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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
Idexx Labs Inc(IDXX)COM45168D104$15.3K270.0%
Ishares Msci USA Momentum Factor ETF(MTUM)MSCI46432F396$15.4K450.0%
Honeywell Aerospace Inc(HONA)COM43849R105$15.5K500.0%
Honeywell Intl Inc(HON)COM438516205$15.7K500.0%
Prologis Inc REIT(PLD)COM74340W103$16.1K500.0%
Warner Bros Discovery Inclass Series A(WBD)COM SER A934423104$16.4K4660.0%
Emcor Group Inc(EME)COM29084Q100$16.6K130.0%
Vanguard Value Index Fund ETF Shares(VTV)VALUE ETF922908744$17.0K780.0%
Toast Inc Class A(TOST)CL A888787108$17.4K6270.0%
Hormel Foods Corp(HRL)COM440452100$19.0K7650.0%
Schwab U.S. Broad Marketetf(SCHB)US BRD MKT ETF808524102$19.2K6640.0%
Capital Group International Focus Equity ETF(CGXU)SHS CREAT UNIT14019W109$19.6K5670.0%
Qnity Electronics Inc(Q)COMMON STOCK74743L100$19.9K1200.0%
Vaneck Semiconductor ETF(SMH)SEMICONDUCTR ETF92189F676$20.0K300.0%
NU Hldgs LTD Fclass A(NU)ORD SHS CL AG6683N103$20.0K1,5000.0%
Mercadolibre Inc(MELI)COM58733R102$20.4K100.0%
Schwab U.S. Large-Cap Growth ETF(SCHG)US LCAP GR ETF808524300$20.9K6170.0%
Autodesk Inc(ADSK)COM052769106$21.2K970.0%
Ishares Russell Mid-Cap Growth ETF(IWP)RUS MD CP GR ETF464287481$21.2K1450.0%
Strategy Shares Gold-Hedged Bond ETF(GOLY)GOLD ENHANCED ET86280R878$21.3K8450.0%
Procter & Gamble Co(PG)COM742718109$21.3K460.0%
Baker Hughes Co. A Class A(BKR)CL A05722G100$21.3K2920.0%
Invesco Rafi Developed Markets Ex-U.S. ETF(PXF)RAFI DVLPD MRKTS46138E743$21.5K2840.0%
Abbott Labs(ABT)COM002824100$21.5K1350.0%
Otis Worldwide Corp(OTIS)COM68902V107$21.8K2900.0%
Ishares Msci China ETF(MCHI)MSCI CHINA ETF46429B671$22.4K4390.0%
Dover Corp(DOV)COM260003108$22.5K910.0%
IBM Corp(IBM)COM459200101$22.8K10.0%
General Mtrs Co(GM)COM37045V100$23.1K2680.0%
Kimberly Clark Corp(KMB)COM494368103$23.2K1970.0%
State Street Spdr Portfolio Emerging Markets ETF(SPEM)SPD78463X509$23.6K4570.0%
TJX COS Inc New(TJX)COM872540109$24.5K1300.0%
Mondelez Intl Inc Class Class A(MDLZ)CL A609207105$24.7K3400.0%
Ishares Russell 2000 ETF(IWM)RUSSELL 2000 ETF464287655$24.9K830.0%
CRH Public Limited Co FADR12626K203$24.9K2000.0%
Brookfield Asset Mgmt Fclass A(BAM)CL A EXCH LT VTGG16169107$25.3K5650.0%
Vanguard Russell 1000 Growth Index Fund ETF Shares(VONG)VNG RUS1000GRW92206C680$26.2K2050.0%
SAP SE Fsponsored ADR 1 ADR Reps 1 ORD SHS(SAP)SPON ADR803054204$26.4K1710.0%
Emerson Elec Co(EMR)COM291011104$28.8K2010.0%
State STR Corp(STT)COM857477103$28.8K1460.0%
Robinhood Mkts Inc Class A(HOOD)COM CL A770700102$29.0K2690.0%
Ares Mgmt Corp Class A(ARES)CL A COM STK03990B101$29.1K2610.0%
Mohawk Inds Inc(MHK)COM608190104$29.6K2440.0%
Columbia EM Core Ex-China ETF(XCEM)EM CORE EX ETF19762B202$30.1K5690.0%
Nuscale PWR Corp Class A(SMR)CL A COM67079K100$30.4K3,0330.0%
Vanguard Mid-Cap Value Index Fund ETF Shares(VOE)MCAP VL IDXVIP922908512$31.0K1570.0%
Realty Income Corp REIT(O)COM756109104$31.6K5020.0%
Accenture PLC Ireland Fclass A(ACN)SHS CLASS AG1151C101$31.9K2220.0%
Mcdonalds Corp(MCD)COM580135101$32.2K1190.0%
Murphy USA Inc(MUSA)COM626755102$33.1K610.0%
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