$111 Million is the total value of Investment Research & Advisory Group, Inc.'s 151 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 160.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNA | Exit | SNAP ON INC | $0 | – | -3 | -100.0% | 0.00% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -5 | -100.0% | 0.00% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | 0 | +100.0% | 0.00% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -15 | -100.0% | -0.00% | – |
| FND | Exit | FLOOR & DECOR HOLDINGS Icl a | $0 | – | -166 | -100.0% | -0.01% | – |
| FFIV | Exit | F5 NETWORKS INC | $0 | – | -200 | -100.0% | -0.02% | – |
| QUAL | Exit | ISHARS EDG MSCI USA QLTYFCTR ETFusa quality factor | $0 | – | -400 | -100.0% | -0.03% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -7,708 | -100.0% | -0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 16 | Q3 2023 | 31.6% |
| APPLE INC | 16 | Q3 2023 | 9.7% |
| MICROSOFT CORP | 16 | Q3 2023 | 5.3% |
| AMAZON.COM INC | 16 | Q3 2023 | 4.9% |
| MASTERCARD INC CLASS A | 16 | Q3 2023 | 3.9% |
| ALPHABET INC. CLASS A | 16 | Q3 2023 | 3.5% |
| VISA INC CLASS A | 16 | Q3 2023 | 3.4% |
| BLACKROCK INC | 16 | Q3 2023 | 2.6% |
| IQVIA HOLDINGS INC | 16 | Q3 2023 | 2.6% |
| JPMORGAN CHASE & CO | 16 | Q3 2023 | 2.5% |
View Investment Research & Advisory Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-19 |
View Investment Research & Advisory Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.