Investment Partners Asset Management, Inc.
Top Portfolio Positions
95 positions ·
$90,510,024 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
35,058 | $8,897,369 | 9.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,179 | $4,939,993 | 5.46% | |
| MSFT |
Microsoft Corp
Technology
|
12,789 | $4,734,104 | 5.23% | |
| NVDA |
Nvidia Corp
Technology
|
24,383 | $4,252,395 | 4.70% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,533 | $2,593,465 | 2.87% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
2,961 | $2,504,976 | 2.77% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,203 | $2,425,887 | 2.68% | |
| T |
At&T Inc.
Communication Services
|
83,064 | $2,408,025 | 2.66% | |
| IBM |
International Business Machines Corp
Technology
|
9,006 | $2,182,964 | 2.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,106 | $2,104,776 | 2.33% |
Portfolio Trend
10 quarters · across all stocks
Holdings in GSBD
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,149 | 32,224 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $283,012 | 30,497 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $975,282 | 95,898 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,194,086 | 106,141 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,189,749 | 102,300 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,387,761 | 114,691 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,411,913 | 102,610 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,216,347 | 80,928 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,212,301 | 80,928 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,210,837 | 82,651 | Shares | Sole | 2024-01-25 | |
| No 13F history on record for this holder in this stock. | ||||||