§ 13F · FUND PROFILE
Investment Partners Asset Management, Inc..
AUM · $180M (13F)Positions · 173Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 34K | $10M | 5.5% | −1% |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | 114K | $6M | 3.6% | +5% |
| 3 | GOOGL | ALPHABET INC | 17K | $6M | 3.4% | ±0% |
| 4 | PFFV | GLOBAL X FDS | 258K | $6M | 3.2% | +2% |
| 5 | MSFT | MICROSOFT CORP | 14K | $5M | 2.9% | +10% |
| 6 | NVDA | NVIDIA CORPORATION | 24K | $5M | 2.7% | −1% |
| 7 | PYLD | PIMCO ETF TR | 156K | $4M | 2.3% | +2% |
| 8 | SPYI | NEOS ETF TRUST | 73K | $4M | 2.1% | ±0% |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | 60K | $4M | 2.0% | ±0% |
| 10 | QQQ | INVESCO QQQ TR | 4K | $3M | 1.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENT SIGNAL
AC read
Investment Partners Asset Management, Inc. is a Other fund managing $180 million in assets. The fund runs a portfolio of 173 positions.
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