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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
Disney Walt Co(DIS)COM254687106$48.6K5040.0%
State Street Communication Services Select Sector Spdr ETF(XLC)COM81369Y852$49.1K1350.0%
Avantis International Equity ETF(AVDE)INTL EQT ETF025072703$50.0K5890.0%
State Street Health Careselect Sector Spdr ETF(XLV)SBI HEALTHCARE81369Y209$50.5K1450.0%
Invesco S&P 500 LOW Volatility ETF(SPLV)S&P500 LOW VOL46138E354$50.5K6910.0%
First Trust Nasdaq Cybersecurity ETF(CIBR)NASDAQ CYB ETF33734X846$52.7K8400.0%
Accenture PLC Ireland Fclass Class A(ACN)SHS CLASS AG1151C101$52.9K2670.0%
Brown & Brown Inc(BRO)COM115236101$54.5K8350.0%
Pepsico Inc(PEP)COM713448108$55.4K3240.0%
AIR Prods & Chems Inc(APD)COM009158106$56.0K1890.0%
Occidental Pete Corp(OXY)COM674599105$56.0K8560.0%
State Street Spdr Portfolio S&P 500 Value ETF(SPYV)UT SER 178464A508$57.8K1,0210.0%
Southern Co(SO)COM842587107$57.8K5040.0%
Reddit Inc Class A(RDDT)CL A75734B100$57.9K4300.0%
Grayscale Bitcoin Mini Trust ETF(GBTC)SHS REP COM UT389637109$62.4K1,2740.0%
Guardian Pharmacy Svcs Iclass A(GRDN)CL A40145W101$62.7K1,6660.0%
Procter & Gamble Co(PG)COM742718109$62.8K4300.0%
State Street Spdr Portfolio S&P 500 Growthetf(SPYG)STATE STREET SPD78464A409$64.3K6570.0%
State Street Financial Select Sector Spdr ETF(XLF)FINANCIAL81369Y605$67.4K4830.0%
Gilead Sciences Inc(GILD)COM375558103$67.9K4080.0%
Alcoa Corp(AA)COM013872106$68.1K1,0270.0%
Altria Group Inc(MO)COM02209S103$70.1K9120.0%
Palantir Technologies Inclass Class A(PLTR)CL A69608A108$71.1K4320.0%
State Street Spdr S&P Midcap 400 ETF Trust(MDY)MIDCAP 4078467Y107$74.9K1220.0%
Invesco S&P 500 Quality ETF(SPHQ)S&P500 QUALITY46137V241$76.0K1,0110.0%
Constellation Energy COR(CEG)COM21037T109$78.2K2770.0%
Truist Finl Corp(TFC)COM89832Q109$81.1K1,6550.0%
Exxon Mobil Corp(XOM)COM30231G102$83.6K3870.0%
Dimensional International Value ETF(DFIV)INTERNATNAL VAL25434V807$84.4K1,6000.0%
Chevron Corp New(CVX)COM166764100$87.3K3800.0%
American Tower Corp New REIT(AMT)COM03027X100$88.6K5130.0%
Sofi Technologies Inc(SOFI)NOTE83406F102$91.3K5,7470.0%
Duke Energy Corp New(DUK)COM NEW26441C204$92.2K6490.0%
Invesco Rafi US 1000 ETF(PRF)RAFI US 1000 ETF46137V613$101.4K2,1330.0%
Wells Fargo & Co(WFC)COM NEW949746101$104.1K1,2290.0%
RTX Corp(RTX)COM75513E101$106.1K5130.0%
AT&T Inc(T)COM00206R102$106.4K3,5080.0%
Vanguard Total International Bond Indexfund ETF Shares(BNDX)TOTAL INT BD ETF92203J407$106.7K2,2200.0%
Arista Networks Inc(ANETEUR)COM040413106$115.4K9050.0%
Micron Technology Inc(MU)COM595112103$119.9K3300.0%
Vanguard Total Stock Market Index Fund ETF Shares(VTI)TOTAL STK MKT922908769$120.7K3760.0%
Vaneck Semiconductor ETF(SMH)SEMICONDUCTR ETF92189F676$128.8K3360.0%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$133.2K2310.0%
Crowdstrike Hldgs Inc Class A(CRWD)CL A22788C105$133.5K3420.0%
Citigroup Inc(C)COM NEW172967424$134.7K1,1370.0%
Brookfield Corp Fclass A(BN)CL A LTD VT SH11271J107$136.6K3,3750.0%
State Street Spdr S&P Dividend ETF(SDY)S&P DIVID ETF78464A763$143.3K9820.1%
State Street Technology Select Sector Spdr ETF(XLK)TECHNOLOGY81369Y803$143.4K7290.1%
LAM Resh Corp(LRCX)COM NEW512807306$153.1K6790.1%
Walmart Inc(WMT)COM931142103$158.4K1,1590.1%
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