DOSSIER · 13F-HR · Q2 2026

Investment Partners Asset Management, Inc.

$180M in tracked AUM across 173 positions as of Q2 2026.

IP
CIK 0001384416 · last filed Jun 30, 2026
Total AUM
$180M
as of Q2 2026
Holdings
173
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Investment Partners Asset Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$10M35K5.6%
02
JEPI
J P MORGAN EXCHANGE TRADED F
$6M114K3.6%
03
GOOGL
ALPHABET INC
$6M17K3.4%
04
PFFV
GLOBAL X FDS
$6M258K3.2%
05
MSFT
MICROSOFT CORP
$5M14K2.9%
06
NVDA
NVIDIA CORPORATION
$5M24K2.7%
07
PYLD
PIMCO ETF TR
$4M156K2.3%
08
SPYI
NEOS ETF TRUST
$4M73K2.1%
09
JEPQ
J P MORGAN EXCHANGE TRADED F
$4M60K2.0%
10
QQQ
INVESCO QQQ TR
$3M4K1.7%

Filing history

2026Q2Jun 30
$180M 11.1%
173 positionsView →
2026Q1Mar 31
$162M 0.8%
163 positionsView →
2025Q4Dec 31
$161M 5.8%
159 positionsView →
2025Q3Sep 30
$152M 5.6%
158 positionsView →
2025Q2Jun 30
$144M 12.8%
156 positionsLocked
2025Q1Mar 31
$127M 0.0%
147 positionsLocked
2024Q4Dec 31
$127M 4.4%
150 positionsLocked
2024Q3Sep 30
$122M 8.8%
143 positionsLocked
2024Q2Jun 30
$112M 1.4%
133 positionsLocked
2024Q1Mar 31
$111M 10.2%
138 positionsLocked
2023Q4Dec 31
$101M
126 positionsLocked