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CIK: 0000867926
Total reported value
$287.7M
$287.7M
179 檔
18.2%
During the Q3 2025 filing period, Investors Asset Management Of Georgia Inc /ga/ /adv (CIK: 0000867926) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $287.7M across 179 reported positions.
In Q3 2025, Investors Asset Management Of Georgia Inc /ga/ /adv displayed an active expansion posture, initiating 10 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFX | Equifax Inc | Stock-Industrials | 9.53% | -1.61% | +0.00% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.59% | -0.16% | -0.29% | |
| 3 | 35Y | Corecard CORP | Stock-Other | 3.39% | — | -0.37% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.33% | +0.07% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.56% | +0.14% | +3.47% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 2.43% | -0.19% | +0.39% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.24% | +0.24% | +0.36% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 1.95% | -0.85% | +0.57% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 1.87% | +3.15% | -0.19% | |
| 10 | FIS | Fidelity National Info Serv | Stock-Tech | 1.86% | -0.33% | +0.01% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.82% | -0.03% | -0.79% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.80% | +0.05% | -0.10% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.54% | +0.54% | — | |
| 14 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 1.50% | +0.85% | -0.99% | |
| 15 | GE | General Electric | Stock-Industrials | 1.50% | +0.14% | +0.01% | |
| 16 | BELFA | Bel Fuse Inc-cl A | Stock-Other | 1.29% | +0.64% | +0.38% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.21% | -0.05% | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.09% | +0.10% | +0.35% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.09% | -0.07% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.06% | -0.04% | +4.27% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.03% | -0.30% | -0.61% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.02% | -0.02% | -0.24% | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 1.01% | -0.07% | -0.14% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.98% | +0.01% | +0.15% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.97% | +0.05% | -0.22% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.97% | -0.01% | +0.22% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.08% | +8.66% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.19% | — | |
| 29 | MCK | Mckesson CORP | Stock-Healthcare | 0.87% | -0.24% | +6.75% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 0.87% | -0.12% | +2.45% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.87% | -0.22% | +0.01% | |
| 32 | ✓ | Avadel Pharmaceuticals PLC ADR | Stock-Other | 0.86% | — | -0.68% | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.86% | -0.24% | +0.02% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | +0.26% | -0.83% | |
| 35 | OKE | Oneok Inc | Stock-Energy | 0.84% | -0.19% | -0.89% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.82% | -0.15% | +1.34% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.81% | -0.05% | -1.48% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.77% | -0.24% | +0.14% | |
| 39 | TT | Trane Technologies plc | Stock-Industrials | 0.77% | — | — | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.01% | — | |
| 41 | TFC | Truist Financial CORP | Stock-Financials | 0.73% | -0.03% | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.01% | +0.22% | |
| 43 | BP | Bp Plc-spons Adr | Stock-Energy | 0.70% | -0.35% | +4.41% | |
| 44 | ITW | Illinois Tool Works | Stock-Industrials | 0.68% | -0.08% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.24% | +0.72% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.65% | -0.25% | +0.01% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.02% | -1.80% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.07% | +2.13% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.09% | +0.51% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.63% | -0.04% | -5.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | 35Y | Corecard CORP | +0.6% | -0.37% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.5% | -0.19% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +0.07% | Add |
| 4 | GE | General Electric | +0.3% | +0.01% | Add |
| 5 | ✓ | Avadel Pharmaceuticals PLC ADR | +0.3% | -0.68% | Trim |
| 6 | LUMN | Lumen Technologies Inc | +0.3% | +177.69% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | — | Unchanged |
| 8 | CAT | Caterpillar Inc | +0.3% | — | Add |
| 9 | GEV | GE Vernova Inc | +0.3% | -0.50% | Trim |
| 10 | ORCL | Oracle CORP | +0.2% | — | Unchanged |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -0.29% | Trim |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +8.66% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | -7.09% | Add |
| 14 | ODP1 | Odp Corp/the | +0.1% | -5.79% | Trim |
| 15 | PRTH | Priority Technology Holdings | +0.1% | +14.55% | Add |
| 16 | MP | Mp Materials CORP | +0.1% | -30.05% | Trim |
| 17 | VO | Vanguard Mid-cap ETF | +0.1% | +29.09% | Add |
| 18 | AXP | American Express Co | +0.1% | — | Add |
| 19 | BX | Blackstone Inc | +0.1% | +2.45% | Add |
| 20 | UPS | United Parcel Service-cl B | +0.1% | +35.23% | Add |
| 21 | HON | Honeywell International Inc | +0.1% | +87.27% | Add |
| 22 | RTX | Rtx CORP | +0.1% | +1.34% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +15.10% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.35% | Add |
| 25 | BP | Bp Plc-spons Adr | +0.1% | +4.41% | Add |
| 26 | INTC | Intel CORP | +0.1% | +0.57% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +4.27% | Add |
| 28 | BA | Boeing Co/the | +0.1% | -1.48% | Trim |
| 29 | BAC | Bank Of America CORP | 0% | -0.22% | Trim |
| 30 | TT | Trane Technologies plc | 0% | — | Trim |
| 31 | ABBV | Abbvie Inc | 0% | -0.79% | Add |
| 32 | MCK | Mckesson CORP | — | +6.75% | Add |
| 33 | AAPL | Apple Inc | 0% | -0.10% | Add |
| 34 | HD | Home Depot Inc | -0.2% | +0.39% | Add |
| 35 | BELFB | Bel Fuse Inc-cl B | -0.5% | -0.99% | Trim |
| 36 | OKE | Oneok Inc | -0.5% | -0.89% | Add |
| 37 | FIS | Fidelity National Info Serv | -0.7% | +0.01% | Trim |
| 38 | LLY | Eli Lilly & Co | -0.7% | +0.36% | Trim |
| 39 | EFX | Equifax Inc | -1.4% | +0.00% | Trim |
| 40 | BELFA | Bel Fuse Inc-cl A | — | NEW | New buy |
| 41 | TFC | Truist Financial CORP | — | NEW | New buy |
| 42 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 43 | D | Dominion Energy Inc | — | NEW | New buy |
| 44 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 45 | GLW | Corning Inc | — | NEW | New buy |
| 46 | DBI | Designer Brands Inc-class A | — | NEW | New buy |
| 47 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 48 | PRMB | Primo Brands CORP | — | NEW | New buy |
| 49 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 50 | COF | Capital One Financial CORP | — | NEW | New buy |
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 179 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 EFX, JPM, 35Y) accounted for 18.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
BELFA
市值: $3.0M
Top Position Liquidated / Trimmed
FISV
前期市值: $336.1K
During Q3 2025, Investors Asset Management Of Georgia Inc /ga/ /adv's top holdings by market value included EFX (9.5%)、JPM (3.6%)、35Y (3.4%). The largest single position, EFX, represented 9.5% of total portfolio value.
In Q3 2025, Investors Asset Management Of Georgia Inc /ga/ /adv made 48 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 1 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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