IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Investment Research & Advisory Group, Inc.

Q2 2026 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Dividend Appreciation Index Fund ETF Shares(VIG)DIV APP ETF921908844$33.4K1410.0%
O Reilly Automotive Inc(ORLY)COM67103H107$33.5K3600.0%
Marvell Technology Inc(MRVL)COM573874104$34.3K950.0%
Carrier Global Corp(CARR)COM14448C104$34.8K4510.0%
Unitedhealth Group Inc(UNH)COM91324P102$35.3K180.0%
Automatic Data Processin(ADP)COM053015103$36.1K1250.0%
Pepsico Inc(PEP)COM713448108$36.5K2450.0%
Vanguard High Dividend Yield Index Fund ETF Shares(VYM)HIGH DIV YLD921946406$36.5K2310.0%
State Street Spdr DOW Jones Industrial Averageetf Trust(DIA)UT SER 178467X109$36.6K700.0%
Applied Matls Inc(AMAT)COM038222105$36.9K280.0%
Vanguard Ftse Emerging Markets Index Fund ETF Shares(VWO)FTSE EMR MKT ETF922042858$37.8K6330.0%
State Street Spdr Portfolio S&P 500 ETF(SPYM)STATE STREET SPD78464A854$37.8K4300.0%
Occidental Pete Corp(OXY)COM674599105$40.1K7970.0%
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-Traded FU(HYS)0-5 HIGH YIELD72201R783$40.1K4290.0%
State Street Communication Services Select Sector Spdr ETF(XLC)COM81369Y852$40.3K1350.0%
Fidelity Limited Term Bond ETF(FLTB)LTD TRM BD ETF316188200$40.7K8110.0%
Ishares Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$41.9K4030.0%
Exelon Corp(EXC)COM30161N101$43.1K9000.0%
Target Corp Equity Class Equity(TGT)COM87612E106$43.2K2940.0%
Hartford Total Return Bond ETF(HTRB)TOTAL RTRN ETF41653L305$43.4K1,2870.0%
Eaton Corp PLC F(ETN)SHSG29183103$44.3K1000.0%
Cirrus Logic Inc(CRUS)COM172755100$44.6K3000.0%
KLA Corp(KLAC)COM NEW482480100$45.3K1000.0%
Pfizer Inc(PFE)COM717081103$46.0K1,7020.0%
State Street Consumer Discretionary Select Sector Spdr ETF(XLY)SBI CONS DISCR81369Y407$46.1K2860.0%
State Street Spdr Portfolio Developed World Ex-US ETF(SPDW)STATE STREET SPD78463X889$48.8K9680.0%
Intel Corp(INTC)COM458140100$50.1K2510.0%
Invesco S&P 500 LOW Volatility ETF(SPLV)S&P500 LOW VOL46138E354$51.8K6910.0%
Oracle Corp(ORCL)COM68389X105$52.0K3260.0%
Avantis International Equity ETF(AVDE)INTL EQT ETF025072703$52.5K5890.0%
Novo-Nordisk A S Fsponsored ADR 1 ADR Reps 1 ORD SHS(NVO)SPONSORED ADR670100205$53.5K1,1150.0%
Alcoa Corp(AA)COM013872106$53.6K1,0290.0%
Grayscale Bitcoin Mini Trust ETF(GBTC)SHS REP COM UT389637109$53.8K1,2740.0%
Disney Walt Co(DIS)COM254687106$54.3K5040.0%
Gilead Sciences Inc(GILD)COM375558103$55.2K4100.0%
Performance Food Group C(PFGC)COM71377A103$55.9K5000.0%
American Express Co(AXP)COM025816109$56.2K1600.0%
State Street Health Careselect Sector Spdr ETF(XLV)SBI HEALTHCARE81369Y209$56.5K1450.0%
AIR Prods & Chems Inc(APD)COM009158106$57.7K1900.0%
Exxon Mobil Corp(XOM)COM30231G102$59.5K3870.0%
Cisco SYS Inc(CSCO)COM17275R102$59.7K4080.0%
Invesco Nasdaq Next GEN 100 ETF(QQQJ)NASDAQNXTGEN10046138G631$60.6K1,3330.0%
State Street Spdr Portfolio S&P 500 Value ETF(SPYV)UT SER 178464A508$62.1K1,0210.0%
Ligand Pharmaceuticals I(LGND)COM NEW53220K504$65.1K2060.0%
Servicenow Inc(NOW)COM81762P102$66.0K6230.0%
Union PAC Corp(UNP)COM907818108$66.1K1860.0%
Amphenol Corp New Class A(APH)CL A032095101$69.1K3470.0%
Guardian Pharmacy Svcs Iclass A(GRDN)CL A40145W101$69.8K1,6660.0%
Constellation Energy COR(CEG)COM21037T109$72.0K2800.0%
AT&T Inc(T)COM00206R102$72.6K3,5080.0%
PreviousPage 4 of 7Next