DOSSIER · 13F-HR · Q3 2026

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

$276M in tracked AUM across 194 positions as of Q3 2026.

IA
CIK 0000867926 · last filed Sep 30, 2026
Total AUM
$276M
as of Q3 2026
Holdings
194
−1 QoQ
positions
Whale Score
50
50
tracked
Activity
139
+6 new, −7 sold
changes this Q
AI Analysis · Q3 2026

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV filed its latest 13F-HR for Q3 2026. 139 position changes this quarter — 6 new, 7 exited, 54 added, 72 trimmed.

Quarter at a glance — Q3 2026

139 material changes this filing.

NEW
OKEONEOK INC NEW
+30K sh
+$3M
0.9%
EXIT
OKEONEOK INC NEW
-28K sh
$-2M
—
TRIM
BELFABEL FUSE INC
-300 sh
$-2M
1.8%
TRIM
MSFTMICROSOFT CORP
-25 sh
+$2M
2.7%
TRIM
CATCATERPILLAR INC
-25 sh
$-2M
2.2%
ADD
EFXEQUIFAX INC
+1 sh
$-2M
4.3%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+10K sh
+$2M
0.6%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AMD
ADVANCED MICRO DEVICES INC
$16M27K5.9%
02
EFX
EQUIFAX INC
$12M87K4.3%
03
JPM
JPMORGAN CHASE & CO
$9M27K3.2%
04
LLY
ELI LILLY & CO
$8M7K2.8%
05
MSFT
MICROSOFT CORP
$8M15K2.7%
06
IWM
ISHARES TR
$7M26K2.7%
07
BELFB
BEL FUSE INC
$6M25K2.2%
08
CAT
CATERPILLAR INC
$6M7K2.2%
09
AAPL
APPLE INC
$6M18K2.1%
10
CVX
CHEVRON CORPORATION
$6M28K2.1%

Filing history

2026Q3Sep 30
$276M▼ 4.0%
194 positionsView →
2026Q2Jun 30
$288M▲ 17.7%
195 positionsView →
2026Q1Mar 31
$244M▲ 1.0%
182 positionsView →
2025Q4Dec 31
$242M▲ 2.9%
184 positionsView →
2025Q3Sep 30
$235M▲ 8.8%
179 positionsLocked
2025Q2Jun 30
$216M▲ 9.3%
169 positionsLocked
2025Q1Mar 31
$198M▼ 3.6%
161 positionsLocked
2024Q4Dec 31
$205M▼ 3.3%
160 positionsLocked
2024Q3Sep 30
$212M▲ 3.2%
166 positionsLocked
2024Q2Jun 30
$206M▼ 3.4%
162 positionsLocked
2024Q1Mar 31
$213M▲ 7.8%
160 positionsLocked
2023Q4Dec 31
$197M▲ 8.9%
159 positionsLocked
Showing 12 of 46