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Investors Asset Management Of Georgia Inc Ga 13F Portfolio

Portfolio Manager
Investors Asset Management Of Georgia INC Ga
Performance
-5.60% (2026 Q3)
AUM (13F)
$276.25M
# of Holdings
194
Performance Rank
Allocation (Top 20)
44.46%
Latest filing
Q3 2026

Investors Asset Management Of Georgia INC Ga Holdings Map

Top 50 Investors Asset Management Of Georgia INC Ga Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMD
ADVANCED MICRO DEVICES INC
5.87%26.5K$16.2M
-0.69%(-185)
2025-Q3: 27.1K shares2025-Q4: 27.0K shares2026-Q1: 26.9K shares2026-Q2: 26.7K shares2026-Q3: 26.5K shares
$14.18(+3695.22%)
2026-09-30
EFX
EQUIFAX INC
4.31%86.9K$11.9M
+0.00%(+1)
2025-Q3: 87.3K shares2025-Q4: 86.8K shares2026-Q1: 86.9K shares2026-Q2: 86.9K shares2026-Q3: 86.9K shares
$78.07(+103.11%)
2026-09-30
JPM
JPMORGAN CHASE & CO
3.23%27.0K$8.9M
+0.00%(+0)
2025-Q3: 26.7K shares2025-Q4: 26.7K shares2026-Q1: 26.8K shares2026-Q2: 27.0K shares2026-Q3: 27.0K shares
$70.10(+375.78%)
2026-09-30
LLY
ELI LILLY & CO
2.85%6.8K$7.9M
-0.22%(-15)
2025-Q3: 6.9K shares2025-Q4: 6.9K shares2026-Q1: 6.9K shares2026-Q2: 6.8K shares2026-Q3: 6.8K shares
$109.28(+1035.05%)
2026-09-30
MSFT
MICROSOFT CORP
2.74%14.8K$7.6M
-0.17%(-25)
2025-Q3: 14.7K shares2025-Q4: 14.7K shares2026-Q1: 14.8K shares2026-Q2: 14.8K shares2026-Q3: 14.8K shares
$66.51(+702.12%)
2026-09-30
IWM
ISHARES TR
2.66%26.5K$7.4M
+0.81%(+213)
2025-Q3: 24.8K shares2025-Q4: 34.5K shares2026-Q1: 25.8K shares2026-Q2: 26.2K shares2026-Q3: 26.5K shares
$221.43(+22.51%)
2026-09-30
BELFB
BEL FUSE INC
2.18%24.7K$6.0M
+0.00%(+0)
2025-Q3: 25.0K shares2025-Q4: 25.0K shares2026-Q1: 24.8K shares2026-Q2: 24.7K shares2026-Q3: 24.7K shares
$16.68(+1192.61%)
2026-09-30
CAT
CATERPILLAR INC
2.18%7.4K$6.0M
-0.34%(-25)
2025-Q3: 7.6K shares2025-Q4: 7.5K shares2026-Q1: 7.7K shares2026-Q2: 7.4K shares2026-Q3: 7.4K shares
$128.59(+464.44%)
2026-09-30
AAPL
APPLE INC
2.15%17.8K$5.9M
-0.27%(-48)
2025-Q3: 16.6K shares2025-Q4: 16.6K shares2026-Q1: 16.9K shares2026-Q2: 17.8K shares2026-Q3: 17.8K shares
$82.20(+317.22%)
2026-09-30
CVX
CHEVRON CORPORATION
2.07%28.0K$5.7M
-0.73%(-205)
2025-Q3: 29.5K shares2025-Q4: 29.5K shares2026-Q1: 29.3K shares2026-Q2: 28.2K shares2026-Q3: 28.0K shares
$152.18(+47.44%)
2026-09-30

About Investors Asset Management Of Georgia INC Gaโ€™s portfolio

Investors Asset Management Of Georgia INC Ga reports $276.25M in US-listed equity holdings across 194 positions in its most recent 13F filing. Its largest disclosed positions are AMD (5.9%), EFX (4.3%) and JPM (3.2%). The top 20 holdings account for 44.46% of reported assets. Its disclosed equity book has returned +56.46% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
AMD โ€” 8.6% ($16.23M)EFX โ€” 6.3% ($11.92M)JPM โ€” 4.7% ($8.92M)LLY โ€” 4.2% ($7.87M)MSFT โ€” 4.0% ($7.58M)IWM โ€” 3.9% ($7.35M)BELFB โ€” 3.2% ($6.03M)CAT โ€” 3.2% ($6.02M)AAPL โ€” 3.1% ($5.93M)CVX โ€” 3.0% ($5.72M)Other โ€” 55.9% ($106.10M)
44%in top 10
  • AMD8.6%
  • EFX6.3%
  • JPM4.7%
  • LLY4.2%
  • MSFT4.0%
  • IWM3.9%
  • BELFB3.2%
  • CAT3.2%
  • AAPL3.1%
  • CVX3.0%
  • Other55.9%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
19
VTIVANGUARD INDEX FDS+9.2%
SPYSTATE STR SPDR S&P 500 ETF T+5.8%
UPSUNITED PARCEL SVCS INC+7.0%
PFEPFIZER INC+4.0%
+15 more
Trimmed
26
EEFTEURONET WORLDWIDE INC-5.0%
AMDADVANCED MICRO DEVICES INC-0.7%
BXBLACKSTONE INC-2.8%
RTXRTX CORPORATION-3.3%
+22 more

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Source filings

Holdings on this page are parsed from Investors Asset Management Of Georgia INC Gaโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 867926). View Investors Asset Management Of Georgia INC Gaโ€™s 13F filings on SEC

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