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Investment Partners Asset Management, Inc. Historic Quarter Change: USA Stocks, New

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Investment Partners Asset Management, Inc. historic quarter change: USA Stocks, New

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 GLW; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock KLAC; Country of operation United States; Class COM NEW; Shares before 0.
  • Q2 2026: Stock ETN; Country of operation —; Class SHS; Shares before 0.
  • Q2 2026: Stock DELL; Country of operation United States; Class CL C; Shares before 0.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026GLW
CORNING INC		United StatesCOM01,205+1,205$0$307,793+$307,7932026-07-24
Q2 2026KLAC
KLA CORP		United StatesCOM NEW0880+880$0$265,505+$265,5052026-07-24
Q2 2026ETN
EATON CORP PLC		SHS0489+489$0$208,373+$208,3732026-07-24
Q2 2026DELL
DELL TECHNOLOGIES INC		United StatesCL C0467+467$0$201,492+$201,4922026-07-24
Q2 2026IBKR
INTERACTIVE BROKERS GROUP IN		United StatesCOM CL A02,007+2,007$0$174,652+$174,6522026-07-24
Q1 2026NOW
SERVICENOW INC		United StatesCOM07,010+7,010$0$732,896+$732,8962026-04-07
Q1 2026ENB
ENBRIDGE INC		COM04,997+4,997$0$270,538+$270,5382026-04-07
Q1 2026REGN
REGENERON PHARMACEUTICALS		United StatesCOM0297+297$0$229,474+$229,4742026-04-07
Q1 2026HONZZZZ
HONEYWELL INTL INC		COM0942+942$0$212,920+$212,9202026-04-07
Q1 2026CAT
CATERPILLAR INC		United StatesCOM0300+300$0$212,538+$212,5382026-04-07
Q1 2026GNRC
GENERAC HLDGS INC		United StatesCOM01,050+1,050$0$205,097+$205,0972026-04-07
Q4 2025ARCC
ARES CAPITAL CORP		United StatesCOM064,976+64,976$0$1,314,457+$1,314,4572026-01-15
Q4 2025RGLD
ROYAL GOLD INC		United StatesCOM01,092+1,092$0$242,741+$242,7412026-01-15
Q4 2025AMG
AFFILIATED MANAGERS GROUP IN		United StatesCOM0836+836$0$241,002+$241,0022026-01-15
Q4 2025ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW0372+372$0$210,686+$210,6862026-01-15
Q3 2025PHYS
SPROTT ASSET MANAGEMENT LP		CanadaPHYSICAL GOLD TR010,302+10,302$0$305,145+$305,1452025-10-20
Q3 2025WDAY
WORKDAY INC		United StatesCL A0870+870$0$209,435+$209,4352025-10-20
Q3 2025BN
BROOKFIELD CORP		CL A LTD VT SH03,027+3,027$0$207,592+$207,5922025-10-20
Q2 2025BEPC
BROOKFIELD RENEWABLE CORP		United StatesCL A EX SUB VTG049,506+49,506$0$1,622,807+$1,622,8072025-07-16
Q2 2025CG
CARLYLE GROUP INC		United StatesCOM04,528+4,528$0$232,739+$232,7392025-07-16
Q2 2025HONZZZZ
HONEYWELL INTL INC		COM0917+917$0$213,551+$213,5512025-07-16
Q2 2025SHOP
SHOPIFY INC		CL A SUB VTG SHS01,817+1,817$0$209,591+$209,5912025-07-16
Q2 2025ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW0383+383$0$208,126+$208,1262025-07-16
Q2 2025RTX
RTX CORPORATION		United StatesCOM01,414+1,414$0$206,472+$206,4722025-07-16
Q2 2025GNRC
GENERAC HLDGS INC		United StatesCOM01,441+1,441$0$206,366+$206,3662025-07-16
Q2 2025DIS
DISNEY WALT CO		United StatesCOM01,664+1,664$0$206,348+$206,3482025-07-16
Q1 2025LLY
ELI LILLY & CO		United StatesCOM0345+345$0$284,939+$284,9392025-04-15
Q1 2025UBER
UBER TECHNOLOGIES INC		United StatesCOM03,843+3,843$0$280,001+$280,0012025-04-15
Q1 2025BIPC
BROOKFIELD INFRASTRUCTURE CO		COM SUB VTG A07,328+7,328$0$265,200+$265,2002025-04-15
Q4 2024BEPC
BROOKFIELD RENEWABLE CORP		United StatesCL A EX SUB VTG049,617+49,617$0$1,372,406+$1,372,4062025-01-30
Q4 2024LRCX
LAM RESEARCH CORP		United StatesCOM NEW04,147+4,147$0$299,538+$299,5382025-01-30
Q4 2024LULU
LULULEMON ATHLETICA INC		COM0720+720$0$275,335+$275,3352025-01-30
Q4 2024FISV
FISERV INC		United StatesCOM01,067+1,067$0$219,183+$219,1832025-01-30
Q4 2024ASML
ASML HOLDING N V		N Y REGISTRY SHS0306+306$0$212,082+$212,0822025-01-30
Q4 2024GEV
GE VERNOVA INC		United StatesCOM0631+631$0$207,555+$207,5552025-01-30
Q4 2024HONZZZZ
HONEYWELL INTL INC		COM0917+917$0$207,141+$207,1412025-01-30
Q4 2024CIM
CHIMERA INVT CORP		United StatesCOM SHS013,099+13,099$0$183,386+$183,3862025-01-30
Q3 2024AMD
ADVANCED MICRO DEVICES INC		United StatesCOM02,919+2,919$0$478,950+$478,9502024-10-24
Q3 2024CNX
CNX RES CORP		United StatesCOM06,866+6,866$0$223,626+$223,6262024-10-24
Q3 2024ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW0433+433$0$212,720+$212,7202024-10-24
Q3 2024MS
MORGAN STANLEY		United StatesCOM NEW02,013+2,013$0$209,835+$209,8352024-10-24
Q3 2024CG
CARLYLE GROUP INC		United StatesCOM04,696+4,696$0$202,210+$202,2102024-10-24
Q3 2024A
AGILENT TECHNOLOGIES INC		United StatesCOM01,360+1,360$0$201,933+$201,9332024-10-24
Q3 2024ZYXIQ
ZYNEX INC		United StatesCOM011,722+11,722$0$95,652+$95,6522024-10-24
Q3 2024BITF
BITFARMS LTD		COM010,000+10,000$0$21,100+$21,1002024-10-24
Q1 2024MSTR
MICROSTRATEGY INC		United StatesCL A NEW0260+260$0$443,186+$443,1862024-04-15
Q1 2024PANW
PALO ALTO NETWORKS INC		United StatesCOM01,231+1,231$0$349,764+$349,7642024-04-15
Q1 2024MS
MORGAN STANLEY		United StatesCOM NEW03,313+3,313$0$311,952+$311,9522024-04-15
Q1 2024FTNT
FORTINET INC		United StatesCOM03,435+3,435$0$234,645+$234,6452024-04-15
Q1 2024SYK
STRYKER CORPORATION		United StatesCOM0655+655$0$234,405+$234,4052024-04-15
Q1 2024BKNG
BOOKING HOLDINGS INC		United StatesCOM062+62$0$224,929+$224,9292024-04-15
Q1 2024CG
CARLYLE GROUP INC		United StatesCOM04,696+4,696$0$220,289+$220,2892024-04-15
Q1 2024CB
CHUBB LIMITED		COM0817+817$0$211,709+$211,7092024-04-15

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