Investment Research & Advisory Group, Inc. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Investment Research & Advisory Group, Inc. opened 30 positions, added to 66, reduced 29, sold out of 7 and left 74 unchanged. The largest increase in value was GOOGL (+$2,718,998); the largest decrease was TMO (-$1,605,073).
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 41,758; Shares 2026-06-30 41,052.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 76,013; Shares 2026-06-30 75,780.
- ASML: Country of operation —; Class N Y REGISTERY SHS; Shares 2026-03-31 3,750; Shares 2026-06-30 3,715.
- TMO: Country of operation United States; Class COM; Shares 2026-03-31 3,277; Shares 2026-06-30 19.
Two Form 13F-HR filings compared (SEC CIK 1802136): 2026-03-31 (filed 2026-04-20) and 2026-06-30 (filed 2026-07-23). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
GOOGL
ALPHABET INC CLASS A | United States | CAP STK CL A | 41,758 | 41,052 | -706 | $12,248,660 | $14,967,658 | +$2,718,998 |
|---|
AAPL
APPLE INC | United States | COM | 76,013 | 75,780 | -233 | $19,544,055 | $22,222,528 | +$2,678,473 |
|---|
ASML
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | | N Y REGISTERY SHS | 3,750 | 3,715 | -35 | $4,953,113 | $7,389,836 | +$2,436,723 |
|---|
TMO
THERMO FISHER SCIENTIFIC | United States | COM | 3,277 | 19 | -3,258 | $1,619,213 | $14,140 | -$1,605,073 |
|---|
NVDA
NVIDIA CORP | United States | COM | 64,299 | 62,715 | -1,584 | $11,564,134 | $12,891,751 | +$1,327,617 |
|---|
V
VISA INC CLASS A | United States | COM CL A | 19,874 | 19,810 | -64 | $6,006,747 | $6,827,449 | +$820,702 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 21,738 | 18,355 | -3,383 | $5,336,144 | $4,673,958 | -$662,186 |
|---|
GEV
GE VERNOVA INC | United States | COM | 2,100 | 2,061 | -39 | $1,839,054 | $2,429,286 | +$590,232 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 5,633 | 5,596 | -37 | $3,413,214 | $2,855,937 | -$557,277 |
|---|
CRM
SALESFORCE INC | United States | COM | 16,208 | 16,192 | -16 | $3,031,601 | $2,536,697 | -$494,904 |
|---|
MRK
MERCK & CO. INC. | United States | COM | 6,221 | 2,399 | -3,822 | $756,287 | $315,221 | -$441,066 |
|---|
IQV
IQVIA HLDGS INC | United States | COM | 18,320 | 18,058 | -262 | $3,124,975 | $3,489,901 | +$364,926 |
|---|
BA
BOEING CO | United States | COM | 14,959 | 14,816 | -143 | $2,977,290 | $3,209,783 | +$232,493 |
|---|
BRKB
BERKSHIRE HATHAWAY CLASS B | | CL B NEW | 7,619 | 7,614 | -5 | $3,709,487 | $3,860,509 | +$151,022 |
|---|
MCD
MCDONALDS CORP | United States | COM | 526 | 119 | -407 | $172,765 | $32,185 | -$140,580 |
|---|
VEEV
VEEVA SYS INC CLASS A | United States | CL A COM | 13,464 | 12,891 | -573 | $2,365,965 | $2,288,146 | -$77,819 |
|---|
HD
HOME DEPOT INC | United States | COM | 2,336 | 2,323 | -13 | $768,384 | $834,238 | +$65,854 |
|---|
AVGO
BROADCOM INC | United States | COM | 1,068 | 999 | -69 | $351,849 | $407,391 | +$55,542 |
|---|
SHOP
SHOPIFY INC FCLASS A | | CL A | 10,839 | 10,823 | -16 | $1,285,722 | $1,235,770 | -$49,952 |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 430 | 46 | -384 | $62,831 | $21,263 | -$41,568 |
|---|
ADBE
ADOBE INC | United States | COM | 188 | 35 | -153 | $45,699 | $7,176 | -$38,523 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 218 | 206 | -12 | $191,354 | $216,987 | +$25,633 |
|---|
ACN
ACCENTURE PLC IRELAND FCLASS A | | SHS CLASS A | 267 | 222 | -45 | $52,943 | $31,857 | -$21,086 |
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PEP
PEPSICO INC | United States | COM | 324 | 245 | -79 | $55,376 | $36,493 | -$18,883 |
|---|
OXY
OCCIDENTAL PETE CORP | United States | COM | 856 | 797 | -59 | $56,010 | $40,107 | -$15,903 |
|---|
DHR
DANAHER CORP | United States | COM | 6,821 | 6,820 | -1 | $1,293,255 | $1,304,297 | +$11,042 |
|---|
WBD
WARNER BROS DISCOVERY INCLASS SERIES A | United States | COM SER A | 611 | 466 | -145 | $21,666 | $16,369 | -$5,297 |
|---|
MHK
MOHAWK INDS INC | United States | COM | 269 | 244 | -25 | $26,486 | $29,605 | +$3,119 |
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WING
WINGSTOP INC | United States | COM | 42 | 40 | -2 | $6,540 | $7,334 | +$794 |
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