Investment Partners Asset Management, Inc.

CIK 0001384416 · METUCHEN, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Investment Partners Asset Management, Inc. reported 173 positions worth $179.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: AAPL (5.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$179.9M
2026 Q2
Positions
173
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.4%
Est. Net Flow (Q)
2026 Q2
10 / 173 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$9.9M5.53%34,369
2JEPIJ P MORGAN EXCHANGE TRADED FSH$6.4M3.58%114,098
3GOOGLALPHABET INCSH$6.0M3.36%16,908
4PFFVGLOBAL X FDSSH$5.7M3.16%258,318
5MSFTMICROSOFT CORPSH$5.2M2.92%14,060
6NVDANVIDIA CORPORATIONSH$4.8M2.69%24,211
7PYLDPIMCO ETF TRSH$4.1M2.30%156,057
8SPYINEOS ETF TRUSTSH$3.9M2.15%72,695
9JEPQJ P MORGAN EXCHANGE TRADED FSH$3.7M2.04%59,833
10QQQINVESCO QQQ TRSH$3.1M1.70%4,163

The free plan shows the top 10 positions. The remaining 163 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Investment Partners Asset Management, Inc. hold as of Q2 2026?

Investment Partners Asset Management, Inc. reported 173 positions worth $179.9M in its Q2 2026 13F filing. Largest positions: AAPL (5.5%), JEPI (3.6%), GOOGL (3.4%), PFFV (3.2%) and MSFT (2.9%).

What did Investment Partners Asset Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Investment Partners Asset Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.