DOSSIER · 13F-HR · Q1 2026

IPG Investment Advisors LLC

IPG Investment's asset manager based in Boston, MA $582M in tracked AUM across 244 positions as of Q1 2026.

II
IPG Investment·Boston, MA·Asset Manager
CIK 0001602237 · last filed Mar 31, 2026
Total AUM
$582M
7.8%
vs prior
Holdings
244
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

IPG Investment Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$47M73K8.1%
02
NVDA
NVIDIA CORPORATION
$35M198K5.9%
03
AMZN
AMAZON COM INC
$21M103K3.7%
04
AAPL
APPLE INC
$18M71K3.1%
05
GOOGL
ALPHABET INC
$17M59K2.9%
06
MUSA
MURPHY USA INC
$16M33K2.8%
07
SHV
ISHARES TR
$14M131K2.5%
08
PGR
PROGRESSIVE CORP
$14M72K2.5%
09
RSP
INVESCO EXCHANGE TRADED FD T
$14M73K2.4%
10
MSFT
MICROSOFT CORP
$14M37K2.4%

Filing history

Filing history loading…