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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
Reddit Inc Class A(RDDT)CL A75734B100$74.6K4300.0%
First Trust Nasdaq Cybersecurity ETF(CIBR)NASDAQ CYB ETF33734X846$75.5K8400.0%
Delta AIR Lines Inc del(DAL)COM N EW247361702$76.4K7910.0%
Altria Group Inc(MO)COM02209S103$77.4K9250.0%
State Street Financial Select Sector Spdr ETF(XLF)FINANCIAL81369Y605$77.9K4850.0%
State Street Spdr Portfolio S&P 500 Growthetf(SPYG)STATE STREET SPD78464A409$78.3K6580.0%
State Street Spdr S&P Midcap 400 ETF Trust(MDY)MIDCAP 4078467Y107$85.7K1220.0%
Truist Finl Corp(TFC)COM89832Q109$88.6K1,6700.0%
American Tower Corp New REIT(AMT)COM03027X100$88.9K5180.0%
Fedex Fght Hldg Co Inc(FDXF)COMMON STOCK314352105$90.6K5970.0%
Invesco S&P 500 Quality ETF(SPHQ)S&P500 QUALITY46137V241$91.1K1,0110.0%
Ishares Russell 1000 Value ETF(IWD)RUS 1000 VAL ETF464287598$101.1K4170.0%
Wells Fargo & Co(WFC)COM NEW949746101$101.6K1,2300.0%
Sofi Technologies Inc(SOFI)NOTE83406F102$111.1K6,1970.0%
RTX Corp(RTX)COM75513E101$111.4K5720.0%
Chevron Corp New(CVX)COM166764100$112.9K6430.0%
Schwab U.S. Dividend Equity ETF(SCHD)US DIVIDEND EQ808524797$112.9K3,5610.0%
State Street Spdr Portfolio S&P 500 High Dividend ETF(SPYD)ST STR78468R788$114.8K2,4070.0%
Vanguard Total International Bond Indexfund ETF Shares(BNDX)TOTAL INT BD ETF92203J407$116.2K2,4000.0%
Dimensional International Value ETF(DFIV)INTERNATNAL VAL25434V807$120.7K2,2340.0%
Ishares Russell 1000 Growth ETF(IWF)RUS 1000 GRW ETF464287614$130.1K1,0480.0%
Duke Energy Corp New(DUK)COM NEW26441C204$135.8K1,0620.0%
Palantir Technologies Inclass A(PLTR)CL A69608A108$136.2K1,1670.0%
Vanguard Total Stock Market Index Fund ETF Shares(VTI)TOTAL STK MKT922908769$137.0K3700.0%
State Street Spdr S&P Dividend ETF(SDY)S&P DIVID ETF78464A763$143.0K9400.0%
Brookfield Corp Fclass A(BN)CL A LTD VT SH11271J107$143.7K3,3750.0%
Advanced Micro Devices I(AMD)COM007903107$147.0K2070.0%
Walmart Inc(WMT)COM931142103$149.6K1,1600.0%
Southern Co(SO)COM842587107$156.7K1,5910.0%
Arista Networks Inc(ANETEUR)COM040413106$160.9K9050.0%
Citigroup Inc(C)COM NEW172967424$167.0K1,1420.1%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$170.0K2310.1%
Invesco Rafi US 1000 ETF(PRF)RAFI US 1000 ETF46137V613$173.8K3,2160.1%
Amgen Inc(AMGN)COM031162100$180.7K4930.1%
Goldman Sachs Group Inc(GS)COM38141G104$217.0K2060.1%
State Street Technology Select Sector Spdr ETF(XLK)TECHNOLOGY81369Y803$224.2K7880.1%
Abbvie Inc(ABBV)COM00287Y109$234.7K8960.1%
Vanguard Small-Cap Valueindex Fund ETF Shares(VBR)SM CP VAL ETF922908611$243.7K1,0030.1%
Lowes COS Inc(LOW)COM548661107$262.7K1,1540.1%
Crowdstrike Hldgs Inc Forward Split With Stock Split Shares(CRWD)CL A22788C105$266.3K3420.1%
Vanguard Small-Cap Growth Index Fund ETF Shares(VBK)SML CP GRW ETF922908595$271.3K7420.1%
Ishares Core S&P Total U.S. Stock Market ETFCORE S&P TTL STK ETF464587150$282.9K1,7220.1%
Principal Finl Group Inc(PFG)COM74251V102$285.0K2,6360.1%
Avantis US Small Cap Value ETF(AVUV)US SML CP VALU025072877$292.4K2,3440.1%
Bank of America Corp(BAC)COM060505104$300.7K4,8460.1%
Pinnacle Finl Partners ICOM72346Q104$312.4K3,0960.1%
Merck & Co. Inc.(MRK)COM58933Y105$315.2K2,3990.1%
LAM Resh Corp(LRCX)COM NEW512807306$320.8K7020.1%
Ishares Core S&P Small-Cap ETF(IJR)CORE S&P SCP ETF464287804$325.2K2,0550.1%
Vulcan Matls Co(VMC)COM929160109$330.5K1,1150.1%
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