Investment Partners Asset Management, Inc. holds a diversified book of 168 stocks worth $179.1M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Innovator Emerging Markets P and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book. They also disclosed $786K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +10% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Investment Partners Asset Management, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Investment Partners Asset Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Investment Partners Asset Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $78.0B |
| LPL Financial LLC | 79 / 80 | $68.6B |
| Cetera Investment Advisers | 79 / 80 | $17.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $16.1B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $15.7B |
| Farther Finance Advisors, LLC | 79 / 80 | $1.9B |
| MORGAN STANLEY | 78 / 80 | $547.5B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $48.7B |
Ranked by how many of Investment Partners Asset Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $9.9M | 34.4K | 5.6% | ▼−2.0% Reduced · −689 sh | |
| 2 | J P Morgan Exchange Traded F EQUITY PREMIUM | $6.4M | 114.1K | 3.6% | ▲+5.4% Added · +6K sh | |
| 3 | Alphabet Inc CAP STK CL A | $6.0M | 16.9K | 3.4% | ▼−1.6% Reduced · −271 sh | |
| 4 | Global X FDS RATE PREFERRED | $5.7M | 258.3K | 3.2% | ▲+1.8% Added · +5K sh | |
| 5 | Microsoft Corp COM | $5.2M | 14.1K | 2.9% | ▲+9.9% Added · +1K sh | |
| 6 | Nvidia Corporation COM | $4.8M | 24.2K | 2.7% | ▼−0.7% Reduced · −172 sh | |
| 7 | Pimco ETF TR MULTISECTOR BD | $4.1M | 156.1K | 2.3% | ▲+1.7% Added · +3K sh | |
| 8 | NEOS ETF Trust NEOS S&P 500 HI | $3.9M | 72.7K | 2.2% | ▲+0.4% Added · +279 sh | |
| 9 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $3.7M | 59.8K | 2.1% | ▼−0.3% Reduced · −176 sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $3.1M | 4.2K | 1.7% | ▼−0.9% Reduced · −40 sh | |
| 11 | Ishares TR 0-5 YR TIPS ETF | $3.0M | 29.7K | 1.7% | ▲+8.0% Added · +2K sh | |
| 12 | Alphabet Inc CAP STK CL C | $2.8M | 8.0K | 1.6% | ▼−1.7% Reduced · −140 sh | |
| 13 | Goldman Sachs Group Inc COM | $2.8M | 2.8K | 1.6% | ▼−6.0% Reduced · −177 sh | |
| 14 | Meta Platforms Inc CL A | $2.6M | 4.7K | 1.5% | ▲+3.2% Added · +147 sh | |
| 15 | Micron Technology Inc COM | $2.5M | 2.2K | 1.4% | ▼−34% Reduced · −1K sh | |
| 16 | International Business Machs COM | $2.4M | 8.7K | 1.4% | ▼−3.5% Reduced · −312 sh | |
| 17 | Palo Alto Networks Inc COM | $2.4M | 7.1K | 1.4% | ▼−2.5% Reduced · −184 sh | |
| 18 | Amazon Com Inc COM | $2.4M | 10.1K | 1.3% | ▼−0.4% Reduced · −40 sh | |
| 19 | Etfis Ser TR I VIRTUS INFRCAP | $2.4M | 115.0K | 1.3% | ▲+11% Added · +12K sh | |
| 20 | Global X FDS ADAPTIVE US | $2.2M | 45.6K | 1.2% | ▲+3.3% Added · +1K sh | |
| 21 | J P Morgan Exchange Traded F BETABUILDERS USD | $2.2M | 48.1K | 1.2% | ▲+2.9% Added · +1K sh | |
| 22 | Johnson & Johnson COM | $2.0M | 7.9K | 1.1% | ▼−0.2% Reduced · −16 sh | |
| 23 | Pacer FDS TR GLOBL CASH ETF | $2.0M | 45.3K | 1.1% | ▲~0% Added · +11 sh | |
| 24 | JPMorgan Chase & Co COM | $1.9M | 5.9K | 1.1% | ▲+0.1% Added · +5 sh | |
| 25 | Pacer FDS TR US CASH COWS 100 | $1.8M | 28.8K | 1.0% | ▲+3.9% Added · +1K sh | |
| 26 | T Rowe Price ETF Inc ULTRA SHRT TRM | $1.7M | 34.0K | 0.9% | ▲+0.1% Added · +26 sh | |
| 27 | Eli Lilly & Co COM | $1.7M | 1.4K | 0.9% | ▲+8.0% Added · +104 sh | |
| 28 | AT&T Inc COM | $1.7M | 80.1K | 0.9% | ▼−3.5% Reduced · −3K sh | |
| 29 | Invesco Exch Traded FD TR II S&P MIDCP LOW | $1.6M | 24.7K | 0.9% | ▲+2.6% Added · +636 sh | |
| 30 | Lam Research Corp COM NEW | $1.6M | 3.7K | 0.9% | ▼−9.1% Reduced · −376 sh | |
| 31 | Ishares TR CORE DIV GRWTH | $1.6M | 21.2K | 0.9% | ▲+19% Added · +3K sh | |
| 32 | First TR Exch Traded FD III INSTL PFD SECS | $1.6M | 82.8K | 0.9% | ▲+11% Added · +8K sh | |
| 33 | Cisco Sys Inc COM | $1.6M | 13.2K | 0.9% | ▲~0% Added · +2 sh | |
| 34 | Verizon Communications Inc COM | $1.5M | 35.8K | 0.8% | ▲+0.5% Added · +181 sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.0K | 0.8% | ▼−0.5% Reduced · −10 sh | |
| 36 | Morgan Stanley ETF Trust EATON VANCE TOTA | $1.5M | 29.6K | 0.8% | ▲+4.2% Added · +1K sh | |
| 37 | Brookfield Renewable Corp CL A EX SUB VTG | $1.5M | 40.1K | 0.8% | ▲+1.0% Added · +397 sh | |
| 38 | Etfs Gold TR PHYSCL GOLD SHS | $1.5M | 38.8K | 0.8% | ▼−1.8% Reduced · −693 sh | |
| 39 | Servicenow Inc COM | $1.5M | 14.8K | 0.8% | ▲+111% Added · +8K sh | |
| 40 | ASML Hldg NV N Y REGISTRY SHS | $1.4M | 702 | 0.8% | ▼−0.8% Reduced · −6 sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.7K | 0.8% | ▼−1.8% Reduced · −48 sh | |
| 42 | J P Morgan Exchange Traded F INTL HDGD EQT LA | $1.3M | 23.5K | 0.7% | ▼−1.4% Reduced · −334 sh | |
| 43 | Vaneck ETF Trust BDC INCOME ETF | $1.2M | 95.1K | 0.7% | ▲+1.9% Added · +2K sh | |
| 44 | Visa Inc COM CL A | $1.1M | 3.3K | 0.6% | ▼−2.2% Reduced · −76 sh | |
| 45 | Pacer FDS TR DEVELOPED MRKT | $1.1M | 27.3K | 0.6% | —Held | |
| 46 | Broadcom Inc COM | $1.1M | 2.9K | 0.6% | —Held | |
| 47 | Qualcomm Inc COM | $1.1M | 6.0K | 0.6% | ▼−29% Reduced · −2K sh | |
| 48 | Ge Aerospace COM NEW | $1.1M | 2.9K | 0.6% | ▼−0.7% Reduced · −21 sh | |
| 49 | Coca Cola Co COM | $1.0M | 12.4K | 0.6% | ▲+0.1% Added · +11 sh | |
| 50 | Ares Capital Corp COM | $996K | 53.7K | 0.6% | ▲+6.1% Added · +3K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | MORGAN STANLEYMS | $418K | 2K |
| PUT · bearish | INTERACTIVE BROKERS GRO-CL AIBKR | $174K | 2K |
| PUT · bearish | APPLE INCAAPL | $87K | 300 |
| PUT · bearish | ALPHABET INC-CL AGOOGL | $71K | 200 |
| PUT · bearish | ALPHABET INC-CL CGOOG | $35K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.