Investment Research & Advisory Group, Inc.
SEC Form 13F institutional filer · CIK 0001802136
13F-HR · 157 reported holdings · 2026-03-31
Reported long-US-equity value
$0.27B
Top-10 concentration
58.1%
Investment Research & Advisory Group, Inc. — $269M AUM allocation strategy
Investment Research & Advisory Group, Inc. files SEC Form 13F and reports $269M of long US equity value across 157 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 14.5%, followed by Financials 13.9% and Communication Services 6.7%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Investment Research & Advisory Group, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$269M
total across 157 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GL +4.54K sh · +$632K+$VTWO +2.27K sh · +$241K+$PANW +2.12K sh · +$109K
Biggest trims (shares)
−$PG −12.2K sh · −$1.76M−$IVZ −7.15K sh · +$2.7K−$ADBE −4.53K sh · −$1.61M
Exited to nil (held last quarter, gone now)
$BMY ($93.5K last qtr)$CMCSA ($15.9K last qtr)$CME ($12.3K last qtr)$ICE ($10.2K last qtr)$NUE ($9.53K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.3%—
- Interactive Media & Services6.7%—
- Transaction & Payment Processing Services4.7%—
- Pharmaceuticals4.5%—
- Semiconductors4.3%—
- Broadline Retail3.2%—
- Aerospace & Defense3.1%—
- Systems Software2.9%—
- Other holdings63.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 76K | $19.5M | -690 | 7.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 41.8K | $12.2M | -1.11K | 4.5% |
| $NVDA | NVIDIA Corporation | 64.3K | $11.6M | -3.28K | 4.3% |
| $AMZN | Amazon.com Inc | 41.2K | $8.62M | -26 | 3.2% |
| $MSFT | Microsoft Corporation | 21.2K | $7.85M | +5 | 2.9% |
| $JPM | JP Morgan Chase & Co | 25.9K | $7.63M | +82 | 2.8% |
| $MA | Mastercard Incorporated | 13.7K | $6.84M | -24 | 2.5% |
| $LLY | Eli Lilly and Company | 7.36K | $6.79M | +50 | 2.5% |
| $SCHW | Charles Schwab Corporation | 68.2K | $6.33M | +939 | 2.4% |
…and 148 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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