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CIK: 0001384416
Total reported value
$179.9M
$179.9M
156 檔
15.0%
According to the latest 13F quarterly dataset, Investment Partners Asset Management, Inc. managed an equity portfolio of $179.9M at the end of Q2 2025, spanning 156 distinct U.S. exchange-listed positions.
In Q2 2025, Investment Partners Asset Management, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.13% | +0.09% | -1.08% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.40% | — | +0.94% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.44% | -0.21% | +0.77% | |
| 4 | PFFV | Global X Variable Rate Pref | ETF-Other | 3.04% | -0.26% | +14.95% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.81% | +0.06% | +0.92% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.37% | -0.13% | +1.97% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.24% | +0.35% | +3.99% | |
| 8 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 2.06% | — | -4.03% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 1.83% | +0.01% | -1.41% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.82% | -0.18% | +26.20% | |
| 11 | T | At&t Inc | Stock-Comm Services | 1.70% | -0.57% | -0.19% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.64% | +0.20% | +3.32% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | +0.03% | +0.09% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.50% | +0.02% | +0.03% | |
| 15 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 1.50% | -0.09% | -0.06% | |
| 16 | JPHY | Jpmorgan Active H Yield ETF | ETF-Other | 1.50% | — | — | |
| 17 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.43% | — | -6.68% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.42% | -0.05% | -1.64% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.36% | -0.07% | +2.89% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | +0.01% | +6.50% | |
| 21 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 1.20% | -0.07% | +2.03% | |
| 22 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 1.13% | -0.15% | -9.31% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.12% | -0.07% | +6.58% | |
| 24 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.10% | -0.27% | +5.58% | |
| 25 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 1.10% | -0.20% | +1.20% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.15% | -2.71% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.05% | -0.26% | -0.52% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | — | +9.48% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | +0.02% | +1.38% | |
| 30 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.86% | -0.33% | +0.45% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.08% | +14.81% | |
| 32 | XAGDX | Abrdn Glbl Dynm Divid | Stock-Other | 0.84% | — | -0.18% | |
| 33 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.83% | — | +3.75% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.06% | +16.78% | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.82% | -0.04% | -4.21% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.80% | -0.05% | +0.68% | |
| 37 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.77% | -0.08% | +0.18% | |
| 38 | MSTR | Strategy Inc | Stock-Tech | 0.72% | -0.08% | +8.02% | |
| 39 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.71% | -0.03% | +2.76% | |
| 40 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 0.70% | — | -0.17% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.70% | -0.16% | +5.25% | |
| 42 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.67% | -0.14% | -0.42% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.66% | +0.01% | — | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.65% | -0.07% | +0.02% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.23% | +3.91% | |
| 46 | IGR | Cbre Global Real Estate Inc | Stock-Other | 0.64% | -0.02% | -0.21% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.64% | -0.03% | +6.63% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.06% | -7.53% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | -0.02% | +12.80% | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.58% | -0.04% | +1.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPHY | Jpmorgan Active H Yield ETF | +1.5% | NEW | New buy |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.94% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +0.92% | Add |
| 4 | TPYP | Tortoise North American Pipe | +0.4% | NEW | New buy |
| 5 | ORCL | Oracle CORP | +0.4% | -1.64% | Trim |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +1.97% | Add |
| 7 | PYLD | Pimco Multisector Bond Actv | +0.2% | +26.20% | Add |
| 8 | GS | Goldman Sachs Group Inc | +0.2% | +0.03% | Add |
| 9 | MSTR | Strategy Inc | +0.2% | +8.02% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | -7.53% | Trim |
| 11 | CG | Carlyle Group Inc/the | +0.2% | NEW | New buy |
| 12 | HON | Honeywell International Inc | +0.2% | NEW | New buy |
| 13 | SHOP | Shopify Inc - Class A | +0.2% | NEW | New buy |
| 14 | ISRG | Intuitive Surgical Inc | +0.1% | NEW | New buy |
| 15 | XLI | Ss Industrial Select Sector | +0.1% | NEW | New buy |
| 16 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 17 | GNRC | Generac Holdings Inc | +0.1% | NEW | New buy |
| 18 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.32% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +6.50% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.99% | Add |
| 22 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +20.12% | Add |
| 23 | GEV | GE Vernova Inc | +0.1% | -2.72% | Trim |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | YMAX | Yieldmax Universe Fo In Etfs | +0.1% | +43.56% | Add |
| 26 | MELI | Mercadolibre Inc | +0.1% | — | Unchanged |
| 27 | IBM | Intl Business Machines CORP | +0.1% | -1.41% | Trim |
| 28 | GBIL | Goldman Sachs Access Treasur | +0.1% | +34.59% | Add |
| 29 | ACN | Accenture plc | +0.1% | +28.33% | Add |
| 30 | MU | Micron Technology Inc | +0.1% | -8.93% | Trim |
| 31 | AMZN | Amazon.com Inc | 0% | +0.09% | Add |
| 32 | GE | General Electric | 0% | -5.32% | Trim |
| 33 | PANW | Palo Alto Networks Inc | 0% | +4.62% | Add |
| 34 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 35 | SCHC | Schwab Intl Small-cap Equity | 0% | +1.67% | Add |
| 36 | CSCO | Cisco Systems Inc | 0% | +3.91% | Add |
| 37 | WPM | Wheaton Precious Metals CORP | 0% | -0.42% | Trim |
| 38 | SGOL | Abrdn Physical Gold Shares | 0% | +5.58% | Add |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.38% | Add |
| 40 | V | Visa Inc-class A Shares | 0% | +9.48% | Add |
| 41 | GOOG | Alphabet Inc-cl C | 0% | -2.71% | Trim |
| 42 | XAGDX | Abrdn Glbl Dynm Divid | 0% | -0.18% | Trim |
| 43 | PFFV | Global X Variable Rate Pref | -0.1% | +14.95% | Add |
| 44 | BMY | Bristol-myers Squibb Co | -0.1% | — | Unchanged |
| 45 | PEP | Pepsico Inc | -0.2% | -4.29% | Trim |
| 46 | FISV | Fiserv Inc | -0.2% | EXIT | Sold out |
| 47 | QYLD | Global X Nasd 100 Cov Call | -0.3% | -6.68% | Trim |
| 48 | XYLD | Global X S&p 500 Cove Call E | -0.4% | -4.03% | Trim |
| 49 | TPYP | Tortoise North American Pipeline Fund | -0.5% | EXIT | Sold out |
| 50 | AAPL | Apple Inc | -1.2% | -1.08% | Trim |
According to official SEC Form 13F filings, Investment Partners Asset Management, Inc. reported a total U.S. public equity portfolio value of $179.9M across 156 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JEPI) accounted for 15.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
JPHY
市值: $2.2M
Top Position Liquidated / Trimmed
TPYP
前期市值: $630.1K
During Q2 2025, Investment Partners Asset Management, Inc.'s top holdings by market value included AAPL (5.1%)、MSFT (4.4%)、JEPI (3.4%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q2 2025, Investment Partners Asset Management, Inc. made 47 total portfolio adjustments, initiating 11 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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