Long-term investor
Investment Research & Advisory Group, Inc. @investmentresearchadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802136).
Record
- Tracked since 2025-12-31 (257 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.7%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 25.0% · long · since 2025-12-31
- AAPL · 6.9% · long · since 2025-12-31
- GOOGL · 4.6% · long · since 2025-12-31
- NVDA · 4.0% · long · since 2025-12-31
- AMZN · 3.0% · long · since 2025-12-31
- LLY · 2.8% · long · since 2025-12-31
- JPM · 2.6% · long · since 2025-12-31
- MSFT · 2.5% · long · since 2025-12-31
- N07059210 · 2.3% · long · since 2025-12-31
- MA · 2.2% · long · since 2025-12-31
- V · 2.1% · long · since 2025-12-31
- SCHW · 1.9% · long · since 2025-12-31