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IAMOG
Investors Asset Management of Georgia Portfolio holdings
AUM
$288M
1-Year Est. Return
47.58%
This Fund
S&P 500
This Quarter
Est. Return
+2.65%
1 Year Est. Return
+47.58%
3 Year Est. Return
+112.85%
5 Year Est. Return
+140.21%
10 Year Est. Return
+517.32%
AUM
$244M
AUM Growth
+$2.46M
(+1%)
Cap. Flow
+$3.36M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
28.62%
Holding
191
New
7
Increased
91
Reduced
37
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pinnacle Financial Partners Inc
PNFP
|
+$1.22M |
| 2 |
Blackstone
BX
|
+$757K |
| 3 |
Shopify
SHOP
|
+$655K |
| 4 |
Netflix
NFLX
|
+$540K |
| 5 |
CRWV
CoreWeave
CRWV
|
+$466K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$2.26M |
| 2 |
AVDL
Avadel Pharmaceuticals
AVDL
|
+$1.79M |
| 3 |
SNV
Synovus
SNV
|
+$1.19M |
| 4 |
Becton Dickinson
BDX
|
+$228K |
| 5 |
Lamb Weston
LW
|
+$224K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.49% |
| 2 | Industrials | 17.36% |
| 3 | Financials | 12.92% |
| 4 | Healthcare | 11.57% |
| 5 | Energy | 8.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Equifax
EFX
$21.2B
| $15.6M | 6.4% |
86,852
+2
| +0% | +$397 |
|
2
JPMorgan Chase
JPM
$971B
| $7.9M | 3.23% |
26,840
+156
| +0.6% | +$47.3K |
|
3
Eli Lilly
LLY
$1.09T
| $6.36M | 2.6% |
6,918
+27
| +0.4% | +$27.4K |
|
|
4
iShares Russell 2000 ETF
IWM
$82.2B
| $6.34M | 2.6% |
25,760
-8,773
| -25% | -$2.26M |
|
5
Euronet Worldwide
EEFT
$2.66B
| $6.33M | 2.59% |
95,313
+2,302
| +2% | +$165K |
|
6
Chevron
CVX
$386B
| $6.06M | 2.48% |
29,288
-223
| -0.8% | -$40.7K |
|
7
Microsoft
MSFT
$3.66T
| $5.5M | 2.25% |
14,845
+185
| +1% | +$77.4K |
|
8
Advanced Micro Devices
AMD
$788B
| $5.48M | 2.24% |
26,937
-50
| -0.2% | -$10.7K |
|
9
Caterpillar
CAT
$393B
| $5.43M | 2.22% |
7,664
+132
| +2% | +$91.4K |
|
|
BELFB
10
Bel Fuse Inc Class B
BELFB
$4.25B
| $4.91M | 2.01% |
24,807
-150
| -0.6% | -$31.3K |
|
11
Home Depot
HD
$342B
| $4.67M | 1.91% |
14,205
+192
| +1% | +$70K |
|
12
Bel Fuse Inc Class A
BELFA
$3.43B
| $4.65M | 1.9% |
25,781
-160
| -0.6% | -$30.6K |
|
13
Apple
AAPL
$4.41T
| $4.28M | 1.75% |
16,878
+289
| +2% | +$75.2K |
|
14
AbbVie
ABBV
$440B
| $4.05M | 1.66% |
18,632
+63
| +0.3% | +$14K |
|
15
GE Aerospace
GE
$379B
| $3.11M | 1.27% |
11,036
-10
| -0.1% | -$3.14K |
|
16
Fidelity National Information Services
FIS
$21.6B
| $3.11M | 1.27% |
66,382
+4
| +0% | +$215 |
|
17
Coca-Cola
KO
$373B
| $2.82M | 1.16% |
37,144
+420
| +1% | +$31.8K |
|
18
American Express
AXP
$232B
| $2.67M | 1.09% |
8,830
+300
| +4% | +$101K |
|
19
Pfizer
PFE
$150B
| $2.65M | 1.09% |
94,550
+3,023
| +3% | +$80.5K |
|
20
Gilead Sciences
GILD
$168B
| $2.59M | 1.06% |
18,613
+483
| +3% | +$67.6K |
|
21
Oneok
OKE
$58.3B
| $2.57M | 1.05% |
28,439
+780
| +3% | +$64.2K |
|
|
22
Blackstone
BX
$110B
| $2.48M | 1.02% |
21,569
+5,821
| +37% | +$757K |
|
23
Philip Morris
PM
$290B
| $2.48M | 1.01% |
14,989
| – | – |
|
24
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
| $2.39M | 0.98% |
7,453
-106
| -1% | -$35.6K |
|
25
Vanguard High Dividend Yield ETF
VYM
$84B
| $2.38M | 0.98% |
16,100
+40
| +0.2% | +$6.01K |
|
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Investors Asset Management of Georgia's Q1 2026 Portfolio in Review
As of Q1 2026, Investors Asset Management of Georgia held 191 positions worth $244M, up 1% from $242M the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Investors Asset Management of Georgia's Q1 2026 filing shows 7 new, 91 increased, 37 reduced and 9 closed positions. Its largest new stake was Pinnacle Financial Partners Inc: 13,063 shares worth $1.13M. The largest sale was iShares Russell 2000 ETF, an estimated $2.26M.
By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 21% a quarter earlier, followed by Industrials and Financials.
- Investors Asset Management of Georgia's largest Q1 2026 buy was Pinnacle Financial Partners Inc: 13,063 shares worth $1.13M.
- Investors Asset Management of Georgia added most to Blackstone in Q1 2026, an estimated $757K increase.
- Investors Asset Management of Georgia's biggest Q1 2026 reduction was iShares Russell 2000 ETF, cutting an estimated $2.26M.
- Investors Asset Management of Georgia fully exited Avadel Pharmaceuticals in Q1 2026, selling an estimated $1.79M.
- Investors Asset Management of Georgia's ten largest holdings make up 29% of its $244M portfolio in Q1 2026.
- Investors Asset Management of Georgia opened 7 new positions and closed 9 in Q1 2026.
- Investors Asset Management of Georgia's portfolio value rose 1% quarter-over-quarter to $244M.
Based on Investors Asset Management of Georgia's 13F filing for Q1 2026, filed 27 Apr 2026.