StockDriftsStockDriftsTop 50 Investment Partners Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.16% | 34.1K | $11.3M | -0.86%(-295) | $181.87(+88.56%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.85% | 13.8K | $7.1M | -1.60%(-225) | $351.36(+51.84%) | 2026-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.59% | 117.5K | $6.6M | +3.01%(+3.44K) | $55.27(+3.23%) | 2026-09-30 | |
| PFFV | GLOBAL X FDS | 3.19% | 269.8K | $5.9M | +4.43%(+11.44K) | $22.97(-6.94%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.14% | 16.8K | $5.8M | -0.43%(-72) | $141.00(+144.10%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.99% | 24.1K | $5.5M | -0.34%(-82) | $56.07(+287.20%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 2.21% | 160.3K | $4.1M | +2.72%(+4.25K) | $26.40(-3.80%) | 2026-09-30 | |
| SPYI | NEOS ETF TRUST | 2.13% | 73.8K | $3.9M | +1.54%(+1.12K) | $52.38(+2.21%) | 2026-09-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.01% | 60.4K | $3.7M | +1.02%(+609) | $57.76(+3.01%) | 2026-09-30 | |
| META | META PLATFORMS INC | 1.84% | 4.7K | $3.4M | +0.04%(+2) | $369.38(+90.98%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +46.42% |
Investment Partners Asset Management INC reports $185.51M in US-listed equity holdings across 168 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.2%), MSFT (3.9%) and JEPI (3.6%). The top 20 holdings account for 45.05% of reported assets. Its disclosed equity book has returned +42.94% cumulatively over 11 quarters. Figures reflect the Q3 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