Fund Holdings — IPG Investment Advisors LLC

Total Portfolio Value
$582.27M
Total Bought
$104.44M
Total Sold
$70.55M
Net Transaction
+$33.89M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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GRUPO AEROMEXICO SAB DE CV(AERO)0591,657+591,65708,2891.42%+8,289
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
0109,165+109,16506,0431.04%+6,043
MICRON TECHNOLOGY INC(MU)7,50120,871+13,3702,1427,0531.21%+4,912
MURPHY USA INC(MUSA)30,13333,052+2,91912,15916,3272.80%+4,167
ISHARES TR52,47692,620+40,1444,5748,0291.38%+3,455
TEXAS PACIFIC LAND CORPORATI(TPL)8,13011,819+3,6892,3355,6090.96%+3,274
IES HOLDINGS INC(IESC)05,228+5,22802,4910.43%+2,491
WHIRLPOOL CORP(WHR)20,08067,735+47,6551,4493,6520.63%+2,204
COSTCO WHOLESALE CORPORATION(COST)3,9445,549+1,6053,4015,5290.95%+2,128
FIDELITY WISE ORIGIN BITCOIN(FBTC)035,260+35,26002,0810.36%+2,081
OREILLY AUTOMOTIVE INC(ORLY)102,965123,564+20,5999,39111,4061.96%+2,015
VANGUARD INDEX FDS1,0912,387+1,2963302,2380.38%+1,908
MERCK & CO INC(MRK)2,16015,827+13,6672291,9160.33%+1,687
JABIL INC(JBL)06,144+6,14401,6320.28%+1,632
EQT CORP(EQT)024,995+24,99501,5910.27%+1,591
VERTEX PHARMACEUTICALS INC(VRTX)03,503+3,50301,5640.27%+1,564
ASML HLDG NV
N Y REGISTRY SHS
4,2624,629+3674,5606,1141.05%+1,554
CENTERPOINT ENERGY INC(CNP)035,488+35,48801,5320.26%+1,532
KEYSIGHT TECHNOLOGIES INC(KEYS)05,415+5,41501,5290.26%+1,529
OCTAVE SPECIALTY GROUP INC0325,616+325,61601,5140.26%+1,514
TELEDYNE TECHNOLOGIES INC(TDY)02,443+2,44301,4780.25%+1,478
TRAVELERS COMPANIES INC(TRV)05,044+5,04401,4710.25%+1,471
GENERAC HLDGS INC(GNRC)16,66619,078+2,4122,2733,7270.64%+1,454
STATE STR SPDR S&P 500 ETF T(SPY)67,18272,525+5,34345,94647,2988.12%+1,352
QUANTA SVCS INC5052,732+2,2272131,5000.26%+1,287
ISHARES TR6072,458+1,8514161,6050.28%+1,189
HONDA MOTOR CO LTD(HMC)18,15568,265+50,1105351,6600.29%+1,124
SPDR GOLD TR(GLD)13,64415,076+1,4325,4076,4871.11%+1,080
GE VERNOVA INC(GEV)4,2574,275+182,7823,7340.64%+952
TAIWAN SEMICONDUCTOR MANUFAC(TSM)4,5196,556+2,0371,3772,2210.38%+844
PAYPAL HLDGS INC(PYPL)017,694+17,69408000.14%+800
ISHARES TR5,91412,809+6,8956521,3960.24%+744
EMBRAER S.A.(EMBJ)6,05018,550+12,5003891,1010.19%+711
LAMB WESTON HLDGS INC(LW)016,640+16,64007030.12%+703
WESTERN DIGITAL CORP(WDC)4,8945,652+7588431,5290.26%+686
DELL TECHNOLOGIES INC(DELL)9,52811,300+1,7721,1991,8550.32%+655
ISHARES TR08,065+8,06506460.11%+646
STRATEGY INC(MSTR)05,124+5,12406390.11%+639
GOLDMAN SACHS GROUP INC(GS)5,0385,978+9404,4285,0570.87%+629
ISHARES TR06,044+6,04406000.10%+600
ISHARES TR
0-5YR INVT GR CP
20,54532,257+11,7121,0421,6290.28%+587
ISHARES TR15,41025,157+9,7478431,4290.25%+586
JBS N.V.(JBS)110,475120,800+10,3251,5932,1700.37%+577
ISHARES TR
0-5YR HI YL CP
13,21426,339+13,1255661,1140.19%+548
VANGUARD INTL EQUITY INDEX F71,16178,592+7,4315,9506,4781.11%+529
ISHARES TR06,535+6,53505200.09%+520
VANGUARD INDEX FDS37,64639,288+1,6427,1907,7081.32%+518
GRANITESHARES GOLD TR(BAR)011,100+11,10005120.09%+512
ALPHABET INC(GOOG)52,63559,072+6,43716,47516,9872.92%+512
INVESCO DB COMMDY INDX TRCK(DBC)32,40141,045+8,6447241,1880.20%+464
PROSHARES TR
SHRT RUSSELL2000
027,000+27,00004380.08%+438
ORACLE CORP(ORCL)6,28611,276+4,9901,2251,6590.28%+434
PALO ALTO NETWORKS INC(PANW)15,18719,897+4,7102,7973,1900.55%+392
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
71,33073,189+1,85913,66414,0472.41%+383
NETFLIX INC.(NFLX)22,39825,697+3,2992,1002,4710.42%+371
TTM TECHNOLOGIES INC(TTMI)03,755+3,75503660.06%+366
ELEVANCE HEALTH INC FORMERLY(ELV)2,2123,844+1,6327751,1250.19%+350
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0890+89003490.06%+349
VANGUARD INTL EQUITY INDEX F06,333+6,33303420.06%+342
ISHARES INC06,778+6,77803070.05%+307
ISHARES ETHEREUM TR(ETHA)10,42433,398+22,9742345290.09%+295
SOCIEDAD QUIMICA Y MINERA DE(SQM)03,475+3,47502810.05%+281
CARPENTER TECHNOLOGY CORP(CRS)0695+69502740.05%+274
MARVELL TECHNOLOGY INC(MRVL)02,715+2,71502690.05%+269
ISHARES TR3,8435,094+1,2518151,0760.18%+261
STERLING INFRASTRUCTURE INC(STRL)0630+63002570.04%+257
ADVANCED ENERGY INDS0795+79502570.04%+257
FERRARI N V
COM
0750+75002500.04%+250
YPF SOCIEDAD ANONIMA(YPF)05,387+5,38702490.04%+249
INTUITIVE MACHINES INC(LUNR)012,800+12,80002380.04%+238
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,610+1,61002360.04%+236
EBAY INC.(EBAY)02,590+2,59002360.04%+236
GILEAD SCIENCES INC(GILD)01,670+1,67002330.04%+233
ISHARES GOLD TR(IAU)16,42217,747+1,3251,3331,5650.27%+232
MASTERCARD INCORPORATED(MA)5,6966,965+1,2693,2523,4800.60%+228
AES CORP(AES)015,744+15,74402220.04%+222
ONDAS INC(ONDS)024,531+24,53102220.04%+222
TERAWULF INC(WULF)015,098+15,09802180.04%+218
ARM HOLDINGS PLC01,415+1,41502140.04%+214
CHEVRON CORPORATION(CVX)01,023+1,02302120.04%+212
WALMART INC(WMT)52,13448,427-3,7075,8216,0301.04%+210
VIAVI SOLUTIONS INC(VIAV)06,300+6,30002100.04%+210
CORNING INC(GLW)01,531+1,53102080.04%+208
NVENT ELEC PLC(NVT)01,715+1,71502030.03%+203
AGNICO EAGLE MINES LTD(AEM)2,4853,030+5454216150.11%+194
PFIZER INC(PFE)13,15018,550+5,4003275210.09%+193
BETA TECHNOLOGIES INC013,050+13,05001920.03%+192
FIRST SOLAR INC(FSLR)3,1885,188+2,0008331,0230.18%+191
INVESCO QQQ TR17,45218,902+1,45010,72110,9101.87%+189
SPDR SERIES TRUST
ST STR SP BIOT
1,6563,056+1,4002023900.07%+188
GLOBAL X FDS
GLOBAL X URANIUM
4,7978,297+3,5002154020.07%+187
ISHARES TR0981+98101860.03%+186
TIDAL TRUST I19,30027,800+8,5004786640.11%+186
OUSTER INC(OUST)010,000+10,00001840.03%+184
ADVANCED MICRO DEVICES INC(AMD)8,1179,366+1,2491,7381,9050.33%+167
VANGUARD INTL EQUITY INDEX F32,00033,472+1,4722,3542,5140.43%+160
MERCADOLIBRE INC(MELI)176289+1133555000.09%+145
VANGUARD INDEX FDS7,4078,014+6074,6454,7890.82%+144
SELECT SECTOR SPDR TR
ST STR ENERG ETF
13,28811,859-1,4295947260.12%+132
NAVITAS SEMICONDUCTOR CORP(NVTS)014,500+14,50001270.02%+127
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IPG Investment Advisors LLC — 13F Holdings — Q1 2026 | TickerTrail