INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
•CIK: 867926•Filing: Q4 2025
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV manages $242M across a diversified portfolio of 184 positions. The fund exhibits significant concentration in technology and financial sectors, with top holdings including EFX at $18.8M and JPM at $8.6M. Notable allocations also include IWM ($8.5M), LLY ($7.4M), and MSFT ($7.1M). This structure suggests a tactical approach targeting established market leaders and sector-specific opportunities.
Total AUM
$241.9M
QoQ Performance
+2.9%
Positions
170
Top 10 Concentration
31.9%
Latest Filing
Q4 2025
Top Holdings Allocation
EFX
EFX7.8%
JPM3.6%
IWM3.5%
LLY3.1%
MSFT2.9%
EEFT2.9%
AMD2.4%
HD2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.3%
Technology11.5%
Healthcare9.4%
Financial8.0%
Industrial6.9%
Consumer5.2%
Consumer Staples3.7%
Energy3.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑52 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022