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CIK: 0000867926
Total reported value
$287.7M
$287.7M
169 檔
18.0%
At the close of Q2 2025, Investors Asset Management Of Georgia Inc /ga/ /adv disclosed equity holdings valued at approximately $287.7M, spread across 169 reported holdings.
In Q2 2025, Investors Asset Management Of Georgia Inc /ga/ /adv displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFX | Equifax Inc | Stock-Industrials | 10.48% | -1.61% | -1.13% | |
| 2 | 35Y | Corecard CORP | Stock-Other | 3.99% | — | -0.78% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.59% | -0.16% | -1.22% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.39% | -0.33% | +0.62% | |
| 5 | FIS | Fidelity National Info Serv | Stock-Tech | 2.50% | -0.33% | -1.48% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.48% | +0.24% | -1.50% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.40% | +0.14% | -18.73% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.38% | -0.19% | +0.70% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.94% | -0.85% | +0.98% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 1.78% | +3.15% | +1.67% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.60% | -0.03% | +10.37% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.58% | +0.05% | +1.68% | |
| 13 | GE | General Electric | Stock-Industrials | 1.39% | +0.14% | +2.04% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.36% | +0.54% | +0.08% | |
| 15 | PM | Philip Morris International | Stock-Consumer Staples | 1.33% | -0.07% | — | |
| 16 | AXP | American Express Co | Stock-Financials | 1.26% | -0.05% | +4.28% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.19% | -0.02% | +1.31% | |
| 18 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 1.14% | +0.85% | -51.24% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.11% | +0.01% | -0.33% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.09% | +0.10% | +0.31% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.09% | -0.19% | — | |
| 22 | BELFA | Bel Fuse Inc-cl A | Stock-Other | 1.08% | +0.64% | — | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 1.07% | -0.30% | +0.70% | |
| 24 | OKE | Oneok Inc | Stock-Energy | 1.04% | -0.19% | +4.10% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | -0.04% | +1.82% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.99% | -0.01% | +4.48% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 0.98% | -0.07% | — | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.97% | +0.05% | +0.05% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.26% | -0.43% | |
| 30 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.93% | -0.24% | +0.02% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | -0.22% | -0.97% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | +0.08% | +17.24% | |
| 33 | TT | Trane Technologies plc | Stock-Industrials | 0.87% | — | -0.37% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.86% | -0.05% | +1.09% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.84% | -0.24% | -2.58% | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.81% | -0.12% | +7.08% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.78% | -0.24% | -0.25% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.77% | -0.15% | +3.58% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.75% | -0.09% | -4.01% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.73% | -0.25% | +3.56% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.70% | -0.08% | — | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.70% | -0.04% | +0.12% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.24% | +0.32% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.01% | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | -0.02% | +0.20% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.07% | -2.77% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.01% | +1.29% | |
| 48 | BP | Bp Plc-spons Adr | Stock-Energy | 0.63% | -0.35% | +26.93% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | -0.23% | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.59% | +0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | 35Y | Corecard CORP | +1.2% | -0.78% | Trim |
| 2 | BELFA | Bel Fuse Inc-cl A | +1.1% | NEW | New buy |
| 3 | MSFT | Microsoft CORP | +0.6% | +0.62% | Add |
| 4 | AMD | Advanced Micro Devices | +0.4% | +1.67% | Add |
| 5 | GE | General Electric | +0.2% | +2.04% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -1.22% | Trim |
| 7 | AVGO | Broadcom Inc | +0.2% | — | Unchanged |
| 8 | GEV | GE Vernova Inc | +0.2% | — | Unchanged |
| 9 | D | Dominion Energy Inc | +0.2% | NEW | New buy |
| 10 | VRT | Vertiv Holdings Co-a | +0.2% | NEW | New buy |
| 11 | PRTH | Priority Technology Holdings | +0.2% | +44.63% | Add |
| 12 | AXP | American Express Co | +0.2% | +4.28% | Add |
| 13 | NFLX | Netflix Inc | +0.2% | — | Unchanged |
| 14 | ORCL | Oracle CORP | +0.2% | — | Unchanged |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +17.24% | Add |
| 16 | TT | Trane Technologies plc | +0.1% | -0.37% | Trim |
| 17 | NVDA | Nvidia CORP | +0.1% | +23.85% | Add |
| 18 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 19 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 20 | XLK | Ss Technology Select Sector | +0.1% | NEW | New buy |
| 21 | CAT | Caterpillar Inc | +0.1% | +0.08% | Add |
| 22 | BA | Boeing Co/the | +0.1% | +1.09% | Add |
| 23 | IDV | Ishares International Select | +0.1% | NEW | New buy |
| 24 | UPS | United Parcel Service-cl B | +0.1% | +42.05% | Add |
| 25 | HBAN | Huntington Bancshares Inc | +0.1% | +43.75% | Add |
| 26 | MAR | Marriott International -cl A | +0.1% | NEW | New buy |
| 27 | BDX | Becton Dickinson And Co | +0.1% | NEW | New buy |
| 28 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 29 | IBM | Intl Business Machines CORP | +0.1% | -0.33% | Trim |
| 30 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.31% | Add |
| 31 | DIS | Walt Disney Co/the | +0.1% | -4.01% | Trim |
| 32 | AMZN | Amazon.com Inc | +0.1% | +17.63% | Add |
| 33 | PM | Philip Morris International | +0.1% | — | Unchanged |
| 34 | BAC | Bank Of America CORP | 0% | +0.05% | Add |
| 35 | BX | Blackstone Inc | 0% | +7.08% | Add |
| 36 | RTX | Rtx CORP | 0% | +3.58% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.82% | Add |
| 38 | CSCO | Cisco Systems Inc | 0% | -0.43% | Trim |
| 39 | FIS | Fidelity National Info Serv | 0% | -1.48% | Trim |
| 40 | CPB | THE Campbell's Company | -0.1% | EXIT | Sold out |
| 41 | FDX | Fedex CORP | -0.1% | EXIT | Sold out |
| 42 | OXY-WS | Occidental Petroleum-cw27 | -0.1% | EXIT | Sold out |
| 43 | MRK | Merck & Co. Inc. | -0.2% | -2.77% | Trim |
| 44 | AAPL | Apple Inc | -0.3% | +1.68% | Add |
| 45 | OKE | Oneok Inc | -0.3% | +4.10% | Add |
| 46 | EFX | Equifax Inc | -0.4% | -1.13% | Trim |
| 47 | LLY | Eli Lilly & Co | -0.4% | -1.50% | Trim |
| 48 | CVX | Chevron CORP | -0.5% | +0.98% | Add |
| 49 | IWM | Ishares Russell 2000 ETF | -0.6% | -18.73% | Trim |
| 50 | BELFB | Bel Fuse Inc-cl B | -0.8% | -51.24% | Trim |
According to official SEC Form 13F filings, Investors Asset Management Of Georgia Inc /ga/ /adv reported a total U.S. public equity portfolio value of $287.7M across 169 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 EFX, 35Y, JPM) accounted for 18.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
BELFA
市值: $2.3M
Top Position Liquidated / Trimmed
OXY-WS
前期市值: $233.4K
During Q2 2025, Investors Asset Management Of Georgia Inc /ga/ /adv's top holdings by market value included EFX (10.5%)、35Y (4.0%)、JPM (3.6%). The largest single position, EFX, represented 10.5% of total portfolio value.
In Q2 2025, Investors Asset Management Of Georgia Inc /ga/ /adv made 45 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 12 holdings, and fully liquidating 3 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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