IPG Investment Advisors LLC
Sector Allocation
- Technology31.0%$215.9M
- Other29.8%$207.0M
- Financials13.6%$94.4M
- Consumer Discretionary11.6%$80.5M
- Industrials7.0%$49.0M
- Consumer Staples1.9%$13.1M
- Materials1.8%$12.4M
- Healthcare1.4%$9.5M
- Real Estate0.8%$5.2M
- Utilities0.6%$4.3M
AUM History
13fpro.ai/research/fund/ipg-investment-advisors-llc-1602237
Conviction and streaks
Diversifying · top 10 = 34.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPY
$54.5MNVDA
$38.1MAMZN
$23.6MAAPL
$22.6MGOOGL
$20.5MMU
$18.5M- ISHARES$17.1M
IVZ
$16.1MPGR
$15.6MMSFT
$13.6MQQQ
$13.0MMUSA
$12.1MORLY
$11.1MAERO
$10.6M- ISHARES$10.3M
- ISHARES$9.6M
META
$9.5M- VANGUARD$8.6M
PANW
$8.6M- ISHARES$8.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ipg-investment-advisors-llc-1602237
IPG Investment Advisors LLC 13F holdings — Q2 2026
$695.9M portfolio (+19.5% QoQ) · 268 holdings · Q2 2026 13F · top 10 are 35% of the stock portfolio
$54.5M
7.8% of stocks
+0.6%This quarter-0.9%Since filed10+ qtrsHeld$38.1M
5.5% of stocks
-4%This quarter-3.6%Since filed10+ qtrsHeld$23.6M
3.4% of stocks
-4%This quarter-6.8%Since filed10+ qtrsHeld$22.6M
3.3% of stocks
+10%This quarter+13.8%Since filed10+ qtrsHeld$20.5M
3.0% of stocks
-3%This quarter-8.2%Since filed10+ qtrsHeld$18.5M
2.6% of stocks
-23%This quarter-0.8%Since filed4 qtrsHeld- 7
ISHARES TR - TRUST ISHARE 0-1
$17.1M
2.5% of stocks
+19%This quarter—Since filed—HeldAIQuality—Est. buy— $16.1M
2.3% of stocks
+4%This quarter-9.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$15.6M
2.2% of stocks
-1%This quarter+10.6%Since filed4 qtrsHeld$13.6M
1.9% of stocks
-3%This quarter+8.2%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — IPG Investment Advisors LLC (Q2 2026)
268 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $13.0M | 1.9% | 18K | -6% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Murphy USA Inc. | Consumer Discretionary | $12.1M | 1.7% | 22K | -32% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $11.1M | 1.6% | 121K | -2% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Grupo Aeromexico, S.A.B. de C.V.adr | Industrials | $10.6M | 1.5% | 592K | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - 7-10 YR TRSY BDetf/fund | — | $10.3M | 1.5% | 109K | +61% | — | — | 13F |
| 16 | — | ISHARES TR - IBOXX INV CP ETFetf/fund | — | $9.6M | 1.4% | 88K | +584% | — | — | 13F |
| 17 | Meta Platforms, Inc. | Technology | $9.5M | 1.4% | 17K | +15% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $8.6M | 1.2% | 40K | +0.8% | — | — | 13F |
| 19 | Palo Alto Networks Inc | Technology | $8.6M | 1.2% | 25K | +26% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - 20 YR TR BD ETFetf/fund | — | $8.2M | 1.2% | 94K | +2% | — | — | 13F |
| 21 | SOMNIGROUP INTERNATIONAL INC. | Consumer Discretionary | $8.1M | 1.2% | 103K | +2% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | HEICO CORP | Industrials | $7.9M | 1.1% | 30K | -9% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Broadcom Inc. | Technology | $7.7M | 1.1% | 20K | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JACK IN THE BOX INC | Consumer Discretionary | $7.4M | 1.1% | 469K | -12% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GOLDMAN SACHS GROUP INC | Financials | $7.3M | 1.1% | 7,250 | +21% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $6.9M | 1.0% | 78K | -0.1% | |||
| 27 | $GEV | GE Vernova Inc. | Industrials | $6.9M | 1.0% | 5,889 | +38% | |||
| 28 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | — | $6.0M | 0.9% | 109K | — | |||
| 29 | — | ISHARES TR - 0-5YR INVT GR CP | — | $6.0M | 0.9% | 119K | +270% | |||
| 30 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $5.8M | 0.8% | 8,497 | +6% | |||
| 31 | $TSLA | Tesla, Inc. | Consumer Discretionary | $5.8M | 0.8% | 14K | -19% | |||
| 32 | $ASML | ASML HOLDING NV | Technology | $5.8M | 0.8% | 2,909 | -37% | |||
| 33 | $OI | O-I Glass, Inc. /DE/ | Materials | $5.3M | 0.8% | 548K | +5% | |||
| 34 | — | ISHARES INC - MSCI JAPAN ETF | — | $4.9M | 0.7% | 52K | +4% | |||
| 35 | $GLD | SPDR GOLD TRUST | Financials | $4.9M | 0.7% | 13K | -12% | |||
| 36 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.7M | 0.7% | 9,450 | +3% | |||
| 37 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $4.7M | 0.7% | 8,126 | -13% | |||
| 38 | $JPM | JPMORGAN CHASE & CO | Financials | $4.6M | 0.7% | 14K | — | |||
| 39 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $4.5M | 0.7% | 50K | -34% | |||
| 40 | $GT | GOODYEAR TIRE & RUBBER CO /OH/ | Materials | $4.3M | 0.6% | 651K | -21% | |||
| 41 | $WMT | Walmart Inc. | Consumer Staples | $4.0M | 0.6% | 35K | -28% | |||
| 42 | $WHR | WHIRLPOOL CORP /DE/ | Technology | $3.9M | 0.6% | 99K | +46% | |||
| 43 | $KLAC | KLA CORP | Technology | $3.9M | 0.6% | 13K | New | |||
| 44 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.7M | 0.5% | 3,975 | -28% | |||
| 45 | $UBER | Uber Technologies, Inc | Technology | $3.7M | 0.5% | 51K | +15% | |||
| 46 | $TPL | Texas Pacific Land Corp | Financials | $3.6M | 0.5% | 8,130 | -31% | |||
| 47 | $MA | Mastercard Inc | Financials | $3.6M | 0.5% | 6,925 | -0.6% | |||
| 48 | $GOOG | Alphabet Inc. | Technology | $3.5M | 0.5% | 10K | +44% | |||
| 49 | $COHR | COHERENT CORP. | Technology | $3.5M | 0.5% | 8,900 | New | |||
| 50 | $IESC | IES Holdings, Inc. | Industrials | $3.5M | 0.5% | 4,766 | -9% | |||
| 51 | $MS | MORGAN STANLEY | Financials | $3.4M | 0.5% | 16K | -0.0% | |||
| 52 | $LRCX | LAM RESEARCH CORP | Technology | $3.3M | 0.5% | 7,567 | +2% | |||
| 53 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $3.1M | 0.4% | 36K | +499% | |||
| 54 | $CRDO | Credo Technology Group Holding Ltd | Technology | $3.1M | 0.4% | 11K | New | |||
| 55 | — | ISHARES TR - CORE S&P500 ETF | — | $2.9M | 0.4% | 3,938 | +60% | |||
| 56 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $2.9M | 0.4% | 73K | +2% | |||
| 57 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.9M | 0.4% | 5,996 | -9% | |||
| 58 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $2.8M | 0.4% | 33K | — | |||
| 59 | $SNDK | Sandisk Corp | Technology | $2.8M | 0.4% | 1,221 | New | |||
| 60 | $WDC | WESTERN DIGITAL CORP | Technology | $2.7M | 0.4% | 4,292 | -24% | |||
| 61 | $IBIT | iShares Bitcoin Trust ETF | Financials | $2.6M | 0.4% | 80K | +7% | |||
| 62 | $LLY | ELI LILLY & Co | Healthcare | $2.5M | 0.4% | 2,122 | New | |||
| 63 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $2.5M | 0.4% | 49K | +39% | |||
| 64 | $VST | Vistra Corp. | Utilities | $2.5M | 0.3% | 16K | +8% | |||
| 65 | $JBS | JBS N.V. | Consumer Staples | $2.5M | 0.3% | 207K | +71% | |||
| 66 | $APH | AMPHENOL CORP /DE/ | Technology | $2.4M | 0.3% | 14K | New | |||
| 67 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $2.4M | 0.3% | 20K | +574% | |||
| 68 | $MRVL | Marvell Technology, Inc. | Technology | $2.4M | 0.3% | 8,016 | +195% | |||
| 69 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.4M | 0.3% | 6,737 | -12% | |||
| 70 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $2.4M | 0.3% | 8,240 | New | |||
| 71 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $2.4M | 0.3% | 4,750 | New | |||
| 72 | $DELL | Dell Technologies Inc. | Technology | $2.3M | 0.3% | 5,395 | -52% | |||
| 73 | $GNRC | GENERAC HOLDINGS INC. | Technology | $2.3M | 0.3% | 7,802 | -59% | |||
| 74 | $BNY | Bank of New York Mellon Corp | Financials | $2.2M | 0.3% | 15K | +4% | |||
| 75 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $2.2M | 0.3% | 4,339 | +24% | |||
| 76 | $CRM | Salesforce, Inc. | Technology | $2.1M | 0.3% | 13K | -13% | |||
| 77 | $STT | STATE STREET CORP | Financials | $2.0M | 0.3% | 12K | New | |||
| 78 | — | ROUNDHILL ETF TRUST - MEMORY ETF | — | $2.0M | 0.3% | 27K | New | |||
| 79 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $2.0M | 0.3% | 12K | New | |||
| 80 | $CLS | CELESTICA INC | Technology | $2.0M | 0.3% | 5,360 | +450% | |||
| 81 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.9M | 0.3% | 6,461 | +8% | |||
| 82 | $DVA | DAVITA INC. | Healthcare | $1.9M | 0.3% | 8,712 | New | |||
| 83 | $ADI | ANALOG DEVICES INC | Technology | $1.9M | 0.3% | 4,840 | New | |||
| 84 | $MET | METLIFE INC | Financials | $1.9M | 0.3% | 23K | New | |||
| 85 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $1.9M | 0.3% | 8,509 | New | |||
| 86 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.9M | 0.3% | 5,068 | New | |||
| 87 | $OSG | OCTAVE SPECIALTY GROUP INC | Financials | $1.9M | 0.3% | 304K | -7% | |||
| 88 | $WELL | WELLTOWER INC. | Real Estate | $1.9M | 0.3% | 8,302 | New | |||
| 89 | $MTCH | Match Group, Inc. | Technology | $1.9M | 0.3% | 49K | New | |||
| 90 | $MNST | Monster Beverage Corp | Consumer Staples | $1.9M | 0.3% | 20K | New | |||
| 91 | $EBAY | EBAY INC | Consumer Discretionary | $1.9M | 0.3% | 17K | +549% | |||
| 92 | $EIX | EDISON INTERNATIONAL | Utilities | $1.9M | 0.3% | 25K | New | |||
| 93 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $1.8M | 0.3% | 925 | New | |||
| 94 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $1.8M | 0.3% | 6,740 | New | |||
| 95 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $1.8M | 0.3% | 1,055 | +265% | |||
| 96 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.8M | 0.3% | 12K | +15% | |||
| 97 | — | ISHARES TR - MSCI EMG MKT ETF | — | $1.7M | 0.3% | 25K | +0.3% | |||
| 98 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.7M | 0.3% | 2,390 | -13% | |||
| 99 | $BWA | BORGWARNER INC | Industrials | $1.7M | 0.3% | 26K | New | |||
| 100 | $BALL | BALL Corp | Industrials | $1.7M | 0.2% | 27K | New | |||
| 101 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.7M | 0.2% | 29K | — | |||
| 102 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $1.7M | 0.2% | 1,197 | New | |||
| 103 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $1.6M | 0.2% | 17K | +98% | |||
| 104 | $HMC | HONDA MOTOR CO LTD | Consumer Discretionary | $1.6M | 0.2% | 61K | -11% | |||
| 105 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.2% | 2 | — | |||
| 106 | $IAU | ISHARES GOLD TRUST | Financials | $1.5M | 0.2% | 20K | +11% | |||
| 107 | $DIS | Walt Disney Co | Communication Services | $1.5M | 0.2% | 15K | -1% | |||
| 108 | $BLD | QXO Insulation, LLC | Industrials | $1.4M | 0.2% | 3,912 | New | |||
| 109 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.4M | 0.2% | 17K | — | |||
| 110 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.3M | 0.2% | 5,896 | +16% | |||
| 111 | — | PIMCO ETF TR - INV GRD CRP BD | — | $1.3M | 0.2% | 14K | — | |||
| 112 | $EMBJ | EMBRAER S.A. | Industrials | $1.3M | 0.2% | 20K | +9% | |||
| 113 | $FSLR | FIRST SOLAR, INC. | Technology | $1.2M | 0.2% | 5,188 | — | |||
| 114 | — | ISHARES TR - CORE DIV GRWTH | — | $1.2M | 0.2% | 16K | — | |||
| 115 | — | ISHARES TR - 0-5YR HI YL CP | — | $1.2M | 0.2% | 27K | +4% | |||
| 116 | $OPEN | Opendoor Technologies Inc. | Real Estate | $1.2M | 0.2% | 250K | — | |||
| 117 | $NU | Nu Holdings Ltd. | Financials | $1.1M | 0.2% | 83K | +12% | |||
| 118 | $ELV | Elevance Health, Inc. | Healthcare | $1.1M | 0.2% | 2,848 | -26% | |||
| 119 | $DBC | Invesco DB Commodity Index Tracking Fund | Financials | $1.1M | 0.2% | 41K | -0.1% | |||
| 120 | $LW | Lamb Weston Holdings, Inc. | Consumer Staples | $1.0M | 0.1% | 24K | +46% | |||
| 121 | $PYPL | PayPal Holdings, Inc. | Financials | $1.0M | 0.1% | 24K | +36% | |||
| 122 | — | ISHARES TR - EXPANDED TECH | — | $1.0M | 0.1% | 11K | +38% | |||
| 123 | $STX | Seagate Technology Holdings plc | Technology | $997K | 0.1% | 1,032 | +16% | |||
| 124 | $ORCL | ORACLE CORP | Technology | $992K | 0.1% | 6,767 | -40% | |||
| 125 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $937K | 0.1% | 1,429 | — | |||
| 126 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $935K | 0.1% | 5,908 | +93% | |||
| 127 | $OUST | Ouster, Inc. | Industrials | $933K | 0.1% | 15K | +49% | |||
| 128 | $RKLB | Rocket Lab Corp | Industrials | $926K | 0.1% | 9,106 | +39% | |||
| 129 | — | ISHARES TR - ISHARES SEMICDTR | — | $911K | 0.1% | 1,422 | -4% | |||
| 130 | — | TIDAL TRUST I - FUND GRAN US ETF | — | $888K | 0.1% | 32K | +15% | |||
| 131 | — | VERSIGENT PLC - ORDINARY SHARES | — | $871K | 0.1% | 21K | New | |||
| 132 | $QCOM | QUALCOMM INC/DE | Technology | $844K | 0.1% | 4,569 | -33% | |||
| 133 | $MGA | MAGNA INTERNATIONAL INC | Industrials | $832K | 0.1% | 13K | -63% | |||
| 134 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $822K | 0.1% | 10K | — | |||
| 135 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $821K | 0.1% | 9,137 | +103% | |||
| 136 | $PHYS | Sprott Physical Gold Trust | Financials | $817K | 0.1% | 27K | -14% | |||
| 137 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $809K | 0.1% | 4,247 | +4% | |||
| 138 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $784K | 0.1% | 1,887 | -11% | |||
| 139 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $770K | 0.1% | 8,660 | +16% | |||
| 140 | $UUP | Invesco DB US Dollar Index Bullish Fund | Financials | $746K | 0.1% | 26K | New | |||
| 141 | $NFLX | NETFLIX INC | Communication Services | $731K | 0.1% | 10K | -60% | |||
| 142 | $CCZ | COMCAST CORP | Communication Services | $729K | 0.1% | 30K | New | |||
| 143 | — | VANGUARD WORLD FD - INF TECH ETF | — | $720K | 0.1% | 6,026 | +268% | |||
| 144 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $710K | 0.1% | 9,965 | — | |||
| 145 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $694K | 0.1% | 1,329 | +5% | |||
| 146 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $665K | 0.1% | 13K | +4% | |||
| 147 | $YPF | YPF SOCIEDAD ANONIMA | Energy | $651K | 0.1% | 14K | +166% | |||
| 148 | — | ISHARES TR - CORE US AGGBD ET | — | $647K | 0.1% | 6,540 | +8% | |||
| 149 | $INTC | INTEL CORP | Technology | $645K | 0.1% | 4,617 | -19% | |||
| 150 | $IVZ | Invesco Ltd. | Financials | $597K | 0.1% | 9,250 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 64 new, 78 added to, 69 trimmed, 40 sold out. Share-count changes; largest moves by dollar size first.
New positions (64)
$KLACKLA CORP$3.9M
first bought this quarter
$COHRCOHERENT CORP.$3.5M
first bought this quarter
$CRDOCredo Technology Group Holding Ltd$3.1M
first bought this quarter
$SNDKSandisk Corp$2.8M
first bought this quarter
$LLYELI LILLY & Co$2.5M
first bought this quarter
$APHAMPHENOL CORP /DE/$2.4M
first bought this quarter
+58 more in the Excel export
Added to (78)
- ISHARES TR - IBOXX INV CP ETF+584%
now $9.6M
- ISHARES TR - 0-5YR INVT GR CP+270%
now $6.0M
- ISHARES TR - 7-10 YR TRSY BD+61%
now $10.3M
- ISHARES TR - TRUST ISHARE 0-1+19%
now $17.1M
- VANGUARD INDEX FDS - GROWTH ETF+499%
now $3.1M
- EA SERIES TRUST - ALPHA ARCH 1-3+574%
now $2.4M
+72 more in the Excel export
Trimmed (69)
now $12.1M · held 4 qtrs
now $18.5M · held 4 qtrs
$ASMLASML HOLDING NV-37%
now $5.8M · held 6 qtrs
$GNRCGENERAC HOLDINGS INC.-59%
now $2.3M · held 6 qtrs
$ANETArista Networks, Inc.-90%
now $338K · held 5 qtrs, 2 trims in a row
$DELLDell Technologies Inc.-52%
now $2.3M · held 9 qtrs
+63 more in the Excel export
Holdings by quarter
Every 13F IPG Investment Advisors LLC has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow IPG Investment Advisors?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of IPG Investment Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.6%
Value-weighted move of the 10 largest stock positions
Turnover
14%
Last quarter; 67% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
82%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
IPG Investment Advisors LLC disclosed 268 positions worth $695.9M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 7.8% of the equity portfolio, followed by $NVDA and $AMZN. During the quarter the fund opened 64 new positions and exited 40 — including a new stake in $KLAC and a full exit from $BLDR. The portfolio is most concentrated in Technology (31.0% of disclosed assets). All figures are sourced directly from IPG Investment Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1602237.
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