IPG Investment Advisors LLC

13F filer · CIK 0001602237

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$696MU.S. long equity reported on 13F

Positions18653 new · 36 closed

Net flow last quarter-$3.69MBuys minus sells

Top 10 positions weight33.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026186 positions
SPYSPDR S&P 500 ETF Trust	$54.5M	7.83%	Not reported	+0.6%	Q3 2014
NVDANvidia Corp	$38.1M	5.47%	0.00%	-4.0%	Q3 2014
AMZNAmazon Com Inc	$23.6M	3.39%	0.00%	-3.9%	Q3 2014
AAPLApple Inc.	$22.6M	3.25%	0.00%	+9.6%	Q3 2014
GOOGLAlphabet Inc.	$20.5M	2.95%	0.00%	-2.7%	Q4 2015
MUMicron Technology Inc	$18.5M	2.65%	0.00%	-23.4%	Q2 2015
PGRProgressive Corp	$15.6M	2.24%	0.01%	-1.1%	Q3 2025
MSFTMicrosoft Corp	$13.6M	1.95%	0.00%	-2.9%	Q3 2014
QQQInvesco QQQ Trust, Series 1	$13M	1.87%	Not reported	-6.3%	Q2 2018
MUSAMurphy USA Inc.	$12.1M	1.74%	0.12%	-32.2%	Q3 2025
ORLYO Reilly Automotive Inc	$11.1M	1.60%	0.01%	-2.1%	Q1 2015
AEROGrupo Aeromexico, S.A.B. de C.V.	$10.6M	1.53%	0.04%	Not reported	Q1 2026
METAMeta Platforms, Inc.	$9.54M	1.37%	Not reported	+14.7%	Q3 2014
PANWPalo Alto Networks Inc	$8.58M	1.23%	0.00%	+26.5%	Q4 2015
SGISomnigroup International Inc.	$8.11M	1.17%	0.05%	+1.6%	Q3 2025
HEI.AHeico Corp	$7.86M	1.13%	Not reported	-9.1%	Q3 2025
AVGOBroadcom Inc.	$7.66M	1.10%	0.00%	-4.1%	Q4 2017
JACKJack in the Box Inc	$7.42M	1.07%	2.46%	-12.5%	Q1 2023
GSGoldman Sachs Group Inc	$7.33M	1.05%	0.00%	+21.3%	Q4 2015
GEVGE Vernova Inc.	$6.92M	0.99%	0.00%	+37.8%	Q2 2024
TSLATesla, Inc.	$5.8M	0.83%	0.00%	-18.6%	Q3 2014
ASMLAsml Holding NV	$5.79M	0.83%	0.00%	-37.2%	Q4 2023
OIO-I Glass, Inc.	$5.28M	0.76%	0.36%	+4.7%	Q4 2019
GLDSPDR Gold Trust	$4.88M	0.70%	0.00%	-12.2%	Q3 2014
BRK.BBerkshire Hathaway Inc	$4.73M	0.68%	Not reported	+2.5%	Q3 2014
AMDAdvanced Micro Devices Inc	$4.72M	0.68%	0.00%	-13.2%	Q1 2015
JPMJPMorgan Chase & Co	$4.59M	0.66%	0.00%	Not reported	Q3 2015
GTGoodyear Tire & Rubber Co	$4.3M	0.62%	0.23%	-21.4%	Q3 2017
WMTWalmart Inc.	$3.95M	0.57%	0.00%	-27.9%	Q3 2014
WHRWhirlpool Corp	$3.9M	0.56%	0.15%	+46.1%	Q2 2024
KLACKla Corp	$3.85M	0.55%	0.00%	Not reported	Q1 2024
COSTCostco Wholesale Corp	$3.72M	0.53%	0.00%	-28.4%	Q3 2014
UBERUber Technologies, Inc	$3.71M	0.53%	0.00%	+14.6%	Q4 2019
TPLTexas Pacific Land Corp	$3.56M	0.51%	0.01%	-31.2%	Q3 2025
MAMastercard Inc	$3.56M	0.51%	0.00%	-0.6%	Q2 2018
GOOGAlphabet Inc.	$3.55M	0.51%	Not reported	+43.6%	Q3 2016
COHRCoherent Corp.	$3.51M	0.50%	0.00%	New	Q2 2026
IESCIES Holdings, Inc.	$3.5M	0.50%	0.02%	-8.8%	Q1 2026
MSMorgan Stanley	$3.37M	0.48%	0.00%	0.0%	Q4 2016
LRCXLam Research Corp	$3.28M	0.47%	0.00%	+2.2%	Q1 2018
CRDOCredo Technology Group Holding Ltd	$3.08M	0.44%	0.01%	Not reported	Q2 2025
CEFSprott Physical Gold & Silver Trust	$2.93M	0.42%	0.04%	+2.5%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.87M	0.41%	0.00%	-8.5%	Q3 2014
SNDKSandisk Corp	$2.78M	0.40%	0.00%	New	Q2 2026
WDCWestern Digital Corp	$2.74M	0.39%	0.00%	-24.1%	Q1 2016
IBITiShares Bitcoin Trust ETF	$2.65M	0.38%	0.01%	+6.6%	Q1 2024
LLYELI LILLY & Co	$2.55M	0.37%	0.00%	Not reported	Q4 2018
FBTCFidelity Wise Origin Bitcoin Fund	$2.5M	0.36%	0.02%	+38.9%	Q1 2026
VSTVistra Corp.	$2.46M	0.35%	0.00%	+7.8%	Q1 2025
JBSJBS N.V.	$2.45M	0.35%	Not reported	+71.3%	Q4 2025

Q1 2026Reported May 12, 2026169 positions
SPYSPDR S&P 500 ETF Trust	$47.3M	8.12%	Not reported	+8.0%	Q3 2014
NVDANvidia Corp	$34.6M	5.94%	0.00%	-1.3%	Q3 2014
AMZNAmazon Com Inc	$21.4M	3.68%	0.00%	+2.8%	Q3 2014
AAPLApple Inc.	$18.1M	3.10%	0.00%	+0.4%	Q3 2014
GOOGLAlphabet Inc.	$17M	2.92%	0.00%	+12.2%	Q4 2015
MUSAMurphy USA Inc.	$16.3M	2.80%	0.18%	+9.7%	Q3 2025
PGRProgressive Corp	$14.3M	2.45%	0.01%	+1.3%	Q3 2025
MSFTMicrosoft Corp	$13.9M	2.38%	0.00%	-12.9%	Q3 2014
ORLYO Reilly Automotive Inc	$11.4M	1.96%	0.01%	+20.0%	Q1 2015
QQQInvesco QQQ Trust, Series 1	$10.9M	1.87%	Not reported	+8.3%	Q2 2018
METAMeta Platforms, Inc.	$8.45M	1.45%	Not reported	-9.3%	Q3 2014
AEROGrupo Aeromexico, S.A.B. de C.V.	$8.29M	1.42%	0.04%	New	Q1 2026
SGISomnigroup International Inc.	$7.53M	1.29%	0.05%	+20.9%	Q3 2025
HEI.AHeico Corp	$7.08M	1.22%	Not reported	+7.4%	Q3 2025
MUMicron Technology Inc	$7.05M	1.21%	0.00%	+178.2%	Q2 2015
AVGOBroadcom Inc.	$6.55M	1.12%	0.00%	+10.0%	Q4 2017
GLDSPDR Gold Trust	$6.49M	1.11%	0.00%	+10.5%	Q3 2014
TSLATesla, Inc.	$6.29M	1.08%	0.00%	+4.1%	Q3 2014
ASMLAsml Holding NV	$6.11M	1.05%	0.00%	+8.6%	Q4 2023
WMTWalmart Inc.	$6.03M	1.04%	0.00%	-7.1%	Q3 2014
TPLTexas Pacific Land Corp	$5.61M	0.96%	0.02%	+45.4%	Q3 2025
COSTCostco Wholesale Corp	$5.53M	0.95%	0.00%	+40.7%	Q3 2014
OIO-I Glass, Inc.	$5.5M	0.94%	0.34%	-4.3%	Q4 2019
GTGoodyear Tire & Rubber Co	$5.49M	0.94%	0.29%	-6.3%	Q3 2017
JACKJack in the Box Inc	$5.19M	0.89%	2.82%	+24.4%	Q1 2023
GSGoldman Sachs Group Inc	$5.06M	0.87%	0.00%	+18.7%	Q4 2015
BLDRBuilders FirstSource, Inc.	$4.96M	0.85%	0.06%	+20.4%	Q3 2025
BRK.BBerkshire Hathaway Inc	$4.42M	0.76%	Not reported	+3.9%	Q3 2014
JPMJPMorgan Chase & Co	$4.12M	0.71%	0.00%	+12.5%	Q3 2015
GEVGE Vernova Inc.	$3.73M	0.64%	0.00%	+0.4%	Q2 2024
GNRCGenerac Holdings Inc.	$3.73M	0.64%	0.03%	+14.5%	Q1 2023
WHRWhirlpool Corp	$3.65M	0.63%	0.10%	+237.3%	Q2 2024
MAMastercard Inc	$3.48M	0.60%	0.00%	+22.3%	Q2 2018
CEFSprott Physical Gold & Silver Trust	$3.4M	0.58%	0.04%	-1.3%	Q1 2018
UBERUber Technologies, Inc	$3.23M	0.55%	0.00%	-5.5%	Q4 2019
PANWPalo Alto Networks Inc	$3.19M	0.55%	0.00%	+31.0%	Q4 2015
IBITiShares Bitcoin Trust ETF	$2.86M	0.49%	0.01%	-29.9%	Q1 2024
CRMSalesforce, Inc.	$2.82M	0.48%	0.00%	+21.7%	Q3 2018
MSMorgan Stanley	$2.65M	0.46%	0.00%	+11.0%	Q4 2016
HDHome Depot, Inc.	$2.51M	0.43%	0.00%	+7.0%	Q3 2015
ANETArista Networks, Inc.	$2.5M	0.43%	0.00%	-2.5%	Q3 2023
IESCIES Holdings, Inc.	$2.49M	0.43%	0.03%	New	Q1 2026
NFLXNetflix Inc	$2.47M	0.42%	0.00%	+14.7%	Q3 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.22M	0.38%	0.00%	+45.1%	Q3 2014
JBSJBS N.V.	$2.17M	0.37%	Not reported	+9.4%	Q4 2025
VSTVistra Corp.	$2.16M	0.37%	0.00%	Not reported	Q1 2025
FBTCFidelity Wise Origin Bitcoin Fund	$2.08M	0.36%	0.02%	New	Q1 2026
GOOGAlphabet Inc.	$2.01M	0.34%	Not reported	+8.9%	Q3 2016
GEGeneral Electric Co	$1.99M	0.34%	0.00%	+7.4%	Q4 2021
MRKMerck & Co., Inc.	$1.92M	0.33%	0.00%	+632.7%	Q4 2020

Q4 2025Reported Feb 9, 2026153 positions
SPYSPDR S&P 500 ETF Trust	$45.9M	8.05%	Not reported	+6.2%	Q3 2014
NVDANvidia Corp	$37.5M	6.57%	0.00%	+3.9%	Q3 2014
AMZNAmazon Com Inc	$23.1M	4.05%	0.00%	+9.1%	Q3 2014
MSFTMicrosoft Corp	$20.8M	3.65%	0.00%	+22.7%	Q3 2014
AAPLApple Inc.	$19.3M	3.38%	0.00%	-4.1%	Q3 2014
GOOGLAlphabet Inc.	$16.5M	2.89%	0.00%	+20.2%	Q4 2015
PGRProgressive Corp	$16.2M	2.84%	0.01%	+43.4%	Q3 2025
MUSAMurphy USA Inc.	$12.2M	2.13%	0.16%	+3.7%	Q3 2025
METAMeta Platforms, Inc.	$10.8M	1.89%	Not reported	-20.5%	Q3 2014
QQQInvesco QQQ Trust, Series 1	$10.7M	1.88%	Not reported	-0.5%	Q2 2018
ORLYO Reilly Automotive Inc	$9.39M	1.65%	0.01%	+43.2%	Q1 2015
JACKJack in the Box Inc	$8.17M	1.43%	2.28%	-34.0%	Q1 2023
OIO-I Glass, Inc.	$8.07M	1.41%	0.36%	-40.9%	Q4 2019
HEI.AHeico Corp	$7.88M	1.38%	Not reported	+41.2%	Q3 2025
GTGoodyear Tire & Rubber Co	$7.75M	1.36%	0.31%	-23.8%	Q3 2017
SGISomnigroup International Inc.	$7.52M	1.32%	0.04%	+43.7%	Q3 2025
TSLATesla, Inc.	$7.31M	1.28%	0.00%	-3.0%	Q3 2014
AVGOBroadcom Inc.	$6.66M	1.17%	0.00%	-26.5%	Q4 2017
WMTWalmart Inc.	$5.82M	1.02%	0.00%	-3.5%	Q3 2014
GLDSPDR Gold Trust	$5.41M	0.95%	0.00%	+10.4%	Q3 2014
IBITiShares Bitcoin Trust ETF	$5.28M	0.93%	0.01%	+17.7%	Q1 2024
BLDRBuilders FirstSource, Inc.	$5.15M	0.90%	0.05%	+42.7%	Q3 2025
ASMLAsml Holding NV	$4.56M	0.80%	0.00%	-13.1%	Q4 2023
BRK.BBerkshire Hathaway Inc	$4.46M	0.78%	Not reported	+20.8%	Q3 2014
GSGoldman Sachs Group Inc	$4.43M	0.78%	0.00%	Not reported	Q4 2015
MGAMagna International Inc	$4.42M	0.78%	0.03%	-54.9%	Q1 2015
JPMJPMorgan Chase & Co	$4.01M	0.70%	0.00%	-30.6%	Q3 2015
UBERUber Technologies, Inc	$3.88M	0.68%	0.00%	-29.4%	Q4 2019
CXCemex Sab de CV	$3.58M	0.63%	0.00%	-75.7%	Q3 2014
COSTCostco Wholesale Corp	$3.4M	0.60%	0.00%	+31.9%	Q3 2014
CEFSprott Physical Gold & Silver Trust	$3.3M	0.58%	0.04%	+5.2%	Q1 2018
DISWalt Disney Co	$3.29M	0.58%	0.00%	+174.1%	Q3 2014
CRMSalesforce, Inc.	$3.29M	0.58%	0.00%	+3.5%	Q3 2018
MAMastercard Inc	$3.25M	0.57%	0.00%	+4.9%	Q2 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$3.17M	0.56%	Not reported	+568.5%	Q2 2016
PANWPalo Alto Networks Inc	$2.8M	0.49%	0.00%	-16.1%	Q4 2015
GEVGE Vernova Inc.	$2.78M	0.49%	0.00%	+703.2%	Q2 2024
ANETArista Networks, Inc.	$2.73M	0.48%	0.00%	+66.0%	Q3 2023
BACBank of America Corp	$2.67M	0.47%	0.00%	+149.6%	Q3 2014
MSMorgan Stanley	$2.58M	0.45%	0.00%	-4.7%	Q4 2016
HDHome Depot, Inc.	$2.46M	0.43%	0.00%	+9.2%	Q3 2015
TPLTexas Pacific Land Corp	$2.34M	0.41%	0.01%	+41.9%	Q3 2025
VSTVistra Corp.	$2.32M	0.41%	0.00%	-34.8%	Q1 2025
PLTRPalantir Technologies Inc.	$2.28M	0.40%	0.00%	-18.8%	Q1 2024
GNRCGenerac Holdings Inc.	$2.27M	0.40%	0.03%	-44.4%	Q1 2023
PBRPetrobras - Petroleo Brasileiro SA	$2.26M	0.40%	0.00%	-51.3%	Q3 2014
MUMicron Technology Inc	$2.14M	0.38%	0.00%	-63.2%	Q2 2015
NFLXNetflix Inc	$2.1M	0.37%	0.00%	+0.3%	Q3 2014
GOOGAlphabet Inc.	$2.02M	0.35%	Not reported	-3.8%	Q3 2016
GEGeneral Electric Co	$2.01M	0.35%	0.00%	-5.4%	Q4 2021

Q3 2025Reported Nov 13, 2025147 positions
SPYSPDR S&P 500 ETF Trust	$42.3M	7.53%	Not reported	+2.0%	Q3 2014
NVDANvidia Corp	$36.1M	6.44%	0.00%	+8.6%	Q3 2014
AMZNAmazon Com Inc	$20.2M	3.59%	0.00%	+15.1%	Q3 2014
AAPLApple Inc.	$18.8M	3.36%	0.00%	+0.8%	Q3 2014
MSFTMicrosoft Corp	$18.2M	3.24%	0.00%	+93.4%	Q3 2014
METAMeta Platforms, Inc.	$15.1M	2.69%	Not reported	+47.8%	Q3 2014
JACKJack in the Box Inc	$12.9M	2.30%	0.79%	-14.6%	Q1 2023
PGRProgressive Corp	$12.2M	2.18%	0.01%	New	Q3 2025
OIO-I Glass, Inc.	$12M	2.14%	0.60%	-54.5%	Q4 2019
CXCemex Sab de CV	$11.5M	2.06%	0.01%	-64.2%	Q3 2014
MUSAMurphy USA Inc.	$11.3M	2.01%	0.16%	New	Q3 2025
GOOGLAlphabet Inc.	$10.6M	1.90%	0.00%	+51.7%	Q4 2015
QQQInvesco QQQ Trust, Series 1	$10.5M	1.88%	Not reported	-3.8%	Q2 2018
MGAMagna International Inc	$8.72M	1.56%	0.07%	-68.8%	Q1 2015
GTGoodyear Tire & Rubber Co	$8.68M	1.55%	0.41%	-47.1%	Q3 2017
AVGOBroadcom Inc.	$8.63M	1.54%	0.00%	+5.4%	Q4 2017
ORLYO Reilly Automotive Inc	$7.75M	1.38%	0.01%	Not reported	Q1 2015
TSLATesla, Inc.	$7.45M	1.33%	0.00%	-4.6%	Q3 2014
UBERUber Technologies, Inc	$6.59M	1.17%	0.00%	-3.8%	Q4 2019
IBITiShares Bitcoin Trust ETF	$5.88M	1.05%	0.01%	+31.7%	Q1 2024
JPMJPMorgan Chase & Co	$5.66M	1.01%	0.00%	+0.7%	Q3 2015
HEI.AHeico Corp	$5.62M	1.00%	Not reported	New	Q3 2025
WMTWalmart Inc.	$5.57M	0.99%	0.00%	+1.8%	Q3 2014
GNRCGenerac Holdings Inc.	$5.02M	0.89%	0.05%	-56.7%	Q1 2023
SGISomnigroup International Inc.	$4.94M	0.88%	0.03%	New	Q3 2025
PBRPetrobras - Petroleo Brasileiro SA	$4.91M	0.87%	0.01%	-42.6%	Q3 2014
ASMLAsml Holding NV	$4.75M	0.85%	0.00%	-19.1%	Q4 2023
GLDSPDR Gold Trust	$4.39M	0.78%	0.00%	+4.1%	Q3 2014
VSTVistra Corp.	$4.32M	0.77%	0.01%	-4.0%	Q1 2025
BLDRBuilders FirstSource, Inc.	$4.25M	0.76%	0.03%	New	Q3 2025
AMDAdvanced Micro Devices Inc	$4.11M	0.73%	0.00%	+25.2%	Q1 2015
GSGoldman Sachs Group Inc	$4.01M	0.72%	0.00%	+5.2%	Q4 2015
BRK.BBerkshire Hathaway Inc	$3.69M	0.66%	Not reported	+1.6%	Q3 2014
PANWPalo Alto Networks Inc	$3.68M	0.66%	0.00%	-24.9%	Q4 2015
BWABorgwarner Inc	$3.68M	0.66%	0.04%	-59.4%	Q1 2022
QCOMQualcomm Inc	$3.5M	0.62%	0.00%	-63.6%	Q3 2014
MUMicron Technology Inc	$3.41M	0.61%	0.00%	Not reported	Q2 2015
CPRTCopart Inc	$3.2M	0.57%	0.01%	New	Q3 2025
MAMastercard Inc	$3.09M	0.55%	0.00%	-30.5%	Q2 2018
PLTRPalantir Technologies Inc.	$2.89M	0.51%	0.00%	+2.9%	Q1 2024
CRMSalesforce, Inc.	$2.84M	0.51%	0.00%	-9.5%	Q3 2018
APTVAptiv PLC	$2.8M	0.50%	0.02%	Not reported	Q3 2024
COSTCostco Wholesale Corp	$2.77M	0.49%	0.00%	-3.1%	Q3 2014
NFLXNetflix Inc	$2.68M	0.48%	0.00%	+7.2%	Q3 2014
HDHome Depot, Inc.	$2.65M	0.47%	0.00%	Not reported	Q3 2015
CEFSprott Physical Gold & Silver Trust	$2.51M	0.45%	0.03%	+80.5%	Q1 2018
MSMorgan Stanley	$2.42M	0.43%	0.00%	+2.8%	Q4 2016
HOODRobinhood Markets, Inc.	$2.21M	0.39%	0.01%	Not reported	Q1 2022
AMATApplied Materials Inc	$2.11M	0.38%	0.00%	Not reported	Q3 2015
KLACKla Corp	$2.08M	0.37%	0.00%	+4.0%	Q1 2024

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