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 $162.0M across 163 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($8.9M, 5.49%), JEPI ($6.1M, 3.79%), PFFV ($5.5M, 3.42%), GOOGL ($4.9M, 3.05%), MSFT ($4.7M, 2.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $8.9M | 5.49% | 35,058 | Trimmed |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.1M | 3.79% | 108,266 | Added |
| 3 | PFFV | GLOBAL X FDS | $5.5M | 3.42% | 253,685 | Added |
| 4 | GOOGL | ALPHABET INC | $4.9M | 3.05% | 17,179 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $4.7M | 2.92% | 12,789 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $4.3M | 2.63% | 24,383 | Added |
| 7 | PYLD | PIMCO ETF TR | $4.0M | 2.48% | 153,426 | Added |
| 8 | SPYI | NEOS ETF TRUST | $3.6M | 2.21% | 72,416 | Added |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.3M | 2.06% | 60,009 | Added |
| 10 | STIP | ISHARES TR | $2.8M | 1.76% | 27,524 | Added |
| 11 | META | META PLATFORMS INC | $2.6M | 1.60% | 4,533 | Added |
| 12 | GS | GOLDMAN SACHS GROUP INC | $2.5M | 1.55% | 2,961 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $2.4M | 1.50% | 4,203 | Trimmed |
| 14 | T | AT&T INC | $2.4M | 1.49% | 83,064 | Trimmed |
| 15 | GOOG | ALPHABET INC | $2.3M | 1.45% | 8,180 | Trimmed |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $2.2M | 1.35% | 9,006 | Trimmed |
| 17 | BBHY | J P MORGAN EXCHANGE TRADED F | $2.1M | 1.32% | 46,724 | Added |
| 18 | AUSF | GLOBAL X FDS | $2.1M | 1.32% | 44,212 | Added |
| 19 | PFFA | ETFIS SER TR I | $2.1M | 1.30% | 103,258 | Added |
| 20 | AMZN | AMAZON COM INC | $2.1M | 1.30% | 10,106 | Added |
| 21 | GCOW | PACER FDS TR | $2.1M | 1.29% | 45,250 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $1.9M | 1.20% | 7,921 | Added |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $1.8M | 1.10% | 35,623 | Added |
| 24 | SGOL | ETFS GOLD TR | $1.8M | 1.09% | 39,463 | Trimmed |
| 25 | COWZ | PACER FDS TR | $1.7M | 1.07% | 27,710 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31