Advertisement
Screener

Investment Research & Advisory Group, Inc. Last Quarter Change: USA Stocks, Sold Out

Investment Research & Advisory Group, Inc. quarter change: USA Stocks, Sold out

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).

  • BRO: Country of operation United States; Class COM; Shares 2026-03-31 835; Shares 2026-06-30 0.
  • MDT: Country of operation Ireland; Class SHS; Shares 2026-03-31 109; Shares 2026-06-30 0.
  • ABNB: Country of operation United States; Class COM CL A; Shares 2026-03-31 55; Shares 2026-06-30 0.
  • GEHC: Country of operation United States; Class COMMON STOCK; Shares 2026-03-31 110; Shares 2026-06-30 0.

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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
BRO
BROWN & BROWN INC
United StatesCOM8350-835$54,450$0-$54,450
MDT
MEDTRONIC PLC F
IrelandSHS1090-109$13,171$0-$13,171
ABNB
AIRBNB INC CLASS A
United StatesCOM CL A550-55$8,840$0-$8,840
GEHC
GE HEALTHCARE TECHNOLOGI
United StatesCOMMON STOCK1100-110$8,186$0-$8,186
VTRS
VIATRIS INC
United StatesCOM430-43$1,081$0-$1,081
CRWV
COREWEAVE INC CLASS A
United StatesCOM CL A30-3$232$0-$232
EPSM
EPSIUM ENTERPRISE LTD FCLASS A
ORD SHS CL A900-90$127$0-$127

Similar Firms

Firm NameCountry13F ValueHoldings
Mills Wealth Advisors LLCUnited States$0.286B80
Mayfair Advisory Group, LLCUnited States$0.286B175
Valence8 US LPUnited States$0.286B14
AVAII WEALTH MANAGEMENT, LLCUnited States$0.287B158
Skyline Advisors, Inc.United States$0.287B120
Argentarii, LLCUnited States$0.286B199
Muzinich & Co., Inc.United States$0.286B38
44 WEALTH MANAGEMENT LLCUnited States$0.286B183
HS Management Partners, LLCUnited States$0.286B24
Sinvest Investments II Ltd.Bahamas$0.286B1