Investment Partners Asset Management, Inc.
โขCIK: 1384416โขFiling: Q4 2025
**Investment Partners Asset Management, Inc.** manages $161M across 159 positions, exhibiting a concentrated focus on large-cap technology and income-generating assets. Top holdings include AAPL at $9.6M and MSFT at $6.1M, anchoring exposure to mega-cap growth names. The portfolio also maintains significant allocations to income strategies, notably JEPI ($6.0M) and JEPQ ($3.2M). This structure suggests a balanced approach targeting both capital appreciation and consistent yield generation.
Total AUM
$160.6M
QoQ Performance
+5.8%
Positions
120
Top 10 Concentration
31.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.0%
MSFT3.8%
JEPI3.7%
GOOGL3.4%
PFFV3.2%
NVDA2.8%
SPYI2.3%
PYLD2.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other57.0%
Technology26.1%
Financial5.7%
Consumer3.0%
Healthcare2.7%
Communication1.3%
ETF1.1%
Utilities1.0%
๐ช Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW13 new positions
โ45 increased
โ73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023