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CIK: 0000867926
Total reported value
$287.7M
$287.7M
182 檔
14.8%
In Q1 2026, Investors Asset Management Of Georgia Inc /ga/ /adv's U.S. equity holdings reached a combined market value of $287.7M, distributed across 182 disclosed stock positions.
In Q1 2026, Investors Asset Management Of Georgia Inc /ga/ /adv displayed an active expansion posture, initiating 8 new positions and adding to 90 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFX | Equifax Inc | Stock-Industrials | 6.40% | -1.61% | +0.00% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.23% | -0.16% | +0.58% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.60% | +0.24% | +0.39% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.60% | +0.14% | -25.40% | |
| 5 | EEFT | Euronet Worldwide Inc | Stock-Tech | 2.59% | -0.24% | +2.48% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 2.48% | -0.85% | -0.76% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.33% | +1.26% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 2.24% | +3.15% | -0.19% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.22% | +0.54% | +1.75% | |
| 10 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 2.01% | +0.85% | -0.60% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.91% | -0.19% | +1.37% | |
| 12 | BELFA | Bel Fuse Inc-cl A | Stock-Other | 1.90% | +0.64% | -0.62% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.75% | +0.05% | +1.74% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.66% | -0.03% | +0.34% | |
| 15 | GE | General Electric | Stock-Industrials | 1.27% | +0.14% | -0.09% | |
| 16 | FIS | Fidelity National Info Serv | Stock-Tech | 1.27% | -0.33% | +0.01% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.16% | -0.02% | +1.14% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.09% | -0.05% | +3.52% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.09% | -0.30% | +3.30% | |
| 20 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.06% | -0.24% | +2.66% | |
| 21 | OKE | Oneok Inc | Stock-Energy | 1.05% | -0.19% | +2.82% | |
| 22 | BX | Blackstone Inc | Stock-Financials | 1.02% | -0.12% | +36.96% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.01% | -0.07% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | -0.04% | -1.40% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.98% | -0.01% | +0.25% | |
| 26 | MO | Altria Group Inc | Stock-Consumer Staples | 0.97% | -0.07% | +1.42% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | +0.10% | +3.14% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.08% | +5.16% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | +0.26% | +3.06% | |
| 30 | BP | Bp Plc-spons Adr | Stock-Energy | 0.94% | -0.35% | +3.05% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.93% | -0.24% | +4.02% | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 0.93% | -0.24% | -0.19% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.19% | -4.22% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.07% | +2.64% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.01% | -0.22% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.90% | -0.15% | -1.02% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | +0.05% | +0.93% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.87% | -0.22% | +3.46% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | +0.01% | +6.64% | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.82% | -0.03% | +25.20% | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.79% | +0.11% | -1.12% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.75% | -0.03% | +5.66% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.24% | +0.39% | |
| 44 | TT | Trane Technologies plc | Stock-Industrials | 0.73% | — | — | |
| 45 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.71% | -0.29% | +6.35% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.01% | +1.42% | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.66% | -0.05% | -0.40% | |
| 48 | COP | Conocophillips | Stock-Energy | 0.66% | -0.31% | +3.41% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.65% | -0.25% | +1.88% | |
| 50 | ITW | Illinois Tool Works | Stock-Industrials | 0.65% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | -0.76% | Trim |
| 2 | CAT | Caterpillar Inc | +0.4% | +1.75% | Add |
| 3 | OXY | Occidental Petroleum CORP | +0.3% | +6.35% | Add |
| 4 | BELFA | Bel Fuse Inc-cl A | +0.3% | -0.62% | Trim |
| 5 | DOW | Dow Inc | +0.3% | +100.39% | Add |
| 6 | BELFB | Bel Fuse Inc-cl B | +0.3% | -0.60% | Trim |
| 7 | BP | Bp Plc-spons Adr | +0.3% | +3.05% | Add |
| 8 | NFLX | Netflix Inc | +0.3% | +60.34% | Add |
| 9 | OKE | Oneok Inc | +0.2% | +2.82% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.2% | +0.39% | Add |
| 11 | LMT | Lockheed Martin CORP | +0.2% | +4.02% | Add |
| 12 | COP | Conocophillips | +0.2% | +3.41% | Add |
| 13 | BMY | Bristol-myers Squibb Co | +0.2% | +64.98% | Add |
| 14 | GEV | GE Vernova Inc | +0.2% | -1.12% | Trim |
| 15 | UPS | United Parcel Service-cl B | +0.2% | +25.20% | Add |
| 16 | PFE | Pfizer Inc | +0.2% | +3.30% | Add |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +2.66% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | -0.22% | Trim |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +2.64% | Add |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +109.05% | Add |
| 21 | MO | Altria Group Inc | +0.1% | +1.42% | Add |
| 22 | TGT | Target CORP | +0.1% | +2.52% | Add |
| 23 | XLE | Ss Energy Select Sector | +0.1% | -0.57% | Trim |
| 24 | KMI | Kinder Morgan, Inc. | +0.1% | +15.70% | Add |
| 25 | VRT | Vertiv Holdings Co-a | +0.1% | — | Unchanged |
| 26 | KO | Coca-cola Co/the | +0.1% | +1.14% | Add |
| 27 | T | At&t Inc | +0.1% | +1.88% | Add |
| 28 | NOK | Nokia Corp-spon Adr | +0.1% | — | Unchanged |
| 29 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 30 | INTC | Intel CORP | +0.1% | +2.62% | Add |
| 31 | AMZN | Amazon.com Inc | +0.1% | +37.57% | Add |
| 32 | VZ | Verizon Communications Inc | +0.1% | +0.23% | Add |
| 33 | COST | Costco Wholesale CORP | +0.1% | -4.22% | Trim |
| 34 | HON | Honeywell International Inc | +0.1% | +9.65% | Add |
| 35 | BG | Bunge Global SA | +0.1% | -5.72% | Trim |
| 36 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 37 | MP | Mp Materials CORP | +0.1% | +32.30% | Add |
| 38 | DVN | Devon Energy CORP | +0.1% | — | Unchanged |
| 39 | FCX | Freeport-mcmoran Inc | +0.1% | -2.34% | Trim |
| 40 | HAL | Halliburton Co | +0.1% | — | Unchanged |
| 41 | BGS | B&g Foods Inc | +0.1% | +28.73% | Add |
| 42 | PSX | Phillips 66 | +0.1% | — | Unchanged |
| 43 | VO | Vanguard Mid-cap ETF | 0% | +19.01% | Add |
| 44 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 45 | MCK | Mckesson CORP | 0% | -0.19% | Trim |
| 46 | LIN | Linde plc | 0% | — | Unchanged |
| 47 | VG | Venture Global Inc-cl A | 0% | — | Unchanged |
| 48 | MPC | Marathon Petroleum CORP | 0% | -3.77% | Trim |
| 49 | FDX | Fedex CORP | 0% | +11.71% | Add |
| 50 | EPD | Enterprise Products Partners | 0% | +0.57% | Add |
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 182 disclosed positions in Q1 2026.
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, LLY) accounted for 14.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $1.5M
Top Position Liquidated / Trimmed
Avadel Pharmaceuticals PLC ADR
前期市值: $1.8M
During Q1 2026, Investors Asset Management Of Georgia Inc /ga/ /adv's top holdings by market value included EFX (6.4%)、JPM (3.2%)、LLY (2.6%). The largest single position, EFX, represented 6.4% of total portfolio value.
In Q1 2026, Investors Asset Management Of Georgia Inc /ga/ /adv made 145 total portfolio adjustments, initiating 8 new buys, adding to 90 positions, trimming 37 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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