Investment Partners Asset Management, Inc.
CIK: 1384416SEC EDGAR →
Portfolio Value
$86.1B
Holdings
174
As of
Q3 2026
New Positions
167
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 117,538 | $6.6B | 7.68% |
| 2 | GLOBAL X FDS | 269,756 | $5.9B | 6.83% |
| 3 | PIMCO ETF TR | 160,302 | $4.1B | 4.73% |
| 4 | NEOS ETF TRUST | 73,813 | $3.9B | 4.56% |
| 5 | J P MORGAN EXCHANGE TRADED F | 60,442 | $3.7B | 4.30% |
| 6 | ISHARES TR | 32,240 | $3.2B | 3.73% |
| 7 | ETFIS SER TR I | 136,263 | $2.7B | 3.13% |
| 8 | PACER FDS TR | 34,905 | $2.3B | 2.71% |
| 9 | GLOBAL X FDS | 46,028 | $2.2B | 2.61% |
| 10 | J P MORGAN EXCHANGE TRADED F | 48,981 | $2.2B | 2.53% |
Quarterly Changes
Top Buys
New Positions (18)
$635.7M · 19K shares
CBRE GBL REAL ESTATE INC FD
$562.3M · 48K shares
$546.3M · 6K shares
$219.4M · 6K shares
$203.3M · 3K shares
$171.4M · 2K shares
$170.8M · 2K shares
EXXONMOBIL HOLDINGS CORP
$1.1M · 6K shares
$513K · 1K shares
$376K · 2K shares
$235K · 437 shares
$231K · 549 shares
$211K · 1K shares
$210K · 489 shares
$206K · 269 shares
$103K · 300 shares
$100K · 300 shares
$34K · 100 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 89 | $72.2B | 83.9% |
| Unknown | 15 | $2.9B | 3.4% |
| Utilities | 5 | $2.6B | 3.1% |
| Technology | 28 | $2.2B | 2.5% |
| Communication Services | 7 | $2.2B | 2.5% |
| Energy | 5 | $1.7B | 2.0% |
| Consumer Defensive | 5 | $1.1B | 1.2% |
| Healthcare | 7 | $561.1M | 0.7% |
| Real Estate | 1 | $439.4M | 0.5% |
| Basic Materials | 3 | $204.6M | 0.2% |
| Consumer Cyclical | 4 | $3.5M | 0.0% |
| Industrials | 5 | $2.3M | 0.0% |