Ipsen Advisor Group LLC - Portfolio Stock Holdings
Ipsen Advisor Group LLC disclosed 105 stock positions in a recent SEC 13F filing. $140,216,464 of stock holdings were filed, with the largest holdings including IMCV, IMCG, and ISCG. This filing represented positions held on March 31, 2026, and was filed on May 29, 2026.We estimate the fund has a total AUM of $236,098,593 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
105Est. Stock Holding Value:
$140,216,464Top Stock Holdings By Sector
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Portfolio Stock Holdings - Ipsen Advisor Group LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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