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 WHR
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,652,271 | 67,735 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,448,571 | 20,080 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,806,228 | 22,980 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,311,366 | 62,230 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,666,758 | 40,683 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,133,283 | 44,840 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,792,980 | 54,140 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,448,793 | 53,315 | Shares | Sole | 2024-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||