13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001602237
Total reported value
$704.3M
$704.3M
268 檔
22.6%
According to the latest 13F quarterly dataset, IPG Investment Advisors LLC managed an equity portfolio of $704.3M at the end of Q2 2026, spanning 268 distinct U.S. exchange-listed positions.
In Q2 2026, IPG Investment Advisors LLC displayed an active expansion posture, initiating 59 new positions and adding to 54 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, AMZN) accounted for 22.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
KLAC
市值: $3.9M
Top Position Liquidated / Trimmed
BLDR
前期市值: $5.0M
Showing top 200 holdings (of 268 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.83% | +0.23% | +0.58% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.47% | +0.74% | -3.96% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.39% | +0.13% | -3.93% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.25% | +0.37% | +9.63% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.95% | -0.03% | -2.66% | |
| 6 | MU | Micron Technology Inc | Stock-Tech | 2.65% | -0.44% | -23.39% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.46% | -0.19% | +18.56% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.32% | -0.11% | +3.52% | |
| 9 | PGR | Progressive CORP | Stock-Financials | 2.24% | -0.17% | -1.08% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | +0.90% | -2.88% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.87% | +1.03% | -6.30% | |
| 12 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 1.74% | -0.36% | -32.16% | |
| 13 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.60% | -0.16% | -2.11% | |
| 14 | AERO | Grupo Aeromexico Sab De Cv | Stock-Other | 1.53% | -0.23% | — | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.48% | -0.57% | +61.20% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.37% | -0.01% | +584.36% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | +0.74% | +14.66% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.24% | -0.04% | +0.81% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.23% | +0.08% | +26.46% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.17% | +0.01% | +1.90% | |
| 21 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.17% | — | +1.55% | |
| 22 | HEI-A | Heico Corp-class A | Stock-Other | 1.13% | -0.16% | -9.10% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.14% | -4.06% | |
| 24 | JACK | Jack In THE Box Inc | Stock-Other | 1.07% | -0.35% | -12.49% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.05% | -0.38% | +21.28% | |
| 26 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.00% | -0.05% | -0.13% | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 0.99% | -0.36% | +37.75% | |
| 28 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.87% | -0.09% | — | |
| 29 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.86% | -0.01% | +269.79% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.09% | +6.03% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | -0.10% | -18.55% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.83% | -0.14% | -37.16% | |
| 33 | OI | O-i Glass Inc | Stock-Other | 0.76% | -0.19% | +4.72% | |
| 34 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.70% | — | +3.82% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.70% | +0.05% | -12.19% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | +0.03% | +2.52% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.68% | -0.47% | -13.24% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | +0.25% | — | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.65% | +0.32% | -34.04% | |
| 40 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.62% | -0.07% | -21.41% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | +0.07% | -27.89% | |
| 42 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.56% | — | +46.06% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.55% | -0.49% | — | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | +0.05% | -28.37% | |
| 45 | UBER | Uber Technologies Inc | Stock-Industrials | 0.53% | +0.02% | +14.64% | |
| 46 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.51% | -0.14% | -31.21% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | +0.05% | -0.57% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.02% | +43.61% | |
| 49 | COHR | Coherent CORP | Stock-Tech | 0.50% | -0.15% | — | |
| 50 | IESC | Ies Holdings Inc | Stock-Industrials | 0.50% | -0.15% | -8.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.4% | -23.39% | Trim |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +1.1% | +584.36% | Add |
| 3 | PANW | Palo Alto Networks Inc | +0.7% | +26.46% | Add |
| 4 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.6% | +269.79% | Add |
| 5 | KLAC | Kla CORP | +0.6% | NEW | New buy |
| 6 | COHR | Coherent CORP | +0.5% | NEW | New buy |
| 7 | CRDO | Credo Technology Group Holding Ltd | +0.4% | NEW | New buy |
| 8 | SNDK | Sandisk CORP | +0.4% | NEW | New buy |
| 9 | IEF | Ishares 7-10 Year Treasury B | +0.4% | +61.20% | Add |
| 10 | LLY | Eli Lilly & Co | +0.4% | NEW | New buy |
| 11 | GEV | GE Vernova Inc | +0.4% | +37.75% | Add |
| 12 | AMD | Advanced Micro Devices | +0.4% | -13.24% | Trim |
| 13 | APH | Amphenol Corp-cl A | +0.4% | NEW | New buy |
| 14 | FTEC | Fidelity Msci Info Tech Indx | +0.3% | NEW | New buy |
| 15 | ROK | Rockwell Automation Inc | +0.3% | NEW | New buy |
| 16 | MRVL | Marvell Technology Inc | +0.3% | +195.25% | Add |
| 17 | STT | State Street CORP | +0.3% | NEW | New buy |
| 18 | ✓ | +0.3% | NEW | New buy | |
| 19 | BOXX | Alpha Architect 1-3 Mnth Box | +0.3% | +573.69% | Add |
| 20 | ✓ | +0.3% | NEW | New buy | |
| 21 | DVA | Davita Inc | +0.3% | NEW | New buy |
| 22 | ADI | Analog Devices Inc | +0.3% | NEW | New buy |
| 23 | MET | Metlife Inc | +0.3% | NEW | New buy |
| 24 | SPG | Simon Property Group Inc | +0.3% | NEW | New buy |
| 25 | CDNS | Cadence Design Sys Inc | +0.3% | NEW | New buy |
| 26 | WELL | Welltower Inc | +0.3% | NEW | New buy |
| 27 | MTCH | Match Group Inc | +0.3% | NEW | New buy |
| 28 | MNST | Monster Beverage CORP | +0.3% | NEW | New buy |
| 29 | EIX | Edison International | +0.3% | NEW | New buy |
| 30 | FIX | Comfort Systems USA Inc | +0.3% | NEW | New buy |
| 31 | WAB | Wabtec CORP | +0.3% | NEW | New buy |
| 32 | BWA | Borgwarner Inc | +0.3% | NEW | New buy |
| 33 | BALL | Ball CORP | +0.2% | NEW | New buy |
| 34 | MPWR | Monolithic Power Systems Inc | +0.2% | NEW | New buy |
| 35 | CLS | Celestica Inc | +0.2% | +449.74% | Add |
| 36 | EBAY | Ebay Inc | +0.2% | +549.23% | Add |
| 37 | LRCX | Lam Research CORP | +0.2% | +2.20% | Add |
| 38 | BLD | Topbuild CORP | +0.2% | NEW | New buy |
| 39 | GS | Goldman Sachs Group Inc | +0.2% | +21.28% | Add |
| 40 | JACK | Jack In THE Box Inc | +0.2% | -12.49% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | +0.2% | +43.61% | Add |
| 42 | MELI | Mercadolibre Inc | +0.2% | +265.05% | Add |
| 43 | AAPL | Apple Inc | +0.2% | +9.63% | Add |
| 44 | IVV | Ishares Core S&p 500 ETF | +0.1% | +60.21% | Add |
| 45 | WDC | Western Digital CORP | +0.1% | -24.06% | Trim |
| 46 | ✓ | Versigent LTD | +0.1% | NEW | New buy |
| 47 | AERO | Grupo Aeromexico Sab De Cv | +0.1% | — | Unchanged |
| 48 | UUP | Invesco Db US Dollar Index B | +0.1% | NEW | New buy |
| 49 | OUST | Ouster Inc | +0.1% | +49.24% | Add |
| 50 | CMCSA | Comcast Corp-class A | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, IPG Investment Advisors LLC reported a total U.S. public equity portfolio value of $704.3M across 268 disclosed positions in Q2 2026.
During Q2 2026, IPG Investment Advisors LLC's top holdings by market value included SPY (7.8%)、NVDA (5.5%)、AMZN (3.4%). The largest single position, SPY, represented 7.8% of total portfolio value.
In Q2 2026, IPG Investment Advisors LLC made 195 total portfolio adjustments, initiating 59 new buys, adding to 54 positions, trimming 46 holdings, and fully liquidating 36 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.