Latest Investment Partners Asset Management, Inc. Stock Portfolio

Investment Partners Asset Management, Inc. Performance:

2026 Q1: -2.66%YTD: -2.66%2025: 14.1%

Performance for 2026 Q1 is -2.66%, and YTD is -2.66%, and 2025 is 14.1%.

About Investment Partners Asset Management, Inc. and 13F Hedge Fund Stock Holdings

Investment Partners Asset Management, Inc. is a hedge fund based in Metuchen, NJ. On 2026-04-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Investment Partners Asset Management, Inc. reported an equity portfolio of $162 Millions as of 31 Mar, 2026.

The top stock holdings of Investment Partners Asset Management, Inc. are AAPL, BBAX, AGNG. The fund has invested 5.5% of it's portfolio in APPLE INC and 3.8% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off ABRDN GLOBAL DYNAMIC DIVIDEN, ADOBE INC (ADBE) and NOVO-NORDISK A S (NVO) stocks. They significantly reduced their stock positions in GSK PLC (GSK), ORACLE CORP (ORCL) and WHEATON PRECIOUS METALS CORP (WPM). Investment Partners Asset Management, Inc. opened new stock positions in ISHARES TR (IJR), SERVICENOW INC (NOW) and NUVEEN S&P 500 DYNAMIC OVERW. The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (AGNG), ISHARES TR (AAXJ) and PALO ALTO NETWORKS INC (PANW).

Investment Partners Asset Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Investment Partners Asset Management, Inc. made a return of -2.66% in the last quarter. In trailing 12 months, it's portfolio return was 12.99%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	741,183
servicenow inc	732,896
nuveen s&p 500 dynamic overw	584,145
wisdomtree tr	433,997
enbridge inc	270,538
regeneron pharmaceuticals	229,474
goldman sachs etf tr	220,304
global x fds	216,622

New stocks bought by Investment Partners Asset Management, Inc.

Additions

Ticker	% Inc.
global x fds	533
ishares tr	190
palo alto networks inc	118
first tr exch traded fd iii	71.52
etfis ser tr i	56.27
automatic data processing in	50.26
invesco exch traded fd tr ii	42.84
morgan stanley etf trust	36.79

Additions to existing portfolio by Investment Partners Asset Management, Inc.

Reductions

Ticker	% Reduced
gsk plc	-62.12
oracle corp	-34.01
wheaton precious metals corp	-28.4
accenture plc ireland	-27.4
ishares tr	-26.1
blackstone secd lending fd	-26.00
vanguard admiral fds inc	-23.69
ares capital corp	-22.05

Investment Partners Asset Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
abrdn global dynamic dividen	-963,174
nuveen s&p 500 buy-write inc	-539,622
tidal trust ii	-169,345
novo-nordisk a s	-408,516
brookfield corp	-208,341
adobe inc	-507,486
intuitive surgical inc	-210,686

Investment Partners Asset Management, Inc. got rid off the above stocks

Sector Distribution

Investment Partners Asset Management, Inc. has about 51% of it's holdings in Others sector.

Sector	%
Others	51
Technology	19.3
Communication Services	8.8
Financial Services	5.1
Utilities	3.8
Healthcare	3.7
Consumer Cyclical	2.3
Consumer Defensive	2.1
Energy	2
Industrials	1.4

Market Cap. Distribution

Investment Partners Asset Management, Inc. has about 45% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	51
MEGA-CAP	35.7
LARGE-CAP	9.3
MID-CAP	3

Stocks belong to which Index?

About 47.5% of the stocks held by Investment Partners Asset Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	52.5
S&P 500	43.6
RUSSELL 2000	3.9

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.6 %
CVX	chevron corp new	35.7 %
	ge vernova inc	33.2 %
LRCX	lam research corp	24.4 %
ASML	asml holding n v	23.4 %

Top 5 Winners ($)		$
T	at&t inc	0.3 M
VZ	verizon communications inc	0.3 M
JNJ	johnson & johnson	0.3 M
XOM	exxon mobil corp	0.3 M
AFTY	pacer fds tr	0.2 M

Top 5 Losers (%)		%
CRM	salesforce inc	-28.4 %
BX	blackstone inc	-25.1 %
QCOM	qualcomm inc	-24.3 %
SHOP	shopify inc	-23.9 %
MSFT	microsoft corp	-23.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.4 M
AAPL	apple inc	-0.6 M
IBM	international business machs	-0.5 M
GOOG	alphabet inc	-0.4 M
META	meta platforms inc	-0.4 M

Investment Partners Asset Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Investment Partners Asset Management, Inc.

Investment Partners Asset Management, Inc. has 162 stocks in it's portfolio. About 29.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. T was the most profitable stock for Investment Partners Asset Management, Inc. last quarter.

Last Reported on: 07 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.49	35,058	8,897,340	reduced	-0.36

AAXJ	ishares tr	0.48	5,643	780,822	added	190

AAXJ	ishares tr	0.35	5,105	563,541	reduced	-3.22

AAXJ	ishares tr	0.34	2,527	552,781	reduced	-14.11

AAXJ	ishares tr	0.12	10,503	192,100	unchanged	0.00

ABBV	abbvie inc	0.30	2,201	478,779	unchanged	0.00

ACN	accenture plc ireland	0.23	1,921	380,915	reduced	-27.4

ACWF	ishares tr	0.77	17,799	1,249,100	added	8.12

ACWV	ishares inc	0.68	16,941	1,096,590	added	0.64

ACWV	ishares inc	0.24	3,228	385,778	unchanged	0.00

ACWV	ishares inc	0.15	6,186	245,399	unchanged	0.00

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.38	1,907	606,693	unchanged	0.00

ADP	automatic data processing in	0.37	2,915	592,270	added	50.26

AFK	vaneck etf trust	0.74	93,347	1,194,840	reduced	-1.09

AFK	vaneck etf trust	0.26	4,085	424,350	unchanged	0.00

AFK	vaneck etf trust	0.21	11,951	343,233	added	32.44

AFTY	pacer fds tr	1.29	45,250	2,092,360	added	0.73

AFTY	pacer fds tr	1.07	27,710	1,733,540	reduced	-2.6

AFTY	pacer fds tr	0.71	27,252	1,156,580	reduced	-0.55