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Latest IPG Investment Advisors LLC Stock Portfolio

$582Million– No. of Holdings #241

IPG Investment Advisors LLC Performance:
2026 Q1: -4.46%YTD: -4.46%2025: 12.56%
Performance for 2026 Q1 is -4.46%, and YTD is -4.46%, and 2025 is 12.56%.

About IPG Investment Advisors LLC and 13F Hedge Fund Stock Holdings

On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, IPG Investment Advisors LLC reported an equity portfolio of $582.3 Millions as of 31 Mar, 2026.

The top stock holdings of IPG Investment Advisors LLC are SPY, NVDA, AMZN. The fund has invested 8.1% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 5.9% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off PETROLEO BRASILEIRO SA PETRO (PBR), KLA CORP (KLAC) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in WELLS FARGO & CO (WFC), STATE STR SPDR DOW JONES IND (DIA) and SELECT SECTOR SPDR TR (XLB). IPG Investment Advisors LLC opened new stock positions in GRUPO AEROMEXICO SAB DE CV, VANGUARD SCOTTSDALE FDS (BNDW) and IES HOLDINGS INC (IESC). The fund showed a lot of confidence in some stocks as they added substantially to MERCK & CO INC (MRK), QUANTA SVCS INC (PWR) and ISHARES TR (IJR).
IPG Investment Advisors LLC Equity Portfolio Value
Last Reported on: 12 May, 2026

IPG Investment Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that IPG Investment Advisors LLC made a return of -4.46% in the last quarter. In trailing 12 months, it's portfolio return was 13.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
grupo aeromexico sab de cv8,289,120
vanguard scottsdale fds6,042,830
ies holdings inc2,490,980
fidelity wise origin bitcoin2,081,400
jabil inc1,632,030
eqt corp1,590,680
vertex pharmaceuticals inc1,564,230
centerpoint energy inc1,531,660
New stocks bought by IPG Investment Advisors LLC

Additions

Ticker% Inc.
merck & co inc632
quanta svcs inc440
ishares tr304
honda motor co ltd276
whirlpool corp237
ishares ethereum tr220
embraer s.a.206
micron technology inc178
Additions to existing portfolio by IPG Investment Advisors LLC

Reductions

Ticker% Reduced
wells fargo & co-87.27
state str spdr dow jones ind-80.78
select sector spdr tr-78.21
cemex sa euro mtn be 144a-66.07
magna intl inc-59.04
vaneck etf trust-56.9
robinhood mkts inc-48.06
disney walt co-47.21
IPG Investment Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
petroleo brasileiro sa petro-2,260,100
archer aviation inc-451,200
select sector spdr tr-1,727,840
borgwarner inc-1,632,300
grayscale ethereum trust etf-751,327
amphenol corp new-1,736,420
select sector spdr tr-1,807,920
ionq inc-510,800
IPG Investment Advisors LLC got rid off the above stocks

Sector Distribution

IPG Investment Advisors LLC has about 43.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Healthcare
Sector%
Others43.1
Technology19.4
Consumer Cyclical15.7
Financial Services6.7
Communication Services5.4
Industrials4.7
Consumer Defensive2.1
Healthcare1.1

Market Cap. Distribution

IPG Investment Advisors LLC has about 49.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED43.1
MEGA-CAP31.5
LARGE-CAP18
MID-CAP5.9
SMALL-CAP1.1

Stocks belong to which Index?

About 48.4% of the stocks held by IPG Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others51.6
S&P 50044.1
RUSSELL 20004.3
Top 5 Winners (%)%
VB
vanguard index fds
97.5 %
WDC
western digital corp
51.2 %
TPL
texas pacific land corporati
50.0 %
COP
conocophillips
41.0 %
GNRC
generac hldgs inc
39.4 %
Top 5 Winners ($)$
MUSA
murphy usa inc
2.9 M
TPL
texas pacific land corporati
1.9 M
ASML
asml hldg nv
1.1 M
VB
vanguard index fds
1.1 M
GNRC
generac hldgs inc
1.1 M
Top 5 Losers (%)%
SNBR
sleep number corp
-78.0 %
JACK
jack in the box inc
-46.4 %
TIGR
up fintech hldg ltd
-33.8 %
JOBY
joby aviation inc
-33.1 %
HOOD
robinhood mkts inc
-29.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-4.6 M
JACK
jack in the box inc
-4.5 M
NVDA
nvidia corporation
-2.4 M
AMZN
amazon com inc
-2.3 M
OI
o-i glass inc
-2.3 M

IPG Investment Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of IPG Investment Advisors LLC

IPG Investment Advisors LLC has 241 stocks in it's portfolio. About 36.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. MUSA was the most profitable stock for IPG Investment Advisors LLC last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions