Investors Asset Management Of Georgia Inc Activity Analysis: Q2 2026 Portfolio Changes

Investors Asset Management Of Georgia Inc has made several notable changes to its portfolio holdings in Q2 2026, as evidenced by filings on InsiderSet. The firm's total portfolio value stands at $282.9 million as of June 30th.

The most significant activity during this quarter involved establishing new positions in several companies:

• VO (Vanguard Index Funds): Investors Asset Management Of Georgia Inc made a substantial entry into Vanguard Index Funds, acquiring shares that now represent approximately 0.38% of the portfolio.
• SMCI (Super Micro Computer Inc): The firm initiated a position in Super Micro Computer Inc, adding it to their holdings with current allocation at about 0.33%.
• CRBG (Corebridge Financial Inc): Corebridge Financial Inc saw its first appearance in the portfolio during Q2, now accounting for roughly 0.17% of assets.
• AIRJ (AirJoule Technologies Corp): AirJoule Technologies Corp was also a new addition to the portfolio, currently holding about 0.12% allocation.

Additionally, Investors Asset Management Of Georgia Inc demonstrated significant increases in existing positions:

• NWL (Newell Brands Inc): The firm significantly boosted its stake in Newell Brands Inc by approximately 40.09%, adding over 28,100 shares.
• FIS (Fidelity National Information Services Inc): Fidelity National Information Services Inc also saw a notable increase of about 5.25% in its position during the quarter.

Conversely, the investor showed reductions or exits from certain holdings:

• PRTH (Priority Technology Holdings Inc): The firm decreased its stake in Priority Technology Holdings Inc by about 3.79%, removing over 6,400 shares.
• BP (BP PLC): BP PLC experienced a reduction of approximately 7.11% in the portfolio during Q2.

The investor also scaled back positions in several other large holdings:

• BELFB (Bel Fuse Inc - BELFB ticker): Holdings were reduced by about 0.4%, a small decrease of just 99 shares.
• LLY (Eli Lilly & Co): Eli Lilly & Co saw a reduction of approximately 1.45% in the portfolio during Q2.
• CAT (Caterpillar Inc): Caterpillar Inc experienced a decrease of about 2.83% in its position.
• AMD (Advanced Micro Devices Inc): Advanced Micro Devices Inc saw a reduction of approximately 0.85%, albeit a small number of shares.

The portfolio's sector allocation remains dominated by Technology, which accounts for about 26.56% ($75 million) as of June 30th. Other major sectors include Industrials (14.51%), Unknown (13.56%), Financial Services (12.73%), and Healthcare (10.33%).

For further details on Investors Asset Management Of Georgia Inc's portfolio composition, you can visit their profile page at InsiderSet. The firm also holds positions in companies like MSFT (Microsoft Corp), which decreased slightly by 0.3%, and HPE (Hewlett-Packard Enterprise Co), which saw a significant increase of about 34.35%.