Investment Partners Asset Management, Inc.

CIK

1384416

Location

METUCHEN, NJ

Portfolio Value

Small $167,380,102

Diversification

Diversified

Filing Date

Global Rank

#284 / 412 ▲ 6543

Top Industry

Internet Content & Information 12.0%

Period ended 10 days ago

Filed Oct 9, 2026 · 1d

12 quarters · since Dec 2023

Clone Performance

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

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Portfolio Concentration

125 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.0%

+0.7 pts

Top 5

30.5%

+0.5 pts

Top 10

44.0%

+1.1 pts

HHI

284

Diversified+18

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.7%	$68,165,269	35
Technology	26.1%	$43,626,297	22
Communication Services	9.4%	$15,705,717	5
Financial Services	9.1%	$15,239,220	25
Healthcare	4.2%	$7,033,147	8
Consumer Cyclical	2.3%	$3,924,419	5
Consumer Defensive	1.9%	$3,227,877	5
Energy	1.9%	$3,147,555	6
Utilities	1.9%	$3,111,681	5
Industrials	1.4%	$2,338,009	5
Basic Materials	0.8%	$1,421,540	3
Real Estate	0.3%	$439,371	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZA	InfraCap MLP ETF	+21,217	136,263	$2,691,194
FCAL	First Trust California Municipal High income ETF	+18,775	101,534	$1,872,286
AGNG	Global X Funds Global X Aging Population ETF	+13,100	340,018	$9,033,674
AAAP	Pacer Barings CLO Market Flex ETF	+8,127	109,434	$5,592,239
BEPC	Brookfield Renewable Corp	+5,285	45,343	$1,279,579
AFK	VanEck Africa Index ETF	+4,505	118,860	$2,191,955
CIM	Chimera Investment Corp	+4,357	46,104	$439,371
BILZ	PIMCO Ultra Short Government Active ETF	+4,245	160,302	$4,070,067
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+3,619	273,966	$15,133,122
—		+2,700	33,129	$0
TACN	T. Rowe Price Active Core International Equity ETF	+2,146	36,135	$1,791,211
SYK	Stryker Corp	+2,105	3,125	$860,593
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	+1,947	31,533	$1,519,575
GSBD	Goldman Sachs BDC, Inc.	+1,664	35,388	$321,676
SGOL	abrdn Gold ETF Trust	+1,570	40,340	$1,595,850
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+1,150	117,318	$0
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	+1,118	73,813	$3,924,637
ARCC	Ares Capital Corp	+1,039	54,773	$1,046,164
XOM	ExxonMobil Holdings Corp	+653	6,466	$1,052,341
VZ	Verizon Communications Inc	+614	36,418	$1,670,493
BAI	iShares A.I. Innovation and Tech Active ETF	+565	6,467	$447,904
JNJ	Johnson & Johnson	+519	8,424	$2,230,169
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+489	13,001	$1,232,806
FNDA	Schwab Fundamental U.S. Small Company ETF	+310	54,624	$2,009,900
IVZ	Invesco Ltd.	+261	24,950	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CEE	Central & Eastern Europe Fund, Inc.	−5,259	15,933	$300,815
T	At&T Inc.	−3,087	77,020	$1,879,288
PANW	Palo Alto Networks Inc	−1,368	5,725	$2,274,599
NOW	ServiceNow, Inc.	−1,339	13,460	$1,803,774
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−895	3,273	$516,086
MSTR	Strategy Inc	−758	1,814	$277,705
BIPC	Brookfield Infrastructure Corp	−483	6,643	$236,557
BMY	Bristol Myers Squibb Co	−443	8,894	$554,985
AAPL	Apple Inc.	−295	34,074	$11,347,323
AIEQ	Amplify AI Powered Equity ETF	−262	5,152	$624,628
MSFT	Microsoft Corp	−225	13,835	$7,095,971
LRCX	Lam Research Corp	−223	3,521	$1,156,683
GOOGL	Alphabet Inc.	−164	24,784	$8,501,131
TBLU	Tortoise Global Water ETF	−145	16,741	$667,379
AMZN	Amazon Com Inc	−126	9,940	$2,476,551
MU	Micron Technology Inc	−108	2,098	$2,234,600
CAAA	First Trust AAA CMBS ETF	−105	11,893	$572,529
BXSL	Blackstone Secured Lending Fund	−85	31,641	$758,751
NVDA	Nvidia Corp	−82	24,129	$5,510,581
BKF	iShares MSCI BIC ETF	−79	14,325	$863,703
CRM	Salesforce, Inc.	−69	2,826	$648,764
WPM	Wheaton Precious Metals Corp.	−67	7,211	$964,254
BX	Blackstone Inc.	−58	7,448	$834,846
ORCL	Oracle Corp	−39	5,845	$802,518
QQQ	Invesco Qqq Trust, Series 1	−38	4,125	$3,051,551
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AMGN	Amgen Inc	549	$231,408
FCX	Freeport-Mcmoran Inc	2,905	$203,350
ABI	VictoryShares Pioneer Asset-Based Income ETF	1,016	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
IGR	Cbre Global Real Estate Income Fund	152,524	$703,135
GLW	Corning Inc /Ny	1,205	$307,793
GNRC	Generac Holdings Inc.	953	$279,047
KLAC	Kla Corp	880	$265,504
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

125 tracked positions · $167,380,102 total · filing declares 175 positions · $185,512,624 · as of Sep 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 125 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	273,966	+3,619	$15,133,122	+0.4%	9.04%
AAPL	Apple Inc. Technology	Reduced	34,074	-595	$11,347,323	+13.1%	6.78%
AGNG	Global X Funds Global X Aging Population ETF	Added	340,018	+13,100	$9,033,674	+1.4%	5.40%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,784	-464	$8,501,131	−5.4%	5.08%
MSFT	Microsoft Corp Technology	Reduced	13,835	-225	$7,095,971	+35.3%	4.24%
AAAP	Pacer Barings CLO Market Flex ETF	Added	109,434	+8,127	$5,592,239	+14.5%	3.34%
NVDA	Nvidia Corp Technology	Reduced	24,129	-82	$5,510,581	+13.8%	3.29%
BILZ	PIMCO Ultra Short Government Active ETF	Added	160,302	+4,245	$4,070,067	−1.7%	2.43%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Added	73,813	+1,118	$3,924,637	+1.7%	2.34%
META	Meta Platforms, Inc. Communication Services	Added	4,682	+2	$3,395,292	+28.8%	2.03%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,125	-38	$3,051,551	−0.5%	1.82%
AMZA	InfraCap MLP ETF	Added	136,263	+21,217	$2,691,194	+13.7%	1.61%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,767	-17	$2,491,296	−11.5%	1.49%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,940	-126	$2,476,551	+3.2%	1.48%
PANW	Palo Alto Networks Inc Technology	Reduced	5,725	-1,368	$2,274,599	−6.0%	1.36%
MU	Micron Technology Inc Technology	Reduced	2,098	-108	$2,234,600	−12.2%	1.34%
JNJ	Johnson & Johnson Healthcare	Added	8,424	+519	$2,230,169	+11.1%	1.33%
AFK	VanEck Africa Index ETF	Added	118,860	+4,505	$2,191,955	+4.7%	1.31%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	54,624	+310	$2,009,900	+1.4%	1.20%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	10,932	+70	$1,981,821	+2.6%	1.18%
JPM	Jpmorgan Chase & Co Financial Services	Held	5,911	0	$1,955,536	+1.1%	1.17%
IBM	International Business Machines Corp Technology	Reduced	8,668	-26	$1,906,353	−22.0%	1.14%
T	At&T Inc. Communication Services	Reduced	77,020	-3,087	$1,879,288	+13.3%	1.12%
FCAL	First Trust California Municipal High income ETF	Added	101,534	+18,775	$1,872,286	+17.3%	1.12%
NOW	ServiceNow, Inc. Technology	Reduced	13,460	-1,339	$1,803,774	+22.8%	1.08%
TACN	T. Rowe Price Active Core International Equity ETF	Added	36,135	+2,146	$1,791,211	+5.9%	1.07%
VZ	Verizon Communications Inc Communication Services	Added	36,418	+614	$1,670,493	+10.2%	1.00%
LLY	ELI LILLY & Co Healthcare	Reduced	1,396	-12	$1,615,283	−4.4%	0.97%
SGOL	abrdn Gold ETF Trust	Added	40,340	+1,570	$1,595,850	+7.7%	0.95%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,021	-3	$1,541,275	+2.0%	0.92%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	Added	31,533	+1,947	$1,519,575	+1.3%	0.91%
CSCO	Cisco Systems, Inc. Technology	Added	13,209	+5	$1,421,684	−8.3%	0.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,709	+17	$1,348,946	+0.1%	0.81%
BEPC	Brookfield Renewable Corp Utilities	Added	45,343	+5,285	$1,279,579	−13.9%	0.76%
ASML	Asml Holding NV Technology	Reduced	685	-17	$1,240,993	−11.1%	0.74%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	13,001	+489	$1,232,806	−0.3%	0.74%
V	Visa Inc. Financial Services	Reduced	3,304	-3	$1,187,226	+4.6%	0.71%
CAGE	Calamos Autocallable Growth ETF	Held	42,204	0	$1,165,751	−0.2%	0.70%
LRCX	Lam Research Corp Technology	Reduced	3,521	-223	$1,156,683	−28.7%	0.69%
QCOM	Qualcomm Inc/De Technology	Added	6,123	+162	$1,126,876	+2.3%	0.67%
VB	Vanguard Morningstar Small-Cap ETF	Added	8,758	+79	$1,086,761	+1.4%	0.65%
KO	Coca Cola Co Consumer Defensive	Held	12,399	0	$1,067,305	+5.9%	0.64%
XOM	ExxonMobil Holdings Corp Energy	Added	6,466	+653	$1,052,341	+32.4%	0.63%
ARCC	Ares Capital Corp Financial Services	Added	54,773	+1,039	$1,046,164	+5.1%	0.63%
AVGO	Broadcom Inc. Technology	Reduced	2,934	-13	$1,030,391	−7.4%	0.62%
FTNT	Fortinet, Inc. Technology	Reduced	5,680	-31	$1,015,356	+15.7%	0.61%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	7,211	-67	$964,254	+18.0%	0.58%
GE	General Electric Co Industrials	Reduced	2,907	-35	$907,827	−17.4%	0.54%
BKF	iShares MSCI BIC ETF	Reduced	14,325	-79	$863,703	−1.9%	0.52%
SYK	Stryker Corp Healthcare	Added	3,125	+2,105	$860,593	+168.0%	0.51%

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.