IPG Investment Advisors LLC
Top Portfolio Positions
162 positions ·
$445,614,754 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
72,525 | $47,165,908 | 10.58% |
| NVDA |
Nvidia Corp
Technology
|
198,198 | $34,565,731 | 7.76% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
102,959 | $21,443,270 | 4.81% |
| AAPL |
Apple Inc.
Technology
|
71,186 | $18,066,294 | 4.05% |
| GOOGL |
Alphabet Inc.
Communication Services
|
59,072 | $16,986,744 | 3.81% |
| MUSA |
Murphy USA Inc.
Consumer Cyclical
|
33,052 | $16,326,696 | 3.66% |
| PGR |
Progressive Corp/Oh/
Financial Services
|
72,028 | $14,278,830 | 3.20% |
| MSFT |
Microsoft Corp
Technology
|
37,480 | $13,873,971 | 3.11% |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
123,564 | $11,406,192 | 2.56% |
| QQQ |
Invesco Qqq Trust, Series 1
|
18,902 | $10,909,856 | 2.45% |
Portfolio Trend
Holdings in JACK
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,185,982 | 536,296 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,167,468 | 431,001 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,913,289 | 653,176 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,347,646 | 764,470 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,541,812 | 681,935 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $18,347,375 | 440,619 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,881,573 | 276,785 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,705,948 | 151,275 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,074,710 | 74,105 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,468,801 | 66,995 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,222,350 | 32,180 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $4,130,744 | 47,160 | Shares | Sole | 2023-05-12 | |
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