Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IPG Investment Advisors LLC (CIK 1602237) reported $695.9M across 268 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($54.5M, 7.83%), NVDA ($38.1M, 5.47%), AMZN ($23.6M, 3.39%), AAPL ($22.6M, 3.25%), GOOGL ($20.5M, 2.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $54.5M | 7.83% | 72,944 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $38.1M | 5.47% | 190,351 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $23.6M | 3.39% | 98,914 | Trimmed |
| 4 | AAPL | APPLE INC | $22.6M | 3.25% | 78,040 | Added |
| 5 | GOOGL | ALPHABET INC | $20.5M | 2.95% | 57,503 | Trimmed |
| 6 | MU | MICRON TECHNOLOGY INC | $18.5M | 2.65% | 15,989 | Trimmed |
| 7 | SHV | ISHARES TR | $17.1M | 2.46% | 154,873 | Added |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $16.1M | 2.32% | 75,763 | Added |
| 9 | PGR | PROGRESSIVE CORP | $15.6M | 2.24% | 71,253 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $13.6M | 1.95% | 36,400 | Trimmed |
| 11 | QQQ | INVESCO QQQ TR | $13.0M | 1.87% | 17,712 | Trimmed |
| 12 | MUSA | MURPHY USA INC | $12.1M | 1.74% | 22,422 | Trimmed |
| 13 | ORLY | OREILLY AUTOMOTIVE INC | $11.1M | 1.60% | 120,960 | Trimmed |
| 14 | AERO | GRUPO AEROMEXICO SAB DE CV | $10.6M | 1.53% | 591,657 | Hold |
| 15 | IEF | ISHARES TR | $10.3M | 1.48% | 108,690 | Added |
| 16 | LQD | ISHARES TR | $9.6M | 1.37% | 87,660 | Added |
| 17 | META | META PLATFORMS INC | $9.5M | 1.37% | 16,944 | Added |
| 18 | VTV | VANGUARD INDEX FDS | $8.6M | 1.24% | 39,608 | Added |
| 19 | PANW | PALO ALTO NETWORKS INC | $8.6M | 1.23% | 25,161 | Added |
| 20 | SGI | SOMNIGROUP INTERNATIONAL INC | $8.1M | 1.17% | 103,413 | Added |
| 21 | TLT | ISHARES TR | $8.2M | 1.17% | 94,381 | Added |
| 22 | HEIA | HEICO CORP NEW | $7.9M | 1.13% | 30,489 | Trimmed |
| 23 | AVGO | BROADCOM INC | $7.7M | 1.10% | 20,290 | Trimmed |
| 24 | JACK | JACK IN THE BOX INC | $7.4M | 1.07% | 469,300 | Trimmed |
| 25 | GS | GOLDMAN SACHS GROUP INC | $7.3M | 1.05% | 7,250 | Added |
Source: SEC Form 13F filings · as of 2026-06-30