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Judith Jolley

@Investment Research & Advisory Group, Inc.

Latest period2024 - Q3ReportedManaged Assets$236.914MTotal holdings209
Assets growth rate5.01%Assets growth rate (2-Q avg)4.43%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Investment Research & Advisory Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 209 positions.

Assets under management

The assets under management (AUM) of Investment Research & Advisory Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 236.914M in assets, with a quarterly growth rate of 5.01% and a 2-quarter average growth rate of 4.43%. The portfolio is managed by Judith Jolley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.74%
1.57%
$3.698M
6,324 shares@ $584.69 avg price
FIFiserv Inc
Recent Activity
Increased 1.08%
1.51%
$3.569M
19,869 shares@ $179.66 avg price
BRK.BBerkshire Hathaway
Recent Activity
Increased 1.31%
1.38%
$3.252M
7,066 shares@ $460.26 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 2.25%
1.27%
$3.008M
5,146 shares@ $584.57 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 2.76%
1.23%
$2.911M
9,633 shares@ $302.21 avg price
SBUXStarbucks Corp
Recent Activity
Increased 3.63%
1.19%
$2.818M
28,910 shares@ $97.5 avg price
GEGe Aerospace
Recent Activity
Increased 3.57%
1.19%
$2.809M
14,893 shares@ $188.59 avg price
TMOThermo Fisher Scientific
Recent Activity
Increased 17.48%
1.11%
$2.607M
4,214 shares@ $618.58 avg price
ADBEAdobe Inc
Recent Activity
Increased 6.25%
1.04%
$2.451M
4,733 shares@ $517.79 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.28%
1.03%
$2.426M
14,968 shares@ $162.06 avg price