1y return+17.7%S&P 500 +20.9%
3y return+57.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $215 against $195 in the S&P 500.2
IPG Investment Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $54.5M | 7.8% | |
| NVDANvidia Corporation | $38.1M | 5.5% | −4.0% |
| AMZNAmazon Com Inc | $23.6M | 3.4% | −3.9% |
| AAPLApple Inc | $22.6M | 3.2% | +9.6% |
| GOOGLAlphabet Inc | $20.5M | 3.0% | −2.7% |
| MUMicron Technology Inc | $18.5M | 2.7% | −23.4% |
| SHVIshares Tr | $17.1M | 2.5% | +18.6% |
| RSPInvesco Exchange Traded Fd T | $16.1M | 2.3% | +3.5% |
| PGRProgressive Corp | $15.6M | 2.2% | −1.1% |
| MSFTMicrosoft Corp | $13.6M | 2.0% | −2.9% |
| QQQInvesco Qqq Tr | $13.0M | 1.9% | −6.3% |
| MUSAMurphy Usa Inc | $12.1M | 1.7% | −32.2% |
| ORLYOreilly Automotive Inc | $11.1M | 1.6% | −2.1% |
| AEROGrupo Aeromexico Sab De Cv | $10.6M | 1.5% | |
| IEFIshares Tr | $10.3M | 1.5% | +61.2% |
| LQDIshares Tr | $9.6M | 1.4% | +584.4% |
| METAMeta Platforms Inc | $9.5M | 1.4% | +14.7% |
| VTVVanguard Index Fds | $8.6M | 1.2% | |
| PANWPalo Alto Networks Inc | $8.6M | 1.2% | +26.5% |
| TLTIshares Tr | $8.2M | 1.2% | +1.9% |
| SGISomnigroup International Inc | $8.1M | 1.2% | +1.5% |
| HEI/AHeico Corp New | $7.9M | 1.1% | −9.1% |
| AVGOBroadcom Inc | $7.7M | 1.1% | −4.1% |
| JACKJack In The Box Inc | $7.4M | 1.1% | −12.5% |
| GSGoldman Sachs Group Inc | $7.3M | 1.1% | +21.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $38.1M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $7.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $20.5M |
| PANWPalo Alto Networks Inc | December 31, 2021 | +267.5% | $8.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $4.6M |
| AMDAdvanced Micro Devices Inc | March 31, 2024 | +221.9% | $4.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $22.6M |
| Asml Hldg NvCUSIP N07059210 | March 31, 2025 | +200.2% | $5.8M |
| AVGOBroadcom Inc | March 31, 2024 | +185.0% | $7.7M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $4.7M |
Sold off last quarter
- BLDRBuilders Firstsource Inc was $5.0M
- PLTRPalantir Technologies Inc was $1.9M
- NEMNewmont Corp was $1.7M
- TRGPTarga Res Corp was $1.6M
- JBLJabil Inc was $1.6M
- EQTEqt Corp was $1.6M
- PNCPnc Finl Svcs Group Inc was $1.6M
- TPRTapestry Inc was $1.5M
- RTXRtx Corporation was $1.5M
- RLRalph Lauren Corp was $1.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.2% | +14.8% |
| March 31, 2026 | −5.3% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +13.0% | +10.5% |
| March 31, 2025 | −5.8% | −4.6% |
| December 31, 2024 | +4.1% | +2.1% |
| September 30, 2024 | +4.2% | +5.4% |
| June 30, 2024 | −0.4% | +4.0% |
| March 31, 2024 | +9.5% | +10.0% |
| December 31, 2023 | +13.3% | +11.2% |
| September 30, 2023 | −6.4% | −3.6% |
| June 30, 2023 | +11.4% | +8.3% |
| March 31, 2023 | +22.5% | +7.0% |
| September 30, 2022 | −7.4% | −5.3% |
| June 30, 2022 | −21.1% | −16.5% |
| March 31, 2022 | −7.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: IPG Investment Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1602237&type=13F-HR&dateb=&owner=include&count=40CIK 1602237
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1602237/000160223726000006/Filed August 12, 2026 · accession 0001602237-26-000006