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Investors Asset Management Of Georgia 13F Portfolio

Portfolio Manager
Investors Asset Management Of Georgia INC
Performance
+21.83% (2026 Q2)
AUM (13F)
$287.65M
# of Holdings
195
Performance Rank
Allocation (Top 20)
45.3%
Latest filing
Q2 2026

Investors Asset Management Of Georgia INC Holdings Map

Top 50 Investors Asset Management Of Georgia INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMD
ADVANCED MICRO DEVICES INC
5.39%26.7K$15.5M
-0.85%(-229)
2025-Q2: 27.2K shares2025-Q3: 27.1K shares2025-Q4: 27.0K shares2026-Q1: 26.9K shares2026-Q2: 26.7K shares
$14.18(+3513.31%)
2026-06-30
EFX
EQUIFAX INC
4.79%86.9K$13.8M
+0.00%(+1)
2025-Q2: 87.3K shares2025-Q3: 87.3K shares2025-Q4: 86.8K shares2026-Q1: 86.9K shares2026-Q2: 86.9K shares
$78.07(+131.65%)
2026-06-30
JPM
JPMORGAN CHASE & CO
3.07%27.0K$8.8M
+0.46%(+124)
2025-Q2: 26.8K shares2025-Q3: 26.7K shares2025-Q4: 26.7K shares2026-Q1: 26.8K shares2026-Q2: 27.0K shares
$70.10(+420.27%)
2026-06-30
BELFB
BEL FUSE INC
2.86%24.7K$8.2M
-0.40%(-99)
2025-Q2: 25.2K shares2025-Q3: 25.0K shares2025-Q4: 25.0K shares2026-Q1: 24.8K shares2026-Q2: 24.7K shares
$16.68(+1686.34%)
2026-06-30
LLY
ELI LILLY & CO
2.84%6.8K$8.2M
-1.45%(-100)
2025-Q2: 6.9K shares2025-Q3: 6.9K shares2025-Q4: 6.9K shares2026-Q1: 6.9K shares2026-Q2: 6.8K shares
$109.28(+979.26%)
2026-06-30
CAT
CATERPILLAR INC
2.76%7.4K$7.9M
-2.83%(-217)
2025-Q2: 7.6K shares2025-Q3: 7.6K shares2025-Q4: 7.5K shares2026-Q1: 7.7K shares2026-Q2: 7.4K shares
$128.59(+576.18%)
2026-06-30
IWM
ISHARES TR
2.74%26.2K$7.9M
+1.88%(+484)
2025-Q2: 24.0K shares2025-Q3: 24.8K shares2025-Q4: 34.5K shares2026-Q1: 25.8K shares2026-Q2: 26.2K shares
$220.98(+37.46%)
2026-06-30
BELFA
BEL FUSE INC
2.54%25.1K$7.3M
-2.62%(-675)
2025-Q2: 26.1K shares2025-Q3: 26.2K shares2025-Q4: 25.9K shares2026-Q1: 25.8K shares2026-Q2: 25.1K shares
$81.42(+204.68%)
2026-06-30
EEFT
EURONET WORLDWIDE INC
2.35%92.3K$6.8M
-3.13%(-2.99K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 93.0K shares2026-Q1: 95.3K shares2026-Q2: 92.3K shares
$81.70(-10.41%)
2026-06-30
MSFT
MICROSOFT CORP
1.92%14.8K$5.5M
-0.30%(-45)
2025-Q2: 14.7K shares2025-Q3: 14.7K shares2025-Q4: 14.7K shares2026-Q1: 14.8K shares2026-Q2: 14.8K shares
$66.51(+630.78%)
2026-06-30

About Investors Asset Management Of Georgia INCโ€™s portfolio

Investors Asset Management Of Georgia INC reports $287.65M in US-listed equity holdings across 195 positions in its most recent 13F filing. Its largest disclosed positions are AMD (5.4%), EFX (4.8%) and JPM (3.1%). The top 20 holdings account for 45.3% of reported assets. Its disclosed equity book has returned +51.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
AMD โ€” 7.8% ($15.51M)EFX โ€” 6.9% ($13.79M)JPM โ€” 4.4% ($8.83M)BELFB โ€” 4.1% ($8.23M)LLY โ€” 4.1% ($8.18M)CAT โ€” 4.0% ($7.93M)IWM โ€” 4.0% ($7.88M)BELFA โ€” 3.7% ($7.31M)EEFT โ€” 3.4% ($6.76M)MSFT โ€” 2.8% ($5.52M)Other โ€” 54.8% ($109.13M)
45%in top 10
  • AMD7.8%
  • EFX6.9%
  • JPM4.4%
  • BELFB4.1%
  • LLY4.1%
  • CAT4.0%
  • IWM4.0%
  • BELFA3.7%
  • EEFT3.4%
  • MSFT2.8%
  • Other54.8%

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
23
HPEHEWLETT PACKARD ENTERPRISE C+34.4%
MUMICRON TECHNOLOGY INC+20.8%
SPYSTATE STR SPDR S&P 500 ETF T+11.1%
AAPLAPPLE INC+5.7%
+19 more
Trimmed
21
CATCATERPILLAR INC-2.8%
EEFTEURONET WORLDWIDE INC-3.1%
BELFABEL FUSE INC-2.6%
CVXCHEVRON CORPORATION-3.6%
+17 more

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Source filings

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

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