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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Investment Research & Advisory Group, Inc.

Quarter ended Q4 2025 · Filed January 20, 2026 · Accession 0001802136-26-000001

Total Value
$302.1M
Positions
276
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (276)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500 ETF922908363114,991$72.1M23.87%
2APPLE INCAAPL76,703$20.9M6.93%
3ALPHABET INC CLASS CLASS AGOOG42,872$13.5M4.46%
4NVIDIA CORPNVDA67,583$12.7M4.20%
5MICROSOFT CORPMSFT21,203$10.3M3.42%
6AMAZON.COM INCAMZN41,257$9.6M3.17%
7JPMORGAN CHASE & COVYLD25,792$8.3M2.76%
8ELI LILLY AND COLLY7,311$7.9M2.61%
9MASTERCARD INC CLASS CLASS AMA13,714$7.8M2.59%
10VISA INC CLASS CLASS AV19,770$6.9M2.30%
11CHARLES SCHWAB CORPSCHW-PJ66,102$6.6M2.19%
12META PLATFORMS INC CLASS AMETA9,936$6.6M2.18%
13BLACKROCK INC NEWBLK5,304$5.7M1.88%
14GE AEROSPACE36960430115,938$4.9M1.63%
15UBER TECHNOLOGIES INCUBER58,764$4.8M1.59%
16JOHNSON & JOHNSONJNJ22,313$4.6M1.53%
17CHUBB LTD FCB14,149$4.4M1.46%
18SALESFORCE INCCRM16,351$4.3M1.44%
19COSTCO WHSL CORP NEW22160K1054,850$4.2M1.39%
20BOOKING HLDGS INCBKNG758$4.1M1.34%
21IQVIA HLDGS INCIQV17,958$4.0M1.34%
22ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHSASMLF3,777$4.0M1.34%
23BERKSHIRE HATHAWAY CLASS CLASS BBRK-A7,603$3.8M1.27%
24NETFLIX INCNFLX39,219$3.7M1.22%
25GENERAL DYNAMICS CORPGD10,868$3.7M1.21%
26PHILIP MORRIS INTL INC71817210920,859$3.3M1.11%
27VEEVA SYS INC CLASS CLASS AVEEV14,837$3.3M1.10%
28BOEING COBA-PA13,894$3.0M1.00%
29LOCKHEED MARTIN CORPLMT6,043$2.9M0.97%
30STARBUCKS CORPSBUX33,345$2.8M0.93%
31VANGUARD SMALL CAP ETF92290875110,670$2.8M0.91%
32VANGUARD RUSSELL 2000 ETF92206C66424,263$2.4M0.80%
33CATERPILLAR INCCAT4,142$2.4M0.79%
34SPDR S&P 500 ETF78468R7962,820$1.9M0.64%
35THERMO FISHER SCIENTIFICTMO3,251$1.9M0.63%
36PROCTER & GAMBLE CO74271810912,648$1.8M0.60%
37PALO ALTO NETWORKS INCPANW9,557$1.8M0.58%
38ISHARES CORE MSCI EAFE ETF46432F84218,575$1.7M0.55%
39ADOBE INCADBE4,716$1.7M0.55%
40ARCHER-DANIELS MIDLAND CADM26,437$1.5M0.50%
41GE VERNOVA INCGEV2,150$1.4M0.47%
42DANAHER CORP2358511025,946$1.4M0.45%
43ALPHABET INC CLASS CLASS CGOOG3,888$1.2M0.41%
44SHOPIFY INC FCLASS CLASS ASHOP7,373$1.2M0.39%
45VANGUARD TOTAL BOND MARKET ETF92193783515,685$1.2M0.38%
46VANGUARD TOTAL INTERNATIONAL STK ETF92190976814,867$1.1M0.37%
47ISHARES CORE S&P MID CAPETF46428750715,547$1.0M0.34%
48ISHARES CORE S&P 500 ETF4642872001,445$990,0440.33%
49ISHARES CORE MSCI EMERGING ETF46434G10313,346$897,0860.30%
50ISHARES S&P 500 GROWTH ETF4642873097,068$871,1600.29%
51HOME DEPOT INCHD2,320$805,1440.27%
52VANGUARD FTSE ALL WORLD EX US ETF9220427759,490$743,0940.25%
53MERCK & CO. INC.MRK6,745$715,6740.24%
54ISHARES S&P 500 VALUE ETF4642874082,579$546,8570.18%
55VANGUARD MEGA CAP VALUE ETF9219108403,794$535,5670.18%
56INDEPENDENCE RLTY TR INCREIT45378A10629,987$524,1650.17%
57VANGUARD ENERGY ETF92204A3064,060$511,2310.17%
58BROADCOM INCAVGO1,290$478,1380.16%
59STATE SRT SPDR PRTFL HGHYLD BND ETF78468R60618,541$438,8620.15%
60CHOICE HOTELS INTL INC1699051064,236$403,4750.13%
61FEDEX CORPFDX1,185$343,5680.11%
62THE COCA-COLA COKO4,269$301,3070.10%
63TESLA INCTSLA606$298,1640.10%
64PINNACLE FINL PARTNERS I72346Q1043,063$292,3360.10%
65LOWES COS INC5486611071,190$289,7560.10%
66BANK OF AMERICA CORP0605051044,817$272,2120.09%
67ISHARES CORE S&P SMALL CAP ETF4642878042,053$265,0090.09%
68ISHARES TOTAL US STOCK MARKET ETF4645871501,714$254,8980.08%
69AVANTIS US SMALL CAP VALUE ETF0250728772,343$238,9750.08%
70PRINCIPAL FINL GROUP INCPFG2,636$233,2270.08%
71INVSC VARIABLE RATE PREFERRED ETFIVZ9,379$228,1900.08%
72VANGUARD SMALL CAP GROWTH ETF922908595741$223,8640.07%
73VANGUARD SMALL CAP VALUEETF9229086111,052$222,8750.07%
74ABBVIE INCABBV888$211,2510.07%
75MCDONALDS CORPMCD674$210,7780.07%
76GOLDMAN SACHS GROUP INCGSCE217$197,7600.07%
77AMGEN INCAMGN514$171,7030.06%
78CROWDSTRIKE HLDGS INC CLASS ACRWD342$162,6600.05%
79BROOKFIELD CORP FCLASS A11271J1073,375$154,8790.05%
80INVSC QQQ TRUST SRS 1 ETFIVZ229$140,4160.05%
81STATE STREET SPDR S&P DIV ETF78464A7631,007$140,1300.05%
82WALMART INCWMT1,158$139,3740.05%
83CITIGROUP INCC-PR1,131$136,7040.05%
84SOFI TECHNOLOGIES INCSOFI5,018$132,0520.04%
85VANGUARD TOTAL STOCK MARKET ETF922908769376$126,1020.04%
86ARISTA NETWORKS INCANET905$121,4650.04%
87LAM RESH CORPLRCX678$120,6400.04%
88WELLS FARGO & CO9497461011,227$120,3610.04%
89STATE STRET TEC SELECT SEC SPDR ETF81369Y803425$111,6120.04%
90VANECK SEMICONDUCTOR ETF92189F676305$110,0000.04%
91CONSTELLATION ENERGY CORCEG280$101,0350.03%
92REDDIT INC CLASS ARDDT430$99,7640.03%
93RTX CORPRTX513$99,4030.03%
94VANGUARD TOTAL INTERNATIONAL BND ETF92203J4072,035$98,3460.03%
95BRISTOL MYERS SQUIBB COCELG-RI1,696$93,5130.03%
96AMERICAN TOWER CORP NEW REIT03027X100508$91,0030.03%
97ZETA GLOBAL HLDGS CORP CLASS CLASS AZETA4,433$90,2120.03%
98AT&T INCT-PC3,508$89,8710.03%
99DUKE ENERGY CORP NEWDUKB704$84,3160.03%
100TRUIST FINL CORP89832Q1091,641$82,3970.03%
101INVESCO S&P 500 QUALITY ETFIVZ1,011$75,8760.03%
102DISNEY WALT CO254687106637$74,6590.02%
103STE STRT FINCL SLCT SECTOR SPDR ETF81369Y605481$74,6420.02%
104GRAYSCALE BITCOIN TRUST ETFGBTC1,062$72,5980.02%
105ORACLE CORPORCL-PD324$69,2420.02%
106BROWN & BROWN INCBRO835$66,5500.02%
107AMERICAN EXPRESS COAXP163$64,8520.02%
108CHEVRON CORP NEWCVX380$63,7070.02%
109MICRON TECHNOLOGY INCMU200$63,6460.02%
110FIRST TRUST NASDAQ CYBRSCRTY ETF33734X846840$60,0180.02%
111ST STRT SPDR PRTFL S&P 500 VL ETF IV78464A5081,021$58,0030.02%
112EXXON MOBIL CORPXOM387$57,6430.02%
113NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSNONOF1,115$56,7310.02%
114ALCOA CORPAA1,025$54,4700.02%
115STATE STRT HLTH CRE SLT SEC SPDR ETF81369Y209144$53,2400.02%
116GILEAD SCIENCES INCGILD406$53,1780.02%
117ALTRIA GROUP INCMO867$51,2720.02%
118PEPSICO INCPEP322$50,6410.02%
119GUARDIAN PHARMACY SVCS ICLASS A40145W1011,666$50,1300.02%
120INVESCO S&P 500 LOW VOLATILITY ETFIVZ691$49,3510.02%
121INVESCO NASDAQ NEXT GEN 100 ETFIVZ1,331$49,0340.02%
122PALANTIR TECHNOLOGIES INCLASS CLASS APLTR231$48,7040.02%
123AVANTIS INTERNATIONAL EQUITY ETF025072703589$48,4860.02%
124AIR PRODS & CHEMS INCAIIR187$47,2910.02%
125CISCO SYS INCCSCO529$46,6470.02%
126PERFORMANCE FOOD GROUP CPFGC500$44,9600.01%
127SOUTHERN COSOMN504$44,5590.01%
128ABBOTT LABSABLZF333$44,3700.01%
129HARTFORD TOTAL RETURN ETF41653L3051,287$43,9510.01%
130INVESCO RAFI US 1000 ETFIVZ878$41,1880.01%
131FIDELITY LIMITED TERM BOND ETF316188200811$41,0850.01%
132PIMCO 0-5 YEAR HIGH YLD BND IDX ETF72201R783429$40,6780.01%
133EXELON CORPEXC900$40,4080.01%
134DELTA AIR LINES INC DELDAL552$39,0720.01%
135SERVICENOW INCNOW245$37,5320.01%
136DOVER CORPDOV183$36,6120.01%
137CIRRUS LOGIC INCCRUS300$35,5500.01%
138OCCIDENTAL PETE CORP674599105854$35,4230.01%
139AUTOMATIC DATA PROCESSINADP125$34,7260.01%
140STATE STREET SPDR PORTFLS&P 500 ETF78464A854430$34,4950.01%
141STATE STRT CONS DSRY SLTSE SP ETF IV81369Y407189$34,2390.01%
142SPDR DOW JONES INDUSTRIAL AVRG ETF78467X10970$33,6400.01%
143GLOBE LIFE INCGL-PD226$31,7350.01%
144VANGUARD DIVIDEND APPRECIATION ETF921908844141$30,9890.01%
145O REILLY AUTOMOTIVE INC67103H107315$30,0080.01%
146AUTODESK INCADSK97$29,8970.01%
147TARGET CORP EQUITY CLASS EQUITYTGT294$29,6180.01%
148BROOKFIELD ASSET MGMT FCLASS AG16169107565$29,6000.01%
149ACCENTURE PLC IRELAND FCLASS CLASS AACN97$29,5130.01%
150MOHAWK INDS INC608190104269$29,4020.01%
151FIRSTENERGY CORPFE640$29,2350.01%
152REALTY INCOME CORP REITO502$28,9920.01%
153EMERSON ELEC COEMR201$28,0040.01%
154VANGUARD MID CAP VALUE ETF922908512157$27,8470.01%
155CRH PUBLIC LIMITED CO FCRH200$26,7070.01%
156ISHARES MSCI CHINA ETF46429B671439$26,3710.01%
157OTIS WORLDWIDE CORPOTIS290$25,9430.01%
158NU HLDGS LTD FCLASS CLASS ANU1,500$25,1100.01%
159VANGUARD RUSSELL 1000 GROWTH ETF92206C680205$24,9590.01%
160MURPHY USA INCMUSA61$24,6900.01%
161CARRIER GLOBAL CORPCARR451$24,3590.01%
162GENERAL MTRS CO37045V100267$23,2570.01%
163COLUMBIA EM CORE EX-CHINA ETF19762B202569$21,8270.01%
164FIRST FINL BANKSHARES IN32020R109701$20,9320.01%
165KIMBERLY CLARK CORPKMB197$20,6820.01%
166MERCADOLIBRE INCMELI10$20,1430.01%
167MONDELEZ INTL INC CLASS A609207105340$20,0250.01%
168SCHWAB US LARGE CAP GROWTH ETF808524300612$19,9630.01%
169IDEXX LABS INC45168D10427$19,6190.01%
170WARNER BROS DISCOVERY INTENDER OFFER EXP: 01/21/26WBD611$19,0500.01%
171STATE STR CORPSTT-PG144$18,9700.01%
172HORMEL FOODS CORPHRL745$17,6560.01%
173COMCAST CORP NEW TRADES WITH DUE BILLSCCZ434$15,9310.01%
174PFIZER INCPFE523$15,9010.01%
175VULCAN MATLS CO92916010950$15,4020.01%
176SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSSE116$14,7980.00%
177BAKER HUGHES CO. A CLASS CLASS ABKR290$14,5000.00%
178SCHWAB US BROAD MARKET ETF808524102549$14,3870.00%
179ZOETIS INC CLASS CLASS AZTS109$14,0660.00%
180MEDTRONIC PLC FMDT109$13,0640.00%
181EMCOR GROUP INCEME13$12,8540.00%
182VANGUARD FTSE DEVELOPED MARKETS ETF921943858204$12,7330.00%
183INTEL CORPINTC251$12,5090.00%
184SERVICE CORP INTL817565104158$12,4670.00%
185CME GROUP INC CLASS CLASS ACME39$12,2890.00%
186SHELL PLC FTENDER OFFER EXP:RYDAF165$12,1240.00%
187PRUDENTIAL FINL INCPUKPF101$12,1120.00%
188GARTNER INCIT43$11,3530.00%
189CARMAX INCKMX283$10,9350.00%
190VANGUARD SHORT-TERM BONDETF921937827138$10,8740.00%
191NORTHROP GRUMMAN CORPNOC16$10,7140.00%
192INTERCONTINENTAL EXCHANG45866F10447$10,2030.00%
193WINGSTOP INCWING42$10,0460.00%
194GE HEALTHCARE TECHNOLOGIGEHC110$9,7600.00%
195NUCOR CORPNU54$9,5300.00%
196WISDOMTREE INDIA EARNINGS ETFWT200$9,2580.00%
197MORGAN STANLEYMS-PQ18$9,2320.00%
198CONOCOPHILLIPSCOP75$9,0070.00%
199PROLOGIS INC REITPLDGP50$8,6810.00%
200GRAYSCALE BITCOIN MINI TRUST ETFGBTC212$8,2110.00%
201ISHARES BITCOIN ETFIBIT161$7,9940.00%
202ATLASSIAN CORP CLASS ATEAM45$7,9450.00%
203AIRBNB INC CLASS AABNB55$7,8720.00%
204PUBLIC SVC ENTERPRISE GR74457310684$7,7890.00%
205CORTEVA INCCTVA93$7,7080.00%
206BOSTON SCIENTIFIC CORPBSX64$7,6280.00%
207UNITEDHEALTH GROUP INCUNH5$7,5930.00%
208BLOCK INC A CLASS CLASS ABSQKZ98$7,3550.00%
209DEXCOM INCDXCM100$7,1020.00%
210UNUSUAL WHALES SUB DEMO TRAD ETF886364199152$6,9510.00%
211INVSC BUYBACK ACHIEVERS ETFIVZ50$6,7160.00%
212VANGUARD S&P 500 GROWTH ETF92193250514$6,2240.00%
213CSX CORPCSX125$6,0680.00%
214LULULEMON ATHLETICA INCLULU28$5,8190.00%
215T-MOBILE US INCTMUSZ15$5,6970.00%
216DTE ENERGY CODTK43$5,6750.00%
217IBM CORPINTR1$5,6620.00%
218VANGUARD HIGH DIVIDEND YIELD ETF92194640638$5,4540.00%
219KRAFT HEINZ COKHC210$5,0930.00%
220ST STRT SPDR PRTL S&P 500 GRW ETF IV78464A40947$5,0150.00%
221HERSHEY COHSY23$5,0050.00%
222VANGUARD MID CAP ETF92290862917$4,9340.00%
223MATCH GROUP INC NEWMTCH144$4,6390.00%
224REPUBLIC SVCS INC76075910017$4,2390.00%
225DUPONT DE NEMOURS INCDD93$4,1000.00%
226QNITY ELECTRONICS INCQ46$4,0830.00%
2273M COMMM12$4,0290.00%
228JOBY AVIATION INC FCLASS AJOBY-WT300$3,9600.00%
229ADVISORSHARES PURE US CANNABIS ETF00768Y453800$3,7760.00%
230ARK AUTONOMOUS TECH RBTCS ETF00214Q20332$3,6690.00%
231ENTERPRISE PRODS PART LP293792107101$3,2490.00%
232DECKERS OUTDOOR CORPDECK24$2,7990.00%
233DOW INCDOW93$2,7120.00%
234INTERCONTINENTAL HOTEL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS45857P80619$2,6760.00%
235TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS8740391008$2,4310.00%
236LUMEN TECHNOLOGIES INCLUMN299$2,3230.00%
237PROTALIX BIOTHERAPEUTICSPLX1,000$1,8000.00%
238UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSUNLYF27$1,7660.00%
239PELOTON INTERACTIVE INC CLASS CLASS APTON260$1,6020.00%
240XRP ETF92864M780146$1,5430.00%
241INVSC S P 500 EQUAL WEIGHT ETFIVZ8$1,5320.00%
242RIVIAN AUTOMOTIVE INC CLASS CLASS ARBLX51$1,3990.00%
243VANGUARD MID CAP GROWTH ETF9229085385$1,3960.00%
244BLACKROCK ENERGY AND RESBLK102$1,3810.00%
245JPMORGN HEDGD EQTY LAD OVRLY ETF46654Q72419$1,2620.00%
246MFA FINL INC REIT55272X607128$1,1880.00%
247DROPBOX INC CLASS CLASS ADBX30$1,1680.00%
248SPOTIFY TECHNOLOGY S A FSPOT2$1,1610.00%
249FORD MTR CO DEL34537086012$1,1280.00%
250MID-AMER APT CMNTYS INC REIT59522J1038$1,1110.00%
251SOLAREDGE TECHNOLOGIES ISEDG38$1,0960.00%
252ISHARES MSCI INDIA INDEXETF46429B59820$1,0810.00%
253ONDAS HLDGS INCONDS110$1,0740.00%
254BROOKFIELD BUSINESS P LPBBUC30$1,0560.00%
255BROOKFIELD WEALTH SO A FCLASS ABNT22$1,0110.00%
256VIATRIS INCVTRS43$9960.00%
257ROCKET COMPANIES CLA A CLASS A77311W10111$8520.00%
258ST STRT SPDR S&P 600 S CGRW ETF IV78464A2019$8480.00%
259OKLO INC CLASS AOKLO9$6460.00%
260SOUNDHOUND AI INC CLASS ASOUNW56$5580.00%
261BROOKFIELD BUSINESS CO FCLASS ABBUC15$5380.00%
262UNITED STS ANTIMONY CORPUAMY78$3920.00%
263AERCAP HOLDINGS N V FAER2$2880.00%
264BROADRIDGE FINL SOLUTION11133T1031$2230.00%
265EPSIUM ENTERPRISE LTD FCLASS AEPSM90$1800.00%
266SCOTTS MIRACLE-GRO COSMG3$1750.00%
267REVOLVE GROUP INC CLASS ARVLV5$1510.00%
268SCHWAB US DIVIDEND EQUITY ETF8085247975$1400.00%
269BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHSBPPFF4$1390.00%
270OCCIDENTAL PETE C 27 WTSWARRANTS EXP 08/03/276745991627$1350.00%
271ST STRET SPDR PRTFL S&P 400 M ETF IV78464A8472$1170.00%
272PRINCIPAL U S SMALL CAP ETF74255Y6072$1160.00%
273FIDELITY ENHANCED INTRNTNL ETF31609A4042$740.00%
274EATON VANCE TOTAL RETURNBOND ETFMS-PQ1$530.00%
275VICTORYSHARES USAA CORE INTERMEDIATE BOND ETF92647N5271$470.00%
276CANOPY GROWTH CORP FCGC5$60.00%