account_balance

Investment manager · 13F filer · SEC CIK 1384416

Investment Partners Asset Management, Inc.

Reported value$184Mas of Sep 30, 2026
Positions168 4 new, 4 sold out
Top 10 weight31.1%AAPL alone is 6%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 6.2% HeldMSFT Microsoft Corp 3.9% Held
JEPI J P Morgan Exchange Traded F 3.6% Added +3%
PFFV Global X FDS 3.2% Added +4%
GOOGL Alphabet Inc. 3.1% HeldNVDA NVIDIA Corp 3.0% Held
PYLD Pimco ETF Tr 2.2% Added +3%
SPYI Neos ETF Trust 2.1% Held
JEPQ J P Morgan Exchange Traded F 2.0% Held
META Meta Platforms, Inc. 1.8% Held
STIP iShares Tr 1.7% Added +9%
QQQ Invesco QQQ Tr 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • AMGN $231K
  • RSP $211K
  • IVV $206K
  • FCX $203K
arrow_upwardAdded
  • SYK +206%
  • FPEI +23%
  • COWZ +21%
  • PFFA +18%
arrow_downwardTrimmed
  • PANW −19%
  • EPS −12%
  • NOW −9%
  • ACWI −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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