Institutional Fund
Investment Research & Advisory Group, Inc.
Atlanta, GACIK 18021365 filings on record
Portfolio Value
$286.31M
Q1 2026
Holdings
277
Reported positions
New Buys
21
Opened this quarter
QoQ Change
-5.2%
from $302.07M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds24.1%
- Apple Inc6.8%
- Alphabet Inc4.3%
- Nvidia Corporation4.0%
- Amazon Com Inc3.0%
- Microsoft Corp2.7%
- Other55.0%
Portfolio Holdings
277 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 115.5K | $69.04M | 24.1% | +543 | Added |
| 2 | Apple Inc | 76.0K | $19.54M | 6.8% | −690 | Reduced |
| 3 | Alphabet Inc | 41.8K | $12.25M | 4.3% | −1.1K | Reduced |
| 4 | Nvidia Corporation | 64.3K | $11.56M | 4.0% | −3.3K | Reduced |
| 5 | Amazon Com Inc | 41.2K | $8.62M | 3.0% | −26 | Reduced |
| 6 | Microsoft Corp | 21.2K | $7.85M | 2.7% | +5 | Added |
| 7 | Jpmorgan Chase & Co. | 25.9K | $7.63M | 2.7% | +82 | Added |
| 8 | Mastercard Incorporated | 13.7K | $6.84M | 2.4% | −24 | Reduced |
| 9 | Eli Lilly & Co | 7.4K | $6.79M | 2.4% | +50 | Added |
| 10 | Schwab Charles Corp | 66.9K | $6.30M | 2.2% | +822 | Added |
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