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13F holdings · Q3 2026

Investors Asset Management of Georgia Inc /ga/ /adv

Atlanta, GA · files as Investors Asset Management of Georgia Inc /ga/ /adv
Holdings as of Sep 30, 2026Filed Oct 20, 2026Next filing due Feb 15, 2027CIK 867926

Investors Asset Management of Georgia Inc /ga/ /adv reported 194 stocks worth $276M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AMD (5.9%), EFX (4.3%) and JPM (3.2%). Compared with Q2 2026, the fund opened new positions in OKE and XOM, added to IWM, ABBV and HD, trimmed AMD, LLY and MSFT and sold out of OKE, XOM and SHOP.

Reported value$276M−4.0% vs last quarter
Stocks held1946 new · 7 sold out
Top 5 weight19.0%spread out
Turnover6%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
AMD
Advanced Micro Devices Inc
$16.2M5.9%27K−185 (−1%)8 of 8
2
EFX
Equifax Inc
$11.9M4.3%87KNo change8 of 8
3
JPM
Jpmorgan Chase & Co.
$8.9M3.2%27KNo change8 of 8
4
LLY
Eli Lilly & Co
$7.9M2.9%6,803−15 (−0%)8 of 8
5
MSFT
Microsoft Corp
$7.6M2.7%15K−25 (−0%)8 of 8
6
IWM
Ishares TR
$7.4M2.7%26K+213 (+1%)8 of 8
7
BELFB
Bel Fuse Inc
$6M2.2%25KNo change8 of 8
8
CAT
Caterpillar Inc
$6M2.2%7,422−25 (−0%)8 of 8
9
AAPL
Apple Inc
$5.9M2.1%18K−48 (−0%)8 of 8
10
CVX
Chevron Corp New
$5.7M2.1%28K−205 (−1%)8 of 8
🔒 184 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
OKE
Oneok Inc New
$2.5M28K
XOM
Exxon Mobil Corp
$1.4M11K
SHOP
Shopify Inc
$565K4,944
HONA
Honeywell Aerospace Inc Com
$416K1,881
MOS
The Mosaic Co
$290K14K

🔒 Free account: see all 7.

Reported value

last 8 quarters
$205MQ4 '24
$198MQ1 '25
$216MQ2 '25
$235MQ3 '25
$242MQ4 '25
$244MQ1 '26
$288MQ2 '26
$276MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 20, 202613F-HRQ3 2026SEC filing ↗

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Investors Asset Management of Georgia Inc /ga/ /adv 13F FAQ

What does Investors Asset Management of Georgia Inc /ga/ /adv own?

Investors Asset Management of Georgia Inc /ga/ /adv reported 194 stocks worth $276M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AMD (5.9%), EFX (4.3%) and JPM (3.2%). The table above lists every position in the filing (the top 10 without an account).

What did Investors Asset Management of Georgia Inc /ga/ /adv buy and sell in Q3 2026?

Compared with Q2 2026: 6 new positions, 43 added to, 70 trimmed and 7 sold out. New positions include OKE and XOM. It sold all of OKE, XOM and SHOP.

When will Investors Asset Management of Georgia Inc /ga/ /adv file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Investors Asset Management of Georgia Inc /ga/ /adv's portfolio worth?

The Q3 2026 filing reports $276M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.