Investment Partners Asset Management, Inc.

CIK

1384416

Location

METUCHEN, NJ

Portfolio Value

Micro $90,510,024

Diversification

Diversified

Filing Date

Global Rank

#5,546 / 8,232 ▲ 183

Top Industry

Consumer Electronics 10.7%

3Y Alpha vs SPY

+0.8%

Period ended 2 months ago

Filed Apr 7, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.5%

SPY

+52.9%

Annualised alpha

+0.9%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

95 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.8%

−0.1 pts

Top 5

28.1%

−1.6 pts

Top 10

40.9%

−1.5 pts

HHI

276

Diversified−15

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.8%	$32,368,772	21
Financial Services	16.8%	$15,243,714	24
Communication Services	13.3%	$12,041,810	5
Unclassified	7.8%	$7,021,607	6
Healthcare	6.3%	$5,679,099	9
Utilities	4.1%	$3,666,795	5
Consumer Cyclical	4.0%	$3,625,995	5
Consumer Defensive	3.8%	$3,448,555	5
Energy	3.6%	$3,276,229	6
Industrials	2.7%	$2,416,647	6
Basic Materials	1.4%	$1,234,527	2
Real Estate	0.5%	$486,274	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CIM	Chimera Investment Corp	+6,375	38,747	$486,274
PANW	Palo Alto Networks Inc	+3,949	7,277	$1,166,648
VZ	Verizon Communications Inc	+2,436	35,623	$1,788,274
UTF	Cohen & Steers Infrastructure Fund Inc	+1,735	25,335	$655,669
GSBD	Goldman Sachs BDC, Inc.	+1,727	32,224	$286,149
ADP	Automatic Data Processing Inc	+975	2,915	$592,269
SHOP	Shopify Inc.	+543	2,220	$263,336
FTNT	Fortinet, Inc.	+442	5,839	$477,163
CB	Chubb Ltd	+419	1,794	$584,718
QCOM	Qualcomm Inc/De	+377	8,339	$1,073,896
MSFT	Microsoft Corp	+265	12,789	$4,734,104
PHYS	Sprott Physical Gold Trust	+150	10,169	$360,389
AMZN	Amazon Com Inc	+86	10,106	$2,104,776
NVDA	Nvidia Corp	+79	24,383	$4,252,395
LLY	ELI LILLY & Co	+52	1,304	$1,199,380
V	Visa Inc.	+46	3,383	$1,022,477
META	Meta Platforms, Inc.	+46	4,533	$2,593,465
KO	Coca Cola Co	+42	12,388	$942,107
SYK	Stryker Corp	+37	933	$306,574
BRK-B	Berkshire Hathaway Inc	+22	2,740	$1,313,008
UBER	Uber Technologies, Inc	+20	3,918	$281,821
JPM	Jpmorgan Chase & Co	+16	5,906	$1,737,308
BKNG	Booking Holdings Inc.	+12	81	$341,035
JNJ	Johnson & Johnson	+12	7,921	$1,936,209
WMB	Williams Companies, Inc.	+10	6,759	$491,920
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IGR	Cbre Global Real Estate Income Fund	−32,758	152,845	$670,989
ARCC	Ares Capital Corp	−14,329	50,647	$912,658
BXSL	Blackstone Secured Lending Fund	−9,627	27,401	$649,129
SGOL	abrdn Gold ETF Trust	−8,684	39,463	$1,760,839
GSK	GSK plc	−7,485	4,564	$251,887
BCX	BlackRock Resources & Commodities Strategy Trust	−7,175	29,738	$358,342
ORCL	Oracle Corp	−3,009	5,838	$858,828
WPM	Wheaton Precious Metals Corp.	−2,908	7,333	$960,696
BEPC	Brookfield Renewable Corp	−1,602	39,661	$1,579,697
ACN	Accenture plc	−725	1,921	$380,915
CRM	Salesforce, Inc.	−288	3,560	$664,545
WMT	Walmart Inc.	−263	5,164	$641,781
MU	Micron Technology Inc	−251	3,349	$1,131,426
GOOGL	Alphabet Inc.	−250	17,179	$4,939,993
BX	Blackstone Inc.	−213	7,506	$863,114
IBIT	iShares Bitcoin Trust ETF	−200	8,658	$332,640
PEP	Pepsico Inc	−169	4,242	$658,740
T	At&T Inc.	−164	83,064	$2,408,025
KMI	Kinder Morgan, Inc.	−140	26,608	$892,166
LRCX	Lam Research Corp	−135	4,120	$880,279
AAPL	Apple Inc.	−125	35,058	$8,897,369
GLD	Spdr Gold Trust	−120	1,628	$700,512
BIPC	Brookfield Infrastructure Corp	−116	7,060	$279,011
SO	Southern Co	−108	10,036	$968,674
XOM	Exxon Mobil Corp	−107	5,365	$910,225
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	7,010	$732,895
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	36,350	$584,144
ENB	Enbridge Inc	4,997	$270,537
REGN	Regeneron Pharmaceuticals, Inc.	297	$229,474
HON	Honeywell International Inc	942	$212,920
CAT	Caterpillar Inc	300	$212,538
GNRC	Generac Holdings Inc.	1,050	$205,096
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
AGD	abrdn Global Dynamic Dividend Fund	82,605	$963,174
BXMX	Nuveen S&P 500 BuyWrite Income Fund	36,709	$539,622
ADBE	Adobe Inc.	1,450	$507,485
NVO	Novo Nordisk A S	8,029	$408,515
ISRG	Intuitive Surgical Inc	372	$210,685
BN	BROOKFIELD Corp /ON/	4,540	$208,340
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

95 positions · $90,510,024 total · as of Mar 31, 2026

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

Showing 1–50 of 95 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	35,058	-125	$8,897,369	−7.0%	9.83%
GOOGL	Alphabet Inc. Communication Services	Reduced	17,179	-250	$4,939,993	−9.4%	5.46%
MSFT	Microsoft Corp Technology	Added	12,789	+265	$4,734,104	−21.8%	5.23%
NVDA	Nvidia Corp Technology	Added	24,383	+79	$4,252,395	−6.2%	4.70%
META	Meta Platforms, Inc. Communication Services	Added	4,533	+46	$2,593,465	−12.4%	2.87%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,961	-76	$2,504,976	−6.2%	2.77%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,203	-33	$2,425,887	−6.8%	2.68%
T	At&T Inc. Communication Services	Reduced	83,064	-164	$2,408,025	+16.5%	2.66%
IBM	International Business Machines Corp Technology	Reduced	9,006	-28	$2,182,964	−18.4%	2.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,106	+86	$2,104,776	−9.0%	2.33%
JNJ	Johnson & Johnson Healthcare	Added	7,921	+12	$1,936,209	+18.3%	2.14%
VZ	Verizon Communications Inc Communication Services	Added	35,623	+2,436	$1,788,274	+32.3%	1.98%
SGOL	abrdn Gold ETF Trust	Reduced	39,463	-8,684	$1,760,839	−11.0%	1.95%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,906	+16	$1,737,308	−8.5%	1.92%
BEPC	Brookfield Renewable Corp Utilities	Reduced	39,661	-1,602	$1,579,697	−0.1%	1.75%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,034	-12	$1,322,791	−5.2%	1.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,740	+22	$1,313,008	−3.9%	1.45%
LLY	ELI LILLY & Co Healthcare	Added	1,304	+52	$1,199,380	−10.9%	1.33%
PANW	Palo Alto Networks Inc Technology	Added	7,277	+3,949	$1,166,648	+90.3%	1.29%
MU	Micron Technology Inc Technology	Reduced	3,349	-251	$1,131,426	+10.1%	1.25%
QCOM	Qualcomm Inc/De Technology	Added	8,339	+377	$1,073,896	−21.1%	1.19%
CSCO	Cisco Systems, Inc. Technology	Reduced	13,202	-2	$1,024,343	+0.7%	1.13%
V	Visa Inc. Financial Services	Added	3,383	+46	$1,022,477	−12.6%	1.13%
SO	Southern Co Utilities	Reduced	10,036	-108	$968,674	+9.5%	1.07%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	7,333	-2,908	$960,696	−20.2%	1.06%
KO	Coca Cola Co Consumer Defensive	Added	12,388	+42	$942,107	+9.2%	1.04%
ASML	Asml Holding NV Technology	Reduced	708	-4	$935,147	+22.8%	1.03%
ARCC	Ares Capital Corp Financial Services	Reduced	50,647	-14,329	$912,658	−30.6%	1.01%
AVGO	Broadcom Inc. Technology	Reduced	2,947	-34	$912,125	−11.6%	1.01%
XOM	Exxon Mobil Corp Energy	Reduced	5,365	-107	$910,225	+38.2%	1.01%
KMI	Kinder Morgan, Inc. Energy	Reduced	26,608	-140	$892,166	+21.3%	0.99%
LRCX	Lam Research Corp Technology	Reduced	4,120	-135	$880,279	+20.9%	0.97%
BX	Blackstone Inc. Financial Services	Reduced	7,506	-213	$863,114	−27.5%	0.95%
ORCL	Oracle Corp Technology	Reduced	5,838	-3,009	$858,828	−50.2%	0.95%
GE	General Electric Co Industrials	Held	2,963	0	$840,810	−7.9%	0.93%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	779	+2	$776,218	+15.8%	0.86%
NOW	ServiceNow, Inc. Technology	NEW	7,010	NEW	$732,895	NEW	0.81%
GLD	Spdr Gold Trust	Reduced	1,628	-120	$700,512	+1.1%	0.77%
GEV	GE Vernova Inc. Industrials	Reduced	791	-16	$690,463	+30.9%	0.76%
IGR	Cbre Global Real Estate Income Fund Financial Services	Reduced	152,845	-32,758	$670,989	−17.5%	0.74%
CRM	Salesforce, Inc. Technology	Reduced	3,560	-288	$664,545	−34.8%	0.73%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,242	-169	$658,740	+4.1%	0.73%
UTF	Cohen & Steers Infrastructure Fund Inc Financial Services	Added	25,335	+1,735	$655,669	+15.2%	0.72%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	27,401	-9,627	$649,129	−33.4%	0.72%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,164	-263	$641,781	+6.1%	0.71%
ADI	Analog Devices Inc Technology	Held	1,907	0	$606,692	+17.3%	0.67%
ADP	Automatic Data Processing Inc Technology	Added	2,915	+975	$592,269	+18.7%	0.65%
CB	Chubb Ltd Financial Services	Added	1,794	+419	$584,718	+36.2%	0.65%
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund Financial Services	NEW	36,350	NEW	$584,144	NEW	0.65%
BMY	Bristol Myers Squibb Co Healthcare	Held	9,297	0	$563,863	+12.4%	0.62%