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CIK: 0001384416
Total reported value
$179.9M
$179.9M
159 檔
18.0%
According to the latest 13F quarterly dataset, Investment Partners Asset Management, Inc. managed an equity portfolio of $179.9M at the end of Q4 2025, spanning 159 distinct U.S. exchange-listed positions.
Investment Partners Asset Management, Inc. executed strategic sector rebalancing during Q4 2025, establishing 13 new positions while fully exiting 11 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.95% | +0.09% | -0.91% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | — | -1.01% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.74% | -0.21% | +19.77% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.40% | +0.35% | -3.53% | |
| 5 | PFFV | Global X Variable Rate Pref | ETF-Other | 3.24% | -0.26% | +12.04% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.82% | +0.06% | -2.33% | |
| 7 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 2.31% | -0.06% | — | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.23% | -0.18% | +27.55% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.97% | -0.02% | — | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.84% | -0.13% | -0.47% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.70% | -0.07% | +35.68% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.67% | +0.01% | -0.13% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.66% | +0.02% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.62% | +0.15% | -3.02% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.62% | +0.20% | -0.84% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.03% | -0.05% | |
| 17 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 1.33% | -0.09% | +1.22% | |
| 18 | T | At&t Inc | Stock-Comm Services | 1.29% | -0.57% | -0.29% | |
| 19 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.23% | -0.27% | -2.82% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | +0.01% | -0.46% | |
| 21 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 1.15% | -0.20% | +8.20% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.07% | -0.05% | +4.00% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.07% | -0.07% | +5.74% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.08% | +0.03% | |
| 25 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.98% | -0.15% | -10.81% | |
| 26 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 0.89% | +0.02% | +155.27% | |
| 27 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.88% | -0.10% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | +0.02% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.06% | +0.04% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.85% | -0.05% | -1.82% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.84% | -0.26% | -4.38% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.20% | +55.72% | |
| 33 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.83% | -0.07% | -11.50% | |
| 34 | ARCC | Ares Capital CORP | Stock-Financials | 0.82% | -0.01% | — | |
| 35 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | ETF-Other | 0.76% | -0.06% | -0.38% | |
| 36 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.75% | -0.14% | -2.86% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.74% | -0.04% | -0.64% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | — | +0.06% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.71% | +0.12% | +33.53% | |
| 40 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.67% | -0.33% | -10.83% | |
| 41 | EVTR | Eaton Vance Total Return | ETF-Other | 0.67% | -0.06% | — | |
| 42 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.66% | -0.08% | -9.52% | |
| 43 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.65% | -0.03% | +9.92% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.06% | -0.47% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.64% | +0.72% | -22.36% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.63% | -0.16% | +0.73% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.63% | +0.23% | +0.02% | |
| 48 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.61% | +0.02% | +97.24% | |
| 49 | XAGDX | Abrdn Glbl Dynm Divid | Stock-Other | 0.60% | — | -24.40% | |
| 50 | GE | General Electric | Stock-Industrials | 0.57% | +0.09% | -1.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PFFA | Virtus Infracap US Pref Stck | +0.5% | +155.27% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -3.53% | Trim |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +0.4% | +19.77% | Add |
| 4 | LLY | Eli Lilly & Co | +0.4% | +55.72% | Add |
| 5 | PYLD | Pimco Multisector Bond Actv | +0.4% | +27.55% | Add |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | +0.4% | +35.68% | Add |
| 7 | BXSL | Blackstone Secured Lending F | +0.3% | +97.24% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -3.02% | Trim |
| 9 | DGRO | Ishares Core Dividend Growth | +0.2% | +33.53% | Add |
| 10 | MU | Micron Technology Inc | +0.1% | -22.36% | Trim |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 12 | GCOW | Pacer Global Cash Cows Divid | +0.1% | +8.20% | Add |
| 13 | PFFV | Global X Variable Rate Pref | +0.1% | +12.04% | Add |
| 14 | AAPL | Apple Inc | 0% | -0.91% | Trim |
| 15 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -34.12% | Trim |
| 16 | SCHF | Schwab Intl Equity ETF | -0.2% | -37.62% | Trim |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | -0.2% | -27.49% | Trim |
| 18 | FTCS | First Trust Capital Strength | -0.2% | -47.67% | Trim |
| 19 | BIZD | Vaneck Bdc Income ETF | -0.2% | -11.50% | Trim |
| 20 | T | At&t Inc | -0.3% | -0.29% | Trim |
| 21 | MSTR | Strategy Inc | -0.3% | — | Unchanged |
| 22 | META | Meta Platforms Inc-class A | -0.3% | -0.47% | Trim |
| 23 | XAGDX | Abrdn Glbl Dynm Divid | -0.4% | -24.40% | Trim |
| 24 | GSBD | Goldman Sachs Bdc Inc | -0.5% | -68.20% | Trim |
| 25 | ORCL | Oracle CORP | -0.5% | +4.00% | Add |
| 26 | MSFT | Microsoft CORP | -0.6% | -1.01% | Trim |
| 27 | SPYI | Neos S&p 500 High Income ETF | — | NEW | New buy |
| 28 | JEPQ | JPM Nasdaq Equity Premium | — | NEW | New buy |
| 29 | XYLD | Global X S&p 500 Cove Call E | — | EXIT | Sold out |
| 30 | QYLD | Global X Nasd 100 Cov Call | — | EXIT | Sold out |
| 31 | TBUX | T Rowe Price Ultra Short-ter | — | NEW | New buy |
| 32 | ARCC | Ares Capital CORP | — | NEW | New buy |
| 33 | EVTR | Eaton Vance Total Return | — | NEW | New buy |
| 34 | RYLD | Global X Russell 2000 Cov Cl | — | EXIT | Sold out |
| 35 | FPEI | First Trust Institutional Pr | — | NEW | New buy |
| 36 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 37 | YMAX | Yieldmax Universe Fo In Etfs | — | EXIT | Sold out |
| 38 | YMAG | Yieldmax Mgnf 7 Fu Op In ETF | — | EXIT | Sold out |
| 39 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 40 | AUSF | Global X Adaptive US Factor | — | NEW | New buy |
| 41 | DYNF | Ishrs US E F R A Etf-usd Inc | — | NEW | New buy |
| 42 | ANGL | Vaneck Fallen Angel High Yld | — | NEW | New buy |
| 43 | RGLD | Royal Gold Inc | — | NEW | New buy |
| 44 | AYS1 | Sandstorm Gold LTD | — | EXIT | Sold out |
| 45 | AMG | Affiliated Managers Group | — | NEW | New buy |
| 46 | LQDW | Ishares Ingr CORP Bd B/w ETF | — | EXIT | Sold out |
| 47 | GNRC | Generac Holdings Inc | — | EXIT | Sold out |
| 48 | HELO | Jpmorgan Hedged Equity ETF | — | EXIT | Sold out |
| 49 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 50 | WDAY | Workday Inc-class A | — | 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 159 disclosed positions in Q4 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 18.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPYI
市值: $3.7M
Top Position Liquidated / Trimmed
XYLD
前期市值: $2.9M
During Q4 2025, Investment Partners Asset Management, Inc.'s top holdings by market value included AAPL (6.0%)、MSFT (3.8%)、JEPI (3.7%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q4 2025, Investment Partners Asset Management, Inc. made 48 total portfolio adjustments, initiating 13 new buys, adding to 10 positions, trimming 14 holdings, and fully liquidating 11 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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