IPG Investment Advisors LLC
Top Portfolio Positions
163 positions ·
$450,032,019 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
72,525 | $47,165,908 | 10.48% | |
| NVDA |
Nvidia Corp
Technology
|
198,198 | $34,565,731 | 7.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
102,959 | $21,443,270 | 4.76% | |
| AAPL |
Apple Inc.
Technology
|
71,186 | $18,066,294 | 4.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
59,072 | $16,986,744 | 3.77% | |
| MUSA |
Murphy USA Inc.
Consumer Cyclical
|
33,052 | $16,326,696 | 3.63% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
72,028 | $14,278,830 | 3.17% | |
| MSFT |
Microsoft Corp
Technology
|
37,480 | $13,873,971 | 3.08% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
123,564 | $11,406,192 | 2.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
18,902 | $10,909,856 | 2.42% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OI
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,500,492 | 523,358 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,069,188 | 546,693 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,005,849 | 925,663 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $30,001,103 | 2,035,353 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,521,620 | 2,050,708 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $19,952,841 | 1,840,668 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,087,599 | 1,378,628 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,951,383 | 714,410 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $14,116,626 | 1,090,087 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,269,338 | 1,090,667 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $27,300,617 | 2,071,367 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $24,018,701 | 1,996,567 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,917,987 | 1,816,257 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $30,442,745 | 1,864,222 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $30,420,883 | 2,063,832 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $18,775,820 | 1,577,800 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $16,708,902 | 1,577,800 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $14,581,903 | 1,623,820 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,718,708 | 1,226,260 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||