1y return+12.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $139 against $157 in the S&P 500.2
Investment Partners Asset Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $9.9M | 5.6% | −2.0% |
| JEPIJ P Morgan Exchange Traded F | $6.4M | 3.6% | +5.4% |
| GOOGLAlphabet Inc | $6.0M | 3.4% | −1.6% |
| PFFVGlobal X Fds | $5.7M | 3.2% | +1.8% |
| MSFTMicrosoft Corp | $5.2M | 2.9% | +9.9% |
| NVDANvidia Corporation | $4.8M | 2.7% | |
| PYLDPimco Etf Tr | $4.1M | 2.3% | +1.7% |
| SPYINeos Etf Trust | $3.9M | 2.2% | |
| JEPQJ P Morgan Exchange Traded F | $3.7M | 2.1% | |
| QQQInvesco Qqq Tr | $3.1M | 1.7% | |
| STIPIshares Tr | $3.0M | 1.7% | +8.0% |
| GOOGAlphabet Inc | $2.8M | 1.6% | −1.7% |
| GSGoldman Sachs Group Inc | $2.8M | 1.6% | −6.0% |
| METAMeta Platforms Inc | $2.6M | 1.5% | +3.2% |
| MUMicron Technology Inc | $2.5M | 1.4% | −34.1% |
| IBMInternational Business Machs | $2.4M | 1.4% | −3.5% |
| PANWPalo Alto Networks Inc | $2.4M | 1.4% | −2.5% |
| AMZNAmazon Com Inc | $2.4M | 1.3% | |
| PFFAEtfis Ser Tr I | $2.4M | 1.3% | +11.4% |
| AUSFGlobal X Fds | $2.2M | 1.2% | +3.3% |
| BBHYJ P Morgan Exchange Traded F | $2.2M | 1.2% | +2.9% |
| JNJJohnson & Johnson | $2.0M | 1.1% | |
| GCOWPacer Fds Tr | $2.0M | 1.1% | |
| JPMJpmorgan Chase & Co | $1.9M | 1.1% | |
| COWZPacer Fds Tr | $1.8M | 1.0% | +3.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $1.6M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $4.8M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2024 | +187.0% | $1.4M |
| GSGoldman Sachs Group Inc | December 31, 2023 | +162.2% | $2.8M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $6.0M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $2.8M |
| PANWPalo Alto Networks Inc | March 31, 2024 | +140.0% | $2.4M |
| CSCOCisco Sys Inc | December 31, 2023 | +132.5% | $1.6M |
| SGOLEtfs Gold Tr | December 31, 2023 | +93.7% | $1.5M |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $1.9M |
Sold off last quarter
- GSKGsk PLC was $252K
- REGNRegeneron Pharmaceuticals was $229K
- Honeywell Intl IncCUSIP 438516106 was $213K
- CGCarlyle Group Inc was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.0% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Investment Partners Asset Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1384416&type=13F-HR&dateb=&owner=include&count=40CIK 1384416
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1384416/000138441626000003/Filed July 24, 2026 · accession 0001384416-26-000003