Investment Partners Asset Management, Inc. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Investment Partners Asset Management, Inc. opened 53 positions, added to 284, reduced 286 and sold out of 32.
- Q2 2026: Stock NOW; Country of operation United States; Class COM; Shares before 7,010.
- Q2 2026: Stock CSCO; Country of operation United States; Class COM; Shares before 13,202.
- Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 12,789.
- Q2 2026: Stock LLY; Country of operation United States; Class COM; Shares before 1,304.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1384416), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | NOW
SERVICENOW INC | United States | COM | 7,010 | 14,799 | +7,789 | $732,896 | $1,469,245 | +$736,349 | 2026-07-24 |
|---|
| Q2 2026 | CSCO
CISCO SYS INC | United States | COM | 13,202 | 13,204 | +2 | $1,024,330 | $1,550,927 | +$526,597 | 2026-07-24 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 12,789 | 14,060 | +1,271 | $4,733,965 | $5,244,530 | +$510,565 | 2026-07-24 |
|---|
| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 1,304 | 1,408 | +104 | $1,199,380 | $1,688,797 | +$489,417 | 2026-07-24 |
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| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 35,623 | 35,804 | +181 | $1,788,293 | $1,515,959 | -$272,334 | 2026-07-24 |
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| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 5,906 | 5,911 | +5 | $1,737,309 | $1,934,848 | +$197,539 | 2026-07-24 |
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| Q2 2026 | ADI
ANALOG DEVICES INC | United States | COM | 1,907 | 1,908 | +1 | $606,693 | $757,800 | +$151,107 | 2026-07-24 |
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| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 5,365 | 5,813 | +448 | $910,226 | $794,753 | -$115,473 | 2026-07-24 |
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| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 300 | 302 | +2 | $212,538 | $321,600 | +$109,062 | 2026-07-24 |
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| Q2 2026 | BXSL
BLACKSTONE SECD LENDING FD | United States | COMMON STOCK | 27,401 | 31,726 | +4,325 | $649,130 | $752,223 | +$103,093 | 2026-07-24 |
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| Q2 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | 1,628 | 1,629 | +1 | $700,512 | $600,091 | -$100,421 | 2026-07-24 |
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| Q2 2026 | MSTR
STRATEGY INC | United States | CL A NEW | 2,561 | 2,572 | +11 | $319,613 | $223,584 | -$96,029 | 2026-07-24 |
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| Q2 2026 | BEPC
BROOKFIELD RENEWABLE CORP | United States | CL A EX SUB VTG | 39,661 | 40,058 | +397 | $1,579,698 | $1,486,953 | -$92,745 | 2026-07-24 |
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| Q2 2026 | ARCC
ARES CAPITAL CORP | United States | COM | 50,647 | 53,734 | +3,087 | $912,657 | $995,691 | +$83,034 | 2026-07-24 |
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| Q2 2026 | CIM
CHIMERA INVT CORP | United States | COM SHS | 38,747 | 41,747 | +3,000 | $486,275 | $556,905 | +$70,630 | 2026-07-24 |
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| Q2 2026 | KO
COCA COLA CO | United States | COM | 12,388 | 12,399 | +11 | $942,107 | $1,007,667 | +$65,560 | 2026-07-24 |
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| Q2 2026 | WMT
WALMART INC | United States | COM | 5,164 | 5,177 | +13 | $641,737 | $586,401 | -$55,336 | 2026-07-24 |
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| Q2 2026 | PHYS
SPROTT ASSET MANAGEMENT LP | Canada | PHYSICAL GOLD TR | 10,169 | 10,254 | +85 | $360,389 | $309,363 | -$51,026 | 2026-07-24 |
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| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 4,533 | 4,680 | +147 | $2,593,465 | $2,636,197 | +$42,732 | 2026-07-24 |
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| Q2 2026 | MRK
MERCK & CO INC | United States | COM | 4,051 | 4,062 | +11 | $487,273 | $522,026 | +$34,753 | 2026-07-24 |
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| Q2 2026 | GSBD
GOLDMAN SACHS BDC INC | United States | SHS | 32,224 | 33,724 | +1,500 | $286,149 | $319,704 | +$33,555 | 2026-07-24 |
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| Q2 2026 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 9,297 | 9,337 | +40 | $563,863 | $537,998 | -$25,865 | 2026-07-24 |
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| Q2 2026 | BKNG
BOOKING HOLDINGS INC | United States | COM | 81 | 2,025 | +1,944 | $341,036 | $360,936 | +$19,900 | 2026-07-24 |
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| Q2 2026 | SYK
STRYKER CORPORATION | United States | COM | 933 | 1,020 | +87 | $306,574 | $321,137 | +$14,563 | 2026-07-24 |
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| Q2 2026 | WMB
WILLIAMS COS INC | United States | COM | 6,759 | 6,765 | +6 | $491,920 | $502,910 | +$10,990 | 2026-07-24 |
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| Q2 2026 | SHOP
SHOPIFY INC | | CL A SUB VTG SHS | 2,220 | 2,225 | +5 | $263,336 | $254,051 | -$9,285 | 2026-07-24 |
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| Q2 2026 | SO
SOUTHERN CO | United States | COM | 10,036 | 10,038 | +2 | $968,644 | $960,719 | -$7,925 | 2026-07-24 |
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| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 2,975 | 2,976 | +1 | $429,693 | $436,328 | +$6,635 | 2026-07-24 |
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| Q2 2026 | BIPC
BROOKFIELD INFRASTRUCTURE CO | | COM SUB VTG A | 7,060 | 7,126 | +66 | $279,011 | $274,351 | -$4,660 | 2026-07-24 |
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| Q2 2026 | ORCL
ORACLE CORP | United States | COM | 5,838 | 5,884 | +46 | $858,828 | $862,300 | +$3,472 | 2026-07-24 |
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| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 1,321 | 1,326 | +5 | $254,821 | $251,582 | -$3,239 | 2026-07-24 |
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