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Investment Research & Advisory Group, Inc.

Q3 2026 Holdings

Filed 2026-10-19 | 335 holdings | $336.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Dexcom Inc(DXCM)COM252131107$10.0K1000.0%
Enterprise Prods Part LP(EPD)COM293792107$10.2K2860.0%
Lumentum Hldgs Inc(LITE)COM55024U109$10.7K80.0%
Williams COS Inc(WING)COM974155103$10.8K720.0%
Vanguard Short-Term Bondindex Fund ETF Shares(BSV)SHORT TRM BOND921937827$10.8K1420.0%
Mckesson Corp(MCK)COM58155Q103$11.1K40.0%
Cintas Corp(CTAS)COM172908105$11.1K310.0%
SEA LTD Funsponsored ADR 1 ADR Reps 1 ORD SHS(SE)SPONSORED ADR81141R100$11.3K1160.0%
Block Inc A Class A(XYZ)CL A852234103$11.3K980.0%
Nova LTD F(NVMI)COMM7516K103$11.6K300.0%
Motorola Solutions Inc(MSI)COM NEW620076307$11.6K110.0%
Atlanta Braves Hldgs Incclass Series A(BATRA)COM SER A047726104$11.6K2000.0%
Texas Instrs Inc(TXN)COM882508104$12.0K250.0%
Northrop Grumman Corp(NOC)COM666807102$12.1K160.0%
Emcor Group Inc(EME)COM29084Q100$12.1K130.0%
Service Corp Intl(SCI)COM817565104$12.1K1590.0%
Monolithic PWR SYS Inc(MPWR)COM609839105$12.1K80.0%
Cadence Design SYS Inc(CDNS)COM127387108$12.2K200.0%
Firstenergy Corp(FE)COM337932107$12.7K2800.0%
Ishares U.S. Infrastructure ETF(IFRA)US INFRASTRUC46435U713$13.1K2390.0%
Occidental Pete Corp(OXY)COM674599105$13.5K2280.0%
Carmax Inc(KMX)COM143130102$14.2K2580.0%
CSX Corp(CSX)COM126408103$14.3K1270.0%
Corteva Inc Trades With DUE Bills(CTVA)COM22052L104$14.5K1330.0%
Vanguard Ftse Developed Markets Index Fund ETF Shares(VEA)VAN FTSE DEV MKT921943858$14.5K2060.0%
Conocophillips(COP)COM20825C104$15.0K770.0%
Prudential Finl Inc(PRU)COM744320102$15.3K1010.0%
Qnity Electronics Inc(Q)COMMON STOCK74743L100$15.3K1200.0%
Hormel Foods Corp(HRL)COM440452100$15.4K7750.0%
Honeywell Aerospace Inc(HONA)COM43849R105$15.5K1000.0%
Shell PLC Fsponsored ADR 1 ADR Reps 2 ORD SHS(SHEL)SPON ADS780259305$15.7K1650.0%
S&P Global Inc(SPGI)COM78409V104$15.8K60.0%
Ishares A.I. Innovation and Tech Active ETF(BAI)ETF09290C780$15.8K3350.0%
Idexx Labs Inc(IDXX)COM45168D104$16.7K270.0%
CRH Public Limited Co FADR12626K203$16.9K2000.0%
Accenture PLC Ireland Fclass Class A(ACN)SHS CLASS AG1151C101$17.2K520.0%
Morgan Stanley(MS)COM NEW617446448$18.1K180.0%
Vaneck Semiconductor ETF(SMH)SEMICONDUCTR ETF92189F676$18.5K300.0%
Otis Worldwide Corp(OTIS)COM68902V107$18.7K2900.0%
NU Hldgs LTD Fclass A(NU)ORD SHS CL AG6683N103$19.0K1,5000.0%
ARM Hldgs PLC Equity A Funsponsored ADR 1 ADR Reps 1 ORD SHS(ARM)SPONSORED ADS042068205$19.1K660.0%
Kimberly Clark Corp(KMB)COM494368103$19.2K1970.0%
Snowflake Inc Class A(SNOW)COM SHS833445109$19.4K440.0%
Capital Group International Focus Equity ETF(CGXU)SHS CREAT UNIT14019W109$19.4K5670.0%
Schwab U.S. Broad Marketetf(SCHB)US BRD MKT ETF808524102$19.5K6660.0%
Baker Hughes Co. A Class A(BKR)CL A05722G100$19.7K2940.0%
Ishares Russell Mid-Cap Growth ETF(IWP)RUS MD CP GR ETF464287481$20.0K1450.0%
Strategy Shares Gold-Hedged Bond ETF(GOLY)GOLD ENHANCED ET86280R878$20.5K8450.0%
IBM Corp(IBM)COM459200101$21.1K300.0%
Prologis Inc REIT(PLD)COM74340W103$21.3K500.0%
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