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Investment Partners Asset Management, Inc.

Q3 2026 13F filing

Updated 10 days ago

175 disclosed positions worth $185.5M

Portfolio value
$185.5M
Total holdings
175
New positions
6
Closed positions
6
Increased
56
Decreased
54
Turnover
6.9%
Filed
2026-10-09

Full holdings

Every line item disclosed in Q3 2026

A

APPLE INC

-0.9%
Value
$11.3M
Shares
34.1K
% Port
6.12%
M

MICROSOFT CORP

-1.6%
Value
$7.1M
Shares
13.8K
% Port
3.83%
J

J P MORGAN EXCHANGE TRADED F

+3.0%
Value
$6.6M
Shares
117.5K
% Port
3.56%
?
4.N/A

GLOBAL X FDS

+4.4%
Value
$5.9M
Shares
269.8K
% Port
3.17%
G

ALPHABET INC

-0.4%
Value
$5.8M
Shares
16.8K
% Port
3.12%
N

NVIDIA CORPORATION

-0.3%
Value
$5.5M
Shares
24.1K
% Port
2.97%
P
7.PDI

PIMCO ETF TR

+2.7%
Value
$4.1M
Shares
160.3K
% Port
2.19%
T
8.TMO

NEOS ETF TRUST

+1.5%
Value
$3.9M
Shares
73.8K
% Port
2.12%
J

J P MORGAN EXCHANGE TRADED F

+1.0%
Value
$3.7M
Shares
60.4K
% Port
2.00%
M
10.META

META PLATFORMS INC

+0.0%
Value
$3.4M
Shares
4.7K
% Port
1.83%
E
11.ETHA

ISHARES TR

+8.5%
Value
$3.2M
Shares
32.2K
% Port
1.73%
Q
12.QQQ

INVESCO QQQ TR

-0.9%
Value
$3.1M
Shares
4.1K
% Port
1.65%
G

ALPHABET INC

-1.1%
Value
$2.7M
Shares
7.9K
% Port
1.46%
D

ETFIS SER TR I

+18.4%
Value
$2.7M
Shares
136.3K
% Port
1.45%
G

GOLDMAN SACHS GROUP INC

-0.6%
Value
$2.5M
Shares
2.8K
% Port
1.34%
A
16.AMZN

AMAZON COM INC

-1.3%
Value
$2.5M
Shares
9.9K
% Port
1.33%
Q
17.QCOM

PACER FDS TR

+21.2%
Value
$2.3M
Shares
34.9K
% Port
1.26%
P
18.PANW

PALO ALTO NETWORKS INC

-19.3%
Value
$2.3M
Shares
5.7K
% Port
1.23%
G
19.GLO

GLOBAL X FDS

+0.8%
Value
$2.2M
Shares
46.0K
% Port
1.21%
M
20.MU

MICRON TECHNOLOGY INC

-4.9%
Value
$2.2M
Shares
2.1K
% Port
1.20%
J
21.JNJ

JOHNSON & JOHNSON

+6.6%
Value
$2.2M
Shares
8.4K
% Port
1.20%
J

J P MORGAN EXCHANGE TRADED F

+1.9%
Value
$2.2M
Shares
49.0K
% Port
1.17%
P
23.PLTR

PACER FDS TR

+4.5%
Value
$2.1M
Shares
47.3K
% Port
1.14%
J

JPMORGAN CHASE & CO

Unchanged
Value
$2M
Shares
5.9K
% Port
1.05%
I
25.IBM

INTERNATIONAL BUSINESS MACHS

-0.3%
Value
$1.9M
Shares
8.7K
% Port
1.03%
A
26.APP

AT&T INC

-3.9%
Value
$1.9M
Shares
77.0K
% Port
1.01%
F
27.FPF

FIRST TR EXCH TRADED FD III

+22.7%
Value
$1.9M
Shares
101.5K
% Port
1.01%
N
28.NOW

SERVICENOW INC

-9.1%
Value
$1.8M
Shares
13.5K
% Port
0.97%
?
29.N/A

T ROWE PRICE EXCHANGE-TRADED

+6.3%
Value
$1.8M
Shares
36.1K
% Port
0.97%
V
30.VZ

VERIZON COMMUNICATIONS INC

+1.7%
Value
$1.7M
Shares
36.4K
% Port
0.90%
L
31.LLY

ELI LILLY & CO

-0.8%
Value
$1.6M
Shares
1.4K
% Port
0.87%
S
32.SGOL

ETFS GOLD TR

+4.0%
Value
$1.6M
Shares
40.3K
% Port
0.86%
?
33.N/A

INVESCO EXCH TRADED FD TR II

+1.1%
Value
$1.6M
Shares
24.9K
% Port
0.85%
S
34.SPY

STATE STR SPDR S&P 500 ETF T

-0.1%
Value
$1.5M
Shares
2.0K
% Port
0.83%
M

MORGAN STANLEY ETF TRUST

+6.6%
Value
$1.5M
Shares
31.5K
% Port
0.82%
E
36.ETHA

ISHARES TR

-5.7%
Value
$1.5M
Shares
20.0K
% Port
0.81%
C
37.CSCO

CISCO SYS INC

+0.0%
Value
$1.4M
Shares
13.2K
% Port
0.77%
B

BERKSHIRE HATHAWAY INC DEL

+0.6%
Value
$1.3M
Shares
2.7K
% Port
0.73%
B
39.BEPC

BROOKFIELD RENEWABLE CORP

+13.2%
Value
$1.3M
Shares
45.3K
% Port
0.69%
J

J P MORGAN EXCHANGE TRADED F

-3.4%
Value
$1.3M
Shares
22.7K
% Port
0.68%
H
41.HODL

VANECK ETF TRUST

+2.0%
Value
$1.3M
Shares
97.0K
% Port
0.67%
A

ASML HLDG NV

-2.4%
Value
$1.2M
Shares
685
% Port
0.67%
V
43.V

VISA INC

-0.1%
Value
$1.2M
Shares
3.3K
% Port
0.64%
L
44.LRCX

LAM RESEARCH CORP

-6.0%
Value
$1.2M
Shares
3.5K
% Port
0.62%
P

PACER FDS TR

-0.2%
Value
$1.1M
Shares
27.2K
% Port
0.62%
Q
46.QCOM

QUALCOMM INC

+2.7%
Value
$1.1M
Shares
6.1K
% Port
0.61%
K
47.KO

COCA COLA CO

Unchanged
Value
$1.1M
Shares
12.4K
% Port
0.58%
X
48.XOM

EXXONMOBIL HOLDINGS CORP

Value
$1.1M
Shares
6.5K
% Port
0.57%
A
49.ARCC

ARES CAPITAL CORP

+1.9%
Value
$1M
Shares
54.8K
% Port
0.56%
A
50.AVGO

BROADCOM INC

-0.4%
Value
$1M
Shares
2.9K
% Port
0.56%