Investment Partners Asset Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Investment Partners Asset Management, Inc. disclosed 162 stock positions valued at approximately $179.09M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, J P MORGAN EXCHANGE TRADED F, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 162
- Portfolio Value
- $179.09M
Holdings by Sector
Investment Partners Asset Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.55% | 34,369 | -689 | -1.97% | $9,945,033 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 3.60% | 114,098 | +5,832 | +5.39% | $6,444,275 |
| ALPHABET INC | GOOGL | Communication Services | 3.37% | 16,908 | -271 | -1.58% | $6,042,401 |
| GLOBAL X FDS | PFFV | Other | 3.18% | 258,318 | +4,633 | +1.83% | $5,690,739 |
| MICROSOFT CORP | MSFT | Technology | 2.93% | 14,060 | +1,271 | +9.94% | $5,244,530 |
| NVIDIA CORPORATION | NVDA | Technology | 2.71% | 24,211 | -172 | -0.71% | $4,844,379 |
| PIMCO ETF TR | PYLD | Other | 2.31% | 156,057 | +2,631 | +1.71% | $4,138,632 |
| NEOS ETF TRUST | SPYI | Other | 2.16% | 72,695 | +279 | +0.39% | $3,859,378 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 2.05% | 59,833 | -176 | -0.29% | $3,677,336 |
| INVESCO QQQ TR | QQQ | Other | 1.71% | 4,163 | -40 | -0.95% | $3,065,979 |
| ISHARES TR | STIP | Other | 1.69% | 29,713 | +2,189 | +7.95% | $3,035,480 |
| ALPHABET INC | GOOG | Communication Services | 1.59% | 8,040 | -140 | -1.71% | $2,840,831 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.57% | 2,784 | -177 | -5.98% | $2,815,654 |
| META PLATFORMS INC | META | Communication Services | 1.47% | 4,680 | +147 | +3.24% | $2,636,197 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.42% | 2,206 | -1,143 | -34.13% | $2,546,364 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.37% | 8,694 | -312 | -3.46% | $2,444,840 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.35% | 7,093 | -184 | -2.53% | $2,418,855 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.34% | 10,066 | -40 | -0.40% | $2,399,130 |
| ETFIS SER TR I | PFFA | Other | 1.32% | 115,046 | +11,788 | +11.42% | $2,366,496 |
| GLOBAL X FDS | AUSF | Other | 1.25% | 45,650 | +1,438 | +3.25% | $2,230,459 |
| J P MORGAN EXCHANGE TRADED F | BBHY | Other | 1.24% | 48,060 | +1,336 | +2.86% | $2,215,326 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.12% | 7,905 | -16 | -0.20% | $2,007,676 |
| PACER FDS TR | GCOW | Other | 1.09% | 45,261 | +11 | +0.02% | $1,959,801 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.08% | 5,911 | +5 | +0.08% | $1,934,848 |
| PACER FDS TR | COWZ | Other | 1.00% | 28,794 | +1,084 | +3.91% | $1,791,014 |
| T ROWE PRICE ETF INC | TBUX | Other | 0.94% | 33,989 | +26 | +0.08% | $1,691,633 |
| ELI LILLY & CO | LLY | Healthcare | 0.94% | 1,408 | +104 | +7.98% | $1,688,797 |
| AT&T INC | T | Communication Services | 0.93% | 80,107 | -2,957 | -3.56% | $1,658,215 |
| INVESCO EXCH TRADED FD TR II | XMLV | Other | 0.91% | 24,689 | +636 | +2.64% | $1,637,621 |
| LAM RESEARCH CORP | LRCX | Other | 0.91% | 3,744 | -376 | -9.13% | $1,622,388 |
Showing 30 of 162 holdings in the latest reporting period.
Investment Partners Asset Management, Inc. Options Holdings in Q2 2026
Showing 5 of 5 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.