Investment Research & Advisory Group, Inc. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Investment Research & Advisory Group, Inc. opened 150 positions, added to 518, reduced 228 and sold out of 98.
- Q2 2026: Stock PANW; Country of operation United States; Class COM; Shares before 11,679.
- Q2 2026: Stock LLY; Country of operation United States; Class COM; Shares before 7,361.
- Q2 2026: Stock CAT; Country of operation United States; Class COM; Shares before 4,298.
- Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 41,231.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802136), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 11,679 | 12,081 | +402 | $1,872,377 | $4,124,462 | +$2,252,085 | 2026-07-23 |
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| Q2 2026 | LLY
ELI LILLY AND CO | United States | COM | 7,361 | 7,451 | +90 | $6,787,813 | $8,960,442 | +$2,172,629 | 2026-07-23 |
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| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 4,298 | 4,335 | +37 | $3,053,502 | $4,629,290 | +$1,575,788 | 2026-07-23 |
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| Q2 2026 | AMZN
AMAZON.COM INC | United States | COM | 41,231 | 41,261 | +30 | $8,620,295 | $9,877,763 | +$1,257,468 | 2026-07-23 |
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| Q2 2026 | NFLX
NETFLIX INC | United States | COM | 37,695 | 37,721 | +26 | $3,627,547 | $2,701,990 | -$925,557 | 2026-07-23 |
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| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 25,874 | 25,929 | +55 | $7,631,437 | $8,513,819 | +$882,382 | 2026-07-23 |
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| Q2 2026 | SBUX
STARBUCKS CORP | United States | COM | 34,431 | 34,667 | +236 | $3,087,958 | $3,546,367 | +$458,409 | 2026-07-23 |
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| Q2 2026 | PM
PHILIP MORRIS INTL INC | United States | COM | 20,935 | 21,071 | +136 | $3,479,822 | $3,832,370 | +$352,548 | 2026-07-23 |
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| Q2 2026 | MU
MICRON TECHNOLOGY INC | United States | COM | 330 | 355 | +25 | $119,933 | $438,630 | +$318,697 | 2026-07-23 |
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| Q2 2026 | GOOG
ALPHABET INC CLASS C | United States | CAP STK CL C | 3,903 | 3,917 | +14 | $1,150,072 | $1,424,448 | +$274,376 | 2026-07-23 |
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| Q2 2026 | COST
COSTCO WHSL CORP NEW | United States | COM | 4,898 | 4,937 | +39 | $4,893,187 | $4,624,454 | -$268,733 | 2026-07-23 |
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| Q2 2026 | MA
MASTERCARD INC CLASS CLASS A | United States | CL A | 13,690 | 13,750 | +60 | $6,840,186 | $7,082,071 | +$241,885 | 2026-07-23 |
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| Q2 2026 | TSLA
TESLA INC | United States | COM | 972 | 1,415 | +443 | $386,248 | $623,750 | +$237,502 | 2026-07-23 |
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| Q2 2026 | CB
CHUBB LTD F | | COM | 14,311 | 14,354 | +43 | $4,672,465 | $4,897,862 | +$225,397 | 2026-07-23 |
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| Q2 2026 | KKR
KKR & CO INC | United States | COM | 10,652 | 12,930 | +2,278 | $986,698 | $1,189,269 | +$202,571 | 2026-07-23 |
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| Q2 2026 | GL
GLOBE LIFE INC | United States | COM | 4,768 | 4,769 | +1 | $663,749 | $852,273 | +$188,524 | 2026-07-23 |
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| Q2 2026 | BKNG
BOOKING HLDGS INC | United States | COM | 657 | 16,437 | +15,780 | $2,765,351 | $2,935,994 | +$170,643 | 2026-07-23 |
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| Q2 2026 | LRCX
LAM RESH CORP | United States | COM NEW | 679 | 702 | +23 | $153,117 | $320,816 | +$167,699 | 2026-07-23 |
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| Q2 2026 | GD
GENERAL DYNAMICS CORP | United States | COM | 11,247 | 11,352 | +105 | $3,862,923 | $4,022,590 | +$159,667 | 2026-07-23 |
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| Q2 2026 | AMD
ADVANCED MICRO DEVICES I | United States | COM | 59 | 207 | +148 | $21,360 | $146,970 | +$125,610 | 2026-07-23 |
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| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 21,208 | 21,313 | +105 | $7,850,643 | $7,950,291 | +$99,648 | 2026-07-23 |
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| Q2 2026 | SO
SOUTHERN CO | United States | COM | 504 | 1,591 | +1,087 | $57,815 | $156,677 | +$98,862 | 2026-07-23 |
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| Q2 2026 | SCHW
CHARLES SCHWAB CORP | United States | COM | 66,924 | 67,427 | +503 | $6,295,276 | $6,227,202 | -$68,074 | 2026-07-23 |
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| Q2 2026 | META
META PLATFORMS INC CLASS A | United States | CL A | 9,813 | 9,873 | +60 | $5,635,520 | $5,567,812 | -$67,708 | 2026-07-23 |
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| Q2 2026 | PLTR
PALANTIR TECHNOLOGIES INCLASS A | United States | CL A | 432 | 1,167 | +735 | $71,092 | $136,154 | +$65,062 | 2026-07-23 |
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| Q2 2026 | BAC
BANK OF AMERICA CORP | United States | COM | 4,833 | 4,846 | +13 | $248,518 | $300,660 | +$52,142 | 2026-07-23 |
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| Q2 2026 | IRT
INDEPENDENCE RLTY TR INCREIT | United States | COM | 25,319 | 25,587 | +268 | $377,003 | $427,046 | +$50,043 | 2026-07-23 |
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| Q2 2026 | FDX
FEDEX CORP | United States | COM | 1,191 | 1,196 | +5 | $426,736 | $378,522 | -$48,214 | 2026-07-23 |
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| Q2 2026 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 649 | 1,062 | +413 | $92,246 | $135,816 | +$43,570 | 2026-07-23 |
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| Q2 2026 | UBER
UBER TECHNOLOGIES INC | United States | COM | 58,442 | 58,744 | +302 | $4,203,733 | $4,244,956 | +$41,223 | 2026-07-23 |
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| Q2 2026 | NOW
SERVICENOW INC | United States | COM | 245 | 623 | +378 | $25,615 | $66,021 | +$40,406 | 2026-07-23 |
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| Q2 2026 | DAL
DELTA AIR LINES INC DEL | United States | COM N EW | 552 | 791 | +239 | $38,359 | $76,427 | +$38,068 | 2026-07-23 |
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| Q2 2026 | CLX
CLOROX CO | United States | COM | 15,681 | 16,662 | +981 | $1,625,022 | $1,590,224 | -$34,798 | 2026-07-23 |
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| Q2 2026 | KO
THE COCA-COLA CO | United States | COM | 4,140 | 4,164 | +24 | $324,956 | $359,393 | +$34,437 | 2026-07-23 |
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| Q2 2026 | C
CITIGROUP INC | United States | COM NEW | 1,137 | 1,142 | +5 | $134,681 | $166,966 | +$32,285 | 2026-07-23 |
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| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 891 | 896 | +5 | $202,772 | $234,663 | +$31,891 | 2026-07-23 |
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| Q2 2026 | CHH
CHOICE HOTELS INTL INC | United States | COM | 4,247 | 4,257 | +10 | $439,544 | $469,450 | +$29,906 | 2026-07-23 |
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| Q2 2026 | PFE
PFIZER INC | United States | COM | 523 | 1,702 | +1,179 | $17,956 | $46,049 | +$28,093 | 2026-07-23 |
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| Q2 2026 | VMC
VULCAN MATLS CO | United States | COM | 1,113 | 1,115 | +2 | $304,480 | $330,479 | +$25,999 | 2026-07-23 |
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| Q2 2026 | CVX
CHEVRON CORP NEW | United States | COM | 380 | 643 | +263 | $87,312 | $112,883 | +$25,571 | 2026-07-23 |
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| Q2 2026 | CSCO
CISCO SYS INC | United States | COM | 406 | 408 | +2 | $38,504 | $59,749 | +$21,245 | 2026-07-23 |
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| Q2 2026 | SOFI
SOFI TECHNOLOGIES INC | United States | NOTE | 5,747 | 6,197 | +450 | $91,262 | $111,112 | +$19,850 | 2026-07-23 |
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| Q2 2026 | AXP
AMERICAN EXPRESS CO | United States | COM | 113 | 160 | +47 | $36,617 | $56,150 | +$19,533 | 2026-07-23 |
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| Q2 2026 | LOW
LOWES COS INC | United States | COM | 1,148 | 1,154 | +6 | $277,258 | $262,691 | -$14,567 | 2026-07-23 |
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| Q2 2026 | AA
ALCOA CORP | United States | COM | 1,027 | 1,029 | +2 | $68,108 | $53,610 | -$14,498 | 2026-07-23 |
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| Q2 2026 | Q
QNITY ELECTRONICS INC | United States | COMMON STOCK | 46 | 120 | +74 | $5,769 | $19,924 | +$14,155 | 2026-07-23 |
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| Q2 2026 | GILD
GILEAD SCIENCES INC | United States | COM | 408 | 410 | +2 | $67,888 | $55,225 | -$12,663 | 2026-07-23 |
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| Q2 2026 | WMT
WALMART INC | United States | COM | 1,159 | 1,160 | +1 | $158,404 | $149,582 | -$8,822 | 2026-07-23 |
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| Q2 2026 | STT
STATE STR CORP | United States | COM | 145 | 146 | +1 | $19,992 | $28,804 | +$8,812 | 2026-07-23 |
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| Q2 2026 | TFC
TRUIST FINL CORP | United States | COM | 1,655 | 1,670 | +15 | $81,055 | $88,566 | +$7,511 | 2026-07-23 |
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| Q2 2026 | MO
ALTRIA GROUP INC | United States | COM | 912 | 925 | +13 | $70,131 | $77,403 | +$7,272 | 2026-07-23 |
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| Q2 2026 | CEG
CONSTELLATION ENERGY COR | United States | COM | 277 | 280 | +3 | $78,190 | $72,027 | -$6,163 | 2026-07-23 |
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| Q2 2026 | RTX
RTX CORP | United States | COM | 513 | 572 | +59 | $106,095 | $111,372 | +$5,277 | 2026-07-23 |
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| Q2 2026 | RKT
ROCKET COMPANIES CLA A CLASS A | United States | COM | 11 | 307 | +296 | $157 | $4,835 | +$4,678 | 2026-07-23 |
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| Q2 2026 | ORLY
O REILLY AUTOMOTIVE INC | United States | COM | 240 | 360 | +120 | $28,985 | $33,521 | +$4,536 | 2026-07-23 |
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| Q2 2026 | ORCL
ORACLE CORP | United States | COM | 325 | 326 | +1 | $47,835 | $52,040 | +$4,205 | 2026-07-23 |
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| Q2 2026 | ZTS
ZOETIS INC CLASS A | United States | CL A | 109 | 110 | +1 | $12,915 | $9,056 | -$3,859 | 2026-07-23 |
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| Q2 2026 | CTVA
CORTEVA INC | United States | COM | 93 | 133 | +40 | $11,719 | $14,397 | +$2,678 | 2026-07-23 |
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| Q2 2026 | WFC
WELLS FARGO & CO | United States | COM NEW | 1,229 | 1,230 | +1 | $104,105 | $101,648 | -$2,457 | 2026-07-23 |
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| Q2 2026 | HRL
HORMEL FOODS CORP | United States | COM | 754 | 765 | +11 | $17,085 | $18,998 | +$1,913 | 2026-07-23 |
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| Q2 2026 | BKR
BAKER HUGHES CO. A CLASS A | United States | CL A | 291 | 292 | +1 | $19,501 | $21,282 | +$1,781 | 2026-07-23 |
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| Q2 2026 | APD
AIR PRODS & CHEMS INC | United States | COM | 189 | 190 | +1 | $55,957 | $57,685 | +$1,728 | 2026-07-23 |
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| Q2 2026 | AMGN
AMGEN INC | United States | COM | 490 | 493 | +3 | $179,528 | $180,705 | +$1,177 | 2026-07-23 |
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| Q2 2026 | AMT
AMERICAN TOWER CORP NEW REIT | United States | COM | 513 | 518 | +5 | $88,563 | $88,884 | +$321 | 2026-07-23 |
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| Q2 2026 | MFA
MFA FINL INC REIT | United States | NOTE | 132 | 137 | +5 | $1,268 | $1,327 | +$59 | 2026-07-23 |
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| Q2 2026 | EPD
ENTERPRISE PRODS PART LP | United States | COM | 103 | 104 | +1 | $3,893 | $3,835 | -$58 | 2026-07-23 |
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