Q2 2026 13F · SEC CIK 867926

Investors Asset Management of Georgia Inc /ga/ /adv

Asset managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $287.7M
Reported positions: 195
Top holdings a year, 3 yrs: +17.3%
Average holding period: 7.8 yrs

Investors Asset Management of Georgia Inc /ga/ /adv is an asset manager that reported 195 positions worth $287.7M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Advanced Micro Devices Inc (AMD, 5.4%), Equifax Inc (EFX, 4.8%), Jpmorgan Chase & Co (JPM, 3.1%). A portfolio copying its top holdings returned 17.3% a year over the last 3 years, against 20.4% for the S&P 500.

Investors Asset Management of Georgia Inc /ga/ /adv holdings largest 50 of 195 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investors Asset Management of Georgia Inc /ga/ /adv 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMDAdvanced Micro Devices Inc	5.4%	2.2%	26,708	-0.9%	$15.5M
EFXEquifax Inc	4.8%	6.4%	86,853	+0.0%	$13.8M
JPMJpmorgan Chase & Co	3.1%	3.2%	26,964	+0.5%	$8.8M
BELFBBel Fuse Inc	2.9%	2.0%	24,708	-0.4%	$8.2M
LLYLilly Eli & Co	2.8%	2.6%	6,818	-1.4%	$8.2M
CATCaterpillar Inc Com	2.8%	2.2%	7,447	-2.8%	$7.9M
IWMIshares	2.7%	2.6%	26,244	+1.9%	$7.9M
BELFABel Fuse Inc	2.5%	1.9%	25,106	-2.6%	$7.3M
EEFTEuronet Worldwide Inc	2.3%	2.6%	92,325	-3.1%	$6.8M
MSFTMicrosoft Corp	1.9%	2.2%	14,800	-0.3%	$5.5M
AAPLApple Inc	1.8%	1.8%	17,847	+5.7%	$5.2M
HDHome Depot Inc Com	1.7%	1.9%	14,034	-1.2%	$4.9M
ABBVAbbvie Inc	1.6%	1.7%	18,592	-0.2%	$4.7M
CVXChevron Corp New	1.6%	2.5%	28,220	-3.6%	$4.7M
GEGe Aerospace	1.4%	1.3%	10,960	-0.7%	$4.1M
INTCIntel Corp	1.4%	—	28,317	—	$4.0M
CSCOCisco Sys Inc	1.2%	1.0%	29,894	-0.7%	$3.5M
KOCoca Cola Co	1.1%	1.2%	40,344	+8.6%	$3.3M
QQQInvesco Qqq Tr	1.1%	1.0%	4,172	+1.5%	$3.1M
SPYSpdr S&p 500 ETF Tr	1.0%	1.0%	4,030	+11.1%	$3.0M
AXPAmerican Express Co Com	1.0%	1.1%	8,831	+0.0%	$3.0M
VYMVym	1.0%	1.0%	17,593	+9.3%	$2.8M
FISFidelity National Information	0.9%	1.3%	69,870	+5.3%	$2.7M
PMPhilip Morris Intl Inc Com	0.9%	1.0%	14,989	+0.0%	$2.7M
VTIVanguard Index Fds	0.9%	1.0%	7,295	-2.1%	$2.7M
BACBank of Amer Corp	0.9%	0.9%	47,182	+6.9%	$2.7M
MOAltria Group Inc	0.9%	1.0%	35,969	+0.0%	$2.6M
GEVGe Vernova Inc	0.9%	0.8%	2,192	-0.5%	$2.6M
JNJJohnson & Johnson	0.9%	0.9%	10,140	+11.5%	$2.6M
BXBlackstone Inc Com	0.9%	1.0%	21,856	+1.3%	$2.6M
IBMInternational Business Machs	0.9%	0.9%	8,899	+2.3%	$2.5M
OKEOneok Inc	0.9%	1.1%	28,444	+0.0%	$2.5M
MRKMerck & Co. Inc	0.9%	0.9%	19,079	+2.6%	$2.5M
GILDGilead Sciences	0.8%	1.1%	18,616	+0.0%	$2.4M
MUMicron Technology Inc	0.8%	—	1,999	—	$2.3M
UPSUnited Parcel Svcs Inc Cl B	0.8%	0.8%	21,214	+4.8%	$2.3M
PFEPfizer Inc	0.8%	1.1%	93,803	-0.8%	$2.3M
RTXRtx Corporation Com	0.7%	0.9%	11,338	-0.4%	$2.2M
COSTCostco Whsl Corp New	0.7%	0.9%	2,260	-0.4%	$2.1M
TTTrane Technologies PLC	0.7%	0.7%	4,272	+0.0%	$2.1M
NOKNokia Corp	0.7%	—	157,210	—	$2.1M
TFCTruist Financial Ord Shs	0.7%	0.7%	41,833	+5.1%	$2.1M
LMTLockheed Martin Corp Com	0.7%	0.9%	3,916	+3.7%	$2.0M
AVGOBroadcom Inc	0.7%	0.7%	5,270	-1.4%	$2.0M
MCKMckesson Corp Com	0.7%	0.9%	2,634	+0.0%	$2.0M
MCDMcdonalds Corp Com	0.6%	0.9%	6,870	+0.0%	$1.9M
HPEHewlett Packard Enterprise	0.6%	—	39,828	—	$1.8M
BABoeing Co	0.6%	0.7%	8,054	-1.2%	$1.7M
BPBp PLC Sponsored ADR ADR	0.6%	0.9%	45,554	-7.1%	$1.7M
ITWIllinois Tool Works Inc.	0.6%	0.7%	6,100	+0.0%	$1.6M

What Investors Asset Management of Georgia Inc /ga/ /adv bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

JNJ Johnson & Johnson+11.5% shares
SPY Spdr S&p 500 ETF Tr+11.1% shares
VYM Vym+9.3% shares
KO Coca Cola Co+8.6% shares
BAC Bank of Amer Corp+6.9% shares
AAPL Apple Inc+5.7% shares
FIS Fidelity National Information+5.3% shares
TFC Truist Financial Ord Shs+5.1% shares

Reduced

BP Bp PLC Sponsored ADR ADR-7.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.1% /yr; S&P 500 +20.1%
3 years: +17.3% /yr; S&P 500 +20.4%
5 years: +7.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$287.7M	195
Q1 2026	$244.3M	182
Q4 2025	$241.9M	184
Q3 2025	$235.0M	179
Q2 2025	$216.1M	169
Q1 2025	$197.7M	161
Q4 2024	$205.1M	160
Q3 2024	$212.1M	166
Q2 2024	$205.5M	162
Q1 2024	$212.7M	160
Q4 2023	$197.3M	159
Q3 2023	$181.2M	163

Questions about Investors Asset Management of Georgia Inc /ga/ /adv's portfolio

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

Investors Asset Management of Georgia Inc /ga/ /adv's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 195 positions worth $287.7M. The largest are Advanced Micro Devices Inc (AMD) at 5.4%, Equifax Inc (EFX) at 4.8%, Jpmorgan Chase & Co (JPM) at 3.1%, Bel Fuse Inc (BELFB) at 2.9% and Lilly Eli & Co (LLY) at 2.8%.

What did Investors Asset Management of Georgia Inc /ga/ /adv buy last quarter?

In Q2 2026, Investors Asset Management of Georgia Inc /ga/ /adv added Johnson & Johnson (JNJ) (+11.5% shares), Spdr S&p 500 ETF Tr (SPY) (+11.1% shares) and Vym (VYM) (+9.3% shares), compared with its Q1 2026 filing.

What did Investors Asset Management of Georgia Inc /ga/ /adv sell last quarter?

In Q2 2026, Investors Asset Management of Georgia Inc /ga/ /adv cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Occidental Petrol Co (OXY), cut from its top 50 Conocophillips (COP), cut from its top 50 At&t Inc Com (T) and Bp PLC Sponsored ADR ADR (BP) (-7.1% shares), compared with its Q1 2026 filing.

How has Investors Asset Management of Georgia Inc /ga/ /adv's portfolio performed?

A portfolio copying Investors Asset Management of Georgia Inc /ga/ /adv's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.1% against +20.1%. Over 5 years: +7.0% a year against +11.6%.

When is Investors Asset Management of Georgia Inc /ga/ /adv's next 13F filing due?

13F filings are due 45 days after each quarter ends. Investors Asset Management of Georgia Inc /ga/ /adv's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.