Investment Partners Asset Management, Inc.

CIK

1384416

Location

METUCHEN, NJ

Portfolio Value

Small $180,080,849

Diversification

Diversified

Filing Date

Global Rank

#6,827 / 8,795 ▼ 287 · as of Jun 2026

Top Industry

Internet Content & Information 11.6%

Period ended 3 months ago

Filed Jul 24, 2026 · 2mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

126 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.4%

−1.1 pts

Top 5

30.1%

+1.1 pts

Top 10

42.8%

+1.2 pts

HHI

267

Diversified−2

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	44.4%	$80,042,955	34
Technology	22.9%	$41,159,609	24
Financial Services	10.8%	$19,537,392	26
Communication Services	8.4%	$15,118,642	5
Healthcare	3.3%	$5,856,774	7
Consumer Cyclical	2.2%	$3,938,183	5
Utilities	2.0%	$3,573,833	5
Consumer Defensive	1.8%	$3,232,797	5
Industrials	1.7%	$3,067,103	6
Energy	1.6%	$2,964,413	6
Basic Materials	0.6%	$1,032,244	2
Real Estate	0.3%	$556,904	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+24,965	30,429	$834,058
AMZA	InfraCap MLP ETF	+11,788	115,046	$2,366,496
AGNG	Global X Funds Global X Aging Population ETF	+9,511	326,918	$8,908,891
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+8,563	116,168	$11,157,963
FCAL	First Trust California Municipal High income ETF	+7,874	82,759	$1,596,421
NOW	ServiceNow, Inc.	+7,789	14,799	$1,469,244
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+7,352	270,347	$15,068,287
FNDA	Schwab Fundamental U.S. Small Company ETF	+6,329	54,314	$1,981,672
VB	Vanguard Morningstar Small-Cap ETF	+6,325	8,679	$1,071,299
AFK	VanEck Africa Index ETF	+4,972	114,355	$2,094,213
BXSL	Blackstone Secured Lending Fund	+4,325	31,726	$752,223
ARCC	Ares Capital Corp	+3,087	53,734	$995,691
CIM	Chimera Investment Corp	+3,000	41,747	$556,904
BILZ	PIMCO Ultra Short Government Active ETF	+2,631	156,057	$4,138,631
MS	Morgan Stanley	+2,000	4,004	$836,996
BKNG	Booking Holdings Inc.	+1,944	2,025	$360,936
GSBD	Goldman Sachs BDC, Inc.	+1,500	33,724	$319,703
MSFT	Microsoft Corp	+1,271	14,060	$5,244,661
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	+1,181	29,586	$1,500,306
AAAP	Pacer Barings CLO Market Flex ETF	+1,095	101,307	$4,885,287
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+895	4,168	$721,555
CAGE	Calamos Autocallable Growth ETF	+688	42,204	$1,167,994
IVZ	Invesco Ltd.	+636	24,689	$1,637,621
XOM	ExxonMobil Holdings Corp	+448	5,813	$794,753
BEPC	Brookfield Renewable Corp	+397	40,058	$1,486,952
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKF	iShares MSCI BIC ETF	−8,723	14,404	$880,228
T	At&T Inc.	−2,957	80,107	$1,658,214
QCOM	Qualcomm Inc/De	−2,378	5,961	$1,101,533
MU	Micron Technology Inc	−1,143	2,206	$2,546,363
BAI	iShares A.I. Innovation and Tech Active ETF	−770	5,902	$401,395
AIEQ	Amplify AI Powered Equity ETF	−744	5,414	$568,091
PEP	Pepsico Inc	−730	3,512	$475,524
SGOL	abrdn Gold ETF Trust	−693	38,770	$1,482,177
CRM	Salesforce, Inc.	−665	2,895	$453,530
AAPL	Apple Inc.	−389	34,669	$10,031,821
LRCX	Lam Research Corp	−376	3,744	$1,622,387
IBIT	iShares Bitcoin Trust ETF	−334	8,324	$277,105
IGR	Cbre Global Real Estate Income Fund	−321	152,524	$703,135
IBM	International Business Machines Corp	−312	8,694	$2,444,839
CVX	Chevron Corp	−240	1,919	$318,093
PANW	Palo Alto Networks Inc	−184	7,093	$2,418,854
KMI	Kinder Morgan, Inc.	−183	26,425	$844,807
GS	Goldman Sachs Group Inc	−177	2,784	$2,815,654
NVDA	Nvidia Corp	−172	24,211	$4,844,378
FTNT	Fortinet, Inc.	−128	5,711	$877,323
TBLU	Tortoise Global Water ETF	−120	16,886	$708,029
GOOGL	Alphabet Inc.	−111	25,248	$8,989,991
GNRC	Generac Holdings Inc.	−97	953	$279,047
V	Visa Inc.	−76	3,307	$1,134,598
WPM	Wheaton Precious Metals Corp.	−55	7,278	$817,464
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
BAPR	Innovator U.S. Equity Buffer ETF - April	18,809	$618,985
IBKR	Interactive Brokers Group, Inc.	4,007	$348,769
GLW	Corning Inc /Ny	1,205	$307,793
KLAC	Kla Corp	880	$265,504
ETN	Eaton Corp plc	489	$208,372
DELL	Dell Technologies Inc.	467	$201,491
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
GSK	GSK plc	4,564	$251,887
REGN	Regeneron Pharmaceuticals, Inc.	297	$229,474
HON	Honeywell International Inc	942	$212,920
CG	Carlyle Group Inc.	4,253	$205,802
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

126 tracked positions · $180,080,849 total · filing declares 173 positions · $179,871,534 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 126 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	270,347	+7,352	$15,068,287	+5.7%	8.37%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	116,168	+8,563	$11,157,963	—	6.20%
AAPL	Apple Inc. PUT + SHARES Technology	Reduced	34,669	-389	$10,031,821	+12.8%	5.57%
GOOGL	Alphabet Inc. PUT + SHARES Communication Services	Reduced	25,248	-111	$8,989,991	+23.4%	4.99%
AGNG	Global X Funds Global X Aging Population ETF	Added	326,918	+9,511	$8,908,891	+5.8%	4.95%
MSFT	Microsoft Corp Technology	Added	14,060	+1,271	$5,244,661	+10.8%	2.91%
AAAP	Pacer Barings CLO Market Flex ETF	Added	101,307	+1,095	$4,885,287	−2.0%	2.71%
NVDA	Nvidia Corp Technology	Reduced	24,211	-172	$4,844,378	+13.9%	2.69%
BILZ	PIMCO Ultra Short Government Active ETF	Added	156,057	+2,631	$4,138,631	+3.0%	2.30%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Added	72,695	+279	$3,859,377	+7.9%	2.14%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,163	-40	$3,065,633	+26.4%	1.70%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,784	-177	$2,815,654	+12.4%	1.56%
META	Meta Platforms, Inc. Communication Services	Added	4,680	+147	$2,636,197	+1.6%	1.46%
MU	Micron Technology Inc Technology	Reduced	2,206	-1,143	$2,546,363	+125.1%	1.41%
IBM	International Business Machines Corp Technology	Reduced	8,694	-312	$2,444,839	+12.0%	1.36%
PANW	Palo Alto Networks Inc Technology	Reduced	7,093	-184	$2,418,854	+107.3%	1.34%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,066	-40	$2,399,130	+14.0%	1.33%
AMZA	InfraCap MLP ETF	Added	115,046	+11,788	$2,366,496	+12.6%	1.31%
AFK	VanEck Africa Index ETF	Added	114,355	+4,972	$2,094,213	+6.7%	1.16%
JNJ	Johnson & Johnson Healthcare	Reduced	7,905	-16	$2,007,632	+3.7%	1.11%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	54,314	+6,329	$1,981,672	+19.1%	1.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,911	+5	$1,934,847	+11.4%	1.07%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	10,862	+100	$1,932,105	+26.2%	1.07%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	33,465	+216	$1,729,857	+13.8%	0.96%
TACN	T. Rowe Price Active Core International Equity ETF	Added	33,989	+26	$1,691,632	+0.1%	0.94%
LLY	ELI LILLY & Co Healthcare	Added	1,408	+104	$1,688,797	+40.8%	0.94%
T	At&T Inc. Communication Services	Reduced	80,107	-2,957	$1,658,214	−31.1%	0.92%
IVZ	Invesco Ltd. Financial Services	Added	24,689	+636	$1,637,621	+8.1%	0.91%
LRCX	Lam Research Corp Technology	Reduced	3,744	-376	$1,622,387	+84.3%	0.90%
FCAL	First Trust California Municipal High income ETF	Added	82,759	+7,874	$1,596,421	+12.2%	0.89%
CSCO	Cisco Systems, Inc. Technology	Added	13,204	+2	$1,550,941	+51.4%	0.86%
VZ	Verizon Communications Inc Communication Services	Added	35,804	+181	$1,515,941	−15.2%	0.84%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,024	-10	$1,511,462	+14.3%	0.84%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	Added	29,586	+1,181	$1,500,306	+4.1%	0.83%
BEPC	Brookfield Renewable Corp Utilities	Added	40,058	+397	$1,486,952	−5.9%	0.83%
SGOL	abrdn Gold ETF Trust	Reduced	38,770	-693	$1,482,177	−15.8%	0.82%
NOW	ServiceNow, Inc. Technology	Added	14,799	+7,789	$1,469,244	+100.5%	0.82%
ASML	Asml Holding NV Technology	Reduced	702	-6	$1,396,586	+49.3%	0.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,692	-48	$1,347,049	+2.6%	0.75%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	12,512	+336	$1,236,415	+11.3%	0.69%
CAGE	Calamos Autocallable Growth ETF	Added	42,204	+688	$1,167,994	+4.4%	0.65%
V	Visa Inc. Financial Services	Reduced	3,307	-76	$1,134,598	+11.0%	0.63%
AVGO	Broadcom Inc. Technology	Held	2,947	0	$1,113,229	+22.0%	0.62%
QCOM	Qualcomm Inc/De Technology	Reduced	5,961	-2,378	$1,101,533	+2.6%	0.61%
GE	General Electric Co Industrials	Reduced	2,942	-21	$1,099,513	+30.8%	0.61%
VB	Vanguard Morningstar Small-Cap ETF	Added	8,679	+6,325	$1,071,299	+125.6%	0.59%
KO	Coca Cola Co Consumer Defensive	Added	12,399	+11	$1,007,666	+7.0%	0.56%
ARCC	Ares Capital Corp Financial Services	Added	53,734	+3,087	$995,691	+9.1%	0.55%
SO	Southern Co Utilities	Added	10,038	+2	$960,736	−0.8%	0.53%
GEV	GE Vernova Inc. Industrials	Reduced	772	-19	$906,991	+31.4%	0.50%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.