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Investment Research & Advisory Group, Inc.

Q2 2026 Holdings

Filed 2026-07-23 | 315 holdings | $323.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
3M Co(MMM)COM88579Y101$4.4K120.0%
Jabil Inc(JBL)COM466313103$4.6K90.0%
Rocket Companies CLA A Class A(RKT)COM77311W101$4.8K3070.0%
Freeport-Mcmoran Inc(FCX)CL B35671D857$4.8K490.0%
Hershey Co(HSY)COM427866108$4.9K230.0%
Kraft Heinz Co(KHC)COM500754106$5.0K2100.0%
Ishares Bitcoin Trust ETF(IBIT)SHS BEN INT46438F101$5.4K1610.0%
Vanguard Mid-Cap Index Fund ETF Shares(VO)MID CAP ETF922908629$5.5K680.0%
Match Group Inc New(MTCH)COM57667L107$5.5K1450.0%
Gartner Inc(IT)COM366651107$5.6K430.0%
Comfort SYS USA Inc(FIX)COM199908104$5.9K30.0%
HCA Healthcare Inc(HCA)COM40412C101$6.6K160.0%
Dexcom Inc(DXCM)COM252131107$7.1K1000.0%
Invesco Buyback Achievers ETF(PKW)BUYBACK ACHIEV46137V308$7.1K500.0%
Sempra(SRE)COM816851109$7.1K600.0%
Adobe Inc(ADBE)COM00724F101$7.2K350.0%
Wisdomtree Japan Opportunities Fund(OPPJ)JAPAN OPPOR FD97717W521$7.3K1260.0%
Wingstop Inc(WING)COM974155103$7.3K400.0%
Cintas Corp(CTAS)COM172908105$7.7K310.0%
Unusual Whales Subversive Democratic Trading ETF(NANC)UNUSUAL SUBVERSI886364199$7.7K1520.0%
Motorola Solutions Inc(MSI)COM NEW620076307$8.3K110.0%
Wisdomtree India Earnings Fund(EPI)INDIA ERNGS FD97717W422$8.6K2000.0%
Ishares Msci USA MIN Volfactor ETF(USMV)MSCI USA MIN ETF46429B697$8.7K900.0%
SLB Limited F(SLB)COM STK806857108$8.7K790.0%
Ishares Russell Mid-Cap Value ETF(IWS)RUS MDCP VAL ETF464287473$9.1K550.0%
Zoetis Inc Class A(ZTS)CL A98978V103$9.1K1100.0%
Mckesson Corp(MCK)COM58155Q103$9.1K40.0%
Grainger W W Inc(GWW)COM384802104$9.5K40.0%
Northrop Grumman Corp(NOC)COM666807102$9.6K160.0%
State Street Industrial Select Sector Spdr ETF(XLI)IND81369Y704$9.9K530.0%
State Street Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ST STR BLO 1 ETF78468R663$10.1K1100.0%
Conocophillips(COP)COM20825C104$10.1K760.0%
Block Inc A Class A(XYZ)CL A852234103$10.8K980.0%
Cadence Design SYS Inc(CDNS)COM127387108$10.9K200.0%
Vanguard Short-Term Bondindex Fund ETF Shares(BSV)SHORT TRM BOND921937827$10.9K1400.0%
Firstenergy Corp(FE)COM337932107$11.1K2200.0%
SEA LTD Funsponsored ADR 1 ADR Reps 1 ORD SHS(SE)SPONSORED ADR81141R100$11.1K1160.0%
Atlanta Braves Hldgs Incclass Series A(BATRA)COM SER A047726104$11.3K2000.0%
Morgan Stanley(MS)COM NEW617446448$11.9K180.0%
Service Corp Intl(SCI)COM817565104$12.1K1590.0%
Shell PLC Ftender Offer Exp:(SHEL)SPON ADS780259305$12.8K1650.0%
Texas Instrs Inc(TXN)COM882508104$12.8K250.0%
Ishares A.I. Innovation and Tech Active ETF(BAI)ETF09290C780$13.7K2600.0%
Thermo Fisher Scientific(TMO)COM883556102$14.1K190.0%
Corteva Inc(CTVA)COM22052L104$14.4K1330.0%
Prudential Finl Inc(PRU)COM744320102$14.5K1010.0%
CSX Corp(CSX)COM126408103$14.6K1260.0%
Vanguard Ftse Developed Markets Index Fund ETF Shares(VEA)VAN FTSE DEV MKT921943858$14.6K2050.0%
Carmax Inc(KMX)COM143130102$15.0K2830.0%
Ishares U.S. Infrastructure ETF(IFRA)US INFRASTRUC46435U713$15.0K2380.0%
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