Investment Partners Asset Management, Inc.

13F filer · CIK 0001384416

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$180MU.S. long equity reported on 13F

Positions975 new · 4 closed

Net flow last quarter-$946KBuys minus sells

Top 10 positions weight23.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202697 positions
AAPLApple Inc.	$9.95M	5.53%	0.00%	-2.0%	Q4 2023
GOOGLAlphabet Inc.	$6.04M	3.36%	0.00%	-1.6%	Q4 2023
MSFTMicrosoft Corp	$5.24M	2.92%	0.00%	+9.9%	Q4 2023
NVDANvidia Corp	$4.84M	2.69%	0.00%	-0.7%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$3.07M	1.70%	Not reported	-1.0%	Q4 2023
GOOGAlphabet Inc.	$2.84M	1.58%	Not reported	-1.7%	Q4 2023
GSGoldman Sachs Group Inc	$2.82M	1.57%	0.00%	-6.0%	Q4 2023
METAMeta Platforms, Inc.	$2.64M	1.47%	Not reported	+3.2%	Q4 2023
MUMicron Technology Inc	$2.55M	1.42%	0.00%	-34.1%	Q4 2023
IBMInternational Business Machines Corp	$2.44M	1.36%	0.00%	-3.5%	Q4 2023
PANWPalo Alto Networks Inc	$2.42M	1.34%	0.00%	-2.5%	Q1 2024
AMZNAmazon Com Inc	$2.4M	1.33%	0.00%	-0.4%	Q4 2023
JNJJohnson & Johnson	$2.01M	1.12%	0.00%	-0.2%	Q4 2023
JPMJPMorgan Chase & Co	$1.93M	1.08%	0.00%	+0.1%	Q4 2023
LLYELI LILLY & Co	$1.69M	0.94%	0.00%	+8.0%	Q1 2025
TAt&T Inc.	$1.66M	0.92%	0.00%	-3.6%	Q4 2023
LRCXLam Research Corp	$1.62M	0.90%	0.00%	-9.1%	Q4 2023
CSCOCisco Systems, Inc.	$1.55M	0.86%	0.00%	0.0%	Q4 2023
VZVerizon Communications Inc	$1.52M	0.84%	0.00%	+0.5%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.51M	0.84%	Not reported	-0.5%	Q4 2023
BEPCBrookfield Renewable Corp	$1.49M	0.83%	0.02%	+1.0%	Q4 2023
SGOLabrdn Gold ETF Trust	$1.48M	0.82%	0.02%	-1.8%	Q4 2023
NOWServiceNow, Inc.	$1.47M	0.82%	0.00%	+111.1%	Q1 2026
ASMLAsml Holding NV	$1.4M	0.78%	0.00%	-0.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.35M	0.75%	Not reported	-1.8%	Q4 2023
VVisa Inc.	$1.13M	0.63%	0.00%	-2.3%	Q4 2023
AVGOBroadcom Inc.	$1.11M	0.62%	0.00%	Not reported	Q4 2023
QCOMQualcomm Inc	$1.1M	0.61%	0.00%	-28.5%	Q4 2023
GEGeneral Electric Co	$1.1M	0.61%	0.00%	-0.7%	Q4 2023
KOCoca Cola Co	$1.01M	0.56%	0.00%	+0.1%	Q4 2023
ARCCAres Capital Corp	$996K	0.55%	0.01%	+6.1%	Q4 2025
SOSouthern Co	$961K	0.53%	0.00%	0.0%	Q4 2023
GEVGE Vernova Inc.	$907K	0.50%	0.00%	-2.4%	Q2 2024
BXBlackstone Inc.	$883K	0.49%	0.00%	Not reported	Q4 2023
FTNTFortinet, Inc.	$877K	0.49%	0.00%	-2.2%	Q1 2024
ORCLOracle Corp	$862K	0.48%	0.00%	+0.8%	Q4 2023
KMIKinder Morgan, Inc.	$845K	0.47%	0.00%	-0.7%	Q4 2023
WPMWheaton Precious Metals Corp.	$817K	0.45%	0.00%	-0.8%	Q4 2023
XOMExxonMobil Holdings Corp	$795K	0.44%	0.00%	+8.4%	Q4 2023
ADIAnalog Devices Inc	$758K	0.42%	0.00%	+0.1%	Q4 2023
BXSLBlackstone Secured Lending Fund	$752K	0.42%	0.01%	+15.8%	Q4 2023
COSTCostco Wholesale Corp	$727K	0.40%	0.00%	-0.3%	Q4 2023
UTFCohen & Steers Infrastructure Fund Inc	$704K	0.39%	Not reported	+0.7%	Q4 2023
IGRCbre Global Real Estate Income Fund	$703K	0.39%	Not reported	-0.2%	Q4 2023
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$678K	0.38%	Not reported	Not reported	Q1 2026
ADPAutomatic Data Processing Inc	$650K	0.36%	0.00%	-0.4%	Q4 2023
CBChubb Ltd	$604K	0.34%	0.00%	-1.1%	Q1 2024
GLDSPDR Gold Trust	$600K	0.33%	0.00%	+0.1%	Q4 2023
WMTWalmart Inc.	$586K	0.33%	0.00%	+0.3%	Q4 2023
CIMChimera Investment Corp	$557K	0.31%	0.05%	+7.7%	Q4 2024

Q1 2026Reported Apr 7, 202696 positions
AAPLApple Inc.	$8.9M	5.49%	0.00%	-0.4%	Q4 2023
GOOGLAlphabet Inc.	$4.94M	3.05%	0.00%	-1.4%	Q4 2023
MSFTMicrosoft Corp	$4.73M	2.92%	0.00%	+2.1%	Q4 2023
NVDANvidia Corp	$4.25M	2.63%	0.00%	+0.3%	Q4 2023
METAMeta Platforms, Inc.	$2.59M	1.60%	Not reported	+1.0%	Q4 2023
GSGoldman Sachs Group Inc	$2.5M	1.55%	0.00%	-2.5%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$2.43M	1.50%	Not reported	-0.8%	Q4 2023
TAt&T Inc.	$2.41M	1.49%	0.00%	-0.2%	Q4 2023
GOOGAlphabet Inc.	$2.35M	1.45%	Not reported	-1.4%	Q4 2023
IBMInternational Business Machines Corp	$2.18M	1.35%	0.00%	-0.3%	Q4 2023
AMZNAmazon Com Inc	$2.1M	1.30%	0.00%	+0.9%	Q4 2023
JNJJohnson & Johnson	$1.94M	1.20%	0.00%	+0.2%	Q4 2023
VZVerizon Communications Inc	$1.79M	1.10%	0.00%	+7.3%	Q4 2023
SGOLabrdn Gold ETF Trust	$1.76M	1.09%	0.02%	-18.0%	Q4 2023
JPMJPMorgan Chase & Co	$1.74M	1.07%	0.00%	+0.3%	Q4 2023
BEPCBrookfield Renewable Corp	$1.58M	0.98%	0.02%	-3.9%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.32M	0.82%	Not reported	-0.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.31M	0.81%	Not reported	+0.8%	Q4 2023
LLYELI LILLY & Co	$1.2M	0.74%	0.00%	+4.2%	Q1 2025
PANWPalo Alto Networks Inc	$1.17M	0.72%	0.00%	+118.7%	Q1 2024
MUMicron Technology Inc	$1.13M	0.70%	0.00%	-7.0%	Q4 2023
QCOMQualcomm Inc	$1.07M	0.66%	0.00%	+4.7%	Q4 2023
CSCOCisco Systems, Inc.	$1.02M	0.63%	0.00%	0.0%	Q4 2023
VVisa Inc.	$1.02M	0.63%	0.00%	+1.4%	Q4 2023
SOSouthern Co	$969K	0.60%	0.00%	-1.1%	Q4 2023
WPMWheaton Precious Metals Corp.	$961K	0.59%	0.00%	-28.4%	Q4 2023
KOCoca Cola Co	$942K	0.58%	0.00%	+0.3%	Q4 2023
ASMLAsml Holding NV	$935K	0.58%	0.00%	-0.6%	Q4 2024
ARCCAres Capital Corp	$913K	0.56%	0.01%	-22.1%	Q4 2025
AVGOBroadcom Inc.	$912K	0.56%	0.00%	-1.1%	Q4 2023
XOMExxonMobil Holdings Corp	$910K	0.56%	0.00%	-2.0%	Q4 2023
KMIKinder Morgan, Inc.	$892K	0.55%	0.00%	-0.5%	Q4 2023
LRCXLam Research Corp	$880K	0.54%	0.00%	-3.2%	Q4 2023
BXBlackstone Inc.	$863K	0.53%	0.00%	-2.8%	Q4 2023
ORCLOracle Corp	$859K	0.53%	0.00%	-34.0%	Q4 2023
GEGeneral Electric Co	$841K	0.52%	0.00%	Not reported	Q4 2023
COSTCostco Wholesale Corp	$776K	0.48%	0.00%	+0.3%	Q4 2023
NOWServiceNow, Inc.	$733K	0.45%	0.00%	New	Q1 2026
GLDSPDR Gold Trust	$701K	0.43%	0.00%	-6.9%	Q4 2023
GEVGE Vernova Inc.	$690K	0.43%	0.00%	-2.0%	Q2 2024
IGRCbre Global Real Estate Income Fund	$671K	0.41%	Not reported	-17.7%	Q4 2023
CRMSalesforce, Inc.	$665K	0.41%	0.00%	-7.5%	Q4 2023
PEPPepsico Inc	$659K	0.41%	0.00%	-3.8%	Q4 2023
UTFCohen & Steers Infrastructure Fund Inc	$656K	0.40%	Not reported	+7.4%	Q4 2023
BXSLBlackstone Secured Lending Fund	$649K	0.40%	0.01%	-26.0%	Q4 2023
WMTWalmart Inc.	$642K	0.40%	0.00%	-4.9%	Q4 2023
ADIAnalog Devices Inc	$607K	0.37%	0.00%	Not reported	Q4 2023
ADPAutomatic Data Processing Inc	$592K	0.37%	0.00%	+50.3%	Q4 2023
CBChubb Ltd	$585K	0.36%	0.00%	+30.5%	Q1 2024
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$584K	0.36%	Not reported	New	Q1 2026

Q4 2025Reported Jan 15, 202695 positions
AAPLApple Inc.	$9.56M	5.95%	0.00%	-0.9%	Q4 2023
MSFTMicrosoft Corp	$6.06M	3.77%	0.00%	-1.0%	Q4 2023
GOOGLAlphabet Inc.	$5.46M	3.40%	0.00%	-3.5%	Q4 2023
NVDANvidia Corp	$4.53M	2.82%	0.00%	-2.3%	Q4 2023
METAMeta Platforms, Inc.	$2.96M	1.84%	Not reported	-0.5%	Q4 2023
IBMInternational Business Machines Corp	$2.68M	1.67%	0.00%	-0.1%	Q4 2023
GSGoldman Sachs Group Inc	$2.67M	1.66%	0.00%	Not reported	Q4 2023
GOOGAlphabet Inc.	$2.6M	1.62%	Not reported	-3.0%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$2.6M	1.62%	Not reported	-0.8%	Q4 2023
AMZNAmazon Com Inc	$2.31M	1.44%	0.00%	-0.1%	Q4 2023
TAt&T Inc.	$2.07M	1.29%	0.00%	-0.3%	Q4 2023
SGOLabrdn Gold ETF Trust	$1.98M	1.23%	0.03%	-2.8%	Q4 2023
JPMJPMorgan Chase & Co	$1.9M	1.18%	0.00%	-0.5%	Q4 2023
ORCLOracle Corp	$1.72M	1.07%	0.00%	+4.0%	Q4 2023
JNJJohnson & Johnson	$1.64M	1.02%	0.00%	0.0%	Q4 2023
BEPCBrookfield Renewable Corp	$1.58M	0.98%	0.02%	-10.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.4M	0.87%	Not reported	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.37M	0.85%	Not reported	0.0%	Q4 2023
QCOMQualcomm Inc	$1.36M	0.85%	0.00%	-1.8%	Q4 2023
VZVerizon Communications Inc	$1.35M	0.84%	0.00%	-4.4%	Q4 2023
LLYELI LILLY & Co	$1.35M	0.84%	0.00%	+55.7%	Q1 2025
ARCCAres Capital Corp	$1.31M	0.82%	0.01%	New	Q4 2025
WPMWheaton Precious Metals Corp.	$1.2M	0.75%	0.00%	-2.9%	Q4 2023
BXBlackstone Inc.	$1.19M	0.74%	0.00%	-0.6%	Q4 2023
VVisa Inc.	$1.17M	0.73%	0.00%	+0.1%	Q4 2023
AVGOBroadcom Inc.	$1.03M	0.64%	0.00%	-0.5%	Q4 2023
MUMicron Technology Inc	$1.03M	0.64%	0.00%	-22.4%	Q4 2023
CRMSalesforce, Inc.	$1.02M	0.63%	0.00%	+0.7%	Q4 2023
CSCOCisco Systems, Inc.	$1.02M	0.63%	0.00%	0.0%	Q4 2023
BXSLBlackstone Secured Lending Fund	$975K	0.61%	0.02%	+97.2%	Q4 2023
AGDabrdn Global Dynamic Dividend Fund	$963K	0.60%	Not reported	-24.4%	Q4 2023
GEGeneral Electric Co	$913K	0.57%	0.00%	-1.2%	Q4 2023
SOSouthern Co	$885K	0.55%	0.00%	0.0%	Q4 2023
KOCoca Cola Co	$863K	0.54%	0.00%	+0.4%	Q4 2023
IGRCbre Global Real Estate Income Fund	$813K	0.51%	Not reported	+16.7%	Q4 2023
ASMLAsml Holding NV	$762K	0.47%	0.00%	+2.6%	Q4 2024
KMIKinder Morgan, Inc.	$735K	0.46%	0.00%	+1.4%	Q4 2023
LRCXLam Research Corp	$728K	0.45%	0.00%	-2.7%	Q4 2023
ACNAccenture plc	$710K	0.44%	0.00%	-5.6%	Q4 2023
GLDSPDR Gold Trust	$693K	0.43%	0.00%	-2.2%	Q4 2023
COSTCostco Wholesale Corp	$670K	0.42%	0.00%	-1.3%	Q4 2023
XOMExxonMobil Holdings Corp	$659K	0.41%	0.00%	-1.3%	Q4 2023
PEPPepsico Inc	$633K	0.39%	0.00%	-11.7%	Q4 2023
PANWPalo Alto Networks Inc	$613K	0.38%	0.00%	+1.2%	Q1 2024
WMTWalmart Inc.	$605K	0.38%	0.00%	-0.7%	Q4 2023
GSKGSK plc	$591K	0.37%	0.00%	-14.7%	Q4 2023
UTFCohen & Steers Infrastructure Fund Inc	$569K	0.35%	Not reported	+3.2%	Q4 2023
BXMXNuveen S&P 500 BuyWrite Income Fund	$540K	0.34%	Not reported	-0.8%	Q4 2023
GEVGE Vernova Inc.	$527K	0.33%	0.00%	-2.1%	Q2 2024
ADIAnalog Devices Inc	$517K	0.32%	0.00%	+0.8%	Q4 2023

Q3 2025Reported Oct 20, 202594 positions
AAPLApple Inc.	$9.04M	5.96%	0.00%	-1.2%	Q4 2023
MSFTMicrosoft Corp	$6.55M	4.32%	0.00%	-0.5%	Q4 2023
NVDANvidia Corp	$4.64M	3.06%	0.00%	-2.8%	Q4 2023
GOOGLAlphabet Inc.	$4.39M	2.89%	0.00%	-0.9%	Q4 2023
METAMeta Platforms, Inc.	$3.31M	2.18%	Not reported	-2.2%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$2.56M	1.69%	Not reported	+0.3%	Q4 2023
IBMInternational Business Machines Corp	$2.55M	1.68%	0.00%	+1.4%	Q4 2023
GSGoldman Sachs Group Inc	$2.42M	1.59%	0.00%	-0.5%	Q4 2023
ORCLOracle Corp	$2.39M	1.58%	0.00%	-9.2%	Q4 2023
TAt&T Inc.	$2.36M	1.55%	0.00%	-0.9%	Q4 2023
AMZNAmazon Com Inc	$2.2M	1.45%	0.00%	-1.2%	Q4 2023
GOOGAlphabet Inc.	$2.08M	1.37%	Not reported	-1.5%	Q4 2023
JPMJPMorgan Chase & Co	$1.87M	1.23%	0.00%	-1.5%	Q4 2023
SGOLabrdn Gold ETF Trust	$1.82M	1.20%	0.03%	-1.3%	Q4 2023
BEPCBrookfield Renewable Corp	$1.59M	1.05%	0.03%	-6.6%	Q4 2023
VZVerizon Communications Inc	$1.53M	1.01%	0.00%	-0.2%	Q4 2023
JNJJohnson & Johnson	$1.47M	0.97%	0.00%	-2.3%	Q4 2023
AGDabrdn Global Dynamic Dividend Fund	$1.46M	0.96%	Not reported	-0.1%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.37M	0.90%	Not reported	+12.5%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.36M	0.90%	Not reported	-0.2%	Q4 2023
QCOMQualcomm Inc	$1.35M	0.89%	0.00%	+11.9%	Q4 2023
BXBlackstone Inc.	$1.33M	0.87%	0.00%	-0.8%	Q4 2023
WPMWheaton Precious Metals Corp.	$1.18M	0.78%	0.00%	-1.5%	Q4 2023
VVisa Inc.	$1.14M	0.75%	0.00%	-8.3%	Q4 2023
AVGOBroadcom Inc.	$988K	0.65%	0.00%	-6.2%	Q4 2023
GSBDGoldman Sachs BDC, Inc.	$975K	0.64%	0.08%	-9.7%	Q4 2023
SOSouthern Co	$961K	0.63%	0.00%	0.0%	Q4 2023
CRMSalesforce, Inc.	$905K	0.60%	0.00%	+4.0%	Q4 2023
CSCOCisco Systems, Inc.	$903K	0.60%	0.00%	0.0%	Q4 2023
GEGeneral Electric Co	$902K	0.59%	0.00%	-3.7%	Q4 2023
MSTRStrategy Inc	$825K	0.54%	Not reported	Not reported	Q1 2024
IGRCbre Global Real Estate Income Fund	$818K	0.54%	Not reported	-8.1%	Q4 2023
KOCoca Cola Co	$815K	0.54%	0.00%	+0.2%	Q4 2023
MUMicron Technology Inc	$776K	0.51%	0.00%	-0.3%	Q4 2023
KMIKinder Morgan, Inc.	$747K	0.49%	0.00%	+0.1%	Q4 2023
COSTCostco Wholesale Corp	$728K	0.48%	0.00%	-1.8%	Q4 2023
PEPPepsico Inc	$701K	0.46%	0.00%	-3.1%	Q4 2023
ACNAccenture plc	$691K	0.46%	0.00%	+2.8%	Q4 2023
ASMLAsml Holding NV	$672K	0.44%	0.00%	+4.7%	Q4 2024
PANWPalo Alto Networks Inc	$670K	0.44%	0.00%	-3.2%	Q1 2024
GLDSPDR Gold Trust	$636K	0.42%	0.00%	+0.5%	Q4 2023
XOMExxonMobil Holdings Corp	$625K	0.41%	0.00%	-1.2%	Q4 2023
LLYELI LILLY & Co	$613K	0.40%	0.00%	+109.4%	Q1 2025
GSKGSK plc	$610K	0.40%	0.00%	+2.4%	Q4 2023
LRCXLam Research Corp	$586K	0.39%	0.00%	Not reported	Q4 2023
ADBEAdobe Inc.	$574K	0.38%	0.00%	+28.7%	Q4 2023
ADPAutomatic Data Processing Inc	$571K	0.38%	0.00%	-0.6%	Q4 2023
UTFCohen & Steers Infrastructure Fund Inc	$567K	0.37%	Not reported	-0.3%	Q4 2023
WMTWalmart Inc.	$563K	0.37%	0.00%	-1.8%	Q4 2023
MELIMercadolibre Inc	$537K	0.35%	0.00%	Not reported	Q4 2023

Premium opens every quarter this fund has filed