DARIUS LASHKARI
Ipg Investment Advisors Llc
Assets Managed
$582.268M
Holdings
242
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
2.07%(2Q avg: 1.9%)
Sustained Growth
5 quarters
Portfolio positions
This chart displays the top 10 holdings in Ipg Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 242 positions.
Assets under management
The assets under management (AUM) of Ipg Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 582.268M in assets, with a quarterly growth rate of 2.07% and a 2-quarter average growth rate of 1.9%. The portfolio is managed by DARIUS LASHKARI, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SPY Spdr S&p 500 Etf Trust
| 8.13% | $47.298M 72,525 shares@ $652.16 avg price | Increased 7.96% |
NVDA Nvidia Corp
| 5.94% | $34.568M 198,198 shares@ $174.42 avg price | Decreased -1.33% |
AMZN Amazon.com Inc
| 3.69% | $21.443M 102,959 shares@ $208.28 avg price | Increased 2.84% |
AAPL Apple Inc
| 3.11% | $18.066M 71,186 shares@ $253.79 avg price | Increased 0.4% |
GOOGL Alphabet Inc-cl A
| 2.92% | $16.987M 59,072 shares@ $287.56 avg price | Increased 12.23% |
MUSA Murphy Usa Inc
| 2.81% | $16.327M 33,052 shares@ $493.97 avg price | Increased 9.69% |
SHV Ishares Short Treasury Bond
| 2.48% | $14.42M 130,628 shares@ $110.4 avg price | Decreased -10.75% |
PGR Progressive Corp
| 2.46% | $14.279M 72,028 shares@ $198.25 avg price | Increased 1.27% |
RSP Invesco S&p 500 Equal Weight
| 2.42% | $14.047M 73,189 shares@ $191.93 avg price | Increased 2.61% |
MSFT Microsoft Corp
| 2.39% | $13.874M 37,480 shares@ $370.18 avg price | Decreased -12.84% |
1-10 of 242