industrial Averageetf Trust(DIA)UT SER 178467X109$32.4K700.0%
Automatic Data Processin(ADP)COM053015103$32.7K1250.0%
Nuscale PWR Corp Class A(SMR)CL A COM67079K100$32.9K3,0330.0%
State Street Spdr Portfolio S&P 500 ETF(SPYM)STATE STREET SPD78464A854$32.9K4300.0%
Realty Income Corp REIT(O)COM756109104$33.5K5020.0%
American Express Co(AXP)COM025816109$36.6K1130.0%
Eaton Corp PLC F(ETN)SHSG29183103$37.2K1000.0%
Target Corp Equity Class Equity(TGT)COM87612E106$37.6K2940.0%
Delta AIR Lines Inc del(DAL)COM N EW247361702$38.4K5520.0%
Cisco SYS Inc(CSCO)COM17275R102$38.5K4060.0%
Ishares Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$39.1K4030.0%
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-Traded FU(HYS)0-5 HIGH YIELD72201R783$40.0K4290.0%
Fidelity Limited Term Bond ETF(FLTB)LTD TRM BD ETF316188200$40.8K8110.0%
Novo-Nordisk A S Fsponsored ADR 1 ADR Reps 1 ORD SHS(NVO)SPONSORED ADR670100205$41.0K1,1150.0%
State Street Consumer Discretionary Select Sector Spdr ETF(XLY)SBI CONS DISCR81369Y407$41.8K2860.0%
Performance Food Group C(PFGC)COM71377A103$42.8K5000.0%
Cirrus Logic Inc(CRUS)COM172755100$43.4K3000.0%
Hartford Total Return Bond ETF(HTRB)TOTAL RTRN ETF41653L305$43.4K1,2870.0%
State Street Spdr Portfolio Developed World Ex-US ETF(SPDW)STATE STREET SPD78463X889$43.6K9540.0%
Adobe Inc(ADBE)COM00724F101$45.7K1880.0%
Oracle Corp(ORCL)COM68389X105$47.8K3250.0%
Exelon Corp(EXC)COM30161N101$47.8K9000.0%
Invesco Nasdaq Next GEN 100 ETF(QQQJ)NASDAQNXTGEN10046138G631$48.3K1,3330.0%
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