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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
Invesco Rafi Developed Markets Ex-U.S. ETF(PXF)RAFI DVLPD MRKTS46138E743$21.8K2860.0%
Schwab U.S. Large-Cap Growth ETF(SCHG)US LCAP GR ETF808524300$22.2K6190.0%
Mercadolibre Inc(MELI)COM58733R102$22.5K100.0%
Ishares Russell 2000 ETF(IWM)RUSSELL 2000 ETF464287655$23.1K830.0%
Mondelez Intl Inc Class Class A(MDLZ)CL A609207105$23.4K3400.0%
State Street Spdr Portfolio Emerging Markets ETF(SPEM)SPD78463X509$23.6K4570.0%
Autodesk Inc(ADSK)COM052769106$23.8K970.0%
Nuscale PWR Corp Class A(SMR)CL A COM67079K100$23.9K3,0300.0%
TJX COS Inc New(TJX)COM872540109$23.9K1530.0%
Brookfield Asset Mgmt Fclass A(BAM)CL A EXCH LT VTGG16169107$25.2K5650.0%
Adobe Inc(ADBE)COM00724F101$25.4K1000.0%
General Mtrs Co(GM)COM37045V100$25.5K2690.0%
Novo-Nordisk A S Fsponsored ADR 1 ADR Reps 1 ORD SHS(NVO)SPONSORED ADR670100205$25.9K6830.0%
Carrier Global Corp(CARR)COM14448C104$26.0K4510.0%
Applied Matls Inc(AMAT)COM038222105$26.1K280.0%
State Street Utilities Select Sector Spdr ETF(XLU)ST STR UTIL ETF81369Y886$27.8K400.0%
KLA Corp(KLAC)COM NEW482480100$29.2K1000.0%
Realty Income Corp REIT(O)COM756109104$29.7K5020.0%
Mohawk Inds Inc(MHK)COM608190104$30.4K2440.0%
Vanguard Morningstar Mid-Cap Value ETF(VOE)MCAP VL IDXVIP922908512$30.7K1570.0%
Murphy USA Inc(MUSA)COM626755102$31.0K610.0%
State STR Corp(STT)COM857477103$31.0K1470.0%
O Reilly Automotive Inc(ORLY)COM67103H107$31.6K3700.0%
Emerson Elec Co(EMR)COM291011104$34.6K2010.0%
Vanguard High Dividend Yield Index Fund ETF Shares(VYM)HIGH DIV YLD921946406$35.9K2310.0%
Cirrus Logic Inc(CRUS)COM172755100$36.0K3000.0%
Unitedhealth Group Inc(UNH)COM91324P102$36.8K180.0%
Exelon Corp(EXC)COM30161N101$37.3K9000.0%
Vanguard Ftse Emerging Markets Index Fund ETF Shares(VWO)FTSE EMR MKT ETF922042858$37.5K6330.0%
Marvell Technology Inc(MRVL)COM573874104$37.8K950.0%
State Street Spdr Portfolio S&P 500 ETF(SPYM)STATE STREET SPD78464A854$38.6K4300.0%
Ishares Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$41.9K4030.0%
Intel Corp(INTC)COM458140100$43.2K2510.0%
Alcoa Corp(AA)COM013872106$43.3K1,0300.0%
Automatic Data Processin(ADP)COM053015103$43.6K1250.0%
State Street Consumer Discretionary Select Sector Spdr ETF(XLY)SBI CONS DISCR81369Y407$44.2K2870.0%
Eaton Corp PLC F(ETN)SHSG29183103$44.7K1000.0%
Sysco Corp(SYY)COM871829107$45.3K5530.0%
Performance Food Group C(PFGC)COM71377A103$45.8K5000.0%
Robinhood Mkts Inc Class Class A(HOOD)COM CL A770700102$47.4K3620.0%
State Street Spdr Portfolio Developed World Ex-US ETF(SPDW)STATE STREET SPD78463X889$48.6K9680.0%
Oracle Corp(ORCL)COM68389X105$51.1K3270.0%
State Street Financial Select Sector Spdr ETF(XLF)FINANCIAL81369Y605$51.7K4870.0%
Vanguard Information Technology Index Fund ETF Shares(VGT)INF TECH ETF92204A702$52.2K4150.0%
Target Corp Equity Class Equity(TGT)COM87612E106$53.4K2940.0%
State Street Communication Services Select Sector Spdr ETF(XLC)COM81369Y852$53.9K1360.0%
Pfizer Inc(PFE)COM717081103$54.7K1,7030.0%
American Express Co(AXP)COM025816109$56.0K1600.0%
State Street Health Careselect Sector Spdr ETF(XLV)SBI HEALTHCARE81369Y209$56.7K1460.0%
AIR Prods & Chems Inc(APD)COM009158106$57.3K1910.0%
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