Investment Partners Asset Management, Inc.: 13F holdings
CIK 13844162026Q2
| Positions | 168 |
|---|
| Reported value | $179.9m |
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| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 168 (+5 vs prior quarter) |
|---|
| Reported value | $179.9m (+11.1%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 34,369 | $9.9m | 5.5% |
| JEPI J P MORGAN EXCHANGE TRADED F | 114,098 | $6.4m | 3.6% |
| GOOGL ALPHABET INC | 16,908 | $6.0m | 3.4% |
| PFFV GLOBAL X FDS | 258,318 | $5.7m | 3.2% |
| MSFT MICROSOFT CORP | 14,060 | $5.2m | 2.9% |
| NVDA NVIDIA CORPORATION | 24,211 | $4.8m | 2.7% |
| PYLD PIMCO ETF TR | 156,057 | $4.1m | 2.3% |
| SPYI NEOS ETF TRUST | 72,695 | $3.9m | 2.1% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 59,833 | $3.7m | 2.0% |
| QQQ INVESCO QQQ TR | 4,163 | $3.1m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1384416")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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