Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Investment Partners Asset Management, Inc. (CIK 1384416) reported $179.9M across 168 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($10.0M, 5.58%), JEPI ($6.4M, 3.58%), GOOGL ($6.1M, 3.40%), PFFV ($5.7M, 3.16%), MSFT ($5.2M, 2.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $10.0M | 5.58% | 34,669 | Trimmed |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.4M | 3.58% | 114,098 | Added |
| 3 | GOOGL | ALPHABET INC | $6.1M | 3.40% | 17,108 | Trimmed |
| 4 | PFFV | GLOBAL X FDS | $5.7M | 3.16% | 258,318 | Added |
| 5 | MSFT | MICROSOFT CORP | $5.2M | 2.92% | 14,060 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $4.8M | 2.69% | 24,211 | Trimmed |
| 7 | PYLD | PIMCO ETF TR | $4.1M | 2.30% | 156,057 | Added |
| 8 | SPYI | NEOS ETF TRUST | $3.9M | 2.15% | 72,695 | Added |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.7M | 2.04% | 59,833 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $3.1M | 1.70% | 4,163 | Trimmed |
| 11 | STIP | ISHARES TR | $3.0M | 1.69% | 29,713 | Added |
| 12 | GOOG | ALPHABET INC | $2.9M | 1.60% | 8,140 | Trimmed |
| 13 | GS | GOLDMAN SACHS GROUP INC | $2.8M | 1.57% | 2,784 | Trimmed |
| 14 | META | META PLATFORMS INC | $2.6M | 1.47% | 4,680 | Added |
| 15 | MU | MICRON TECHNOLOGY INC | $2.5M | 1.42% | 2,206 | Trimmed |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $2.4M | 1.36% | 8,694 | Trimmed |
| 17 | PANW | PALO ALTO NETWORKS INC | $2.4M | 1.34% | 7,093 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $2.4M | 1.33% | 10,066 | Trimmed |
| 19 | PFFA | ETFIS SER TR I | $2.4M | 1.32% | 115,046 | Added |
| 20 | AUSF | GLOBAL X FDS | $2.2M | 1.24% | 45,650 | Added |
| 21 | BBHY | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.23% | 48,060 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $2.0M | 1.12% | 7,905 | Trimmed |
| 23 | GCOW | PACER FDS TR | $2.0M | 1.09% | 45,261 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $1.9M | 1.08% | 5,911 | Added |
| 25 | COWZ | PACER FDS TR | $1.8M | 1.00% | 28,794 | Added |
Source: SEC Form 13F filings · as of 2026-06-30