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Ipg Investment Advisors LLC Top Holdings and 13F Report (2026)

About Ipg Investment Advisors LLC

Investment Activity

  • Ipg Investment Advisors LLC has $704.29 million in total holdings as of September 30, 2026.
  • Ipg Investment Advisors LLC owns shares of 269 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
  • Approximately 12.63% of the portfolio was purchased this quarter.
  • About 10.05% of the portfolio was sold this quarter.
  • This quarter, Ipg Investment Advisors LLC has purchased 268 new stocks and bought additional shares in 100 stocks.
  • Ipg Investment Advisors LLC sold shares of 69 stocks and completely divested from 46 stocks this quarter.

Largest Holdings

NVIDIA
$43,761,414
Apple
$25,523,381
Amazon.com
$24,805,623
Alphabet
$20,562,565

Largest New Holdings this Quarter

88033G407 - Tenet Healthcare
$2,828,283 Holding
69608A108 - PALANTIR TECHNOLOGIES INC
$2,738,973 Holding
64110D104 - NetApp
$2,589,866 Holding
452327109 - Illumina
$2,378,553 Holding
922475108 - Veeva Systems
$2,317,854 Holding

Largest Purchases this Quarter

Invesco QQQ
9,843 shares (about $7.29M)
Tenet Healthcare
11,067 shares (about $2.83M)
PALANTIR TECHNOLOGIES INC
14,643 shares (about $2.74M)
NetApp
12,328 shares (about $2.59M)
Meta Platforms
3,558 shares (about $2.58M)

Largest Sales this Quarter

Advanced Micro Devices
5,743 shares (about $3.51M)
iShares 7-10 Year Treasury Bond ETF
36,696 shares (about $3.28M)
KLA
10,636 shares (about $2.07M)
ISHARES BITCOIN TRUST ETF
42,479 shares (about $2.01M)
The Goldman Sachs Group
1,991 shares (about $1.79M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIpg Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$56,799,844$1,037,367 ▲1.9%74,3018.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$43,761,414$240,979 ▲0.6%191,4056.2%Technology
Apple Inc. stock logo
AAPL
Apple
$25,523,381$465,563 ▼-1.8%76,6423.6%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$24,805,623$161,200 ▲0.7%99,5613.5%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$20,562,565$776,933 ▲3.9%59,7612.9%Communication Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$20,404,476$7,288,741 ▲55.6%27,5552.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$20,066,187$1,396,627 ▲7.5%39,1232.8%Technology
ISHARES TR
$16,020,670$1,064,919 ▼-6.2%145,2202.3%TRUST ISHARE 0-1
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$15,596,290$163,920 ▼-1.0%74,9752.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$15,549,541$1,480,503 ▼-8.7%14,5992.2%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$14,867,640$2,580,190 ▲21.0%20,5022.1%Communication Services
The Progressive Corporation stock logo
PGR
Progressive
$14,555,028$216,432 ▼-1.5%70,2092.1%Finance
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$10,177,199$153,994 ▼-1.5%119,1571.4%Consumer Discretionary
Murphy USA Inc. stock logo
MUSA
Murphy USA
$9,723,747$1,577,614 ▼-14.0%19,2921.4%Consumer Discretionary
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$9,587,938$630,858 ▲7.0%93,8341.4%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$9,246,993$749,724 ▼-7.5%23,2741.3%Technology
GRUPO AEROMEXICO SAB DE CV
$9,139,663$202,602 ▼-2.2%578,8261.3%SPONSORED ADS
Broadcom Inc. stock logo
AVGO
Broadcom
$8,738,310$1,612,665 ▲22.6%24,8821.2%Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$8,454,718$103,718 ▼-1.2%39,1281.2%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$8,337,352$996,366 ▲13.6%107,1911.2%ETF
SOMNIGROUP INTERNATIONAL INC
$8,251,872$1,828,891 ▲28.5%132,8591.2%COM
Heico Corporation stock logo
HEI.A
Heico
$6,842,365$119,188 ▼-1.7%29,9671.0%Industrials
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$6,801,246$2,258,926 ▲49.7%74,2171.0%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$6,711,726$100,862 ▼-1.5%77,3241.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,537,622$582,415 ▲9.8%9,3280.9%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,440,598$1,806,001 ▲39.0%19,4680.9%Finance
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$6,429,770$3,277,313 ▼-33.8%71,9940.9%ETF
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$5,960,333$58,777 ▲1.0%120,4710.8%ETF
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$5,473,5330.0%109,1650.8%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$5,257,496$215,936 ▲4.3%13,8050.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$5,135,874$245,174 ▲5.0%14,4750.7%Consumer Discretionary
Jack In The Box Inc. stock logo
JACK
Jack In The Box
$5,100,699$1,103,447 ▼-17.8%385,8320.7%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,004,398$298,770 ▲6.3%10,0500.7%Finance
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$4,935,374$178,839 ▼-3.5%50,6400.7%ETF
ASML Holding N.V. stock logo
ASML
ASML
$4,889,697$380,451 ▼-7.2%2,6990.7%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,734,993$1,792,617 ▼-27.5%5,2590.7%Finance
WALMART INC
$4,476,666$847,883 ▲23.4%43,0780.6%COM
GE VERNOVA INC
$4,443,541$1,153,895 ▼-20.6%4,6750.6%COM
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,076,503$457,901 ▲12.7%4,4780.6%Consumer Staples
O-I Glass, Inc. stock logo
OI
O-I Glass
$4,007,003$910,447 ▲29.4%709,2040.6%Materials
Whirlpool Corporation stock logo
WHR
Whirlpool
$3,962,475$927,150 ▲30.5%129,1550.6%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$3,936,944$118,015 ▲3.1%7,1390.6%Finance
FIDELITY WISE ORIGIN BITCOIN
$3,936,362$379,762 ▲10.7%54,1900.6%SHS
The Goodyear Tire & Rubber Company stock logo
GT
Goodyear Tire & Rubber
$3,896,058$659,121 ▲20.4%783,9150.6%Consumer Discretionary
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,844,028$320,284 ▲9.1%56,1090.5%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$3,757,340$333,925 ▲9.8%11,0270.5%Communication Services
Vistra Corp. stock logo
VST
Vistra
$3,521,976$1,377,551 ▲64.2%25,4570.5%Utilities
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$3,389,553$1,559,330 ▲85.2%31,5190.5%Consumer Discretionary
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,364,531$2,533,186 ▲304.7%17,1880.5%ETF
SANDISK CORP
$3,317,970$1,193,564 ▲56.2%1,9070.5%COM
JBS N.V.
$3,303,014$967,113 ▲41.4%292,5610.5%CL A SHS
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,235,222$90 ▲0.0%35,9030.5%ETF
SPROTT ASSET MANAGEMENT LP
$3,028,5150.0%72,9060.4%PHYSICAL GOLD AN
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,004,773$262,935 ▲9.6%6,5710.4%Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$2,988,312$86,072 ▲3.0%5,5550.4%Technology
Tenet Healthcare Corporation stock logo
THC
Tenet Healthcare
$2,828,283$2,828,283 ▲New Holding11,0670.4%Healthcare
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$2,777,1720.0%33,4720.4%ETF
PALANTIR TECHNOLOGIES INC
$2,738,973$2,738,973 ▲New Holding14,6430.4%CL A
LAM RESEARCH CORP
$2,712,087$223,623 ▲9.0%8,2470.4%COM NEW
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$2,610,550$38,448 ▼-1.5%8,0120.4%Energy
Salesforce Inc. stock logo
CRM
Salesforce
$2,591,444$413,499 ▼-13.8%11,2620.4%Technology
NetApp, Inc. stock logo
NTAP
NetApp
$2,589,866$2,589,866 ▲New Holding12,3280.4%Technology
IES Holdings, Inc. stock logo
IESC
IES
$2,466,858$936,590 ▲61.2%7,6830.4%Industrials
Coherent Corp. stock logo
COHR
Coherent
$2,445,809$115,700 ▼-4.5%8,4980.3%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,388,213$67,111 ▼-2.7%2,0640.3%Healthcare
Illumina, Inc. stock logo
ILMN
Illumina
$2,378,553$2,378,553 ▲New Holding8,6910.3%Healthcare
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$2,340,430$516,831 ▲28.3%1,3540.3%Consumer Discretionary
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$2,317,854$2,317,854 ▲New Holding8,1200.3%Healthcare
Amphenol Corporation stock logo
APH
Amphenol
$2,265,650$1,101,079 ▲94.5%26,8340.3%Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$2,238,651$120,744 ▲5.7%8,4730.3%Technology
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$2,222,062$200,197 ▼-8.3%18,7690.3%ETF
Teradyne, Inc. stock logo
TER
Teradyne
$2,217,032$2,000,541 ▲924.1%5,5300.3%Technology
Visa Inc. stock logo
V
Visa
$2,166,401$1,933,914 ▲831.8%6,0290.3%Finance
SPACE EXPLORATION TECHN CORP
$2,159,259$415,167 ▲23.8%14,3130.3%CLASS A COM STK
Quanta Services, Inc. stock logo
PWR
Quanta Services
$2,110,003$574,404 ▲37.4%3,2840.3%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$2,066,251$149,642 ▲7.8%7,2630.3%Consumer Discretionary
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,035,479$980,216 ▼-32.5%2,6580.3%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$2,024,992$1,184,113 ▲140.8%11,0030.3%Technology
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$2,003,598$388,577 ▲24.1%1,4850.3%Technology
BANK OF NY MELLON CORP
$1,943,538$242,255 ▼-11.1%13,4380.3%COM
Nordson Corporation stock logo
NDSN
Nordson
$1,928,755$1,928,755 ▲New Holding5,8830.3%Industrials
Honda Motor Co., Ltd. stock logo
HMC
Honda Motor
$1,916,3820.0%60,6450.3%Consumer Discretionary
MetLife, Inc. stock logo
MET
MetLife
$1,904,386$225,796 ▼-10.6%20,2250.3%Finance
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$1,829,257$238,561 ▼-11.5%4,2020.3%Industrials
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,824,348$28,901 ▲1.6%6,5650.3%ETF
State Street Corporation stock logo
STT
State Street
$1,813,641$273,059 ▼-13.1%10,3880.3%Finance
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$1,808,753$135,376 ▲8.1%5,4780.3%Technology
Wabtec stock logo
WAB
Wabtec
$1,799,183$136,411 ▼-7.0%6,2650.3%Industrials
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$1,788,373$979,767 ▲121.2%3,1450.3%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,783,807$1,783,807 ▲New Holding13,3110.3%Technology
Incyte Corporation stock logo
INCY
Incyte
$1,779,476$1,779,476 ▲New Holding14,6640.3%Healthcare
ISHARES BITCOIN TRUST ETF
$1,753,142$2,010,956 ▼-53.4%37,0330.2%SHS BEN INT
eBay Inc. stock logo
EBAY
eBay
$1,698,603$84,628 ▼-4.7%16,0170.2%Consumer Discretionary
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$1,682,219$1,682,219 ▲New Holding18,2830.2%Finance
Fox Corporation stock logo
FOXA
FOX
$1,649,324$1,649,324 ▲New Holding26,3260.2%Communication Services
The Walt Disney Company stock logo
DIS
Walt Disney
$1,638,538$67,661 ▲4.3%15,6200.2%Communication Services
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,615,450$69,328 ▼-4.1%24,1870.2%ETF
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$1,615,450$1,615,450 ▲New Holding6,1340.2%Consumer Discretionary
Bank of America Corporation stock logo
BAC
Bank of America
$1,605,848$8,056 ▲0.5%29,5030.2%Finance
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$1,596,350$1,596,350 ▲New Holding22,8050.2%Materials

Showing largest 100 holdings. View all holdings.
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