Investment Partners Asset Management, Inc.

All 13F Filings

Location
Metuchen, NJ
Most recent 13F
Q3 2026
Holdings value ($000)
185,513
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/8/2026 174 185,513 13F-HR Investment Partners Asset Management, Inc.
Q2 2026 7/24/2026 173 179,872 13F-HR Investment Partners Asset Management, Inc.
Q1 2026 4/7/2026 163 161,959 13F-HR Investment Partners Asset Management, Inc.
Q4 2025 1/15/2026 159 160,638 13F-HR Investment Partners Asset Management, Inc.
Q3 2025 10/20/2025 158 151,765 13F-HR Investment Partners Asset Management, Inc.
Q2 2025 7/16/2025 156 143,742 13F-HR Investment Partners Asset Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 1.297 K (0.7% of total reported value) · QoQ Δ: +511
Type Value ($000) Share % Inflow Outflow Net
Stocks 114.7 K 62.3% 5.879 K 0 5.879 K
ETFs 69.49 K 37.7% 0 745 -745
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Fund Snapshot

Q3 2026
Latest filed
10/8/2026
Total value ($000)
185,513
Holdings
174
QoQ value change ($000)
5,641 (3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.