IPG Investment Advisors LLC reported 181 positions worth $475.21M for the quarter ended Sep 30, 2026, up 1.0% on the prior quarter. It opened 43 new positions, added to 65, trimmed 48 and exited 36. Its largest holding is Nvidia Corp at 9.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| THC Tenet Healthcare Corp | +11.1K | – | $2.83M | 0.595% |
| PLTR Palantir Technologies Inc. | +14.6K | – | $2.74M | 0.576% |
| NTAP NetApp, Inc. | +12.3K | – | $2.59M | 0.545% |
| META Meta Platforms, Inc. | +3,558 | +21.0% | $2.58M | 3.13% |
| ILMN Illumina, Inc. | +8,691 | – | $2.38M | 0.501% |
| VEEV Veeva Systems Inc | +8,120 | – | $2.32M | 0.488% |
| TER Teradyne, Inc | +4,990 | +924.1% | $2.00M | 0.467% |
| V Visa Inc. | +5,382 | +831.8% | $1.93M | 0.456% |
| NDSN Nordson Corp | +5,883 | – | $1.93M | 0.406% |
| SGI Somnigroup International Inc. | +29.4K | +28.5% | $1.83M | 1.74% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | -5,743 | -70.7% | $3.51M | 0.307% |
| WDC Western Digital Corp | -4,292 | -100.0% | $2.74M | Exited |
| VRTX Vertex Pharmaceuticals Inc / Ma | -4,339 | -100.0% | $2.16M | Exited |
| KLAC Kla Corp | -10.6K | -83.3% | $2.07M | 0.088% |
| IBIT iShares Bitcoin Trust ETF | -42.5K | -53.4% | $2.01M | 0.369% |
| DVA Davita Inc. | -8,712 | -100.0% | $1.94M | Exited |
| ADI Analog Devices Inc | -4,840 | -100.0% | $1.92M | Exited |
| SPG Simon Property Group Inc. | -8,509 | -100.0% | $1.90M | Exited |
| WELL Welltower Inc. | -8,302 | -100.0% | $1.88M | Exited |
| MTCH Match Group, Inc. | -49.4K | -100.0% | $1.88M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| THC Tenet Healthcare Corp | +11.1K | $2.83M | 0.595% |
| PLTR Palantir Technologies Inc. | +14.6K | $2.74M | 0.576% |
| NTAP NetApp, Inc. | +12.3K | $2.59M | 0.545% |
| ILMN Illumina, Inc. | +8,691 | $2.38M | 0.501% |
| VEEV Veeva Systems Inc | +8,120 | $2.32M | 0.488% |
| NDSN Nordson Corp | +5,883 | $1.93M | 0.406% |
| NOW ServiceNow, Inc. | +13.3K | $1.78M | 0.375% |
| INCY Incyte Corp | +14.7K | $1.78M | 0.374% |
| NDAQ Nasdaq, Inc. | +18.3K | $1.68M | 0.354% |
| FOXA Fox Corp | +26.3K | $1.65M | 0.347% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| WDC Western Digital Corp | -4,292 | $2.74M | 0.583% |
| VRTX Vertex Pharmaceuticals Inc / Ma | -4,339 | $2.16M | 0.458% |
| DVA Davita Inc. | -8,712 | $1.94M | 0.412% |
| ADI Analog Devices Inc | -4,840 | $1.92M | 0.409% |
| SPG Simon Property Group Inc. | -8,509 | $1.90M | 0.405% |
| WELL Welltower Inc. | -8,302 | $1.88M | 0.401% |
| MTCH Match Group, Inc. | -49.4K | $1.88M | 0.4% |
| MNST Monster Beverage Corp | -39.1K | $1.88M | 0.4% |
| EIX Edison International | -25.1K | $1.87M | 0.397% |
| FIX Comfort Systems Usa Inc | -925 | $1.83M | 0.39% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 191.4K | $43.76M | 9.21% | +1,054 | +0.6% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 76.6K | $25.52M | 5.37% | -1,398 | -1.8% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 99.6K | $24.81M | 5.22% | +647 | +0.7% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 59.8K | $20.56M | 4.33% | +2,258 | +3.9% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 39.1K | $20.07M | 4.22% | +2,723 | +7.5% | Added | 0% |
| 6 | MU Micron Technology Inc | Technology | 14.6K | $15.55M | 3.27% | -1,390 | -8.7% | Reduced | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 20.5K | $14.87M | 3.13% | +3,558 | +21.0% | Added | 0% |
| 8 | PGR Progressive Corp | Financial Services | 70.2K | $14.56M | 3.06% | -1,044 | -1.5% | Reduced | 0.01% |
| 9 | ORLY O Reilly Automotive Inc | Consumer Discretionary | 119.2K | $10.18M | 2.14% | -1,803 | -1.5% | Reduced | 0.01% |
| 10 | MUSA Murphy USA Inc. | Consumer Staples | 19.3K | $9.72M | 2.05% | -3,130 | -14.0% | Reduced | 0.11% |
| 11 | PANW Palo Alto Networks Inc | Technology | 23.3K | $9.25M | 1.95% | -1,887 | -7.5% | Reduced | 0% |
| 12 | AERO Grupo Aeromexico, S.A.B. de C.V. | Industrials | 578.8K | $9.14M | 1.92% | -12.8K | -2.2% | Reduced | 0.4% |
| 13 | AVGO Broadcom Inc. | Technology | 24.9K | $8.74M | 1.84% | +4,592 | +22.6% | Added | 0% |
| 14 | SGI Somnigroup International Inc. | Consumer Discretionary | 132.9K | $8.25M | 1.74% | +29.4K | +28.5% | Added | 0.06% |
| 15 | HEI-A Heico Corp | Industrials | 30.0K | $6.84M | 1.44% | -522 | -1.7% | Reduced | 0.04% |
Tip. Select a row to see that position’s full history at IPG Investment Advisors.
As of its Q3 2026 13F filing, IPG Investment Advisors LLC’s five largest positions were Nvidia Corp (NVDA) at 9.2%, Apple Inc. (AAPL) at 5.4%, Amazon Com Inc (AMZN) at 5.2%, Alphabet Inc. (GOOGL) at 4.3%, Microsoft Corp (MSFT) at 4.2% of the reported portfolio.
IPG Investment Advisors LLC reported a 13F portfolio worth $475.21M across 181 positions for Q3 2026. That is up 1.0% from the previous quarter.
Its largest purchases by value were Tenet Healthcare Corp ($2.83M), Palantir Technologies Inc. ($2.74M), NetApp, Inc. ($2.59M). It opened 43 new positions.
Its largest sales by value were Advanced Micro Devices Inc ($3.51M), Western Digital Corp ($2.74M), Vertex Pharmaceuticals Inc / Ma ($2.16M). It exited 36 positions entirely.
From the Form 13F-HR reports IPG Investment Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.