Investment Partners Asset Management, Inc.
Top Portfolio Positions
94 positions ·
$89,197,016 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
35,058 | $8,897,369 | 9.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,179 | $4,939,993 | 5.54% | |
| MSFT |
Microsoft Corp
Technology
|
12,789 | $4,734,104 | 5.31% | |
| NVDA |
Nvidia Corp
Technology
|
24,383 | $4,252,395 | 4.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,533 | $2,593,465 | 2.91% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
2,961 | $2,504,976 | 2.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,203 | $2,425,887 | 2.72% | |
| T |
At&T Inc.
Communication Services
|
83,064 | $2,408,025 | 2.70% | |
| IBM |
International Business Machines Corp
Technology
|
9,006 | $2,182,964 | 2.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,106 | $2,104,776 | 2.36% |
Portfolio Trend
Holdings in ISD
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $462,350 | 35,133 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $509,054 | 35,180 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $510,490 | 35,500 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $505,727 | 35,690 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $498,821 | 35,005 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $480,168 | 35,100 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $489,294 | 35,100 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $452,088 | 35,100 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $455,949 | 35,100 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $416,144 | 33,778 | Shares | Sole | 2024-01-25 | |
| No 13F history on record for this holder in this stock. | ||||||