StockDriftsStockDriftsTop 50 Investment Partners Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.55% | 34.4K | $9.9M | -1.97%(-689) | $181.87(+68.62%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.6% | 114.1K | $6.4M | +5.39%(+5.83K) | $55.24(+4.62%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.37% | 16.9K | $6.0M | -1.58%(-271) | $141.00(+149.26%) | 2026-06-30 | |
| PFFV | GLOBAL X FDS | 3.18% | 258.3K | $5.7M | +1.83%(+4.63K) | $23.02(-4.51%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.93% | 14.1K | $5.2M | +9.94%(+1.27K) | $351.36(+43.09%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.71% | 24.2K | $4.8M | -0.71%(-172) | $56.07(+293.21%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 2.31% | 156.1K | $4.1M | +1.71%(+2.63K) | $26.41(-0.95%) | 2026-06-30 | |
| SPYI | NEOS ETF TRUST | 2.16% | 72.7K | $3.9M | +0.39%(+279) | $52.37(+3.50%) | 2026-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.05% | 59.8K | $3.7M | -0.29%(-176) | $57.73(+3.39%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.71% | 4.2K | $3.1M | -0.95%(-40) | $413.10(+74.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.65% |
| Top 20 Holdings Unweighted | — | — | — | — | +42.40% |
Investment Partners Asset Management, Inc. reports $179.87M in US-listed equity holdings across 168 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.5%), JEPI (3.6%) and GOOGL (3.4%). The top 20 holdings account for 43.94% of reported assets. Its disclosed equity book has returned +36.65% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Investment Partners Asset Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1384416). View Investment Partners Asset Management, Inc.’s 13F filings on SEC