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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 $582.27 million in total holdings as of March 31, 2026.
  • Ipg Investment Advisors LLC owns shares of 242 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
  • Approximately 16.40% of the portfolio was purchased this quarter.
  • About 9.40% of the portfolio was sold this quarter.
  • This quarter, Ipg Investment Advisors LLC has purchased 222 new stocks and bought additional shares in 88 stocks.
  • Ipg Investment Advisors LLC sold shares of 59 stocks and completely divested from 30 stocks this quarter.

Largest Holdings

NVIDIA
$34,567,722
Amazon.com
$21,443,271
Apple
$18,066,220
Alphabet
$16,986,744

Largest New Holdings this Quarter

40054J109 - GRUPO AEROMEXICO SAB DE CV
$8,289,115 Holding
92206C847 - Vanguard Long-Term Treasury ETF
$6,042,829 Holding
44951W106 - IES
$2,490,985 Holding
315948109 - FIDELITY WISE ORIGIN BITCOIN
$2,081,398 Holding
466313103 - Jabil
$1,632,031 Holding

Largest Purchases this Quarter

GRUPO AEROMEXICO SAB DE CV
591,657 shares (about $8.29M)
Vanguard Long-Term Treasury ETF
109,165 shares (about $6.04M)
Micron Technology
13,370 shares (about $4.52M)
SPDR S&P 500 ETF Trust
5,343 shares (about $3.48M)
iShares 20+ Year Treasury Bond ETF
40,144 shares (about $3.48M)

Largest Sales this Quarter

Magna International
48,970 shares (about $2.73M)
Cemex
205,660 shares (about $2.35M)
Microsoft
5,525 shares (about $2.05M)
iShares Short Treasury Bond ETF
15,747 shares (about $1.74M)

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
$47,297,766$3,484,481 â–²8.0%72,5258.1%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$34,567,722$468,814 â–¼-1.3%198,1985.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$21,443,271$590,862 â–²2.8%102,9593.7%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$18,066,220$71,822 â–²0.4%71,1863.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$16,986,744$1,851,024 â–²12.2%59,0722.9%Computer and Technology
Murphy USA Inc. stock logo
MUSA
Murphy USA
$16,326,696$1,441,898 â–²9.7%33,0522.8%Retail/Wholesale
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$14,420,025$1,738,311 â–¼-10.8%130,6282.5%ETF
The Progressive Corporation stock logo
PGR
Progressive
$14,278,831$177,821 â–²1.3%72,0282.5%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$14,046,521$356,782 â–²2.6%73,1892.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$13,873,972$2,045,189 â–¼-12.8%37,4802.4%Computer and Technology
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$11,406,193$1,901,494 â–²20.0%123,5642.0%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,909,928$836,916 â–²8.3%18,9021.9%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,454,937$868,493 â–¼-9.3%14,7781.5%Computer and Technology
GRUPO AEROMEXICO SAB DE CV
$8,289,115$8,289,115 â–²New Holding591,6571.4%SPONSORED ADS
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$8,029,240$3,480,089 â–²76.5%92,6201.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,708,373$322,163 â–²4.4%39,2881.3%ETF
SOMNIGROUP INTERNATIONAL INC
$7,527,939$1,301,214 â–²20.9%101,8391.3%COM
Heico Corporation stock logo
HEI.A
Heico
$7,080,170$489,096 â–²7.4%33,5411.2%Aerospace
Micron Technology, Inc. stock logo
MU
Micron Technology
$7,053,271$4,518,338 â–²178.2%20,8711.2%Computer and Technology
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$6,886,471$1,117,092 â–¼-14.0%75,1471.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$6,545,517$592,093 â–²9.9%21,1481.1%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$6,487,052$616,175 â–²10.5%15,0761.1%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$6,478,368$612,540 â–²10.4%78,5921.1%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$6,434,930$165,111 â–²2.6%67,4241.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$6,291,498$249,816 â–²4.1%16,9241.1%Auto/Tires/Trucks
ASML Holding N.V. stock logo
ASML
ASML
$6,114,122$484,745 â–²8.6%4,6291.1%Computer and Technology
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$6,042,829$6,042,829 â–²New Holding109,1651.0%ETF
WALMART INC
$6,030,444$461,620 â–¼-7.1%48,4271.0%COM
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$5,608,825$1,750,652 â–²45.4%11,8191.0%Energy
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,529,190$1,599,270 â–²40.7%5,5490.9%Retail/Wholesale
O-I Glass, Inc. stock logo
OI
O-I Glass
$5,500,493$245,251 â–¼-4.3%523,3580.9%Industrials
The Goodyear Tire & Rubber Company stock logo
GT
Goodyear Tire & Rubber
$5,494,447$369,523 â–¼-6.3%828,7250.9%Auto/Tires/Trucks
Jack In The Box Inc. stock logo
JACK
Jack In The Box
$5,185,982$1,018,203 â–²24.4%536,2960.9%Consumer Discretionary
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$5,057,328$795,231 â–²18.7%5,9780.9%Finance
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$4,963,593$842,154 â–²20.4%60,2890.9%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,788,766$362,713 â–²8.2%8,0140.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,417,266$164,845 â–²3.9%9,2180.8%Finance
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$4,268,020$577,654 â–¼-11.9%50,5450.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,120,887$457,713 â–²12.5%14,0090.7%Finance
GE VERNOVA INC
$3,733,770$15,721 â–²0.4%4,2750.6%COM
Generac Holdings Inc. stock logo
GNRC
Generac
$3,726,506$471,136 â–²14.5%19,0780.6%Industrials
Whirlpool Corporation stock logo
WHR
Whirlpool
$3,652,271$2,569,557 â–²237.3%67,7350.6%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$3,480,132$634,069 â–²22.3%6,9650.6%Business Services
SPROTT ASSET MANAGEMENT LP
$3,395,564$45,763 â–¼-1.3%71,1560.6%PHYSICAL GOLD AN
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,227,211$187,809 â–¼-5.5%44,8660.6%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,189,887$755,107 â–²31.0%19,8970.5%Computer and Technology
ISHARES BITCOIN TRUST ETF
$2,864,710$1,221,602 â–¼-29.9%74,5630.5%SHS BEN INT
Salesforce Inc. stock logo
CRM
Salesforce
$2,815,730$501,582 â–²21.7%15,0840.5%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$2,650,564$262,818 â–²11.0%16,1060.5%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,616,1400.0%5,9890.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$2,513,747$110,547 â–²4.6%33,4720.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,511,733$164,445 â–²7.0%7,6370.4%Retail/Wholesale
ARISTA NETWORKS INC
$2,495,504$63,232 â–¼-2.5%20,3250.4%COM SHS
IES Holdings, Inc. stock logo
IESC
IES
$2,490,985$2,490,985 â–²New Holding5,2280.4%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$2,470,767$317,199 â–²14.7%25,6970.4%Consumer Discretionary
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$2,237,998$1,215,101 â–²118.8%2,3870.4%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,221,309$690,178 â–²45.1%6,5560.4%Computer and Technology
JBS N.V.
$2,169,568$185,437 â–²9.3%120,8000.4%CL A SHS
Vistra Corp. stock logo
VST
Vistra
$2,161,2940.0%14,3770.4%Utilities
FIDELITY WISE ORIGIN BITCOIN
$2,081,398$2,081,398 â–²New Holding35,2600.4%SHS
Alphabet Inc. stock logo
GOOG
Alphabet
$2,006,873$163,797 â–²8.9%6,9960.3%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$1,986,566$137,005 â–²7.4%6,9890.3%Aerospace
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,915,531$1,654,108 â–²632.7%15,8270.3%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,905,325$254,084 â–²15.4%9,3660.3%Computer and Technology
Magna International Inc. stock logo
MGA
Magna International
$1,896,424$2,733,016 â–¼-59.0%33,9800.3%Auto/Tires/Trucks
PALANTIR TECHNOLOGIES INC
$1,855,708$24,575 â–¼-1.3%12,6860.3%CL A
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$1,854,669$290,838 â–²18.6%11,3000.3%Computer and Technology
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$1,731,216$378,415 â–¼-17.9%7,5120.3%Aerospace
BNY stock logo
BK
BNY
$1,722,033$138,323 â–¼-7.4%14,5160.3%Finance
Honda Motor Co., Ltd. stock logo
HMC
Honda Motor
$1,659,522$1,218,174 â–²276.0%68,2650.3%Auto/Tires/Trucks
Oracle Corporation stock logo
ORCL
Oracle
$1,658,812$734,079 â–²79.4%11,2760.3%Computer and Technology
Newmont Corporation stock logo
NEM
Newmont
$1,653,086$87,899 â–¼-5.0%15,2710.3%Basic Materials
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$1,643,786$510,988 â–¼-23.7%6,5560.3%Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,643,632$12,936 â–¼-0.8%10,2920.3%Retail/Wholesale
Jabil, Inc. stock logo
JBL
Jabil
$1,632,031$1,632,031 â–²New Holding6,1440.3%Computer and Technology
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$1,628,647$591,336 â–²57.0%32,2570.3%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,605,299$1,208,872 â–²304.9%2,4580.3%ETF
EQT Corporation stock logo
EQT
EQT
$1,590,682$1,590,682 â–²New Holding24,9950.3%Energy
LAM RESEARCH CORP
$1,584,827$611,327 â–¼-27.8%7,4040.3%COM NEW
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$1,584,813$65,340 â–²4.3%7,6160.3%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,564,576$116,812 â–²8.1%17,7470.3%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$1,564,230$1,564,230 â–²New Holding3,5030.3%Medical
Tapestry, Inc. stock logo
TPR
Tapestry
$1,539,792$411,759 â–¼-21.1%10,9120.3%Retail/Wholesale
RTX Corporation stock logo
RTX
RTX
$1,532,205$457,945 â–¼-23.0%7,9430.3%Aerospace
Ralph Lauren Corporation stock logo
RL
Ralph Lauren
$1,531,990$113,123 â–²8.0%4,4420.3%Consumer Discretionary
CenterPoint Energy, Inc. stock logo
CNP
CenterPoint Energy
$1,531,662$1,531,662 â–²New Holding35,4880.3%Utilities
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$1,529,034$1,529,034 â–²New Holding5,4150.3%Computer and Technology
Western Digital Corporation stock logo
WDC
Western Digital
$1,528,809$205,031 â–²15.5%5,6520.3%Computer and Technology
OCTAVE SPECIALTY GROUP INC
$1,514,114$1,514,114 â–²New Holding325,6160.3%COM NEW
Quanta Services, Inc. stock logo
PWR
Quanta Services
$1,499,923$1,222,668 â–²441.0%2,7320.3%Construction
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,484,0320.0%5,9840.3%Finance
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$1,478,039$1,478,039 â–²New Holding2,4430.3%Aerospace
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$1,471,234$1,471,234 â–²New Holding5,0440.3%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$1,464,880$1,309,901 â–¼-47.2%15,1990.3%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,436,2800.0%20.2%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$1,431,056$933,319 â–¼-39.5%29,3550.2%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,428,666$553,532 â–²63.3%25,1570.2%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$1,396,053$751,486 â–²116.6%12,8090.2%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,365,3750.0%16,5000.2%ETF
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock logo
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
$1,331,0000.0%13,7500.2%ETF

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