Investment Partners Asset Management, Inc.
CIK: 1384416SEC EDGAR →
Portfolio Value
$79.6B
Holdings
163
As of
Q1 2026
New Positions
163
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 108,266 | $6.1B | 7.71% |
| 2 | GLOBAL X FDS | 253,685 | $5.5B | 6.96% |
| 3 | PIMCO ETF TR | 153,426 | $4.0B | 5.05% |
| 4 | NEOS ETF TRUST | 72,416 | $3.6B | 4.49% |
| 5 | J P MORGAN EXCHANGE TRADED F | 60,009 | $3.3B | 4.19% |
| 6 | AT&T INC | 83,064 | $2.4B | 3.03% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46,724 | $2.1B | 2.69% |
| 8 | GLOBAL X FDS | 44,212 | $2.1B | 2.69% |
| 9 | ETFIS SER TR I | 103,258 | $2.1B | 2.64% |
| 10 | PACER FDS TR | 45,250 | $2.1B | 2.63% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 83 | $64.0B | 80.4% |
| Technology | 23 | $3.7B | 4.6% |
| Utilities | 6 | $3.1B | 3.9% |
| Communication Services | 5 | $2.7B | 3.4% |
| Energy | 6 | $1.9B | 2.4% |
| Unknown | 13 | $1.9B | 2.4% |
| Consumer Defensive | 5 | $944.6M | 1.2% |
| Healthcare | 9 | $820.6M | 1.0% |
| Real Estate | 1 | $486.3M | 0.6% |
| Consumer Cyclical | 4 | $3.2M | 0.0% |
| Industrials | 6 | $2.3M | 0.0% |
| Basic Materials | 2 | $1.2M | 0.0% |