INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

Registered adviser

CIK

867926

Location

ATLANTA, GA

Portfolio Value

Small $273,957,899

Diversification

Diversified

Filing Date

Global Rank

#5,370 / 8,827 ▲ 85 · as of Jun 2026

Top Industry

Drug Manufacturers - General 10.9%

Period ended 37 days ago

Filed Oct 20, 2026 · 17d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 106796

Roster of Nov 1, 2026

Regulatory AUM

$502,012,623

Main clients

Individuals and high net worth (63% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$502,012,623	Individuals and high net worth (63%)
Mar 2025 to Mar 2026	$401,298,696	Individuals and high net worth (69%)
Apr 2024 to Feb 2025	$354,235,431	Individuals and high net worth (69%)
May 2023 to Mar 2024	$324,217,516	Individuals and high net worth (75%)
Apr 2023	$324,217,516	Individuals and high net worth (75%)
Mar 2022 to Mar 2023	$359,692,008	Individuals and high net worth (75%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 33.8%, 56.1 effective positions, active share 66.0% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

10.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.2 quarters (12+), a floor since 68.2% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 66.0%; sector active share 17.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

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

View clone backtest

Portfolio Concentration

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

Top Position

5.9%

+0.5 pts

Top 5

20.8%

−1.1 pts

Top 10

33.1%

−0.7 pts

HHI

174

Diversified−4

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$73,086,641	27
Industrials	14.9%	$40,802,741	25
Financial Services	13.5%	$36,890,967	35
Healthcare	11.9%	$32,506,521	19
Unclassified	10.4%	$28,411,957	24
Consumer Defensive	7.4%	$20,236,320	19
Energy	7.1%	$19,348,967	18
Consumer Cyclical	3.8%	$10,400,401	10
Communication Services	2.6%	$7,088,854	8
Basic Materials	1.3%	$3,668,437	5
Utilities	0.6%	$1,516,093	4

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
AIRJ	AirJoule Technologies Corp.	+48,500	109,200	$425,880
DBI	Designer Brands Inc.	+8,901	119,491	$722,920
PFE	Pfizer Inc	+3,711	97,514	$2,781,099
NWL	Newell Brands Inc.	+3,300	101,490	$535,867
IDV	iShares International Select Dividend ETF	+2,360	12,748	$537,838
VO	VANGUARD MID-CAP INDEX FUND	+2,099	15,634	$1,226,018
ZTS	Zoetis Inc.	+2,069	7,243	$505,778
MP	MP Materials Corp.	+1,950	18,725	$885,505
CRWV	CoreWeave, Inc.	+1,880	7,425	$646,866
UPS	United Parcel Service Inc	+1,493	22,707	$2,121,742
KEY	Keycorp	+1,140	33,181	$665,942
OKE	Oneok Inc	+1,126	29,570	$2,521,433
EPD	Enterprise Products Partners L.P.	+1,106	16,391	$583,683
NEA	Nuveen AMT-Free Quality Municipal Income Fund	+817	20,009	$199,089
BGS	B&G Foods, Inc.	+702	96,791	$277,790
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+672	7,967	$2,981,570
RSP	Victory Portfolios II	+660	5,528	$0
ORCL	Oracle Corp	+550	5,725	$786,042
TFC	Truist Financial Corp	+496	42,329	$1,959,832
ABBV	AbbVie Inc.	+354	18,946	$4,956,084
PG	PROCTER & GAMBLE Co	+350	6,992	$1,015,797
NEE	Nextera Energy Inc	+323	6,434	$487,311
SPY	Spdr S&P 500 ETF Trust	+233	4,263	$3,251,091
INTC	Intel Corp	+233	28,550	$3,432,566
IWM	iShares Russell 2000 ETF	+213	26,457	$7,352,135
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PRTH	Priority Technology Holdings, Inc.	−41,050	121,485	$947,583
T	At&T Inc.	−8,560	46,616	$1,137,430
EEFT	Euronet Worldwide, Inc.	−4,579	87,746	$5,516,591
VZ	Verizon Communications Inc	−2,274	21,994	$1,008,864
—		−2,101	8,373	$259,144
SW	Smurfit Westrock plc	−1,800	5,307	$234,038
F	Ford Motor Co	−1,690	92,934	$1,120,784
D	Dominion Energy, Inc	−1,300	6,132	$371,108
CRBG	Corebridge Financial, Inc.	−1,300	15,500	$513,360
CVS	CVS HEALTH Corp	−1,209	10,525	$901,887
KMI	Kinder Morgan, Inc.	−1,000	26,640	$803,196
ALKS	Alkermes plc.	−1,000	7,200	$291,744
FCX	Freeport-Mcmoran Inc	−998	18,147	$1,270,290
NOK	Nokia Corp	−979	156,231	$1,584,182
HON	Honeywell International Inc	−769	1,112	$234,565
DIS	Walt Disney Co	−752	13,935	$1,461,781
XOM	ExxonMobil Holdings Corp	−715	9,888	$1,609,272
WFC	Wells Fargo & Company	−643	18,436	$1,475,801
MDLZ	Mondelez International, Inc.	−627	16,265	$940,442
BX	Blackstone Inc.	−621	21,235	$2,380,231
HPE	Hewlett Packard Enterprise Co	−520	39,308	$2,511,388
KHC	Kraft Heinz Co	−509	32,603	$740,740
RF	Regions Financial Corp	−500	51,964	$1,396,792
DOW	Dow Inc.	−440	19,747	$543,832
BP	Bp PLC	−436	45,118	$1,984,740
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
XRX	Xerox Holdings Corp	191,837	$608,123
SFD	Smithfield Foods Inc	23,450	$438,984
CRSP	CRISPR Therapeutics AG	7,325	$405,219
ACWX	iShares MSCI ACWI ex U.S. ETF	2,700	$204,174
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SHOP	Shopify Inc.	4,944	$564,505
HONA	Honeywell Aerospace Inc.	1,881	$415,851
MOS	Mosaic Co	13,511	$286,298
MS	Morgan Stanley	1,047	$218,864
DD	DuPont de Nemours, Inc.	1,490	$202,103
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

194 tracked positions · $273,957,899 total · filing declares 194 positions · $276,254,662 · as of Sep 30, 2026

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

Showing 1–50 of 194 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMD	Advanced Micro Devices Inc Technology	Reduced	26,523	-185	$16,225,710	+4.6%	5.92%
EFX	Equifax Inc Industrials	Added	86,854	+1	$11,919,842	−13.5%	4.35%
JPM	Jpmorgan Chase & Co Financial Services	Held	26,964	0	$8,920,500	+1.1%	3.26%
LLY	ELI LILLY & Co Healthcare	Reduced	6,803	-15	$7,871,615	−3.7%	2.87%
MSFT	Microsoft Corp Technology	Reduced	14,775	-25	$7,578,097	+37.3%	2.77%
IWM	iShares Russell 2000 ETF	Added	26,457	+213	$7,352,135	−6.8%	2.68%
BELFB	Bel Fuse Inc Technology	Held	24,708	0	$6,031,716	−26.7%	2.20%
CAT	Caterpillar Inc Industrials	Reduced	7,422	-25	$6,017,683	−24.1%	2.20%
AAPL	Apple Inc. Technology	Reduced	17,799	-48	$5,927,422	+14.8%	2.16%
CVX	Chevron Corp Energy	Reduced	28,015	-205	$5,720,943	+22.3%	2.09%
EEFT	Euronet Worldwide, Inc. Technology	Reduced	87,746	-4,579	$5,516,591	−18.4%	2.01%
ABBV	AbbVie Inc. Healthcare	Added	18,946	+354	$4,956,084	+5.9%	1.81%
BELFA	Bel Fuse Inc Technology	Reduced	24,806	-300	$4,904,890	−32.9%	1.79%
HD	Home Depot, Inc. Consumer Cyclical	Added	14,123	+89	$4,017,852	−18.8%	1.47%
KO	Coca Cola Co Consumer Defensive	Added	40,352	+8	$3,473,500	+5.9%	1.27%
INTC	Intel Corp Technology	Added	28,550	+233	$3,432,566	−13.2%	1.25%
GE	General Electric Co Industrials	Reduced	10,950	-10	$3,419,575	−16.5%	1.25%
SPY	Spdr S&P 500 ETF Trust	Added	4,263	+233	$3,251,091	+8.0%	1.19%
CSCO	Cisco Systems, Inc. Technology	Reduced	29,660	-234	$3,192,305	−9.1%	1.17%
QQQ	Invesco Qqq Trust, Series 1	Added	4,227	+55	$3,127,007	+1.8%	1.14%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	7,967	+672	$2,981,570	+10.5%	1.09%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	14,739	-250	$2,812,495	+3.7%	1.03%
PFE	Pfizer Inc Healthcare	Added	97,514	+3,711	$2,781,099	+23.1%	1.02%
MRK	Merck & Co., Inc. Healthcare	Reduced	18,912	-167	$2,748,102	+12.1%	1.00%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	18,418	-198	$2,745,202	+16.7%	1.00%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	17,553	-40	$2,724,225	−2.0%	0.99%
JNJ	Johnson & Johnson Healthcare	Held	10,140	0	$2,684,463	+4.2%	0.98%
AXP	American Express Co Financial Services	Reduced	8,729	-102	$2,654,488	−11.1%	0.97%
BAC	Bank Of America Corp Financial Services	Added	47,213	+31	$2,569,803	−4.4%	0.94%
OKE	Oneok Inc Energy	Added	29,570	+1,126	$2,521,433	+2.0%	0.92%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	39,308	-520	$2,511,388	+39.8%	0.92%
MO	Altria Group, Inc. Consumer Defensive	Reduced	35,947	-22	$2,420,670	−6.5%	0.88%
BX	Blackstone Inc. Financial Services	Reduced	21,235	-621	$2,380,231	−7.4%	0.87%
FIS	Fidelity National Information Services, Inc. Technology	Reduced	69,726	-144	$2,293,985	−15.6%	0.84%
MCK	Mckesson Corp Healthcare	Added	2,640	+6	$2,254,058	+13.3%	0.82%
MU	Micron Technology Inc Technology	Added	2,006	+7	$2,136,610	−7.4%	0.78%
UPS	United Parcel Service Inc Industrials	Added	22,707	+1,493	$2,121,742	−7.0%	0.77%
GEV	GE Vernova Inc. Industrials	Reduced	2,185	-7	$2,076,820	−19.4%	0.76%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	2,250	-10	$2,048,265	−3.1%	0.75%
RTX	RTX Corp Industrials	Reduced	10,965	-373	$2,035,652	−5.4%	0.74%
BP	Bp PLC Energy	Reduced	45,118	-436	$1,984,740	+17.9%	0.72%
LMT	Lockheed Martin Corp Industrials	Reduced	3,896	-20	$1,984,038	−0.6%	0.72%
IBM	International Business Machines Corp Technology	Added	8,986	+87	$1,976,290	−21.0%	0.72%
TFC	Truist Financial Corp Financial Services	Added	42,329	+496	$1,959,832	−6.0%	0.72%
TT	Trane Technologies plc Industrials	Reduced	4,217	-55	$1,905,999	−9.2%	0.70%
AVGO	Broadcom Inc. Technology	Held	5,270	0	$1,850,771	−7.0%	0.68%
TGT	Target Corp Consumer Defensive	Added	11,192	+1	$1,753,674	+20.0%	0.64%
VOO	VANGUARD 500 INDEX FUND	Added	2,360	+10	$1,654,029	+2.5%	0.60%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,888	-715	$1,609,272	+11.0%	0.59%
TRV	Travelers Companies, Inc. Financial Services	Held	4,511	0	$1,608,216	+8.0%	0.59%

Showing the top 50 of 194 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.