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CIK: 0000867926
Total reported value
$287.7M
$287.7M
184 檔
17.5%
The Q4 2025 SEC filing reveals that Investors Asset Management Of Georgia Inc /ga/ /adv held a total portfolio value of $287.7M, covering 184 public equity positions.
Investors Asset Management Of Georgia Inc /ga/ /adv executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 5 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFX | Equifax Inc | Stock-Industrials | 7.79% | -1.61% | -0.52% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.55% | -0.16% | -0.13% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.51% | +0.14% | +39.11% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.06% | +0.24% | -0.29% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | -0.33% | -0.49% | |
| 6 | EEFT | Euronet Worldwide Inc | Stock-Tech | 2.93% | -0.24% | — | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 2.39% | +3.15% | -0.46% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 1.99% | -0.19% | -0.45% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.86% | +0.05% | +0.01% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.86% | -0.85% | +0.01% | |
| 11 | FIS | Fidelity National Info Serv | Stock-Tech | 1.82% | -0.33% | +0.00% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.78% | +0.54% | -0.45% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.75% | -0.03% | +0.51% | |
| 14 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 1.75% | +0.85% | — | |
| 15 | BELFA | Bel Fuse Inc-cl A | Stock-Other | 1.63% | +0.64% | -0.80% | |
| 16 | GE | General Electric | Stock-Industrials | 1.40% | +0.14% | -6.02% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.30% | -0.05% | — | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.06% | -0.02% | +1.47% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | -0.04% | -0.15% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | +0.10% | -6.87% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 1.00% | -0.12% | +31.42% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.00% | +0.01% | -0.17% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.99% | +0.05% | -0.67% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.99% | -0.07% | -5.19% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.08% | +3.70% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.95% | -0.01% | -0.22% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 0.94% | -0.30% | -3.34% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.93% | +0.26% | -0.64% | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.92% | -0.24% | +0.02% | |
| 30 | MCK | Mckesson CORP | Stock-Healthcare | 0.89% | -0.24% | -0.64% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.87% | -0.15% | -0.07% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.85% | -0.07% | -1.62% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.19% | — | |
| 34 | OKE | Oneok Inc | Stock-Energy | 0.84% | -0.19% | +1.71% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | -0.22% | -1.22% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.79% | -0.07% | -0.26% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.01% | -0.36% | |
| 38 | TFC | Truist Financial CORP | Stock-Financials | 0.77% | -0.03% | +0.27% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.01% | — | |
| 40 | ✓ | Avadel Pharmaceuticals PLC ADR | Stock-Other | 0.74% | — | -37.00% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.73% | -0.05% | -6.82% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.73% | -0.24% | — | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.69% | — | -0.40% | |
| 44 | BP | Bp Plc-spons Adr | Stock-Energy | 0.68% | -0.35% | -0.23% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.68% | -0.04% | -0.34% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.66% | -0.09% | +6.89% | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.66% | -0.03% | +4.28% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.02% | -1.91% | |
| 49 | ITW | Illinois Tool Works | Stock-Industrials | 0.62% | -0.08% | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.60% | +0.11% | -7.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +1% | +39.11% | Add |
| 2 | LLY | Eli Lilly & Co | +0.8% | -0.29% | Trim |
| 3 | AMD | Advanced Micro Devices | +0.5% | -0.46% | Trim |
| 4 | BELFA | Bel Fuse Inc-cl A | +0.3% | -0.80% | Trim |
| 5 | BELFB | Bel Fuse Inc-cl B | +0.3% | — | Unchanged |
| 6 | CAT | Caterpillar Inc | +0.2% | -0.45% | Trim |
| 7 | DBI | Designer Brands Inc-class A | +0.2% | -2.71% | Trim |
| 8 | FLO | Flowers Foods Inc | +0.2% | +303.53% | Add |
| 9 | MRK | Merck & Co. Inc. | +0.1% | -0.26% | Trim |
| 10 | BX | Blackstone Inc | +0.1% | +31.42% | Add |
| 11 | LUMN | Lumen Technologies Inc | +0.1% | +8.08% | Add |
| 12 | UPS | United Parcel Service-cl B | +0.1% | +4.28% | Add |
| 13 | KMB | Kimberly-clark CORP | +0.1% | +102.90% | Add |
| 14 | NOK | Nokia Corp-spon Adr | +0.1% | +0.15% | Add |
| 15 | AXP | American Express Co | +0.1% | — | Unchanged |
| 16 | FCX | Freeport-mcmoran Inc | +0.1% | +0.27% | Add |
| 17 | PSLV | Sprott Physical Silver Trust | +0.1% | — | Unchanged |
| 18 | BG | Bunge Global SA | +0.1% | +75.99% | Add |
| 19 | MU | Micron Technology Inc | +0.1% | +6.43% | Add |
| 20 | EPD | Enterprise Products Partners | +0.1% | +72.94% | Add |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -0.64% | Trim |
| 22 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | — | Unchanged |
| 23 | AAPL | Apple Inc | +0.1% | +0.01% | Add |
| 24 | GILD | Gilead Sciences Inc | +0.1% | +0.02% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | -0.36% | Trim |
| 26 | RTX | Rtx CORP | +0.1% | -0.07% | Trim |
| 27 | MP | Mp Materials CORP | -0.1% | -2.77% | Trim |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | -1.77% | Trim |
| 29 | T | At&t Inc | -0.1% | -1.13% | Trim |
| 30 | ✓ | Avadel Pharmaceuticals PLC ADR | -0.1% | -37.00% | Trim |
| 31 | XOM | Exxon Mobil CORP | -0.1% | -22.47% | Trim |
| 32 | NFLX | Netflix Inc | -0.1% | +900.00% | Add |
| 33 | MO | Altria Group Inc | -0.2% | -1.62% | Trim |
| 34 | ORCL | Oracle CORP | -0.2% | +0.25% | Add |
| 35 | MSFT | Microsoft CORP | -0.3% | -0.49% | Trim |
| 36 | HD | Home Depot Inc | -0.4% | -0.45% | Trim |
| 37 | EFX | Equifax Inc | -1.7% | -0.52% | Trim |
| 38 | 35Y | Corecard CORP | — | EXIT | Sold out |
| 39 | EEFT | Euronet Worldwide Inc | — | NEW | New buy |
| 40 | ODP1 | Odp Corp/the | — | EXIT | Sold out |
| 41 | FISV | Fiserv Inc | — | NEW | New buy |
| 42 | 6D8 | Dupont De Nemours Inc | — | EXIT | Sold out |
| 43 | VSXY | Victoria's Secret & Co | — | NEW | New buy |
| 44 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 45 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 46 | AMGN | Amgen Inc | — | NEW | New buy |
| 47 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 48 | OXY-WS | Occidental Petroleum-cw27 | — | EXIT | Sold out |
| 49 | SHOP | Shopify Inc - Class A | — | EXIT | Sold out |
| 50 | CMI | Cummins Inc | — | 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 184 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 EFX, JPM, IWM) accounted for 17.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
EEFT
市值: $7.1M
Top Position Liquidated / Trimmed
35Y
前期市值: $8.0M
During Q4 2025, Investors Asset Management Of Georgia Inc /ga/ /adv's top holdings by market value included EFX (7.8%)、JPM (3.5%)、IWM (3.5%). The largest single position, EFX, represented 7.8% of total portfolio value.
In Q4 2025, Investors Asset Management Of Georgia Inc /ga/ /adv made 46 total portfolio adjustments, initiating 8 new buys, adding to 15 positions, trimming 18 holdings, and fully liquidating 5 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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