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CIK: 0001384416
Total reported value
$179.9M
$179.9M
158 檔
16.7%
In Q3 2025, Investment Partners Asset Management, Inc.'s U.S. equity holdings reached a combined market value of $179.9M, distributed across 158 disclosed stock positions.
In Q3 2025, Investment Partners Asset Management, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.96% | +0.09% | -1.22% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.32% | — | -0.49% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.30% | -0.21% | +0.92% | |
| 4 | PFFV | Global X Variable Rate Pref | ETF-Other | 3.19% | -0.26% | +9.02% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | +0.06% | -2.78% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.89% | +0.35% | -0.92% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.18% | -0.13% | -2.21% | |
| 8 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 1.94% | — | -1.45% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.86% | -0.18% | +7.17% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.69% | +0.20% | +0.26% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 1.68% | +0.01% | +1.41% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.59% | +0.02% | -0.52% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.58% | -0.05% | -9.19% | |
| 14 | T | At&t Inc | Stock-Comm Services | 1.55% | -0.57% | -0.86% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.03% | -1.24% | |
| 16 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 1.41% | -0.09% | -1.51% | |
| 17 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.38% | — | -0.23% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | +0.15% | -1.53% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.34% | -0.07% | +2.91% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | +0.01% | -1.53% | |
| 21 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.20% | -0.27% | -1.30% | |
| 22 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 1.08% | -0.20% | +0.01% | |
| 23 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 1.05% | -0.07% | +0.27% | |
| 24 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 1.05% | -0.15% | -6.55% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.02% | -0.07% | -7.57% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.01% | -0.26% | -0.18% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.08% | -2.31% | |
| 28 | XAGDX | Abrdn Glbl Dynm Divid | Stock-Other | 0.96% | — | -0.13% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.06% | +12.51% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | +0.02% | -0.20% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.89% | -0.05% | +11.88% | |
| 32 | BX | Blackstone Inc | Stock-Financials | 0.87% | -0.04% | -0.82% | |
| 33 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | ETF-Other | 0.80% | -0.06% | — | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.79% | -0.33% | -4.20% | |
| 35 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.78% | -0.14% | -1.52% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | — | -8.33% | |
| 37 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.73% | -0.08% | -7.17% | |
| 38 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 0.66% | — | -1.76% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.06% | -6.20% | |
| 40 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.64% | — | -9.65% | |
| 41 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.64% | -0.03% | -7.45% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.63% | -0.07% | +0.03% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.60% | -0.16% | +4.03% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.23% | +0.01% | |
| 45 | GE | General Electric | Stock-Industrials | 0.59% | +0.09% | -3.69% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | +0.03% | -0.51% | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.58% | -0.04% | -1.83% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.55% | +0.12% | +9.31% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.55% | -0.01% | +5.33% | |
| 50 | MSTR | Strategy Inc | Stock-Tech | 0.54% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -2.78% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.92% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | -0.49% | Add |
| 4 | ORCL | Oracle CORP | +0.5% | -9.19% | Trim |
| 5 | GS | Goldman Sachs Group Inc | +0.3% | -0.52% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -1.53% | Trim |
| 7 | PYLD | Pimco Multisector Bond Actv | +0.3% | +7.17% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | -6.20% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.2% | +109.38% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.26% | Add |
| 11 | MU | Micron Technology Inc | +0.2% | -0.32% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -1.53% | Add |
| 13 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -2.21% | Trim |
| 15 | GEV | GE Vernova Inc | +0.1% | — | Trim |
| 16 | WPM | Wheaton Precious Metals CORP | +0.1% | -1.52% | Trim |
| 17 | XAGDX | Abrdn Glbl Dynm Divid | +0.1% | -0.13% | Trim |
| 18 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | — | Add |
| 19 | PFFV | Global X Variable Rate Pref | +0.1% | +9.02% | Add |
| 20 | SGOL | Abrdn Physical Gold Shares | +0.1% | -1.30% | Add |
| 21 | ASML | ASML Holding N.V. | +0.1% | +4.68% | Add |
| 22 | GE | General Electric | +0.1% | -3.69% | Trim |
| 23 | JNJ | Johnson & Johnson | +0.1% | -2.31% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +12.51% | Add |
| 25 | QCOM | Qualcomm Inc | 0% | +11.88% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.20% | Add |
| 27 | AMZN | Amazon.com Inc | -0.1% | -1.24% | Trim |
| 28 | IBM | Intl Business Machines CORP | -0.1% | +1.41% | Trim |
| 29 | SCHF | Schwab Intl Equity ETF | -0.2% | -34.42% | Trim |
| 30 | MRK | Merck & Co. Inc. | -0.3% | -38.96% | Trim |
| 31 | GSBD | Goldman Sachs Bdc Inc | -0.3% | -9.65% | Trim |
| 32 | AAPL | Apple Inc | -0.4% | -1.22% | Trim |
| 33 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | — | NEW | New buy |
| 34 | TPYP | Tortoise North American Pipeline Fund | — | EXIT | Sold out |
| 35 | TPYP | Tortoise North American Pipe | — | NEW | New buy |
| 36 | PFFA | Virtus Infracap US Pref Stck | — | NEW | New buy |
| 37 | CPSA | Calamos Sp500 Strct Alt-aug | — | NEW | New buy |
| 38 | CG | Carlyle Group Inc/the | — | NEW | New buy |
| 39 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 40 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 41 | LULU | Lululemon Athletica Inc | — | EXIT | Sold out |
| 42 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 43 | RTX | Rtx CORP | — | NEW | New buy |
| 44 | GNRC | Generac Holdings Inc | — | NEW | New buy |
| 45 | HELO | Jpmorgan Hedged Equity ETF | — | NEW | New buy |
| 46 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 47 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 48 | BN | Brookfield CORP | — | NEW | New buy |
| 49 | GVIP | Gold Sachs Hedge Ind Vip ETF | — | NEW | New buy |
| 50 | VYMI | Vanguard Int High Dvd Yld In | — | EXIT | Sold out |
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 158 disclosed positions in Q3 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 16.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
HOLA
市值: $1.2M
Top Position Liquidated / Trimmed
TPYP
前期市值: $630.1K
During Q3 2025, Investment Partners Asset Management, Inc.'s top holdings by market value included AAPL (6.0%)、MSFT (4.3%)、JEPI (3.3%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q3 2025, Investment Partners Asset Management, Inc. made 49 total portfolio adjustments, initiating 14 new buys, adding to 14 positions, trimming 17 holdings, and fully liquidating 4 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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